Grace Edward P Iii - Net Worth and Insider Trading
Grace Edward P Iii Net Worth
The estimated net worth of Grace Edward P Iii is at least $662,215 dollars as of 2024-05-02. Grace Edward P Iii is the Trustee of Barings Corporate Investors and owns about 36,157 shares of Barings Corporate Investors (MCI) stock worth over $662,215. Grace Edward P Iii is also the Trustee of Barings Participation Investors and owns about 0 shares of Barings Participation Investors (MPV) stock worth over $0. Details can be seen in Grace Edward P Iii's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Grace Edward P Iii has not made any transactions after 2023-06-05 and currently still holds the listed stock(s).
Transaction Summary of Grace Edward P Iii
Grace Edward P Iii Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Grace Edward P Iii owns 3 companies in total, including Barings Participation Investors (MPV) , Barings Corporate Investors (MCI) , and Boston Restaurant Associates Inc (BRAI) .
Click here to see the complete history of Grace Edward P Iii’s form 4 insider trades.
Insider Ownership Summary of Grace Edward P Iii
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MPV | Barings Participation Investors | 2019-11-05 | other: Trustee |
| MCI | Barings Corporate Investors | 2023-06-05 | other: Trustee |
| BRAI | Boston Restaurant Associates Inc | 2006-12-22 | director |
Grace Edward P Iii Latest Holdings Summary
Grace Edward P Iii currently owns a total of 2 stocks. Among these stocks, Grace Edward P Iii owns 36,157 shares of Barings Corporate Investors (MCI) as of June 5, 2023, with a value of $662,215 and a weighting of 100%. Grace Edward P Iii also owns 0 shares of Barings Participation Investors (MPV) as of November 5, 2019, with a value of $0 and a weighting of 0%.
Latest Holdings of Grace Edward P Iii
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MCI | Barings Corporate Investors | 2023-06-05 | 36,157 | 18.32 | 662,215 |
| MPV | Barings Participation Investors | 2019-11-05 | 0 | 15.83 | 0 |
Holding Weightings of Grace Edward P Iii
Grace Edward P Iii Form 4 Trading Tracker
According to the SEC Form 4 filings, Grace Edward P Iii has made a total of 13 transactions in Barings Corporate Investors (MCI) over the past 5 years, including 12 buys and 1 sells. The most-recent trade in Barings Corporate Investors is the acquisition of 1,157 shares on June 5, 2023, which cost Grace Edward P Iii around $16,140.
According to the SEC Form 4 filings, Grace Edward P Iii has made a total of 1 transactions in Barings Participation Investors (MPV) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Barings Participation Investors is the sale of 3,000 shares on November 5, 2019, which brought Grace Edward P Iii around $49,980.
Insider Trading History of Grace Edward P Iii
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Grace Edward P Iii Trading Performance
GuruFocus tracks the stock performance after each of Grace Edward P Iii's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Grace Edward P Iii is 3.31%. GuruFocus also compares Grace Edward P Iii's trading performance to market benchmark return within the same time period. The performance of stocks bought by Grace Edward P Iii within 3 months outperforms 11 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 Grace Edward P Iii's insider trading performs compared to the benchmark.
Performance of Grace Edward P Iii
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.23 | | | | | |
| Relative Return to S&P 500(%) | 4.01 | | | | | |
Grace Edward P Iii Ownership Network
Grace Edward P Iii Owned Company Details
What does Barings Participation Investors do?
Who are the key executives at Barings Participation Investors?
Grace Edward P Iii is the other: Trustee of Barings Participation Investors. Other key executives at Barings Participation Investors include other: Trustee Susan B Sweeney , other: Trustee Barbara Ginader , and other: Adviser Board Member Eric Partlan .
Barings Participation Investors (MPV) Insider Trades Summary
Over the past 18 months, Grace Edward P Iii made no insider transaction in Barings Participation Investors (MPV). Other recent insider transactions involving Barings Participation Investors (MPV) include a net purchase of 500 shares made by Susan B Sweeney , and a net purchase of 500 shares made by Barbara Ginader .
In summary, during the past 3 months, insiders sold 0 shares of Barings Participation Investors (MPV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Barings Participation Investors (MPV) were sold and 1,000 shares were bought by its insiders, resulting in a net purchase of 1,000 shares.
Barings Participation Investors (MPV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Barings Participation Investors Insider Transactions
Grace Edward P Iii Mailing Address
Above is the net worth, insider trading, and ownership report for Grace Edward P Iii. You might contact Grace Edward P Iii via mailing address: Seaside Plaza Suite 880, 201 South Orange Avenue, Orlando Fl 32801.
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