Stephen E Courter - Net Worth and Insider Trading
Stephen E Courter Net Worth
The estimated net worth of Stephen E Courter is at least $283,544 dollars as of 2024-04-29. Stephen E Courter is the Director of Upland Software Inc and owns about 74,232 shares of Upland Software Inc (UPLD) stock worth over $163,310. Stephen E Courter is also the Director of Cadiz Inc and owns about 53,437 shares of Cadiz Inc (CDZI) stock worth over $120,233. Details can be seen in Stephen E Courter's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Stephen E Courter has not made any transactions after 2023-11-21 and currently still holds the listed stock(s).
Transaction Summary of Stephen E Courter
Stephen E Courter Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen E Courter owns 2 companies in total, including Upland Software Inc (UPLD) , and Cadiz Inc (CDZI) .
Click here to see the complete history of Stephen E Courter’s form 4 insider trades.
Insider Ownership Summary of Stephen E Courter
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UPLD | Upland Software Inc | 2023-11-21 | director |
| CDZI | Cadiz Inc | 2023-07-03 | director |
Stephen E Courter Latest Holdings Summary
Stephen E Courter currently owns a total of 2 stocks. Among these stocks, Stephen E Courter owns 74,232 shares of Upland Software Inc (UPLD) as of November 21, 2023, with a value of $163,310 and a weighting of 57.6%. Stephen E Courter also owns 53,437 shares of Cadiz Inc (CDZI) as of December 16, 2022, with a value of $120,233 and a weighting of 42.4%.
Latest Holdings of Stephen E Courter
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UPLD | Upland Software Inc | 2023-11-21 | 74,232 | 2.20 | 163,310 |
| CDZI | Cadiz Inc | 2022-12-16 | 53,437 | 2.25 | 120,233 |
Holding Weightings of Stephen E Courter
Stephen E Courter Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen E Courter has made a total of 4 transactions in Upland Software Inc (UPLD) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Upland Software Inc is the sale of 20,448 shares on November 21, 2023, which brought Stephen E Courter around $90,585.
According to the SEC Form 4 filings, Stephen E Courter has made a total of 2 transactions in Cadiz Inc (CDZI) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Cadiz Inc is the acquisition of 2,000 shares on December 16, 2022, which cost Stephen E Courter around $5,140.
Insider Trading History of Stephen E Courter
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Stephen E Courter Trading Performance
GuruFocus tracks the stock performance after each of Stephen E Courter's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen E Courter is 18.19%. GuruFocus also compares Stephen E Courter's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen E Courter within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stephen E Courter's insider trading performs compared to the benchmark.
Performance of Stephen E Courter
Average Return
32.47%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.06 | 18.19 | 17.43 | 32.47 | 17.86 | 0.06 |
| Relative Return to S&P 500(%) | 11.33 | 20.37 | 14.83 | 22.22 | 7.03 | -9.77 |
Stephen E Courter Ownership Network
Ownership Network List of Stephen E Courter
Ownership Network Relation of Stephen E Courter
Stephen E Courter Owned Company Details
What does Upland Software Inc do?
Who are the key executives at Upland Software Inc?
Stephen E Courter is the director of Upland Software Inc. Other key executives at Upland Software Inc include Chief Product Officer Dan Doman , General Counsel and Secretary Matthew Harnden Smith , and Chief Sales Officer Yates Oliver Robert Macfarlane .
Upland Software Inc (UPLD) Insider Trades Summary
Over the past 18 months, Stephen E Courter made 1 insider transaction in Upland Software Inc (UPLD) with a net sale of 20,448. Other recent insider transactions involving Upland Software Inc (UPLD) include a net purchase of 20,000 shares made by John T Mcdonald , a net sale of 13,996 shares made by Dan Doman , and a net sale of 8,300 shares made by Kinloch Iii Gill .
In summary, during the past 3 months, insiders sold 0 shares of Upland Software Inc (UPLD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 49,010 shares of Upland Software Inc (UPLD) were sold and 20,000 shares were bought by its insiders, resulting in a net sale of 29,010 shares.
Upland Software Inc (UPLD)'s detailed insider trading history can be found in Insider Trading Tracker table.
Upland Software Inc Insider Transactions
Stephen E Courter Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen E Courter. You might contact Stephen E Courter via mailing address: C/o Cadiz Inc., 550 South Hope Street, 2850, Los Angeles X1 90071.
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