Thomas J Herzfeld - Net Worth and Insider Trading
Thomas J Herzfeld Net Worth
The estimated net worth of Thomas J Herzfeld is at least $1 Million dollars as of 2024-04-19. Thomas J Herzfeld is the Director of Herzfeld Caribbean Basin Fund Inc and owns about 536,489 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) stock worth over $1 Million. Details can be seen in Thomas J Herzfeld's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Thomas J Herzfeld has not made any transactions after 2022-11-14 and currently still holds the listed stock(s).
Transaction Summary of Thomas J Herzfeld
Thomas J Herzfeld Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Thomas J Herzfeld owns 1 companies in total, including Herzfeld Caribbean Basin Fund Inc (CUBA) .
Click here to see the complete history of Thomas J Herzfeld’s form 4 insider trades.
Insider Ownership Summary of Thomas J Herzfeld
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CUBA | Herzfeld Caribbean Basin Fund Inc | 2022-11-14 | director & President |
Thomas J Herzfeld Latest Holdings Summary
Thomas J Herzfeld currently owns a total of 1 stock. Thomas J Herzfeld owns 536,489 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) as of November 14, 2022, with a value of $1 Million.
Latest Holdings of Thomas J Herzfeld
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CUBA | Herzfeld Caribbean Basin Fund Inc | 2022-11-14 | 536,489 | 2.38 | 1,276,844 |
Holding Weightings of Thomas J Herzfeld
Thomas J Herzfeld Form 4 Trading Tracker
According to the SEC Form 4 filings, Thomas J Herzfeld has made a total of 5 transactions in Herzfeld Caribbean Basin Fund Inc (CUBA) over the past 5 years, including 3 buys and 2 sells. The most-recent trade in Herzfeld Caribbean Basin Fund Inc is the sale of 71,983 shares on November 14, 2022, which brought Thomas J Herzfeld around $358,475.
Insider Trading History of Thomas J Herzfeld
- 1
Thomas J Herzfeld Trading Performance
GuruFocus tracks the stock performance after each of Thomas J Herzfeld's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Thomas J Herzfeld is 3.79%. GuruFocus also compares Thomas J Herzfeld's trading performance to market benchmark return within the same time period. The performance of stocks bought by Thomas J Herzfeld within 3 months outperforms 15 times out of 33 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Thomas J Herzfeld's insider trading performs compared to the benchmark.
Performance of Thomas J Herzfeld
Average Return
7.61%
Outperforming Transactions
58%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.92 | 3.79 | 1.79 | 7.61 | -5.6 | -6.11 |
| Relative Return to S&P 500(%) | -0.51 | -1.81 | -8.44 | -8.64 | -16.96 | -18.24 |
Thomas J Herzfeld Ownership Network
Ownership Network List of Thomas J Herzfeld
Ownership Network Relation of Thomas J Herzfeld
Thomas J Herzfeld Owned Company Details
What does Herzfeld Caribbean Basin Fund Inc do?
Who are the key executives at Herzfeld Caribbean Basin Fund Inc?
Thomas J Herzfeld is the director & President of Herzfeld Caribbean Basin Fund Inc. Other key executives at Herzfeld Caribbean Basin Fund Inc include Portfolio Manager Erik Mervin Herzfeld , other: Portfolio Manager Ryan M Paylor , and Secretary/Treasurer Cecilia L Gondor .
Herzfeld Caribbean Basin Fund Inc (CUBA) Insider Trades Summary
Over the past 18 months, Thomas J Herzfeld made 1 insider transaction in Herzfeld Caribbean Basin Fund Inc (CUBA) with a net sale of 71,983. Other recent insider transactions involving Herzfeld Caribbean Basin Fund Inc (CUBA) include a net sale of 33,365 shares made by Erik Mervin Herzfeld , a net sale of 615 shares made by Ryan M Paylor ,
In summary, during the past 3 months, insiders sold 0 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 105,963 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 105,963 shares.
Herzfeld Caribbean Basin Fund Inc (CUBA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Herzfeld Caribbean Basin Fund Inc Insider Transactions
Thomas J Herzfeld Mailing Address
Above is the net worth, insider trading, and ownership report for Thomas J Herzfeld. You might contact Thomas J Herzfeld via mailing address: The Herzfeld Caribbean Basin Fund Inc, 119 Washington Avenue, Suite 504, Miami Beach Fl 33139.
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