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

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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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of James A Lodes

Average Return

-1.58%

Average return per transaction

Outperforming Transactions

60%

3 out of 5 outperforming transactions.
Each transaction is measured over a period and compared to .
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

No Data

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.

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United Bancorp Inc Insider Transactions

No Available Data

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.

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