Samuel L Shimer - Net Worth and Insider Trading

Samuel L Shimer Net Worth

The estimated net worth of Samuel L Shimer is at least $666,750 dollars as of 2023-05-28. Samuel L Shimer is the Director of Heritage Global Inc and owns about 175,000 shares of Heritage Global Inc (HGBL) stock worth over $666,750. Details can be seen in Samuel L Shimer's Latest Holdings Summary section.

Transaction Summary of Samuel L Shimer


Samuel L Shimer Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Samuel L Shimer owns 1 companies in total, including Heritage Global Inc (HGBL) .

Click here to see the complete history of Samuel L Shimer’s form 4 insider trades.

Insider Ownership Summary of Samuel L Shimer

Ticker Comapny Transaction Date Type of Owner
HGBL Heritage Global Inc 2014-03-31 director

Samuel L Shimer Latest Holdings Summary

Samuel L Shimer currently owns a total of 1 stock. Samuel L Shimer owns 175,000 shares of Heritage Global Inc (HGBL) as of May 27, 2022, with a value of $666,750.

Latest Holdings of Samuel L Shimer

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
HGBL Heritage Global Inc 2022-05-27 175,000 3.81 666,750

Holding Weightings of Samuel L Shimer

Samuel L Shimer Form 4 Trading Tracker

According to the SEC Form 4 filings, Samuel L Shimer has made a total of 4 transactions in Heritage Global Inc (HGBL) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Heritage Global Inc is the acquisition of 20,000 shares on May 27, 2022, which cost Samuel L Shimer around $23,800.

Insider Trading History of Samuel L Shimer

Insider Trading Shares
Shares Change
Final Share
Current Price
Price Change Since Insider Trade (%)
Filing Date
Heritage Global Inc
Heritage Global Inc
Heritage Global Inc
Heritage Global Inc
Heritage Global Inc
Total 5
  • 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.

Samuel L Shimer Trading Performance

GuruFocus tracks the stock performance after each of Samuel L Shimer's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Samuel L Shimer is 5.19%. GuruFocus also compares Samuel L Shimer's trading performance to market benchmark return within the same time period. The performance of stocks bought by Samuel L Shimer within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Samuel L Shimer'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 Samuel L Shimer

Average Relative Return


Average relative return per transaction

Outperforming Transactions


4 out of 5 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 4 5.19 -0.93 64.87 13.61 15.72
Relative Return to S&P 500(%) 3.8 9.48 7.34 72.4 6.87 7.04

Samuel L Shimer Ownership Network

Ownership Network List of Samuel L Shimer

No Data

Ownership Network Relation of Samuel L Shimer

Samuel L Shimer Owned Company Details

What does Heritage Global Inc do?

Heritage Global Inc values and monetizes industrial and financial assets by providing acquisition, disposition, valuation, and lending services for surplus and distressed assets. It aids in facilitating the economy by diverting useful industrial assets from landfills and operating a supply chain by overseeing the post-sale account activity of financial assets. The group operates in four segments namely Auction and Liquidation; Refurbishment and Resale; Brokerage and Specialty Lending. It generates maximum revenue from the Auction and Liquidation segment. The Auction and Liquidation segment, through HGP, operates as a global full-service auction, appraisal, and asset advisory firm, including the acquisition of turnkey manufacturing facilities and used industrial machinery and equipment.

Who are the key executives at Heritage Global Inc?

Samuel L Shimer is the director of Heritage Global Inc. Other key executives at Heritage Global Inc include VP of Finance and Controller Brian J. Cobb , President & Industrial Assets Nicholas Kirk Dove , and 10 percent owner Topline Capital Partners, Lp .

Heritage Global Inc (HGBL) Insider Trades Summary

Over the past 18 months, Samuel L Shimer made 2 insider transaction in Heritage Global Inc (HGBL) with a net purchase of 28,800. Other recent insider transactions involving Heritage Global Inc (HGBL) include a net purchase of 86,121 shares made by Michael Hexner , a net sale of 802,115 shares made by Topline Capital Partners, Lp , and a net sale of 802,115 shares made by Topline Capital Management, Llc .

In summary, during the past 3 months, insiders sold 1,604,230 shares of Heritage Global Inc (HGBL) in total and bought 0 shares, with a net sale of 1,604,230 shares. During the past 18 months, 1,604,230 shares of Heritage Global Inc (HGBL) were sold and 217,742 shares were bought by its insiders, resulting in a net sale of 1,386,488 shares.

Heritage Global Inc (HGBL)'s detailed insider trading history can be found in Insider Trading Tracker table.


Heritage Global Inc Insider Transactions

No Available Data

Samuel L Shimer Mailing Address

Above is the net worth, insider trading, and ownership report for Samuel L Shimer. You might contact Samuel L Shimer via mailing address: C/o Heritage Global Inc., 12625 High Bluff Drive, Suite 305, San Diego Ca 92130.