Joan E Herman - Net Worth and Insider Trading

Joan E Herman Net Worth

The estimated net worth of Joan E Herman is at least $17 Million dollars as of 2024-04-24. Joan E Herman is the President & CEO Cons and EVP of Elevance Health Inc and owns about 30,369 shares of Elevance Health Inc (ELV) stock worth over $16 Million. Joan E Herman is also the Director of Encompass Health Corp and owns about 13,590 shares of Encompass Health Corp (EHC) stock worth over $1 Million. Details can be seen in Joan E Herman's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Joan E Herman has not made any transactions after 2015-11-05 and currently still holds the listed stock(s).

Transaction Summary of Joan E Herman

To

Joan E Herman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Joan E Herman owns 5 companies in total, including Encompass Health Corp (EHC) , Ionis Pharmaceuticals Inc (IONS) , and Convergys Corp (CVG) among others .

Click here to see the complete history of Joan E Herman’s form 4 insider trades.

Insider Ownership Summary of Joan E Herman

Ticker Comapny Transaction Date Type of Owner
EHC Encompass Health Corp 2015-11-05 director
IONS Ionis Pharmaceuticals Inc 2019-06-10 director
CVG Convergys Corp 2018-10-05 director
MRVC MRV Communications Inc 2011-06-01 director
ELV Elevance Health Inc 2007-12-07 EVP

Joan E Herman Latest Holdings Summary

Joan E Herman currently owns a total of 2 stocks. Among these stocks, Joan E Herman owns 30,369 shares of Elevance Health Inc (ELV) as of December 7, 2007, with a value of $16 Million and a weighting of 93.47%. Joan E Herman also owns 13,590 shares of Encompass Health Corp (EHC) as of November 5, 2015, with a value of $1 Million and a weighting of 6.53%.

Latest Holdings of Joan E Herman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ELV Elevance Health Inc 2007-12-07 30,369 530.92 16,123,509
EHC Encompass Health Corp 2015-11-05 13,590 82.90 1,126,611

Holding Weightings of Joan E Herman


Joan E Herman Form 4 Trading Tracker

According to the SEC Form 4 filings, Joan E Herman has made a total of 0 transactions in Elevance Health Inc (ELV) over the past 5 years. The most-recent trade in Elevance Health Inc is the sale of 13,562 shares on December 7, 2007, which brought Joan E Herman around $1 Million.

According to the SEC Form 4 filings, Joan E Herman has made a total of 0 transactions in Encompass Health Corp (EHC) over the past 5 years. The most-recent trade in Encompass Health Corp is the acquisition of 1,000 shares on November 5, 2015, which cost Joan E Herman around $35,280.

Insider Trading History of Joan E Herman

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Joan E Herman Trading Performance

GuruFocus tracks the stock performance after each of Joan E Herman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joan E Herman is 0.97%. GuruFocus also compares Joan E Herman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joan E Herman within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Joan E Herman's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Joan E Herman

Average Return

14.53%

Average return per transaction

Outperforming Transactions

100%

1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.8 0.97 15.83 14.53 16.76 26
Relative Return to S&P 500(%) -0.41 11.44 18.18 15.23 5.73 16.76

Joan E Herman Ownership Network

Ownership Network List of Joan E Herman

No Data

Ownership Network Relation of Joan E Herman


Joan E Herman Owned Company Details

What does Encompass Health Corp do?

Who are the key executives at Encompass Health Corp?

Joan E Herman is the director of Encompass Health Corp. Other key executives at Encompass Health Corp include EVP & Chief Financial Officer Douglas E Coltharp , Chief Medical Officer Elissa Joy Charbonneau , and Executive VP Operations Mark J Tarr .

Encompass Health Corp (EHC) Insider Trades Summary

Over the past 18 months, Joan E Herman made no insider transaction in Encompass Health Corp (EHC). Other recent insider transactions involving Encompass Health Corp (EHC) include a net sale of 29,110 shares made by Douglas E Coltharp , a net sale of 25,330 shares made by Mark J Tarr , and a net sale of 8,294 shares made by Elissa Joy Charbonneau .

In summary, during the past 3 months, insiders sold 0 shares of Encompass Health Corp (EHC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 62,734 shares of Encompass Health Corp (EHC) were sold and 1,830 shares were bought by its insiders, resulting in a net sale of 60,904 shares.

Encompass Health Corp (EHC)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Encompass Health Corp Insider Transactions

No Available Data

Joan E Herman Mailing Address

Above is the net worth, insider trading, and ownership report for Joan E Herman. Currently GuruFocus does not have mailing address information for Joan E Herman.

Discussions on Joan E Herman

No discussions yet.