Roger S Penske - Net Worth and Insider Trading

Roger S Penske Net Worth

The estimated net worth of Roger S Penske is at least $242 Million dollars as of 2024-04-20. Roger S Penske is the Chairman & CEO, 10% Owner of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 and owns about 11,342,814 shares of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) stock worth over $199 Million. Roger S Penske is the Chair & CEO, 10% Owner of Penske Automotive Group Inc and owns about 286,835 shares of Penske Automotive Group Inc (PAG) stock worth over $42 Million. Roger S Penske is also the Director of Universal Technical Institute Inc and owns about 9,363 shares of Universal Technical Institute Inc (UTI) stock worth over $136,513. Details can be seen in Roger S Penske's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Roger S Penske has not made any transactions after 2021-08-16 and currently still holds the listed stock(s).

Transaction Summary of Roger S Penske

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Roger S Penske Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Roger S Penske owns 4 companies in total, including Penske Automotive Group Inc (PAG) , Universal Technical Institute Inc (UTI) , and GE Aerospace (GE) among others .

Click here to see the complete history of Roger S Penske’s form 4 insider trades.

Insider Ownership Summary of Roger S Penske

Ticker Comapny Transaction Date Type of Owner
PAG Penske Automotive Group Inc 2023-02-15 director & 10 percent owner & Chair & CEO
UTI Universal Technical Institute Inc 2013-12-06 director & 10 percent owner
GE GE Aerospace 2003-07-01 director
HD The Home Depot Inc 2003-08-21 director

Roger S Penske Latest Holdings Summary

Roger S Penske currently owns a total of 3 stocks. Among these stocks, Roger S Penske owns 11,342,814 shares of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) as of March 9, 2006, with a value of $199 Million and a weighting of 82.4%. Roger S Penske owns 286,835 shares of Penske Automotive Group Inc (PAG) as of August 16, 2021, with a value of $42 Million and a weighting of 17.54%. Roger S Penske also owns 9,363 shares of Universal Technical Institute Inc (UTI) as of December 6, 2013, with a value of $136,513 and a weighting of 0.06%.

Latest Holdings of Roger S Penske

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UAG UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 2006-03-09 11,342,814 17.57 199,293,242
PAG Penske Automotive Group Inc 2021-08-16 286,835 147.94 42,434,370
UTI Universal Technical Institute Inc 2013-12-06 9,363 14.58 136,513

Holding Weightings of Roger S Penske


Roger S Penske Form 4 Trading Tracker

According to the SEC Form 4 filings, Roger S Penske has made a total of 0 transactions in UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) over the past 5 years. The most-recent trade in UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 is the sale of 460,000 shares on March 9, 2006, which brought Roger S Penske around $20 Million.

According to the SEC Form 4 filings, Roger S Penske has made a total of 2 transactions in Penske Automotive Group Inc (PAG) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Penske Automotive Group Inc is the sale of 25,000 shares on August 16, 2021, which brought Roger S Penske around $2 Million.

According to the SEC Form 4 filings, Roger S Penske has made a total of 0 transactions in Universal Technical Institute Inc (UTI) over the past 5 years. The most-recent trade in Universal Technical Institute Inc is the acquisition of 1,500 shares on December 6, 2013, which cost Roger S Penske around $21,900.

Insider Trading History of Roger S Penske

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.

Roger S Penske Trading Performance

GuruFocus tracks the stock performance after each of Roger S Penske's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Roger S Penske is 12.12%. GuruFocus also compares Roger S Penske's trading performance to market benchmark return within the same time period. The performance of stocks bought by Roger S Penske within 3 months outperforms 10 times out of 11 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Roger S Penske'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 Roger S Penske

Average Return

-5.34%

Average return per transaction

Outperforming Transactions

27%

3 out of 11 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(%) 8.27 12.12 15.18 -5.34 3.74 -2.04
Relative Return to S&P 500(%) 8.67 10.65 7.62 -18.21 -9.77 -12.16

Roger S Penske Ownership Network

Ownership Network List of Roger S Penske

No Data

Ownership Network Relation of Roger S Penske


Roger S Penske Owned Company Details

What does Penske Automotive Group Inc do?

Who are the key executives at Penske Automotive Group Inc?

Roger S Penske is the director & 10 percent owner & Chair & CEO of Penske Automotive Group Inc. Other key executives at Penske Automotive Group Inc include director & President Kurnick Robert H Jr , EVP & CFO Michelle Hulgrave , and EVP & Gen. Counsel & Sec. Shane M. Spradlin .

Penske Automotive Group Inc (PAG) Insider Trades Summary

Over the past 18 months, Roger S Penske made no insider transaction in Penske Automotive Group Inc (PAG). Other recent insider transactions involving Penske Automotive Group Inc (PAG) include a net sale of 6,600 shares made by John Barr , a net sale of 7,673 shares made by Shane M. Spradlin , and a net sale of 3,633 shares made by Greg C Smith .

In summary, during the past 3 months, insiders sold 5,233 shares of Penske Automotive Group Inc (PAG) in total and bought 0 shares, with a net sale of 5,233 shares. During the past 18 months, 52,235 shares of Penske Automotive Group Inc (PAG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 52,235 shares.

Penske Automotive Group Inc (PAG)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Penske Automotive Group Inc Insider Transactions

No Available Data

Roger S Penske Mailing Address

Above is the net worth, insider trading, and ownership report for Roger S Penske. You might contact Roger S Penske via mailing address: 2555 Telegraph Road, Bloomfield Hills Mi 48302-0954.

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