Jay Margolis - Net Worth and Insider Trading
Jay Margolis Net Worth
The estimated net worth of Jay Margolis is at least $1 Million dollars as of 2024-04-20. Jay Margolis is the Director of Boston Beer Co Inc and owns about 2,500 shares of Boston Beer Co Inc (SAM) stock worth over $717,450. Jay Margolis is also the Director of Bain Capital Specialty Finance Inc and owns about 23,085 shares of Bain Capital Specialty Finance Inc (BCSF) stock worth over $363,820. Details can be seen in Jay Margolis's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jay Margolis has not made any transactions after 2020-03-03 and currently still holds the listed stock(s).
Transaction Summary of Jay Margolis
Jay Margolis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jay Margolis owns 5 companies in total, including Bain Capital Specialty Finance Inc (BCSF) , Boston Beer Co Inc (SAM) , and Cache Inc (CACH) among others .
Click here to see the complete history of Jay Margolis’s form 4 insider trades.
Insider Ownership Summary of Jay Margolis
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BCSF | Bain Capital Specialty Finance Inc | 2020-03-03 | director |
| SAM | Boston Beer Co Inc | 2017-02-27 | director |
| CACH | Cache Inc | 2014-05-28 | director & Chief Executive Officer |
| BBWI | Bath & Body Works Inc | 2005-01-31 | Group President & Apparel |
| ISAA | Iron Spark I Inc | 2021-06-08 | director |
Jay Margolis Latest Holdings Summary
Jay Margolis currently owns a total of 2 stocks. Among these stocks, Jay Margolis owns 2,500 shares of Boston Beer Co Inc (SAM) as of February 27, 2017, with a value of $717,450 and a weighting of 66.35%. Jay Margolis also owns 23,085 shares of Bain Capital Specialty Finance Inc (BCSF) as of March 3, 2020, with a value of $363,820 and a weighting of 33.65%.
Latest Holdings of Jay Margolis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SAM | Boston Beer Co Inc | 2017-02-27 | 2,500 | 286.98 | 717,450 |
| BCSF | Bain Capital Specialty Finance Inc | 2020-03-03 | 23,085 | 15.76 | 363,820 |
Holding Weightings of Jay Margolis
Jay Margolis Form 4 Trading Tracker
According to the SEC Form 4 filings, Jay Margolis has made a total of 0 transactions in Boston Beer Co Inc (SAM) over the past 5 years. The most-recent trade in Boston Beer Co Inc is the sale of 2,500 shares on February 27, 2017, which brought Jay Margolis around $392,175.
According to the SEC Form 4 filings, Jay Margolis has made a total of 1 transactions in Bain Capital Specialty Finance Inc (BCSF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Bain Capital Specialty Finance Inc is the acquisition of 6,000 shares on March 3, 2020, which cost Jay Margolis around $116,340.
Insider Trading History of Jay Margolis
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Jay Margolis Trading Performance
GuruFocus tracks the stock performance after each of Jay Margolis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jay Margolis is -18.95%. GuruFocus also compares Jay Margolis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jay Margolis within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jay Margolis's insider trading performs compared to the benchmark.
Performance of Jay Margolis
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -33.37 | -18.95 | -31.84 | -25.36 | 3.76 | 7.51 |
| Relative Return to S&P 500(%) | -23.84 | -17.63 | -22.89 | -22.41 | -1.22 | 2.8 |
Jay Margolis Ownership Network
Ownership Network List of Jay Margolis
Ownership Network Relation of Jay Margolis
Jay Margolis Owned Company Details
What does Bain Capital Specialty Finance Inc do?
Who are the key executives at Bain Capital Specialty Finance Inc?
Jay Margolis is the director of Bain Capital Specialty Finance Inc. Other key executives at Bain Capital Specialty Finance Inc include Secretary Jessica Yeager , President and CEO Michael A Ewald , and Chief Financial Officer Sally F Dornaus .
Bain Capital Specialty Finance Inc (BCSF) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Bain Capital Specialty Finance Inc (BCSF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Bain Capital Specialty Finance Inc (BCSF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Bain Capital Specialty Finance Inc (BCSF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bain Capital Specialty Finance Inc Insider Transactions
Jay Margolis Mailing Address
Above is the net worth, insider trading, and ownership report for Jay Margolis. You might contact Jay Margolis via mailing address: C/o Bain Capital Credit, Lp, 200 Clarendon Street, Boston Ma 02116.
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