David Held - Net Worth and Insider Trading
David Held Net Worth
The estimated net worth of David Held is at least $4,093 dollars as of 2025-07-20. David Held is the Chief Compliance Officer of Portman Ridge Finance Corp and owns about 320 shares of Portman Ridge Finance Corp (PTMN) stock worth over $4,093. Details can be seen in David Held's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that David Held has not made any transactions after 2025-05-13 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of David Held
David Held Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David Held owns 2 companies in total, including Portman Ridge Finance Corp (PTMN) , and Logan Ridge Finance Corp (LRFC) .
Click here to see the complete history of David Held’s form 4 insider trades.
Insider Ownership Summary of David Held
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| PTMN | Portman Ridge Finance Corp | 2025-05-13 | Chief Compliance Officer |
| LRFC | Logan Ridge Finance Corp | 2021-07-01 | Chief Compliance Officer |
David Held Latest Holdings Summary
David Held currently owns a total of 1 stock. David Held owns 320 shares of Portman Ridge Finance Corp (PTMN) as of May 13, 2025, with a value of $4,093.
Latest Holdings of David Held
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PTMN | Portman Ridge Finance Corp | 2025-05-13 | 320 | 12.79 | 4,093 |
Holding Weightings of David Held
David Held Form 4 Trading Tracker
According to the SEC Form 4 filings, David Held has made a total of 1 transactions in Portman Ridge Finance Corp (PTMN) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Portman Ridge Finance Corp is the acquisition of 320 shares on May 13, 2025, which cost David Held around $3,965.
Insider Trading History of David Held
- 1
David Held Trading Performance
GuruFocus tracks the stock performance after each of David Held's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David Held is %. GuruFocus also compares David Held's trading performance to market benchmark return within the same time period. The performance of stocks bought by David Held within 3 months outperforms times out of transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David Held's insider trading performs compared to the benchmark.
Performance of David Held
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -7.45 |  | | | | |
| Relative Return to S&P 500(%) | -8.99 | | | | | |
David Held Ownership Network
Ownership Network List of David Held
Ownership Network Relation of David Held
David Held Owned Company Details
What does Portman Ridge Finance Corp do?
Who are the key executives at Portman Ridge Finance Corp?
David Held is the Chief Compliance Officer of Portman Ridge Finance Corp. Other key executives at Portman Ridge Finance Corp include director & President & CEO Edward J. Goldthorpe , Chief Investment Officer Patrick Schafer , and 10 percent owner Repertoire Partners Lp .
Portman Ridge Finance Corp (PTMN) Insider Trades Summary
Over the past 18 months, David Held made 1 insider transaction in Portman Ridge Finance Corp (PTMN) with a net purchase of 320. Other recent insider transactions involving Portman Ridge Finance Corp (PTMN) include a net purchase of 1,755 shares made by Edward J. Goldthorpe , a net purchase of 1,000 shares made by Brandon Satoren , and a net purchase of 802 shares made by Patrick Schafer .
In summary, during the past 3 months, insiders sold 0 shares of Portman Ridge Finance Corp (PTMN) in total and bought 3,877 shares, with a net purchase of 3,877 shares. During the past 18 months, 0 shares of Portman Ridge Finance Corp (PTMN) were sold and 3,877 shares were bought by its insiders, resulting in a net purchase of 3,877 shares.
Portman Ridge Finance Corp (PTMN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Portman Ridge Finance Corp Insider Transactions
David Held Mailing Address
Above is the net worth, insider trading, and ownership report for David Held. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, David Held's mailing address is: New York Ny 10022.
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