R Jarrett Lilien - Net Worth and Insider Trading
R Jarrett Lilien Net Worth
The estimated net worth of R Jarrett Lilien is at least $18 Million dollars as of 2024-04-19. R Jarrett Lilien is the President & COO of Energy Transfer LP and owns about 847,320 shares of Energy Transfer LP (ET) stock worth over $13 Million. R Jarrett Lilien is the President of WisdomTree Inc and owns about 531,933 shares of WisdomTree Inc (WT) stock worth over $5 Million. R Jarrett Lilien is also the CEO & President of Investment Technology Group Inc and owns about 11,119 shares of Investment Technology Group Inc (ITG) stock worth over $336,127. Details can be seen in R Jarrett Lilien's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that R Jarrett Lilien has not made any transactions after 2020-02-03 and currently still holds the listed stock(s).
Transaction Summary of R Jarrett Lilien
R Jarrett Lilien Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, R Jarrett Lilien owns 3 companies in total, including WisdomTree Inc (WT) , Investment Technology Group Inc (ITG) , and E*TRADE Financial Corp (ETFC) .
Click here to see the complete history of R Jarrett Lilien’s form 4 insider trades.
Insider Ownership Summary of R Jarrett Lilien
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WT | WisdomTree Inc | 2020-02-03 | director |
| ITG | Investment Technology Group Inc | 2019-03-01 | director |
| ETFC | E*TRADE Financial Corp | 2008-04-22 | director & President and COO |
R Jarrett Lilien Latest Holdings Summary
R Jarrett Lilien currently owns a total of 3 stocks. Among these stocks, R Jarrett Lilien owns 847,320 shares of Energy Transfer LP (ET) as of June 14, 2006, with a value of $13 Million and a weighting of 72.77%. R Jarrett Lilien owns 531,933 shares of WisdomTree Inc (WT) as of February 3, 2020, with a value of $5 Million and a weighting of 25.39%. R Jarrett Lilien also owns 11,119 shares of Investment Technology Group Inc (ITG) as of August 19, 2015, with a value of $336,127 and a weighting of 1.83%.
Latest Holdings of R Jarrett Lilien
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ET | Energy Transfer LP | 2006-06-14 | 847,320 | 15.74 | 13,332,580 |
| WT | WisdomTree Inc | 2020-02-03 | 531,933 | 8.75 | 4,651,754 |
| ITG | Investment Technology Group Inc | 2015-08-19 | 11,119 | 30.23 | 336,127 |
Holding Weightings of R Jarrett Lilien
R Jarrett Lilien Form 4 Trading Tracker
According to the SEC Form 4 filings, R Jarrett Lilien has made a total of 0 transactions in Energy Transfer LP (ET) over the past 5 years. The most-recent trade in Energy Transfer LP is the acquisition of 10,000 shares on June 14, 2006, which cost R Jarrett Lilien around $190,000.
According to the SEC Form 4 filings, R Jarrett Lilien has made a total of 2 transactions in WisdomTree Inc (WT) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in WisdomTree Inc is the acquisition of 23,529 shares on February 3, 2020, which cost R Jarrett Lilien around $99,528.
According to the SEC Form 4 filings, R Jarrett Lilien has made a total of 0 transactions in Investment Technology Group Inc (ITG) over the past 5 years. The most-recent trade in Investment Technology Group Inc is the acquisition of 5,000 shares on August 19, 2015, which cost R Jarrett Lilien around $85,350.
Insider Trading History of R Jarrett Lilien
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R Jarrett Lilien Trading Performance
GuruFocus tracks the stock performance after each of R Jarrett Lilien's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by R Jarrett Lilien is -6.49%. GuruFocus also compares R Jarrett Lilien's trading performance to market benchmark return within the same time period. The performance of stocks bought by R Jarrett Lilien within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how R Jarrett Lilien's insider trading performs compared to the benchmark.
Performance of R Jarrett Lilien
Average Return
14.63%
Outperforming Transactions
75%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -6.68 | -6.49 | -7.55 | 14.63 | 11.88 | 5.92 |
| Relative Return to S&P 500(%) | -4.31 | -6.99 | -9.12 | 0.72 | -1.53 | 0.97 |
R Jarrett Lilien Ownership Network
Ownership Network List of R Jarrett Lilien
Ownership Network Relation of R Jarrett Lilien
R Jarrett Lilien Owned Company Details
What does WisdomTree Inc do?
Who are the key executives at WisdomTree Inc?
R Jarrett Lilien is the director of WisdomTree Inc. Other key executives at WisdomTree Inc include director & Chief Executive Officer Jonathan L Steinberg , other: See Explanation of Responses Didric Cederholm , and other: See Explanation of Responses Lion Point Holdings Gp, Llc .
WisdomTree Inc (WT) Insider Trades Summary
Over the past 18 months, R Jarrett Lilien made no insider transaction in WisdomTree Inc (WT). Other recent insider transactions involving WisdomTree Inc (WT) include a net purchase of 303,781 shares made by Jonathan L Steinberg , and a net sale of 100,000 shares made by Peter M Ziemba .
In summary, during the past 3 months, insiders sold 0 shares of WisdomTree Inc (WT) in total and bought 303,781 shares, with a net purchase of 303,781 shares. During the past 18 months, 100,000 shares of WisdomTree Inc (WT) were sold and 303,781 shares were bought by its insiders, resulting in a net purchase of 203,781 shares.
WisdomTree Inc (WT)'s detailed insider trading history can be found in Insider Trading Tracker table.
WisdomTree Inc Insider Transactions
R Jarrett Lilien Mailing Address
Above is the net worth, insider trading, and ownership report for R Jarrett Lilien. You might contact R Jarrett Lilien via mailing address: 250 West 34th Street, 3rd Floor, C/o Wisdomtree, Inc., New York Ny 10119.
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