Brian K. Ratzan - Net Worth and Insider Trading

Brian K. Ratzan Net Worth

The estimated net worth of Brian K. Ratzan is at least $78 Million dollars as of 2024-04-29. Brian K. Ratzan is the Director of The Simply Good Foods Co and owns about 2,195,560 shares of The Simply Good Foods Co (SMPL) stock worth over $76 Million. Brian K. Ratzan is also the Director of Advantage Solutions Inc and owns about 465,983 shares of Advantage Solutions Inc (ADV) stock worth over $2 Million. Details can be seen in Brian K. Ratzan's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brian K. Ratzan has not made any transactions after 2024-01-04 and currently still holds the listed stock(s).

Transaction Summary of Brian K. Ratzan

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Brian K. Ratzan Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Brian K. Ratzan owns 4 companies in total, including The Simply Good Foods Co (SMPL) , Conyers Park II Acquisition Corp (CPAAU) , and Advantage Solutions Inc (ADV) among others .

Click here to see the complete history of Brian K. Ratzan’s form 4 insider trades.

Insider Ownership Summary of Brian K. Ratzan

Ticker Comapny Transaction Date Type of Owner
SMPL The Simply Good Foods Co 2024-01-04 director
CPAAU Conyers Park II Acquisition Corp 2019-07-17 director & Chief Financial Officer
ADV Advantage Solutions Inc 2023-11-13 director
CPAA Conyers Park III Acquisition Corp 2021-08-09 director & Chief Financial Officer

Brian K. Ratzan Latest Holdings Summary

Brian K. Ratzan currently owns a total of 2 stocks. Among these stocks, Brian K. Ratzan owns 2,195,560 shares of The Simply Good Foods Co (SMPL) as of January 4, 2024, with a value of $76 Million and a weighting of 97.29%. Brian K. Ratzan also owns 465,983 shares of Advantage Solutions Inc (ADV) as of November 13, 2023, with a value of $2 Million and a weighting of 2.71%.

Latest Holdings of Brian K. Ratzan

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SMPL The Simply Good Foods Co 2024-01-04 2,195,560 34.40 75,527,264
ADV Advantage Solutions Inc 2023-11-13 465,983 4.51 2,101,583

Holding Weightings of Brian K. Ratzan


Brian K. Ratzan Form 4 Trading Tracker

According to the SEC Form 4 filings, Brian K. Ratzan has made a total of 8 transactions in The Simply Good Foods Co (SMPL) over the past 5 years, including 2 buys and 6 sells. The most-recent trade in The Simply Good Foods Co is the sale of 30,768 shares on January 4, 2024, which brought Brian K. Ratzan around $1 Million.

According to the SEC Form 4 filings, Brian K. Ratzan has made a total of 2 transactions in Advantage Solutions Inc (ADV) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Advantage Solutions Inc is the acquisition of 215,400 shares on November 13, 2023, which cost Brian K. Ratzan around $439,416.

Insider Trading History of Brian K. Ratzan

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.

Brian K. Ratzan Trading Performance

GuruFocus tracks the stock performance after each of Brian K. Ratzan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian K. Ratzan is 12.96%. GuruFocus also compares Brian K. Ratzan's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian K. Ratzan within 3 months outperforms 2 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Brian K. Ratzan'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 Brian K. Ratzan

Average Return

46.83%

Average return per transaction

Outperforming Transactions

100%

4 out of 4 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(%) 10.35 12.96 10.01 46.83 38.02 25.15
Relative Return to S&P 500(%) 8.44 9.74 0.07 25.31 19.01 12.76

Brian K. Ratzan Ownership Network

Ownership Network List of Brian K. Ratzan

No Data

Ownership Network Relation of Brian K. Ratzan


Brian K. Ratzan Owned Company Details

What does The Simply Good Foods Co do?

Who are the key executives at The Simply Good Foods Co?

Brian K. Ratzan is the director of The Simply Good Foods Co. Other key executives at The Simply Good Foods Co include SVP and Chief HR Officer Susan Hunsberger , SVP & General Manager & Quest Heflin Stuart E. Jr. , and Gen. Counsel & Corp. Secretary Timothy Richard Kraft .

The Simply Good Foods Co (SMPL) Insider Trades Summary

Over the past 18 months, Brian K. Ratzan made 6 insider transaction in The Simply Good Foods Co (SMPL) with a net sale of 495,901. Other recent insider transactions involving The Simply Good Foods Co (SMPL) include a net sale of 28,555 shares made by Timothy Richard Kraft , a net purchase of 13,762 shares made by Geoff E Tanner , and a net sale of 7,500 shares made by Robert G. Montgomery .

In summary, during the past 3 months, insiders sold 0 shares of The Simply Good Foods Co (SMPL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 593,047 shares of The Simply Good Foods Co (SMPL) were sold and 13,762 shares were bought by its insiders, resulting in a net sale of 579,285 shares.

The Simply Good Foods Co (SMPL)'s detailed insider trading history can be found in Insider Trading Tracker table.

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The Simply Good Foods Co Insider Transactions

No Available Data

Brian K. Ratzan Mailing Address

Above is the net worth, insider trading, and ownership report for Brian K. Ratzan. You might contact Brian K. Ratzan via mailing address: 3 Greenwich Office Park, 2nd Floor, Greenwich Ct 06831.

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