Warren D Fix - Net Worth and Insider Trading

Warren D Fix Net Worth

The estimated net worth of Warren D Fix is at least $3 Million dollars as of 2024-04-26. Warren D Fix is the Director of Healthcare Trust of America Inc and owns about 69,052 shares of Healthcare Trust of America Inc (HTA) stock worth over $2 Million. Warren D Fix is also the Director of First Foundation Inc and owns about 126,669 shares of First Foundation Inc (FFWM) stock worth over $848,682. Details can be seen in Warren D Fix's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Warren D Fix has not made any transactions after 2020-05-12 and currently still holds the listed stock(s).

Transaction Summary of Warren D Fix

Warren D Fix Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Warren D Fix owns 3 companies in total, including Healthcare Trust of America Inc (HTA) , First Foundation Inc (FFWM) , and Healthcare Realty Trust Inc (HR) .

Click here to see the complete history of Warren D Fix’s form 4 insider trades.

Insider Ownership Summary of Warren D Fix

Ticker	Comapny	Transaction Date	Type of Owner
HTA	Healthcare Trust of America Inc	2020-05-12	director
FFWM	First Foundation Inc	2018-02-28	director
HR	Healthcare Realty Trust Inc	2008-04-30	director

Warren D Fix Latest Holdings Summary

Warren D Fix currently owns a total of 2 stocks. Among these stocks, Warren D Fix owns 69,052 shares of Healthcare Trust of America Inc (HTA) as of May 12, 2020, with a value of $2 Million and a weighting of 70.37%. Warren D Fix also owns 126,669 shares of First Foundation Inc (FFWM) as of February 28, 2018, with a value of $848,682 and a weighting of 29.63%.

Latest Holdings of Warren D Fix

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
HTA	Healthcare Trust of America Inc	2020-05-12	69,052	29.19	2,015,628
FFWM	First Foundation Inc	2018-02-28	126,669	6.70	848,682

Holding Weightings of Warren D Fix

Warren D Fix Form 4 Trading Tracker

According to the SEC Form 4 filings, Warren D Fix has made a total of 1 transactions in Healthcare Trust of America Inc (HTA) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Healthcare Trust of America Inc is the acquisition of 1,000 shares on May 12, 2020, which cost Warren D Fix around $24,990.

According to the SEC Form 4 filings, Warren D Fix has made a total of 0 transactions in First Foundation Inc (FFWM) over the past 5 years. The most-recent trade in First Foundation Inc is the sale of 10,000 shares on February 28, 2018, which brought Warren D Fix around $183,000.

Insider Trading History of Warren D Fix

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

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.

Warren D Fix Trading Performance

GuruFocus tracks the stock performance after each of Warren D Fix's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Warren D Fix is 9.58%. GuruFocus also compares Warren D Fix's trading performance to market benchmark return within the same time period. The performance of stocks bought by Warren D Fix within 3 months outperforms 9 times out of 12 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Warren D Fix'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 Warren D Fix

Average Return

11.74%

Average return per transaction

Outperforming Transactions

92%

11 out of 12 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(%)	5.09	9.58	12.82	11.74	15.13	13.08
Relative Return to S&P 500(%)	4.37	7.95	8.48	0.1	3.61	2.67

Warren D Fix Ownership Network

Ownership Network List of Warren D Fix

No Data

Ownership Network Relation of Warren D Fix

Warren D Fix Owned Company Details

What does Healthcare Trust of America Inc do?

Who are the key executives at Healthcare Trust of America Inc?

Warren D Fix is the director of Healthcare Trust of America Inc. Other key executives at Healthcare Trust of America Inc include EVP ? Asset Management Amanda Houghton , EVP - Corporate Finance Robert A Milligan , and director & CEO & President & Chairman Scott D Peters .

Healthcare Trust of America Inc (HTA) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Healthcare Trust of America Inc (HTA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Healthcare Trust of America Inc (HTA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Healthcare Trust of America Inc (HTA)'s detailed insider trading history can be found in Insider Trading Tracker table.

Healthcare Trust of America Inc Insider Transactions

No Available Data

What does First Foundation Inc do?

Who are the key executives at First Foundation Inc?

Warren D Fix is the director of First Foundation Inc. Other key executives at First Foundation Inc include director & 10 percent owner & EXECUTIVE CHAIRMAN Keller Ulrich E. Jr , Chief Financial Officer James Britton , and director & PRES FIRST FOUNDATION ADVISORS John Hakopian .

First Foundation Inc (FFWM) Insider Trades Summary

Over the past 18 months, Warren D Fix made no insider transaction in First Foundation Inc (FFWM). Other recent insider transactions involving First Foundation Inc (FFWM) include a net purchase of 10,000 shares made by David G. Lake , a net sale of 55,000 shares made by Keller Ulrich E. Jr , and a net purchase of 11,081 shares made by Elizabeth A. Pagliarini .

In summary, during the past 3 months, insiders sold 25,000 shares of First Foundation Inc (FFWM) in total and bought 0 shares, with a net sale of 25,000 shares. During the past 18 months, 244,172 shares of First Foundation Inc (FFWM) were sold and 50,489 shares were bought by its insiders, resulting in a net sale of 193,683 shares.

First Foundation Inc (FFWM)'s detailed insider trading history can be found in Insider Trading Tracker table.

First Foundation Inc Insider Transactions

No Available Data

What does Healthcare Realty Trust Inc do?

Who are the key executives at Healthcare Realty Trust Inc?

Warren D Fix is the director of Healthcare Realty Trust Inc. Other key executives at Healthcare Realty Trust Inc include EVP - Investments Robert E Hull , EVP - Operations Julie F. Wilson , and director & President and CEO Todd J Meredith .

Healthcare Realty Trust Inc (HR) Insider Trades Summary

Over the past 18 months, Warren D Fix made no insider transaction in Healthcare Realty Trust Inc (HR). Other recent insider transactions involving Healthcare Realty Trust Inc (HR) include a net purchase of 31,500 shares made by John Knox Singleton , a net sale of 25,394 shares made by Robert E Hull , and a net sale of 4,100 shares made by Julie F. Wilson .

In summary, during the past 3 months, insiders sold 0 shares of Healthcare Realty Trust Inc (HR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 29,494 shares of Healthcare Realty Trust Inc (HR) were sold and 33,900 shares were bought by its insiders, resulting in a net purchase of 4,406 shares.

Healthcare Realty Trust Inc (HR)'s detailed insider trading history can be found in Insider Trading Tracker table.

Healthcare Realty Trust Inc Insider Transactions

No Available Data

Warren D Fix Mailing Address

Above is the net worth, insider trading, and ownership report for Warren D Fix. You might contact Warren D Fix via mailing address: 8261 E. 21st Street North, Suite 200, Wichta Ks 67206-2991.

Discussions on Warren D Fix

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