Herbert Simon - Net Worth and Insider Trading
Herbert Simon Net Worth
The estimated net worth of Herbert Simon is at least $27 Million dollars as of 2023-05-30. 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 $20 Million. Herbert Simon is the Director of Cheesecake Factory Inc and owns about 195,000 shares of Cheesecake Factory Inc (CAKE) stock worth over $6 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 $803,259. Details can be seen in Herbert Simon's Latest Holdings Summary section.
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) , 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 | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SPG | Simon Property Group Inc | 2003-11-05 | director & Co-Chairman of the Board |
| CAKE | Cheesecake Factory Inc | 2011-06-01 | director |
| EMMS | Emmis Corp | 2012-07-20 | other: Member of 10% owner 13d group |
| EMMSP.PFD | Emmis Communications Corp | 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 $20 Million and a weighting of 73.48%. Herbert Simon owns 195,000 shares of Cheesecake Factory Inc (CAKE) as of November 6, 2017, with a value of $6 Million and a weighting of 23.52%. Herbert Simon also owns 307,762 shares of Emmis Corp (EMMS) as of July 23, 2012, with a value of $803,259 and a weighting of 2.99%.
Latest Holdings of Herbert Simon
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SPG | Simon Property Group Inc | 2020-03-18 | 190,925 | 103.37 | 19,735,917 |
| CAKE | Cheesecake Factory Inc | 2017-11-06 | 195,000 | 32.40 | 6,318,000 |
| EMMS | Emmis Corp | 2012-07-23 | 307,762 | 2.61 | 803,259 |
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 1 transactions in Simon Property Group Inc (SPG) over the past 5 years, including 1 buys and 0 sells. 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 Cheesecake Factory Inc (CAKE) over the past 5 years. The most-recent trade in 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
- 1
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 11.74%. 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 19 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 Relative Return
30.14%
Outperforming Transactions
95%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Relative Return(%) | 3.71 | 11.74 | 12.19 | 30.14 | 21.13 | 7.68 |
| Relative Return to S&P 500(%) | 0.66 | 6.35 | 5.06 | 12.8 | 7.22 | -2.95 |
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?
Simon Property Group is the second-largest real estate investment trust in the United States. Its portfolio includes an interest in 230 properties: 136 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), 6 lifestyle centers, and 5 other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
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 SVP & Assistant Treasurer Matthew A Jackson , Asst. General Counsel/Sec. Kevin M Kelly , and EVP & Treasurer Donald G Frey .
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 1,365 shares made by Karen N Horn , a net purchase of 1,251 shares made by Reuben S Leibowitz , and a net purchase of 1,008 shares made by Allan B Hubbard .
In summary, during the past 3 months, insiders sold 0 shares of Simon Property Group Inc (SPG) in total and bought 3,647 shares, with a net purchase of 3,647 shares. During the past 18 months, 0 shares of Simon Property Group Inc (SPG) were sold and 8,166 shares were bought by its insiders, resulting in a net purchase of 8,166 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. You might contact Herbert Simon via mailing address: 115 W Washington St, Indianapolis In 46204.
