Herbert Simon - Net Worth and Insider Trading
Herbert Simon Net Worth
The estimated net worth of Herbert Simon is at least $59 Million dollars as of 2026-09-11. Herbert Simon is the Chairman Emeritus of the Board of Simon Property Group Inc and owns about 190,925 shares of Simon Property Group Inc (SPG) stock worth over $39 Million. Herbert Simon is the Director of The Cheesecake Factory Inc and owns about 195,000 shares of The Cheesecake Factory Inc (CAKE) stock worth over $20 Million. Herbert Simon is also the Member of 10% owner 13d group of Emmis Corp and owns about 307,762 shares of Emmis Corp (EMMS) stock worth over $477,031. Details can be seen in Herbert Simon'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 Herbert Simon has not made any transactions after 2020-03-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Herbert Simon
Herbert Simon Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Herbert Simon owns 4 companies in total, including Simon Property Group Inc (SPG) , The Cheesecake Factory Inc (CAKE) , and Emmis Corp (EMMS) among others .
Click here to see the complete history of Herbert Simon’s form 4 insider trades.
Insider Ownership Summary of Herbert Simon
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| SPG | Simon Property Group Inc | 2020-03-18 | director & Co-Chairman of the Board |
| CAKE | The Cheesecake Factory Inc | 2017-11-06 | director |
| EMMS | Emmis Corp | 2012-07-23 | other: Member of 10% owner 13d group |
 | | 2012-05-17 | other: Member of 10% owner 13d group |
Herbert Simon Latest Holdings Summary
Herbert Simon currently owns a total of 3 stocks. Among these stocks, Herbert Simon owns 190,925 shares of Simon Property Group Inc (SPG) as of March 18, 2020, with a value of $39 Million and a weighting of 65.92%. Herbert Simon owns 195,000 shares of The Cheesecake Factory Inc (CAKE) as of November 6, 2017, with a value of $20 Million and a weighting of 33.27%. Herbert Simon also owns 307,762 shares of Emmis Corp (EMMS) as of July 23, 2012, with a value of $477,031 and a weighting of 0.8%.
Latest Holdings of Herbert Simon
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SPG | Simon Property Group Inc | 2020-03-18 | 190,925 | 204.67 | 39,076,620 |
| CAKE | The Cheesecake Factory Inc | 2017-11-06 | 195,000 | 101.15 | 19,724,250 |
| EMMS | Emmis Corp | 2012-07-23 | 307,762 | 1.55 | 477,031 |
Holding Weightings of Herbert Simon
Herbert Simon Form 4 Trading Tracker
According to the SEC Form 4 filings, Herbert Simon has made a total of 0 transactions in Simon Property Group Inc (SPG) over the past 5 years. The most-recent trade in Simon Property Group Inc is the acquisition of 188,572 shares on March 18, 2020, which cost Herbert Simon around $10 Million.
According to the SEC Form 4 filings, Herbert Simon has made a total of 0 transactions in The Cheesecake Factory Inc (CAKE) over the past 5 years. The most-recent trade in The Cheesecake Factory Inc is the acquisition of 25,000 shares on November 6, 2017, which cost Herbert Simon around $1 Million.
According to the SEC Form 4 filings, Herbert Simon has made a total of 0 transactions in Emmis Corp (EMMS) over the past 5 years. The most-recent trade in Emmis Corp is the acquisition of 31,686 shares on July 23, 2012, which cost Herbert Simon around $249,684.
Insider Trading History of Herbert Simon
* The information on this page (including Insider Trading Shares, Share Changes, Cost, etc.) is sourced exclusively from Form 4 filings and does not incorporate any data from 13F or 13D/G filings. As a result, it may differ from the values shown on the Guru page.
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Herbert Simon Trading Performance
GuruFocus tracks the stock performance after each of Herbert Simon's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Herbert Simon is 11.15%. GuruFocus also compares Herbert Simon's trading performance to market benchmark return within the same time period. The performance of stocks bought by Herbert Simon within 3 months outperforms 15 times out of 20 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Herbert Simon's insider trading performs compared to the benchmark.
Performance of Herbert Simon
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.7 | | | | | |
| Relative Return to S&P 500(%) | 0.66 | | | | | |
Herbert Simon Ownership Network
Ownership Network List of Herbert Simon
Ownership Network Relation of Herbert Simon
Herbert Simon Owned Company Details
What does Simon Property Group Inc do?
Who are the key executives at Simon Property Group Inc?
Herbert Simon is the director & Co-Chairman of the Board of Simon Property Group Inc. Other key executives at Simon Property Group Inc include EVP/Chief Admin. Officer John Rulli , SVP & Assistant Treasurer Matthew A Jackson , and Asst. General Counsel/Sec. Kevin M Kelly .
Simon Property Group Inc (SPG) Insider Trades Summary
Over the past 18 months, Herbert Simon made no insider transaction in Simon Property Group Inc (SPG). Other recent insider transactions involving Simon Property Group Inc (SPG) include a net purchase of 1,459 shares made by Randall J Lewis , a net purchase of 1,190 shares made by Marta R Stewart , and a net purchase of 2,947 shares made by Reuben S Leibowitz .
In summary, during the past 3 months, insiders sold 0 shares of Simon Property Group Inc (SPG) in total and bought 2,387 shares, with a net purchase of 2,387 shares. During the past 18 months, 10,000 shares of Simon Property Group Inc (SPG) were sold and 14,804 shares were bought by its insiders, resulting in a net purchase of 4,804 shares.
Simon Property Group Inc (SPG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Simon Property Group Inc Insider Transactions
Herbert Simon Mailing Address
Above is the net worth, insider trading, and ownership report for Herbert Simon. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Herbert Simon's mailing address is: Indianapolis In 46204.
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