James F Getz - Net Worth and Insider Trading
James F Getz Net Worth
The estimated net worth of James F Getz is at least $49 Million dollars as of 2024-04-25. James F Getz is the CHAIRMAN, PRESIDENT AND CEO of TriState Capital Holdings Inc and owns about 1,038,305 shares of TriState Capital Holdings Inc (TSC) stock worth over $32 Million. James F Getz is also the FORMER PRES-RETL SALES DIV FSC of Federated Hermes Inc and owns about 495,231 shares of Federated Hermes Inc (FHI) stock worth over $17 Million. Details can be seen in James F Getz'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 F Getz has not made any transactions after 2021-11-01 and currently still holds the listed stock(s).
Transaction Summary of James F Getz
James F Getz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James F Getz owns 2 companies in total, including TriState Capital Holdings Inc (TSC) , and Federated Hermes Inc (FHI) .
Click here to see the complete history of James F Getz’s form 4 insider trades.
Insider Ownership Summary of James F Getz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| TSC | TriState Capital Holdings Inc | 2021-11-01 | director & Chairman & President and CEO |
| FHI | Federated Hermes Inc | 2006-03-03 | director & Pres Retail Sales Division FSC |
James F Getz Latest Holdings Summary
James F Getz currently owns a total of 2 stocks. Among these stocks, James F Getz owns 1,038,305 shares of TriState Capital Holdings Inc (TSC) as of November 1, 2021, with a value of $32 Million and a weighting of 64.7%. James F Getz also owns 495,231 shares of Federated Hermes Inc (FHI) as of March 3, 2006, with a value of $17 Million and a weighting of 35.3%.
Latest Holdings of James F Getz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| TSC | TriState Capital Holdings Inc | 2021-11-01 | 1,038,305 | 30.58 | 31,751,367 |
| FHI | Federated Hermes Inc | 2006-03-03 | 495,231 | 34.98 | 17,323,180 |
Holding Weightings of James F Getz
James F Getz Form 4 Trading Tracker
According to the SEC Form 4 filings, James F Getz has made a total of 5 transactions in TriState Capital Holdings Inc (TSC) over the past 5 years, including 4 buys and 1 sells. The most-recent trade in TriState Capital Holdings Inc is the sale of 3,586 shares on November 1, 2021, which brought James F Getz around $107,759.
According to the SEC Form 4 filings, James F Getz has made a total of 0 transactions in Federated Hermes Inc (FHI) over the past 5 years. The most-recent trade in Federated Hermes Inc is the sale of 325,000 shares on March 3, 2006, which brought James F Getz around $13 Million.
Insider Trading History of James F Getz
- 1
James F Getz Trading Performance
GuruFocus tracks the stock performance after each of James F Getz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James F Getz is 3.4%. GuruFocus also compares James F Getz's trading performance to market benchmark return within the same time period. The performance of stocks bought by James F Getz within 3 months outperforms 7 times out of 18 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James F Getz's insider trading performs compared to the benchmark.
Performance of James F Getz
Average Return
2.33%
Outperforming Transactions
56%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.71 | 3.4 | -4.98 | 2.33 | 6.37 | 11.96 |
| Relative Return to S&P 500(%) | -1.81 | -1.65 | -13.71 | -15.87 | -6.2 | 2.84 |
James F Getz Ownership Network
Ownership Network List of James F Getz
Ownership Network Relation of James F Getz
James F Getz Owned Company Details
What does TriState Capital Holdings Inc do?
Who are the key executives at TriState Capital Holdings Inc?
James F Getz is the director & Chairman & President and CEO of TriState Capital Holdings Inc. Other key executives at TriState Capital Holdings Inc include director & CEO & Director TSC Brian S Fetterolf , Chief Financial Officer David J Demas , and CEO & Chartwell Inv. Partners Timothy J Riddle .
TriState Capital Holdings Inc (TSC) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of TriState Capital Holdings Inc (TSC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of TriState Capital Holdings Inc (TSC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
TriState Capital Holdings Inc (TSC)'s detailed insider trading history can be found in Insider Trading Tracker table.
TriState Capital Holdings Inc Insider Transactions
James F Getz Mailing Address
Above is the net worth, insider trading, and ownership report for James F Getz. You might contact James F Getz via mailing address: C/o Tristate Capital Holdings, Inc, One Oxford Centre, Suite 2700, Pittsburgh Pa 15219.
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