Stephen J Luczo - Net Worth and Insider Trading
Stephen J Luczo Net Worth
The estimated net worth of Stephen J Luczo is at least $103 Million dollars as of 2024-04-25. Stephen J Luczo is the Director of Microsoft Corp and owns about 133,500 shares of Microsoft Corp (MSFT) stock worth over $53 Million. Stephen J Luczo is the Director of Morgan Stanley and owns about 237,336 shares of Morgan Stanley (MS) stock worth over $22 Million. Stephen J Luczo is also the Director of Seagate Technology Holdings PLC and owns about 225,941 shares of Seagate Technology Holdings PLC (STX) stock worth over $20 Million. Besides these, Stephen J Luczo also holds AT&T Inc (T) . Details can be seen in Stephen J Luczo's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Stephen J Luczo has not made any transactions after 2022-05-12 and currently still holds the listed stock(s).
Transaction Summary of Stephen J Luczo
Stephen J Luczo Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen J Luczo owns 5 companies in total, including Seagate Technology Holdings PLC (STX) , AT&T Inc (T) , and Morgan Stanley (PEL) among others .
Click here to see the complete history of Stephen J Luczo’s form 4 insider trades.
Insider Ownership Summary of Stephen J Luczo
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
STX | Seagate Technology Holdings PLC | 2022-03-04 | director & Chairman and CEO |
T | AT&T Inc | 2021-11-08 | director |
PEL | Morgan Stanley | 2020-06-01 | director |
MSFT | Microsoft Corp | 2013-08-28 | director |
MS | Morgan Stanley | 2022-05-12 | director |
Stephen J Luczo Latest Holdings Summary
Stephen J Luczo currently owns a total of 4 stocks. Among these stocks, Stephen J Luczo owns 133,500 shares of Microsoft Corp (MSFT) as of June 4, 2012, with a value of $53 Million and a weighting of 51.6%. Stephen J Luczo owns 237,336 shares of Morgan Stanley (MS) as of May 12, 2022, with a value of $22 Million and a weighting of 21.28%. Stephen J Luczo also owns 225,941 shares of Seagate Technology Holdings PLC (STX) as of March 4, 2022, with a value of $20 Million and a weighting of 19.1%. The other 1 stocks AT&T Inc (T) have a combined weighting of 8.03% among all his current holdings.
Latest Holdings of Stephen J Luczo
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
MSFT | Microsoft Corp | 2012-06-04 | 133,500 | 399.04 | 53,271,840 |
MS | Morgan Stanley | 2022-05-12 | 237,336 | 92.56 | 21,967,820 |
STX | Seagate Technology Holdings PLC | 2022-03-04 | 225,941 | 87.26 | 19,715,612 |
T | AT&T Inc | 2021-11-08 | 500,000 | 16.58 | 8,290,000 |
Holding Weightings of Stephen J Luczo
Stephen J Luczo Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen J Luczo has made a total of 0 transactions in Microsoft Corp (MSFT) over the past 5 years. The most-recent trade in Microsoft Corp is the acquisition of 17,500 shares on June 4, 2012, which cost Stephen J Luczo around $502,600.
According to the SEC Form 4 filings, Stephen J Luczo has made a total of 5 transactions in Morgan Stanley (MS) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in Morgan Stanley is the acquisition of 25,000 shares on May 12, 2022, which cost Stephen J Luczo around $2 Million.
According to the SEC Form 4 filings, Stephen J Luczo has made a total of 39 transactions in Seagate Technology Holdings PLC (STX) over the past 5 years, including 0 buys and 39 sells. The most-recent trade in Seagate Technology Holdings PLC is the sale of 50,000 shares on March 4, 2022, which brought Stephen J Luczo around $5 Million.
More details on Stephen J Luczo's insider transactions can be found in the Insider Trading History of Stephen J Luczo table.Insider Trading History of Stephen J Luczo
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Stephen J Luczo Trading Performance
GuruFocus tracks the stock performance after each of Stephen J Luczo's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen J Luczo is 15.79%. GuruFocus also compares Stephen J Luczo's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen J Luczo within 3 months outperforms 8 times out of 16 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stephen J Luczo's insider trading performs compared to the benchmark.
Performance of Stephen J Luczo
Average Return
77.27%
Outperforming Transactions
75%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -0.62 | 15.79 | 38.34 | 77.27 | 28.81 | 26.49 |
Relative Return to S&P 500(%) | 2.65 | 11.05 | 28.09 | 54.2 | 11.44 | 13.69 |
Stephen J Luczo Ownership Network
Ownership Network List of Stephen J Luczo
Ownership Network Relation of Stephen J Luczo
Stephen J Luczo Owned Company Details
What does Seagate Technology Holdings PLC do?
Who are the key executives at Seagate Technology Holdings PLC?
Stephen J Luczo is the director & Chairman and CEO of Seagate Technology Holdings PLC. Other key executives at Seagate Technology Holdings PLC include SVP & HDD & SDD Products & CTO John Christopher Morris , EVP & CFO Gianluca Romano , and President & COO William D Mosley .
Seagate Technology Holdings PLC (STX) Insider Trades Summary
Over the past 18 months, Stephen J Luczo made no insider transaction in Seagate Technology Holdings PLC (STX). Other recent insider transactions involving Seagate Technology Holdings PLC (STX) include a net sale of 147,343 shares made by Gianluca Romano , a net sale of 13,913 shares made by Katherine Schuelke , and a net sale of 454,444 shares made by William D Mosley .
In summary, during the past 3 months, insiders sold 11,776 shares of Seagate Technology Holdings PLC (STX) in total and bought 0 shares, with a net sale of 11,776 shares. During the past 18 months, 681,787 shares of Seagate Technology Holdings PLC (STX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 681,787 shares.
Seagate Technology Holdings PLC (STX)'s detailed insider trading history can be found in Insider Trading Tracker table.
Seagate Technology Holdings PLC Insider Transactions
Stephen J Luczo Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen J Luczo. Currently GuruFocus does not have mailing address information for Stephen J Luczo.