James W Wert - Net Worth and Insider Trading
James W Wert Net Worth
The estimated net worth of James W Wert is at least $4 Million dollars as of 2024-04-26. James W Wert is the Director of Park-Ohio Holdings Corp and owns about 88,190 shares of Park-Ohio Holdings Corp (PKOH) stock worth over $2 Million. James W Wert is the Director of Marlin Business Services Corp and owns about 71,140 shares of Marlin Business Services Corp (MRLN) stock worth over $2 Million. James W Wert is also the Director of Crawford United Corp and owns about 6,500 shares of Crawford United Corp (CRAWA) stock worth over $267,150. Details can be seen in James W Wert's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James W Wert has not made any transactions after 2024-03-27 and currently still holds the listed stock(s).
Transaction Summary of James W Wert
James W Wert Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James W Wert owns 3 companies in total, including Marlin Business Services Corp (MRLN) , Park-Ohio Holdings Corp (PKOH) , and Crawford United Corp (CRAWA) .
Click here to see the complete history of James W Wert’s form 4 insider trades.
Insider Ownership Summary of James W Wert
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MRLN | Marlin Business Services Corp | 2018-06-04 | director |
| PKOH | Park-Ohio Holdings Corp | 2024-03-27 | director |
| CRAWA | Crawford United Corp | 2022-06-08 | director |
James W Wert Latest Holdings Summary
James W Wert currently owns a total of 3 stocks. Among these stocks, James W Wert owns 88,190 shares of Park-Ohio Holdings Corp (PKOH) as of March 27, 2024, with a value of $2 Million and a weighting of 51.56%. James W Wert owns 71,140 shares of Marlin Business Services Corp (MRLN) as of June 4, 2018, with a value of $2 Million and a weighting of 41.77%. James W Wert also owns 6,500 shares of Crawford United Corp (CRAWA) as of June 8, 2022, with a value of $267,150 and a weighting of 6.68%.
Latest Holdings of James W Wert
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PKOH | Park-Ohio Holdings Corp | 2024-03-27 | 88,190 | 23.39 | 2,062,764 |
| MRLN | Marlin Business Services Corp | 2018-06-04 | 71,140 | 23.49 | 1,671,079 |
| CRAWA | Crawford United Corp | 2022-06-08 | 6,500 | 41.10 | 267,150 |
Holding Weightings of James W Wert
James W Wert Form 4 Trading Tracker
According to the SEC Form 4 filings, James W Wert has made a total of 11 transactions in Park-Ohio Holdings Corp (PKOH) over the past 5 years, including 2 buys and 9 sells. The most-recent trade in Park-Ohio Holdings Corp is the sale of 1,500 shares on March 27, 2024, which brought James W Wert around $38,970.
According to the SEC Form 4 filings, James W Wert has made a total of 0 transactions in Marlin Business Services Corp (MRLN) over the past 5 years. The most-recent trade in Marlin Business Services Corp is the sale of 1,000 shares on June 4, 2018, which brought James W Wert around $30,400.
According to the SEC Form 4 filings, James W Wert has made a total of 2 transactions in Crawford United Corp (CRAWA) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Crawford United Corp is the acquisition of 2,000 shares on June 8, 2022, which cost James W Wert around $46,000.
Insider Trading History of James W Wert
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James W Wert Trading Performance
GuruFocus tracks the stock performance after each of James W Wert's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James W Wert is 9.76%. GuruFocus also compares James W Wert's trading performance to market benchmark return within the same time period. The performance of stocks bought by James W Wert within 3 months outperforms 7 times out of 12 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James W Wert's insider trading performs compared to the benchmark.
Performance of James W Wert
Average Return
53.15%
Outperforming Transactions
75%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.36 | 9.76 | 35.34 | 53.15 | 76.13 | 55.36 |
| Relative Return to S&P 500(%) | 8.69 | 8.92 | 23.12 | 32.22 | 55.87 | 38.99 |
James W Wert Ownership Network
Ownership Network List of James W Wert
Ownership Network Relation of James W Wert
James W Wert Owned Company Details
What does Marlin Business Services Corp do?
Who are the key executives at Marlin Business Services Corp?
James W Wert is the director of Marlin Business Services Corp. Other key executives at Marlin Business Services Corp include Chief Executive Officer Jeffrey Albert Hilzinger , 10 percent owner Matthew J Sullivan , and SVP and General Counsel Ryan S Melcher .
Marlin Business Services Corp (MRLN) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Marlin Business Services Corp (MRLN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Marlin Business Services Corp (MRLN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Marlin Business Services Corp (MRLN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Marlin Business Services Corp Insider Transactions
James W Wert Mailing Address
Above is the net worth, insider trading, and ownership report for James W Wert. Currently GuruFocus does not have mailing address information for James W Wert.
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