Charlene Barshefsky - Net Worth and Insider Trading

Charlene Barshefsky Net Worth

The estimated net worth of Charlene Barshefsky is at least $15 Million dollars as of 2024-07-17. Charlene Barshefsky is the Director of The Estee Lauder Companies Inc and owns about 78,845 shares of The Estee Lauder Companies Inc (EL) stock worth over $8 Million. Charlene Barshefsky is the Director of American Express Co and owns about 20,097 shares of American Express Co (AXP) stock worth over $5 Million. Charlene Barshefsky is also the Director of Starwood Hotels & Resorts Worldwide Inc and owns about 25,564 shares of Starwood Hotels & Resorts Worldwide Inc (HOT) stock worth over $2 Million. Besides these, Charlene Barshefsky also holds MDC Partners Inc (MDCA) , Intel Corp (INTC) . Details can be seen in Charlene Barshefsky's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charlene Barshefsky has not made any transactions after 2023-08-23 and currently still holds the listed stock(s).

GuruFocus Premium Membership
30 Years of Financial Data on One Screen
Unlimited Filters in All-in-One Stock Screener
Exclusive Earnings Calls & Stock Analysis
Customizable Stock Dashboard
Real-Time Insider Trading Alerts
8,000+ Institutional Investors’ 13F Holdings
Excel & Google Sheets Integration
Downloadable Data
Quick Customer Support
And Much More...

Transaction Summary of Charlene Barshefsky

To

Charlene Barshefsky Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Charlene Barshefsky owns 6 companies in total, including The Estee Lauder Companies Inc (EL) , MDC Partners Inc (MDCA) , and American Express Co (AXP) among others .

Click here to see the complete history of Charlene Barshefsky’s form 4 insider trades.

Insider Ownership Summary of Charlene Barshefsky

Ticker Comapny Transaction Date Type of Owner
EL The Estee Lauder Companies Inc 2023-08-23 director
MDCA MDC Partners Inc 2020-08-07 director
AXP American Express Co 2006-11-20 director
LIMIT LIMIT 2007-10-31 director
LIMIT LIMIT 2016-09-22 director
LIMIT LIMIT 2020-08-07 director

Charlene Barshefsky Latest Holdings Summary

Charlene Barshefsky currently owns a total of 5 stocks. Among these stocks, Charlene Barshefsky owns 78,845 shares of The Estee Lauder Companies Inc (EL) as of August 23, 2023, with a value of $8 Million and a weighting of 51.85%. Charlene Barshefsky owns 20,097 shares of American Express Co (AXP) as of November 20, 2006, with a value of $5 Million and a weighting of 32.67%. Charlene Barshefsky also owns 25,564 shares of Starwood Hotels & Resorts Worldwide Inc (HOT) as of February 24, 2016, with a value of $2 Million and a weighting of 12.83%. The other 2 stocks MDC Partners Inc (MDCA) , Intel Corp (INTC) have a combined weighting of 2.65% among all his current holdings.

Latest Holdings of Charlene Barshefsky

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EL The Estee Lauder Companies Inc 2023-08-23 78,845 100.99 7,962,557
AXP American Express Co 2006-11-20 20,097 249.63 5,016,814
HOT Starwood Hotels & Resorts Worldwide Inc 2016-02-24 25,564 77.05 1,969,706
MDCA MDC Partners Inc 2020-03-12 50,000 5.42 271,000
INTC Intel Corp 2007-10-31 3,977 34.34 136,570

Holding Weightings of Charlene Barshefsky


Charlene Barshefsky Form 4 Trading Tracker

According to the SEC Form 4 filings, Charlene Barshefsky has made a total of 3 transactions in The Estee Lauder Companies Inc (EL) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in The Estee Lauder Companies Inc is the sale of 1,796 shares on August 23, 2023, which brought Charlene Barshefsky around $272,866.

According to the SEC Form 4 filings, Charlene Barshefsky has made a total of 0 transactions in American Express Co (AXP) over the past 5 years. The most-recent trade in American Express Co is the acquisition of 1,600 shares on November 20, 2006, which cost Charlene Barshefsky around $95,168.

According to the SEC Form 4 filings, Charlene Barshefsky has made a total of 0 transactions in Starwood Hotels & Resorts Worldwide Inc (HOT) over the past 5 years. The most-recent trade in Starwood Hotels & Resorts Worldwide Inc is the sale of 2,286 shares on February 24, 2016, which brought Charlene Barshefsky around $150,807.

More details on Charlene Barshefsky's insider transactions can be found in the Insider Trading History of Charlene Barshefsky table.

Insider Trading History of Charlene Barshefsky

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 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.

Charlene Barshefsky Trading Performance

GuruFocus tracks the stock performance after each of Charlene Barshefsky's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charlene Barshefsky is -3.82%. GuruFocus also compares Charlene Barshefsky's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charlene Barshefsky within 3 months outperforms 6 times out of 14 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Charlene Barshefsky'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 Charlene Barshefsky

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
4 out of 14 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -1.56 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.46 LIMIT LIMIT LIMIT LIMIT LIMIT

Charlene Barshefsky Ownership Network

Ownership Network List of Charlene Barshefsky

No Data

Ownership Network Relation of Charlene Barshefsky

Insider Network Chart

Charlene Barshefsky Owned Company Details

What does The Estee Lauder Companies Inc do?

Who are the key executives at The Estee Lauder Companies Inc?

Charlene Barshefsky is the director of The Estee Lauder Companies Inc. Other key executives at The Estee Lauder Companies Inc include President & International Peter Jueptner , EVP-CFO Tracey Thomas Travis , and EVP & General Counsel Deirdre Stanley .

The Estee Lauder Companies Inc (EL) Insider Trades Summary

Over the past 18 months, Charlene Barshefsky made 1 insider transaction in The Estee Lauder Companies Inc (EL) with a net sale of 1,796. Other recent insider transactions involving The Estee Lauder Companies Inc (EL) include a net sale of 27,637 shares made by Jane Lauder , a net sale of 3,884 shares made by Jennifer Hyman , and a net sale of 43,311 shares made by Hudis Jane Hertzmark .

In summary, during the past 3 months, insiders sold 42,255 shares of The Estee Lauder Companies Inc (EL) in total and bought 0 shares, with a net sale of 42,255 shares. During the past 18 months, 131,046 shares of The Estee Lauder Companies Inc (EL) were sold and 1,350 shares were bought by its insiders, resulting in a net sale of 129,696 shares.

The Estee Lauder Companies Inc (EL)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

The Estee Lauder Companies Inc Insider Transactions

No Available Data

Charlene Barshefsky Mailing Address

Above is the net worth, insider trading, and ownership report for Charlene Barshefsky. Currently GuruFocus does not have mailing address information for Charlene Barshefsky.

Discussions on Charlene Barshefsky

No discussions yet.