James D Wehr - Net Worth and Insider Trading
James D Wehr Net Worth
The estimated net worth of James D Wehr is at least $13 Million dollars as of 2024-04-23. James D Wehr is the President & CEO of Phoenix Companies Inc and owns about 324,993 shares of Phoenix Companies Inc (PNX) stock worth over $12 Million. James D Wehr is also the Director of Global Indemnity Group LLC and owns about 18,263 shares of Global Indemnity Group LLC (GBLI) stock worth over $593,548. Details can be seen in James D Wehr'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 D Wehr has not made any transactions after 2020-08-31 and currently still holds the listed stock(s).
Transaction Summary of James D Wehr
James D Wehr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James D Wehr owns 3 companies in total, including Global Indemnity Group LLC (GBLI) , Phoenix Companies Inc (PNX) , and DTFTax-Free Income Inc (DTF) .
Click here to see the complete history of James D Wehr’s form 4 insider trades.
Insider Ownership Summary of James D Wehr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| GBLI | Global Indemnity Group LLC | 2020-08-31 | director |
| PNX | Phoenix Companies Inc | 2016-06-20 | director & President & CEO |
| DTF | DTFTax-Free Income Inc | 2003-11-06 | V.P.& Chief Investment Officer |
James D Wehr Latest Holdings Summary
James D Wehr currently owns a total of 2 stocks. Among these stocks, James D Wehr owns 324,993 shares of Phoenix Companies Inc (PNX) as of May 10, 2012, with a value of $12 Million and a weighting of 95.35%. James D Wehr also owns 18,263 shares of Global Indemnity Group LLC (GBLI) as of August 31, 2020, with a value of $593,548 and a weighting of 4.65%.
Latest Holdings of James D Wehr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PNX | Phoenix Companies Inc | 2012-05-10 | 324,993 | 37.49 | 12,183,988 |
| GBLI | Global Indemnity Group LLC | 2020-08-31 | 18,263 | 32.50 | 593,548 |
Holding Weightings of James D Wehr
James D Wehr Form 4 Trading Tracker
According to the SEC Form 4 filings, James D Wehr has made a total of 0 transactions in Phoenix Companies Inc (PNX) over the past 5 years. The most-recent trade in Phoenix Companies Inc is the acquisition of 100,000 shares on May 10, 2012, which cost James D Wehr around $184,000.
According to the SEC Form 4 filings, James D Wehr has made a total of 1 transactions in Global Indemnity Group LLC (GBLI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Global Indemnity Group LLC is the acquisition of 4,000 shares on August 31, 2020, which cost James D Wehr around $83,840.
Insider Trading History of James D Wehr
- 1
James D Wehr Trading Performance
GuruFocus tracks the stock performance after each of James D Wehr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James D Wehr is 54.48%. GuruFocus also compares James D Wehr's trading performance to market benchmark return within the same time period. The performance of stocks bought by James D Wehr within 3 months outperforms 5 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James D Wehr's insider trading performs compared to the benchmark.
Performance of James D Wehr
Average Return
19.73%
Outperforming Transactions
75%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.37 | 54.48 | 43.75 | 19.73 | 12.77 | -1.55 |
| Relative Return to S&P 500(%) | -0.31 | 42.57 | 26.37 | -1.45 | -5.87 | -15.97 |
James D Wehr Ownership Network
Ownership Network List of James D Wehr
Ownership Network Relation of James D Wehr
James D Wehr Owned Company Details
What does Global Indemnity Group LLC do?
Who are the key executives at Global Indemnity Group LLC?
James D Wehr is the director of Global Indemnity Group LLC. Other key executives at Global Indemnity Group LLC include SVP - Programs Bevan Olson Greibesland , Chief Operating Officer Reiner Ralf Mauer , and Sr. Vice President & Claims David C Elliott .
Global Indemnity Group LLC (GBLI) Insider Trades Summary
Over the past 18 months, James D Wehr made no insider transaction in Global Indemnity Group LLC (GBLI). Other recent insider transactions involving Global Indemnity Group LLC (GBLI) include a net purchase of 146,000 shares made by Gary Charles Tolman , and a net purchase of 4,000 shares made by Seth Gersch .
In summary, during the past 3 months, insiders sold 0 shares of Global Indemnity Group LLC (GBLI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Global Indemnity Group LLC (GBLI) were sold and 150,000 shares were bought by its insiders, resulting in a net purchase of 150,000 shares.
Global Indemnity Group LLC (GBLI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Global Indemnity Group LLC Insider Transactions
James D Wehr Mailing Address
Above is the net worth, insider trading, and ownership report for James D Wehr. You might contact James D Wehr via mailing address: 3 Bala Plaza East, Suite 300, Bala Cynwyd Pa 19004.
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