James F Stern - Net Worth and Insider Trading
James F Stern Net Worth
The estimated net worth of James F Stern is at least $10 Million dollars as of 2024-04-20. James F Stern is the Exec VP, General Counsel & Sec of A.O. Smith Corp and owns about 120,000 shares of A.O. Smith Corp (AOS) stock worth over $10 Million. James F Stern is also the Director of Jason Industries Inc and owns about 16,000 shares of Jason Industries Inc (JASNQ) stock worth over $288. Details can be seen in James F Stern'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 F Stern has not made any transactions after 2023-11-13 and currently still holds the listed stock(s).
Transaction Summary of James F Stern
James F Stern Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James F Stern owns 3 companies in total, including Badger Meter Inc (BMI) , A.O. Smith Corp (AOS) , and Jason Industries Inc (JASNQ) .
Click here to see the complete history of James F Stern’s form 4 insider trades.
Insider Ownership Summary of James F Stern
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BMI | Badger Meter Inc | 2016-11-11 | director |
| AOS | A.O. Smith Corp | 2023-11-13 | Exec VP & General Counsel & Sec |
| JASNQ | Jason Industries Inc | 2015-08-05 | director |
James F Stern Latest Holdings Summary
James F Stern currently owns a total of 2 stocks. Among these stocks, James F Stern owns 120,000 shares of A.O. Smith Corp (AOS) as of November 13, 2023, with a value of $10 Million and a weighting of 100%. James F Stern also owns 16,000 shares of Jason Industries Inc (JASNQ) as of August 5, 2015, with a value of $288 and a weighting of 0%.
Latest Holdings of James F Stern
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AOS | A.O. Smith Corp | 2023-11-13 | 120,000 | 86.07 | 10,328,400 |
| JASNQ | Jason Industries Inc | 2015-08-05 | 16,000 | 0.02 | 288 |
Holding Weightings of James F Stern
James F Stern Form 4 Trading Tracker
According to the SEC Form 4 filings, James F Stern has made a total of 3 transactions in A.O. Smith Corp (AOS) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in A.O. Smith Corp is the sale of 16,236 shares on November 13, 2023, which brought James F Stern around $1 Million.
According to the SEC Form 4 filings, James F Stern has made a total of 0 transactions in Jason Industries Inc (JASNQ) over the past 5 years. The most-recent trade in Jason Industries Inc is the acquisition of 16,000 shares on August 5, 2015, which cost James F Stern around $91,200.
Insider Trading History of James F Stern
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James F Stern Trading Performance
GuruFocus tracks the stock performance after each of James F Stern's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James F Stern is -31.96%. GuruFocus also compares James F Stern's trading performance to market benchmark return within the same time period. The performance of stocks bought by James F Stern within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James F Stern's insider trading performs compared to the benchmark.
Performance of James F Stern
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -17.18 | -31.96 | -41.92 | -57.46 | -55.36 | -24.07 |
| Relative Return to S&P 500(%) | -8.67 | -31.96 | -31.45 | -61.4 | -63.97 | -34.67 |
James F Stern Ownership Network
Ownership Network List of James F Stern
Ownership Network Relation of James F Stern
James F Stern Owned Company Details
What does Badger Meter Inc do?
Who are the key executives at Badger Meter Inc?
James F Stern is the director of Badger Meter Inc. Other key executives at Badger Meter Inc include VP-Engineering Fred J Begale , VP-Gen. Counsel and Secretary Bergum William R A , and VP-Marketing Kimberly K Stoll .
Badger Meter Inc (BMI) Insider Trades Summary
Over the past 18 months, James F Stern made no insider transaction in Badger Meter Inc (BMI). Other recent insider transactions involving Badger Meter Inc (BMI) include a net sale of 2,266 shares made by Fred J Begale , a net sale of 2,949 shares made by Bergum William R A , and a net sale of 1,110 shares made by Kimberly K Stoll .
In summary, during the past 3 months, insiders sold 4,360 shares of Badger Meter Inc (BMI) in total and bought 0 shares, with a net sale of 4,360 shares. During the past 18 months, 8,952 shares of Badger Meter Inc (BMI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 8,952 shares.
Badger Meter Inc (BMI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Badger Meter Inc Insider Transactions
James F Stern Mailing Address
Above is the net worth, insider trading, and ownership report for James F Stern. You might contact James F Stern via mailing address: A. O. Smith Corporation, 11270 West Park Place, Milwaukee Wi 53224.
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