H Jay Sarles - Net Worth and Insider Trading
H Jay Sarles Net Worth
The estimated net worth of H Jay Sarles is at least $29 Million dollars as of 2024-04-26. H Jay Sarles is the Vice Chm and Spl Advsr to CEO of Bank of America Corp and owns about 544,492 shares of Bank of America Corp (BAC) stock worth over $21 Million. H Jay Sarles is the Director of Ameriprise Financial Inc and owns about 12,609 shares of Ameriprise Financial Inc (AMP) stock worth over $5 Million. H Jay Sarles is also the Director of AvalonBay Communities Inc and owns about 17,012 shares of AvalonBay Communities Inc (AVB) stock worth over $3 Million. Details can be seen in H Jay Sarles's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that H Jay Sarles has not made any transactions after 2016-02-01 and currently still holds the listed stock(s).
Transaction Summary of H Jay Sarles
H Jay Sarles Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, H Jay Sarles owns 4 companies in total, including AvalonBay Communities Inc (AVB) , Ameriprise Financial Inc (AMP) , and Bank of America Corp (MPE) among others .
Click here to see the complete history of H Jay Sarles’s form 4 insider trades.
Insider Ownership Summary of H Jay Sarles
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVB | AvalonBay Communities Inc | 2013-08-29 | director |
| AMP | Ameriprise Financial Inc | 2016-02-01 | director |
| MPE | Bank of America Corp | 2005-03-31 | Vice Chm and Spl Advsr to CEO |
| BAC | Bank of America Corp | 2004-07-21 | Vice Chm and Spl Advsr to CEO |
H Jay Sarles Latest Holdings Summary
H Jay Sarles currently owns a total of 3 stocks. Among these stocks, H Jay Sarles owns 544,492 shares of Bank of America Corp (BAC) as of July 21, 2004, with a value of $21 Million and a weighting of 70.99%. H Jay Sarles owns 12,609 shares of Ameriprise Financial Inc (AMP) as of February 1, 2016, with a value of $5 Million and a weighting of 17.82%. H Jay Sarles also owns 17,012 shares of AvalonBay Communities Inc (AVB) as of August 29, 2013, with a value of $3 Million and a weighting of 11.19%.
Latest Holdings of H Jay Sarles
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BAC | Bank of America Corp | 2004-07-21 | 544,492 | 37.91 | 20,641,692 |
| AMP | Ameriprise Financial Inc | 2016-02-01 | 12,609 | 410.91 | 5,181,164 |
| AVB | AvalonBay Communities Inc | 2013-08-29 | 17,012 | 191.32 | 3,254,736 |
Holding Weightings of H Jay Sarles
H Jay Sarles Form 4 Trading Tracker
According to the SEC Form 4 filings, H Jay Sarles has made a total of 0 transactions in Bank of America Corp (BAC) over the past 5 years. The most-recent trade in Bank of America Corp is the sale of 266,544 shares on July 21, 2004, which brought H Jay Sarles around $11 Million.
According to the SEC Form 4 filings, H Jay Sarles has made a total of 0 transactions in Ameriprise Financial Inc (AMP) over the past 5 years. The most-recent trade in Ameriprise Financial Inc is the acquisition of 2,000 shares on February 1, 2016, which cost H Jay Sarles around $179,040.
According to the SEC Form 4 filings, H Jay Sarles has made a total of 0 transactions in AvalonBay Communities Inc (AVB) over the past 5 years. The most-recent trade in AvalonBay Communities Inc is the acquisition of 2,000 shares on August 29, 2013, which cost H Jay Sarles around $247,940.
Insider Trading History of H Jay Sarles
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H Jay Sarles Trading Performance
GuruFocus tracks the stock performance after each of H Jay Sarles's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by H Jay Sarles is 3.66%. GuruFocus also compares H Jay Sarles's trading performance to market benchmark return within the same time period. The performance of stocks bought by H Jay Sarles within 3 months outperforms 8 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 H Jay Sarles's insider trading performs compared to the benchmark.
Performance of H Jay Sarles
Average Return
22.1%
Outperforming Transactions
67%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.13 | 3.66 | 11.46 | 22.1 | 16.43 | 11.77 |
| Relative Return to S&P 500(%) | 2.29 | 2.14 | 6.77 | 15.57 | 10.27 | 7.56 |
H Jay Sarles Ownership Network
Ownership Network List of H Jay Sarles
Ownership Network Relation of H Jay Sarles
H Jay Sarles Owned Company Details
What does AvalonBay Communities Inc do?
Who are the key executives at AvalonBay Communities Inc?
H Jay Sarles is the director of AvalonBay Communities Inc. Other key executives at AvalonBay Communities Inc include Executive Vice President Kevin P. O'shea , Executive Vice President Joanne M Lockeridge , and EVP & Strategy & Portfolio Mgmt Matthew H. Birenbaum .
AvalonBay Communities Inc (AVB) Insider Trades Summary
Over the past 18 months, H Jay Sarles made no insider transaction in AvalonBay Communities Inc (AVB). Other recent insider transactions involving AvalonBay Communities Inc (AVB) include a net sale of 5,081 shares made by Joanne M Lockeridge , a net sale of 5,000 shares made by Kevin P. O'shea , and a net sale of 4,000 shares made by Matthew H. Birenbaum .
In summary, during the past 3 months, insiders sold 6,750 shares of AvalonBay Communities Inc (AVB) in total and bought 0 shares, with a net sale of 6,750 shares. During the past 18 months, 14,081 shares of AvalonBay Communities Inc (AVB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 14,081 shares.
AvalonBay Communities Inc (AVB)'s detailed insider trading history can be found in Insider Trading Tracker table.
AvalonBay Communities Inc Insider Transactions
H Jay Sarles Mailing Address
Above is the net worth, insider trading, and ownership report for H Jay Sarles. You might contact H Jay Sarles via mailing address: Fleetboston Financial Corp, 100 Federal Street, Boston Ma 02110.
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