Simon R Gerlin - Net Worth and Insider Trading
Simon R Gerlin Net Worth
The estimated net worth of Simon R Gerlin is at least $467,107 dollars as of 2024-04-19. Simon R Gerlin is the Director of Cambridge Bancorp and owns about 5,451 shares of Cambridge Bancorp (CATC) stock worth over $337,907. Simon R Gerlin is also the Director of Wellesley Bancorp Inc and owns about 3,800 shares of Wellesley Bancorp Inc (WEBK) stock worth over $129,200. Details can be seen in Simon R Gerlin's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Simon R Gerlin has not made any transactions after 2023-06-13 and currently still holds the listed stock(s).
Transaction Summary of Simon R Gerlin
Simon R Gerlin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Simon R Gerlin owns 3 companies in total, including Cambridge Bancorp () , Wellesley Bancorp Inc () , and Clean Harbors Inc () .
Click here to see the complete history of Simon R Gerlin’s form 4 insider trades.
Insider Ownership Summary of Simon R Gerlin
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| Cambridge Bancorp | 2023-06-13 | director | |
| Wellesley Bancorp Inc | 2020-06-01 | director | |
| Clean Harbors Inc | 2008-07-08 | Sr. VP Finance - CHESI |
Simon R Gerlin Latest Holdings Summary
Simon R Gerlin currently owns a total of 2 stocks. Among these stocks, Simon R Gerlin owns 5,451 shares of Cambridge Bancorp (CATC) as of June 13, 2023, with a value of $337,907 and a weighting of 72.34%. Simon R Gerlin also owns 3,800 shares of Wellesley Bancorp Inc (WEBK) as of December 13, 2018, with a value of $129,200 and a weighting of 27.66%.
Latest Holdings of Simon R Gerlin
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CATC | Cambridge Bancorp | 2023-06-13 | 5,451 | 61.99 | 337,907 |
| WEBK | Wellesley Bancorp Inc | 2018-12-13 | 3,800 | 34.00 | 129,200 |
Holding Weightings of Simon R Gerlin
Simon R Gerlin Form 4 Trading Tracker
According to the SEC Form 4 filings, Simon R Gerlin has made a total of 4 transactions in Cambridge Bancorp (CATC) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Cambridge Bancorp is the acquisition of 100 shares on June 13, 2023, which cost Simon R Gerlin around $5,903.
According to the SEC Form 4 filings, Simon R Gerlin has made a total of 0 transactions in Wellesley Bancorp Inc (WEBK) over the past 5 years. The most-recent trade in Wellesley Bancorp Inc is the acquisition of 200 shares on December 13, 2018, which cost Simon R Gerlin around $6,808.
Insider Trading History of Simon R Gerlin
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Simon R Gerlin Trading Performance
GuruFocus tracks the stock performance after each of Simon R Gerlin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Simon R Gerlin is 5.14%. GuruFocus also compares Simon R Gerlin's trading performance to market benchmark return within the same time period. The performance of stocks bought by Simon R Gerlin within 3 months outperforms 4 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 Simon R Gerlin's insider trading performs compared to the benchmark.
Performance of Simon R Gerlin
Average Return
17.15%
Outperforming Transactions
67%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.38 | 5.14 | 11.59 | 17.15 | 15.08 | 4.73 |
| Relative Return to S&P 500(%) | -0.42 | -1.06 | 1.95 | -3.28 | 5.09 | -6.53 |
Simon R Gerlin Ownership Network
Ownership Network List of Simon R Gerlin
Ownership Network Relation of Simon R Gerlin
Simon R Gerlin Owned Company Details
What does Cambridge Bancorp do?
Who are the key executives at Cambridge Bancorp?
Simon R Gerlin is the director of Cambridge Bancorp. Other key executives at Cambridge Bancorp include SVP & Director of HR Pilar Pueyo , SVP & Interim CFO Joseph P. Sapienza , and EVP/Head of Wealth Mgmt Jeffrey F. Smith .
Cambridge Bancorp () Insider Trades Summary
Over the past 18 months, Simon R Gerlin made 2 insider transaction in Cambridge Bancorp () with a net purchase of 249. Other recent insider transactions involving Cambridge Bancorp () include a net sale of 7,827 shares made by Martin B Millane , a net sale of 1,669 shares made by Stone Robert Gregg Iii , and a net purchase of 1,500 shares made by Denis K Sheahan .
In summary, during the past 3 months, insiders sold 4,982 shares of Cambridge Bancorp () in total and bought 0 shares, with a net sale of 4,982 shares. During the past 18 months, 12,809 shares of Cambridge Bancorp () were sold and 4,893 shares were bought by its insiders, resulting in a net sale of 7,916 shares.
Cambridge Bancorp ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Cambridge Bancorp Insider Transactions
Simon R Gerlin Mailing Address
Above is the net worth, insider trading, and ownership report for Simon R Gerlin. You might contact Simon R Gerlin via mailing address: C/o Clean Harbors, Inc., 42 Longwater Drive, Norwell Ma 02061-9149.
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