James A Lodes - Net Worth and Insider Trading
James A Lodes Net Worth
The estimated net worth of James A Lodes is at least $183,421 dollars as of 2024-04-19. James A Lodes is the Vp Lending of United Bancorp Inc and owns about 13,959 shares of United Bancorp Inc (UBCP) stock worth over $183,421. Details can be seen in James A Lodes'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 A Lodes has not made any transactions after 2009-02-05 and currently still holds the listed stock(s).
Transaction Summary of James A Lodes
James A Lodes Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James A Lodes owns 1 companies in total, including United Bancorp Inc (UBCP) .
Click here to see the complete history of James A Lodes’s form 4 insider trades.
Insider Ownership Summary of James A Lodes
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
UBCP | United Bancorp Inc | 2009-02-05 | VP Lending |
James A Lodes Latest Holdings Summary
James A Lodes currently owns a total of 1 stock. James A Lodes owns 13,959 shares of United Bancorp Inc (UBCP) as of February 5, 2009, with a value of $183,421.
Latest Holdings of James A Lodes
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
UBCP | United Bancorp Inc | 2009-02-05 | 13,959 | 13.14 | 183,421 |
Holding Weightings of James A Lodes
James A Lodes Form 4 Trading Tracker
According to the SEC Form 4 filings, James A Lodes has made a total of 0 transactions in United Bancorp Inc (UBCP) over the past 5 years. The most-recent trade in United Bancorp Inc is the sale of 341 shares on February 5, 2009, which brought James A Lodes around $3,188.
Insider Trading History of James A Lodes
- 1
James A Lodes Trading Performance
GuruFocus tracks the stock performance after each of James A Lodes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James A Lodes is 2.07%. GuruFocus also compares James A Lodes's trading performance to market benchmark return within the same time period. The performance of stocks bought by James A Lodes within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James A Lodes's insider trading performs compared to the benchmark.
Performance of James A Lodes
Average Return
-1.58%
Outperforming Transactions
60%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 1.2 | 2.07 | -2.12 | -1.58 | -7.21 | -3.42 |
Relative Return to S&P 500(%) | 5.34 | 0.42 | 1.2 | 13.99 | -0.21 | -2.49 |
James A Lodes Ownership Network
Ownership Network List of James A Lodes
Ownership Network Relation of James A Lodes
James A Lodes Owned Company Details
What does United Bancorp Inc do?
Who are the key executives at United Bancorp Inc?
James A Lodes is the VP Lending of United Bancorp Inc. Other key executives at United Bancorp Inc include Senior Vice President CFO Randall M Greenwood , Sr Vo COO Scott A Everson , and SVP and COO Matthew Fredrick Branstetter .
United Bancorp Inc (UBCP) Insider Trades Summary
Over the past 18 months, James A Lodes made no insider transaction in United Bancorp Inc (UBCP). Other recent insider transactions involving United Bancorp Inc (UBCP) include a net sale of 18,648 shares made by Richard L Riesbeck , a net purchase of 4,985 shares made by Gary W Glessner , and a net purchase of 1,964 shares made by John M Hoopingarner .
In summary, during the past 3 months, insiders sold 0 shares of United Bancorp Inc (UBCP) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 19,750 shares of United Bancorp Inc (UBCP) were sold and 12,882 shares were bought by its insiders, resulting in a net sale of 6,868 shares.
United Bancorp Inc (UBCP)'s detailed insider trading history can be found in Insider Trading Tracker table.
United Bancorp Inc Insider Transactions
James A Lodes Mailing Address
Above is the net worth, insider trading, and ownership report for James A Lodes. Currently GuruFocus does not have mailing address information for James A Lodes.