Bartels Robert E Jr - Net Worth and Insider Trading
Bartels Robert E Jr Net Worth
The estimated net worth of Bartels Robert E Jr is at least $2 Million dollars as of 2024-04-29. Bartels Robert E Jr is the Director of Lakeland Financial Corp and owns about 30,851 shares of Lakeland Financial Corp (LKFN) stock worth over $2 Million. Details can be seen in Bartels Robert E Jr's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Bartels Robert E Jr has not made any transactions after 2024-02-01 and currently still holds the listed stock(s).
Transaction Summary of Bartels Robert E Jr
Bartels Robert E Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bartels Robert E Jr owns 1 companies in total, including Lakeland Financial Corp (LKFN) .
Click here to see the complete history of Bartels Robert E Jr’s form 4 insider trades.
Insider Ownership Summary of Bartels Robert E Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| LKFN | Lakeland Financial Corp | 2024-02-01 | director |
Bartels Robert E Jr Latest Holdings Summary
Bartels Robert E Jr currently owns a total of 1 stock. Bartels Robert E Jr owns 30,851 shares of Lakeland Financial Corp (LKFN) as of February 1, 2024, with a value of $2 Million.
Latest Holdings of Bartels Robert E Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LKFN | Lakeland Financial Corp | 2024-02-01 | 30,851 | 60.01 | 1,851,369 |
Holding Weightings of Bartels Robert E Jr
Bartels Robert E Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Bartels Robert E Jr has made a total of 7 transactions in Lakeland Financial Corp (LKFN) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in Lakeland Financial Corp is the acquisition of 360 shares on February 1, 2024, which cost Bartels Robert E Jr around $23,058.
Insider Trading History of Bartels Robert E Jr
- 1
Bartels Robert E Jr Trading Performance
GuruFocus tracks the stock performance after each of Bartels Robert E Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bartels Robert E Jr is 14.7%. GuruFocus also compares Bartels Robert E Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bartels Robert E Jr within 3 months outperforms 5 times out of 6 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bartels Robert E Jr's insider trading performs compared to the benchmark.
Performance of Bartels Robert E Jr
Average Return
21.99%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.52 | 14.7 | 15.15 | 21.99 | 20.23 | 29.45 |
| Relative Return to S&P 500(%) | -3.86 | 7.21 | 5.55 | 4.53 | 4.74 | 11.05 |
Bartels Robert E Jr Ownership Network
Ownership Network List of Bartels Robert E Jr
Ownership Network Relation of Bartels Robert E Jr
Bartels Robert E Jr Owned Company Details
What does Lakeland Financial Corp do?
Who are the key executives at Lakeland Financial Corp?
Bartels Robert E Jr is the director of Lakeland Financial Corp. Other key executives at Lakeland Financial Corp include Executive Vice president David M Findlay , Senior Vice President Stephanie R Leniski , and EVP & CFO Lisa M O'neill .
Lakeland Financial Corp (LKFN) Insider Trades Summary
Over the past 18 months, Bartels Robert E Jr made 3 insider transaction in Lakeland Financial Corp (LKFN) with a net purchase of 1,667. Other recent insider transactions involving Lakeland Financial Corp (LKFN) include a net purchase of 56,715 shares made by M Scott Welch , a net sale of 5,017 shares made by Stephanie R Leniski , and a net sale of 3,672 shares made by Jonathan P Steiner .
In summary, during the past 3 months, insiders sold 64,935 shares of Lakeland Financial Corp (LKFN) in total and bought 360 shares, with a net sale of 64,575 shares. During the past 18 months, 79,054 shares of Lakeland Financial Corp (LKFN) were sold and 72,407 shares were bought by its insiders, resulting in a net sale of 6,647 shares.
Lakeland Financial Corp (LKFN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Lakeland Financial Corp Insider Transactions
Bartels Robert E Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Bartels Robert E Jr. You might contact Bartels Robert E Jr via mailing address: Lakeland Financial Corporation, P.o. Box 1387, Warsaw In 46581-1387.
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