James R Groch - Net Worth and Insider Trading
James R Groch Net Worth
The estimated net worth of James R Groch is at least $30 Million dollars as of 2024-04-30. James R Groch is the See Remarks of CBRE Group Inc and owns about 318,000 shares of CBRE Group Inc (CBRE) stock worth over $28 Million. James R Groch is also the Director of WEX Inc and owns about 11,205 shares of WEX Inc (WEX) stock worth over $2 Million. Details can be seen in James R Groch'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 R Groch has not made any transactions after 2023-08-17 and currently still holds the listed stock(s).
Transaction Summary of James R Groch
James R Groch Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James R Groch owns 2 companies in total, including WEX Inc (WEX) , and CBRE Group Inc (CBRE) .
Click here to see the complete history of James R Groch’s form 4 insider trades.
Insider Ownership Summary of James R Groch
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WEX | WEX Inc | 2023-08-17 | director |
| CBRE | CBRE Group Inc | 2019-09-20 | EVP & Chief Investment Officer |
James R Groch Latest Holdings Summary
James R Groch currently owns a total of 2 stocks. Among these stocks, James R Groch owns 318,000 shares of CBRE Group Inc (CBRE) as of September 20, 2019, with a value of $28 Million and a weighting of 91.94%. James R Groch also owns 11,205 shares of WEX Inc (WEX) as of August 17, 2023, with a value of $2 Million and a weighting of 8.06%.
Latest Holdings of James R Groch
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CBRE | CBRE Group Inc | 2019-09-20 | 318,000 | 87.94 | 27,964,920 |
| WEX | WEX Inc | 2023-08-17 | 11,205 | 218.70 | 2,450,534 |
Holding Weightings of James R Groch
James R Groch Form 4 Trading Tracker
According to the SEC Form 4 filings, James R Groch has made a total of 2 transactions in CBRE Group Inc (CBRE) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in CBRE Group Inc is the sale of 75,000 shares on September 20, 2019, which brought James R Groch around $4 Million.
According to the SEC Form 4 filings, James R Groch has made a total of 2 transactions in WEX Inc (WEX) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in WEX Inc is the acquisition of 1,350 shares on August 17, 2023, which cost James R Groch around $252,450.
Insider Trading History of James R Groch
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James R Groch Trading Performance
GuruFocus tracks the stock performance after each of James R Groch's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James R Groch is 10.62%. GuruFocus also compares James R Groch's trading performance to market benchmark return within the same time period. The performance of stocks bought by James R Groch within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James R Groch's insider trading performs compared to the benchmark.
Performance of James R Groch
Average Return
16.98%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.24 | 10.62 | 16.38 | 16.98 | ||
| Relative Return to S&P 500(%) | 6.59 | 3.38 | 4.13 | -0.18 |
James R Groch Ownership Network
Ownership Network List of James R Groch
Ownership Network Relation of James R Groch
James R Groch Owned Company Details
What does WEX Inc do?
Who are the key executives at WEX Inc?
James R Groch is the director of WEX Inc. Other key executives at WEX Inc include Chief Financial Officer Jagtar Narula , President & WEX Health Robert Joseph Deshaies , and Chief Risk and Compliance Ann Elena Drew .
WEX Inc (WEX) Insider Trades Summary
Over the past 18 months, James R Groch made 2 insider transaction in WEX Inc (WEX) with a net purchase of 2,750. Other recent insider transactions involving WEX Inc (WEX) include a net sale of 6,350 shares made by Robert Joseph Deshaies , a net sale of 11,344 shares made by Melanie J Tinto , and a net sale of 95,214 shares made by Melissa D Goodwin .
In summary, during the past 3 months, insiders sold 30,141 shares of WEX Inc (WEX) in total and bought 0 shares, with a net sale of 30,141 shares. During the past 18 months, 160,154 shares of WEX Inc (WEX) were sold and 3,750 shares were bought by its insiders, resulting in a net sale of 156,404 shares.
WEX Inc (WEX)'s detailed insider trading history can be found in Insider Trading Tracker table.
WEX Inc Insider Transactions
James R Groch Mailing Address
Above is the net worth, insider trading, and ownership report for James R Groch. You might contact James R Groch via mailing address: 50 South 16th Street, Suite 3000, Philadelphia Pa 19102.
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