Ann E Berman - Net Worth and Insider Trading
Ann E Berman Net Worth
The estimated net worth of Ann E Berman is at least $702,745 dollars as of 2024-04-23. Ann E Berman is the Director of Cantel Medical Corp and owns about 4,159 shares of Cantel Medical Corp (CMD) stock worth over $334,259. Ann E Berman is the Director of Loews Corp and owns about 3,292 shares of Loews Corp (L) stock worth over $251,772. Ann E Berman is also the Director of Immuneering Corp and owns about 67,465 shares of Immuneering Corp (IMRX) stock worth over $116,714. Besides these, Ann E Berman also holds Eaton Vance Corp (EV) . Details can be seen in Ann E Berman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Ann E Berman has not made any transactions after 2024-03-18 and currently still holds the listed stock(s).
Transaction Summary of Ann E Berman
Ann E Berman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ann E Berman owns 4 companies in total, including Eaton Vance Corp (EV) , Cantel Medical Corp (CMD) , and Loews Corp (L) among others .
Click here to see the complete history of Ann E Berman’s form 4 insider trades.
Insider Ownership Summary of Ann E Berman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EV | Eaton Vance Corp | 2020-08-14 | director |
| CMD | Cantel Medical Corp | 2021-04-05 | director |
| L | Loews Corp | 2023-12-01 | director |
| IMRX | Immuneering Corp | 2024-03-18 | director |
Ann E Berman Latest Holdings Summary
Ann E Berman currently owns a total of 4 stocks. Among these stocks, Ann E Berman owns 4,159 shares of Cantel Medical Corp (CMD) as of April 5, 2021, with a value of $334,259 and a weighting of 47.56%. Ann E Berman owns 3,292 shares of Loews Corp (L) as of December 1, 2023, with a value of $251,772 and a weighting of 35.83%. Ann E Berman also owns 67,465 shares of Immuneering Corp (IMRX) as of March 18, 2024, with a value of $116,714 and a weighting of 16.61%. The other 1 stocks Eaton Vance Corp (EV) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Ann E Berman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CMD | Cantel Medical Corp | 2021-04-05 | 4,159 | 80.37 | 334,259 |
| L | Loews Corp | 2023-12-01 | 3,292 | 76.48 | 251,772 |
| IMRX | Immuneering Corp | 2024-03-18 | 67,465 | 1.73 | 116,714 |
| EV | Eaton Vance Corp | 2019-12-02 | 0 | 73.07 | 0 |
Holding Weightings of Ann E Berman
Ann E Berman Form 4 Trading Tracker
According to the SEC Form 4 filings, Ann E Berman has made a total of 1 transactions in Cantel Medical Corp (CMD) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Cantel Medical Corp is the sale of 5,500 shares on April 5, 2021, which brought Ann E Berman around $453,255.
According to the SEC Form 4 filings, Ann E Berman has made a total of 9 transactions in Loews Corp (L) over the past 5 years, including 0 buys and 9 sells. The most-recent trade in Loews Corp is the sale of 715 shares on December 1, 2023, which brought Ann E Berman around $50,164.
According to the SEC Form 4 filings, Ann E Berman has made a total of 3 transactions in Immuneering Corp (IMRX) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Immuneering Corp is the acquisition of 57,965 shares on March 18, 2024, which cost Ann E Berman around $123,465.
More details on Ann E Berman's insider transactions can be found in the Insider Trading History of Ann E Berman table.Insider Trading History of Ann E Berman
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Ann E Berman Trading Performance
GuruFocus tracks the stock performance after each of Ann E Berman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ann E Berman is -4.09%. GuruFocus also compares Ann E Berman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ann E Berman within 3 months outperforms 3 times out of 12 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ann E Berman's insider trading performs compared to the benchmark.
Performance of Ann E Berman
Average Return
-10.73%
Outperforming Transactions
25%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.85 | -4.09 | 1.22 | -10.73 | -17.5 | -7.87 |
| Relative Return to S&P 500(%) | 1.05 | -0.31 | 8.23 | 1.9 | -8.14 | -2.06 |
Ann E Berman Ownership Network
Ownership Network List of Ann E Berman
Ownership Network Relation of Ann E Berman
Ann E Berman Owned Company Details
What does Eaton Vance Corp do?
Who are the key executives at Eaton Vance Corp?
Ann E Berman is the director of Eaton Vance Corp. Other key executives at Eaton Vance Corp include director & CEO Faust Thomas E Jr , Chief Administrative Officer Daniel C. Cataldo , and other: Pres & CEO EV Distributors Inc Matthew J Witkos .
Eaton Vance Corp (EV) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Corp (EV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Corp (EV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Eaton Vance Corp (EV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Eaton Vance Corp Insider Transactions
Ann E Berman Mailing Address
Above is the net worth, insider trading, and ownership report for Ann E Berman. You might contact Ann E Berman via mailing address: 255 State Street, Boston Ma 02109.
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