Luke E Sims - Net Worth and Insider Trading

Luke E Sims Net Worth

The estimated net worth of Luke E Sims is at least $5 Million dollars as of 2024-03-29. Luke E Sims is the President & CEO of Eagle Capital Growth Fund Inc and owns about 286,660 shares of Eagle Capital Growth Fund Inc (GRF) stock worth over $3 Million. Luke E Sims is also the Director of Boot Barn Holdings Inc and owns about 20,087 shares of Boot Barn Holdings Inc (BOOT) stock worth over $2 Million. Details can be seen in Luke E Sims's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Luke E Sims has not made any transactions after 2024-02-22 and currently still holds the listed stock(s).

Transaction Summary of Luke E Sims

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Luke E Sims Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Luke E Sims owns 1 companies in total, including Eagle Capital Growth Fund Inc () .

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

Insider Ownership Summary of Luke E Sims

Ticker Comapny Transaction Date Type of Owner
Eagle Capital Growth Fund Inc 2024-02-22 director

Luke E Sims Latest Holdings Summary

Luke E Sims currently owns a total of 2 stocks. Among these stocks, Luke E Sims owns 286,660 shares of Eagle Capital Growth Fund Inc (GRF) as of February 22, 2024, with a value of $3 Million and a weighting of 58.84%. Luke E Sims also owns 20,087 shares of Boot Barn Holdings Inc (BOOT) as of August 25, 2009, with a value of $2 Million and a weighting of 41.16%.

Latest Holdings of Luke E Sims

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
GRF Eagle Capital Growth Fund Inc 2024-02-22 286,660 9.53 2,731,870
BOOT Boot Barn Holdings Inc 2009-08-25 20,087 95.15 1,911,278

Holding Weightings of Luke E Sims


Luke E Sims Form 4 Trading Tracker

According to the SEC Form 4 filings, Luke E Sims has made a total of 13 transactions in Eagle Capital Growth Fund Inc (GRF) over the past 5 years, including 0 buys and 13 sells. The most-recent trade in Eagle Capital Growth Fund Inc is the sale of 5,000 shares on February 22, 2024, which brought Luke E Sims around $45,950.

According to the SEC Form 4 filings, Luke E Sims has made a total of 0 transactions in Boot Barn Holdings Inc (BOOT) over the past 5 years. The most-recent trade in Boot Barn Holdings Inc is the sale of 2,500 shares on August 25, 2009, which brought Luke E Sims around $27,500.

Insider Trading History of Luke E Sims

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.

Luke E Sims Trading Performance

GuruFocus tracks the stock performance after each of Luke E Sims's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Luke E Sims is 3.25%. GuruFocus also compares Luke E Sims's trading performance to market benchmark return within the same time period. The performance of stocks bought by Luke E Sims within 3 months outperforms 12 times out of 26 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Luke E Sims'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 Luke E Sims

Average Relative Return

12.83%

Average relative return per transaction

Outperforming Transactions

92%

24 out of 26 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 2.41 3.25 6.07 12.83 7.15 4.75
Relative Return to S&P 500(%) 0.55 0.16 -0.22 -5.82 -7.31 -6.72

Luke E Sims Ownership Network

Ownership Network List of Luke E Sims

No Data

Ownership Network Relation of Luke E Sims


Luke E Sims Owned Company Details

What does Eagle Capital Growth Fund Inc do?

Who are the key executives at Eagle Capital Growth Fund Inc?

Luke E Sims is the director of Eagle Capital Growth Fund Inc. Other key executives at Eagle Capital Growth Fund Inc include chief compliance officer David C Sims , other: Investment Club Mutual Investment Club Of Detroit , and Chairman Thomas E Ohara .

Eagle Capital Growth Fund Inc () Insider Trades Summary

Over the past 18 months, Luke E Sims made 4 insider transaction in Eagle Capital Growth Fund Inc () with a net sale of 300,271. Other recent insider transactions involving Eagle Capital Growth Fund Inc () include a net purchase of 22,703 shares made by David C Sims , a net purchase of 2,024 shares made by Donald G Tyler ,

In summary, during the past 3 months, insiders sold 5,000 shares of Eagle Capital Growth Fund Inc () in total and bought 5,133 shares, with a net purchase of 133 shares. During the past 18 months, 300,271 shares of Eagle Capital Growth Fund Inc () were sold and 24,727 shares were bought by its insiders, resulting in a net sale of 275,544 shares.

Eagle Capital Growth Fund Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Eagle Capital Growth Fund Inc Insider Transactions

No Available Data

Luke E Sims Mailing Address

Above is the net worth, insider trading, and ownership report for Luke E Sims. You might contact Luke E Sims via mailing address: 225 E. Mason Street, Suite 802, Milwaukee Wi 53202.

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