James W Bernau - Net Worth and Insider Trading
James W Bernau Net Worth
The estimated net worth of James W Bernau is at least $2 Million dollars as of 2024-04-28. James W Bernau is the CEO of Willamette Valley Vineyards Inc and owns about 362,202 shares of Willamette Valley Vineyards Inc (WVVI) stock worth over $2 Million. Details can be seen in James W Bernau'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 Bernau has not made any transactions after 2023-06-20 and currently still holds the listed stock(s).
Transaction Summary of James W Bernau
James W Bernau Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James W Bernau owns 1 companies in total, including Willamette Valley Vineyards Inc (WVVI) .
Click here to see the complete history of James W Bernau’s form 4 insider trades.
Insider Ownership Summary of James W Bernau
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WVVI | Willamette Valley Vineyards Inc | 2023-06-20 | director & 10 percent owner & Chief Executive Officer |
James W Bernau Latest Holdings Summary
James W Bernau currently owns a total of 1 stock. James W Bernau owns 362,202 shares of Willamette Valley Vineyards Inc (WVVI) as of June 20, 2023, with a value of $2 Million.
Latest Holdings of James W Bernau
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WVVI | Willamette Valley Vineyards Inc | 2023-06-20 | 362,202 | 4.43 | 1,604,555 |
Holding Weightings of James W Bernau
James W Bernau Form 4 Trading Tracker
According to the SEC Form 4 filings, James W Bernau has made a total of 9 transactions in Willamette Valley Vineyards Inc (WVVI) over the past 5 years, including 4 buys and 5 sells. The most-recent trade in Willamette Valley Vineyards Inc is the acquisition of 6,700 shares on June 20, 2023, which cost James W Bernau around $39,195.
Insider Trading History of James W Bernau
- 1
James W Bernau Trading Performance
GuruFocus tracks the stock performance after each of James W Bernau's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James W Bernau is 30.63%. GuruFocus also compares James W Bernau's trading performance to market benchmark return within the same time period. The performance of stocks bought by James W Bernau within 3 months outperforms 5 times out of 7 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 Bernau's insider trading performs compared to the benchmark.
Performance of James W Bernau
Average Return
35.52%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.07 | 30.63 | 50.58 | 35.52 | 13.29 | 5.26 |
| Relative Return to S&P 500(%) | 9.29 | 25.46 | 37.65 | 16.52 | 4.39 | -6.1 |
James W Bernau Ownership Network
Ownership Network List of James W Bernau
Ownership Network Relation of James W Bernau
James W Bernau Owned Company Details
What does Willamette Valley Vineyards Inc do?
Who are the key executives at Willamette Valley Vineyards Inc?
James W Bernau is the director & 10 percent owner & Chief Executive Officer of Willamette Valley Vineyards Inc. Other key executives at Willamette Valley Vineyards Inc include CFO John Alphonsus Ferry , CFO Goward Richard F. Jr. , and 10 percent owner Chris Riccardi .
Willamette Valley Vineyards Inc (WVVI) Insider Trades Summary
Over the past 18 months, James W Bernau made 1 insider transaction in Willamette Valley Vineyards Inc (WVVI) with a net purchase of 6,700.
In summary, during the past 3 months, insiders sold 0 shares of Willamette Valley Vineyards Inc (WVVI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Willamette Valley Vineyards Inc (WVVI) were sold and 6,700 shares were bought by its insiders, resulting in a net purchase of 6,700 shares.
Willamette Valley Vineyards Inc (WVVI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Willamette Valley Vineyards Inc Insider Transactions
James W Bernau Mailing Address
Above is the net worth, insider trading, and ownership report for James W Bernau. You might contact James W Bernau via mailing address: 2545 Cloverdale Rd Se, Turner Or 97392.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
