Steven B Wolgin - Net Worth and Insider Trading
Steven B Wolgin Net Worth
The estimated net worth of Steven B Wolgin is at least $2 Million dollars as of 2024-04-23. Steven B Wolgin is the Director of Monmouth Real Estate Investment Corp and owns about 72,483 shares of Monmouth Real Estate Investment Corp (MNR) stock worth over $2 Million. Steven B Wolgin is also the Director of UMH Properties Inc and owns about 14,820 shares of UMH Properties Inc (UMH) stock worth over $230,303. Details can be seen in Steven B Wolgin's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Steven B Wolgin has not made any transactions after 2022-04-13 and currently still holds the listed stock(s).
Transaction Summary of Steven B Wolgin
Steven B Wolgin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Steven B Wolgin owns 2 companies in total, including UMH Properties Inc (UMH) , and Monmouth Real Estate Investment Corp (MNR) .
Click here to see the complete history of Steven B Wolgin’s form 4 insider trades.
Insider Ownership Summary of Steven B Wolgin
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UMH | UMH Properties Inc | 2022-04-13 | director |
| MNR | Monmouth Real Estate Investment Corp | 2020-06-18 | director |
Steven B Wolgin Latest Holdings Summary
Steven B Wolgin currently owns a total of 2 stocks. Among these stocks, Steven B Wolgin owns 72,483 shares of Monmouth Real Estate Investment Corp (MNR) as of March 18, 2020, with a value of $2 Million and a weighting of 86.85%. Steven B Wolgin also owns 14,820 shares of UMH Properties Inc (UMH) as of April 13, 2022, with a value of $230,303 and a weighting of 13.15%.
Latest Holdings of Steven B Wolgin
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MNR | Monmouth Real Estate Investment Corp | 2020-03-18 | 72,483 | 20.98 | 1,520,693 |
| UMH | UMH Properties Inc | 2022-04-13 | 14,820 | 15.54 | 230,303 |
Holding Weightings of Steven B Wolgin
Steven B Wolgin Form 4 Trading Tracker
According to the SEC Form 4 filings, Steven B Wolgin has made a total of 7 transactions in Monmouth Real Estate Investment Corp (MNR) over the past 5 years, including 3 buys and 4 sells. The most-recent trade in Monmouth Real Estate Investment Corp is the acquisition of 776 shares on March 18, 2020, which cost Steven B Wolgin around $8,691.
According to the SEC Form 4 filings, Steven B Wolgin has made a total of 12 transactions in UMH Properties Inc (UMH) over the past 5 years, including 6 buys and 6 sells. The most-recent trade in UMH Properties Inc is the sale of 1,000 shares on April 13, 2022, which brought Steven B Wolgin around $23,990.
Insider Trading History of Steven B Wolgin
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Steven B Wolgin Trading Performance
GuruFocus tracks the stock performance after each of Steven B Wolgin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steven B Wolgin is 15.65%. GuruFocus also compares Steven B Wolgin's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steven B Wolgin within 3 months outperforms 7 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Steven B Wolgin's insider trading performs compared to the benchmark.
Performance of Steven B Wolgin
Average Return
37.98%
Outperforming Transactions
92%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 6.11 | 15.65 | 20.8 | 37.98 | 24.58 | 3.85 |
| Relative Return to S&P 500(%) | 1.66 | 4.11 | 2.21 | 5.61 | 3.82 | -6.37 |
Steven B Wolgin Ownership Network
Ownership Network List of Steven B Wolgin
Ownership Network Relation of Steven B Wolgin
Steven B Wolgin Owned Company Details
What does UMH Properties Inc do?
Who are the key executives at UMH Properties Inc?
Steven B Wolgin is the director of UMH Properties Inc. Other key executives at UMH Properties Inc include EVP and COO Brett Taft , director & 10 percent owner & Chairman of the Board Eugene W Landy , and director & President Samuel A Landy .
UMH Properties Inc (UMH) Insider Trades Summary
Over the past 18 months, Steven B Wolgin made no insider transaction in UMH Properties Inc (UMH). Other recent insider transactions involving UMH Properties Inc (UMH) include a net purchase of 1,329 shares made by Samuel A Landy , a net purchase of 1,482 shares made by Daniel O. Landy , and a net purchase of 413 shares made by Quigley Kenneth K Jr .
In summary, during the past 3 months, insiders sold 10,908 shares of UMH Properties Inc (UMH) in total and bought 172 shares, with a net sale of 10,736 shares. During the past 18 months, 13,108 shares of UMH Properties Inc (UMH) were sold and 6,821 shares were bought by its insiders, resulting in a net sale of 6,287 shares.
UMH Properties Inc (UMH)'s detailed insider trading history can be found in Insider Trading Tracker table.
UMH Properties Inc Insider Transactions
Steven B Wolgin Mailing Address
Above is the net worth, insider trading, and ownership report for Steven B Wolgin. Currently GuruFocus does not have mailing address information for Steven B Wolgin.
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