John R Bartholdson - Net Worth and Insider Trading
John R Bartholdson Net Worth
The estimated net worth of John R Bartholdson is at least $3 Million dollars as of 2024-05-30. John R Bartholdson is the Sr. VP, CFO, and Treasurer of Triumph Group Inc and owns about 219,212 shares of Triumph Group Inc (TGI) stock worth over $3 Million. John R Bartholdson is also the Director of CBRE Clarion Global Real Estate Income Fund and owns about 15,020 shares of CBRE Clarion Global Real Estate Income Fund (IGR) stock worth over $73,298. Details can be seen in John R Bartholdson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that John R Bartholdson has not made any transactions after 2022-09-28 and currently still holds the listed stock(s).
Transaction Summary of John R Bartholdson
John R Bartholdson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John R Bartholdson owns 2 companies in total, including CBRE Clarion Global Real Estate Income Fund (IGR) , and Triumph Group Inc (TGI) .
Click here to see the complete history of John R Bartholdson’s form 4 insider trades.
Insider Ownership Summary of John R Bartholdson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| IGR | CBRE Clarion Global Real Estate Income Fund | 2022-09-28 | director |
| TGI | Triumph Group Inc | 2007-02-07 | director & Sr. VP & CFO & & Treassurer |
John R Bartholdson Latest Holdings Summary
John R Bartholdson currently owns a total of 2 stocks. Among these stocks, John R Bartholdson owns 219,212 shares of Triumph Group Inc (TGI) as of February 7, 2007, with a value of $3 Million and a weighting of 97.67%. John R Bartholdson also owns 15,020 shares of CBRE Clarion Global Real Estate Income Fund (IGR) as of September 28, 2022, with a value of $73,298 and a weighting of 2.33%.
Latest Holdings of John R Bartholdson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| TGI | Triumph Group Inc | 2007-02-07 | 219,212 | 14.00 | 3,068,968 |
| IGR | CBRE Clarion Global Real Estate Income Fund | 2022-09-28 | 15,020 | 4.88 | 73,298 |
Holding Weightings of John R Bartholdson
John R Bartholdson Form 4 Trading Tracker
According to the SEC Form 4 filings, John R Bartholdson has made a total of 0 transactions in Triumph Group Inc (TGI) over the past 5 years. The most-recent trade in Triumph Group Inc is the sale of 26,600 shares on February 7, 2007, which brought John R Bartholdson around $738,416.
According to the SEC Form 4 filings, John R Bartholdson has made a total of 1 transactions in CBRE Clarion Global Real Estate Income Fund (IGR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in CBRE Clarion Global Real Estate Income Fund is the acquisition of 10,000 shares on September 28, 2022, which cost John R Bartholdson around $58,900.
Insider Trading History of John R Bartholdson
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John R Bartholdson Trading Performance
GuruFocus tracks the stock performance after each of John R Bartholdson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John R Bartholdson is -4.29%. GuruFocus also compares John R Bartholdson's trading performance to market benchmark return within the same time period. The performance of stocks bought by John R Bartholdson within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how John R Bartholdson's insider trading performs compared to the benchmark.
Performance of John R Bartholdson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.34 | | | | | |
| Relative Return to S&P 500(%) | -5.23 | | | | | |
John R Bartholdson Ownership Network
John R Bartholdson Owned Company Details
What does CBRE Clarion Global Real Estate Income Fund do?
Who are the key executives at CBRE Clarion Global Real Estate Income Fund?
John R Bartholdson is the director of CBRE Clarion Global Real Estate Income Fund. Other key executives at CBRE Clarion Global Real Estate Income Fund include other: Portfolio Manager Jonathan D Miniman , other: Sr. Dir of Investment Advisor Joseph P Smith , and director & President & CEO & other: Pres./CEO; Managing Dir IA T Ritson Ferguson .
CBRE Clarion Global Real Estate Income Fund (IGR) Insider Trades Summary
Over the past 18 months, John R Bartholdson made no insider transaction in CBRE Clarion Global Real Estate Income Fund (IGR). Other recent insider transactions involving CBRE Clarion Global Real Estate Income Fund (IGR) include a net purchase of 7,775 shares made by Jonathan D Miniman , a net purchase of 15,000 shares made by Asuka Nakahara , and a net purchase of 14,465 shares made by Joseph P Smith .
In summary, during the past 3 months, insiders sold 0 shares of CBRE Clarion Global Real Estate Income Fund (IGR) in total and bought 1,750 shares, with a net purchase of 1,750 shares. During the past 18 months, 0 shares of CBRE Clarion Global Real Estate Income Fund (IGR) were sold and 42,240 shares were bought by its insiders, resulting in a net purchase of 42,240 shares.
CBRE Clarion Global Real Estate Income Fund (IGR)'s detailed insider trading history can be found in Insider Trading Tracker table.
CBRE Clarion Global Real Estate Income Fund Insider Transactions
John R Bartholdson Mailing Address
Above is the net worth, insider trading, and ownership report for John R Bartholdson. Currently GuruFocus does not have mailing address information for John R Bartholdson.
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