Bates Ann Torre - Net Worth and Insider Trading

Bates Ann Torre Net Worth

The estimated net worth of Bates Ann Torre is at least $1 Million dollars as of 2024-04-25. Bates Ann Torre is the Director of Ares Capital Corp and owns about 32,000 shares of Ares Capital Corp (ARCC) stock worth over $665,280. Bates Ann Torre is the Director of Navient Corp and owns about 25,558 shares of Navient Corp (NAVI) stock worth over $411,228. Bates Ann Torre is also the Director of SLM Corp and owns about 12,611 shares of SLM Corp (SLM) stock worth over $278,703. Besides these, Bates Ann Torre also holds Templeton Emerging Markets Fund (EMF) , Templeton Global Income Fund (SABA) , Templeton Emerging Markets Income Fund (TEI) , Templeton Dragon Fund Inc (TDF) , United Natural Foods Inc (UNFI) . Details can be seen in Bates Ann Torre's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Bates Ann Torre has not made any transactions after 2023-10-11 and currently still holds the listed stock(s).

Transaction Summary of Bates Ann Torre

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Bates Ann Torre Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Bates Ann Torre owns 8 companies in total, including United Natural Foods Inc () , Ares Capital Corp () , and Templeton Emerging Markets Fund () among others .

Click here to see the complete history of Bates Ann Torre’s form 4 insider trades.

Insider Ownership Summary of Bates Ann Torre

Ticker Comapny Transaction Date Type of Owner
United Natural Foods Inc 2023-10-11 director
Ares Capital Corp 2019-05-15 director
Templeton Emerging Markets Fund 2018-05-02 other: Trustee
Templeton Global Income Fund 2018-05-02 director & other: Trustee
Templeton Emerging Markets Income Fund 2018-05-02 other: Trustee
Templeton Dragon Fund Inc 2018-05-02 director
Navient Corp 2016-07-26 director
SLM Corp 2014-02-18 director

Bates Ann Torre Latest Holdings Summary

Bates Ann Torre currently owns a total of 8 stocks. Among these stocks, Bates Ann Torre owns 32,000 shares of Ares Capital Corp (ARCC) as of May 15, 2019, with a value of $665,280 and a weighting of 45.48%. Bates Ann Torre owns 25,558 shares of Navient Corp (NAVI) as of July 26, 2016, with a value of $411,228 and a weighting of 28.11%. Bates Ann Torre also owns 12,611 shares of SLM Corp (SLM) as of February 18, 2014, with a value of $278,703 and a weighting of 19.05%. The other 5 stocks Templeton Emerging Markets Fund (EMF) , Templeton Global Income Fund (SABA) , Templeton Emerging Markets Income Fund (TEI) , Templeton Dragon Fund Inc (TDF) , United Natural Foods Inc (UNFI) have a combined weighting of 7.36% among all his current holdings.

Latest Holdings of Bates Ann Torre

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ARCC Ares Capital Corp 2019-05-15 32,000 20.79 665,280
NAVI Navient Corp 2016-07-26 25,558 16.09 411,228
SLM SLM Corp 2014-02-18 12,611 22.10 278,703
EMF Templeton Emerging Markets Fund 2018-05-02 3,200 11.59 37,088
SABA Templeton Global Income Fund 2018-05-02 7,765 3.75 29,080
TEI Templeton Emerging Markets Income Fund 2018-05-02 4,425 5.20 23,010
TDF Templeton Dragon Fund Inc 2018-05-02 2,295 8.06 18,498
UNFI United Natural Foods Inc 2023-10-11 0 8.82 0

Holding Weightings of Bates Ann Torre


Bates Ann Torre Form 4 Trading Tracker

According to the SEC Form 4 filings, Bates Ann Torre has made a total of 1 transactions in Ares Capital Corp (ARCC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Ares Capital Corp is the acquisition of 9,725 shares on May 15, 2019, which cost Bates Ann Torre around $171,257.

According to the SEC Form 4 filings, Bates Ann Torre has made a total of 0 transactions in Navient Corp (NAVI) over the past 5 years. The most-recent trade in Navient Corp is the sale of 9,000 shares on July 26, 2016, which brought Bates Ann Torre around $128,070.

According to the SEC Form 4 filings, Bates Ann Torre has made a total of 0 transactions in SLM Corp (SLM) over the past 5 years. The most-recent trade in SLM Corp is the acquisition of 3,395 shares on February 18, 2014, which cost Bates Ann Torre around $79,681.

More details on Bates Ann Torre's insider transactions can be found in the Insider Trading History of Bates Ann Torre table.

Insider Trading History of Bates Ann Torre

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.

Bates Ann Torre Trading Performance

GuruFocus tracks the stock performance after each of Bates Ann Torre's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bates Ann Torre is 16.26%. GuruFocus also compares Bates Ann Torre's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bates Ann Torre within 3 months outperforms 5 times out of 10 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Bates Ann Torre'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 Bates Ann Torre

Average Return

58.67%

Average return per transaction

Outperforming Transactions

50%

5 out of 10 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(%) 9.16 16.26 10.53 58.67 9.92 9.91
Relative Return to S&P 500(%) 6.51 12.23 5.16 44.97 -0.38 -4.53

Bates Ann Torre Ownership Network

Ownership Network List of Bates Ann Torre

No Data

Ownership Network Relation of Bates Ann Torre


Bates Ann Torre Owned Company Details

What does United Natural Foods Inc do?

Who are the key executives at United Natural Foods Inc?

Bates Ann Torre is the director of United Natural Foods Inc. Other key executives at United Natural Foods Inc include Chief Accounting Officer Richard Eric Esper , Interim CFO John W Howard , and President and CEO & Retail Andre Persaud .

United Natural Foods Inc () Insider Trades Summary

Over the past 18 months, Bates Ann Torre made 1 insider transaction in United Natural Foods Inc () with a net sale of 16,061. Other recent insider transactions involving United Natural Foods Inc () include a net purchase of 4,765 shares made by John W Howard , a net purchase of 56,433 shares made by Douglas J Alexander Jr , and a net sale of 9,625 shares made by Richard Eric Esper .

In summary, during the past 3 months, insiders sold 4,375 shares of United Natural Foods Inc () in total and bought 6,275 shares, with a net purchase of 1,900 shares. During the past 18 months, 68,117 shares of United Natural Foods Inc () were sold and 68,198 shares were bought by its insiders, resulting in a net purchase of 81 shares.

United Natural Foods Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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United Natural Foods Inc Insider Transactions

No Available Data

Bates Ann Torre Mailing Address

Above is the net worth, insider trading, and ownership report for Bates Ann Torre. You might contact Bates Ann Torre via mailing address: 300 Continental Drive, Newark De 19713.

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