James A Stern - Net Worth and Insider Trading
James A Stern Net Worth
The estimated net worth of James A Stern is at least $5 Million dollars as of 2024-12-12. James A Stern is the Director, 10% Owner of WESCO International Inc and owns about 25,000 shares of WESCO International Inc (WCC) stock worth over $5 Million. James A Stern is the Director of CYS Investments Inc and owns about 82,141 shares of CYS Investments Inc (CYS) stock worth over $600,451. James A Stern is also the Director of OHA Investment Corp and owns about 25,588 shares of OHA Investment Corp (OHAI) stock worth over $33,648. Details can be seen in James A Stern'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 James A Stern has not made any transactions after 2015-12-30 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James A Stern
James A Stern Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James A Stern owns 6 companies in total, including Two Harbors Investment Corp (TWO) , OHA Investment Corp (OHAI) , and CYS Investments Inc (CYS) among others .
Click here to see the complete history of James A Stern’s form 4 insider trades.
Insider Ownership Summary of James A Stern
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| TWO | Two Harbors Investment Corp | 2018-07-31 | director |
| OHAI | OHA Investment Corp | 2019-12-18 | director |
| CYS | CYS Investments Inc | 2018-07-31 | director |
 | | 2003-07-01 | director |
| | 2005-08-03 | director & 10 percent owner |
| | 2009-06-11 | director |
James A Stern Latest Holdings Summary
James A Stern currently owns a total of 3 stocks. Among these stocks, James A Stern owns 25,000 shares of WESCO International Inc (WCC) as of August 3, 2005, with a value of $5 Million and a weighting of 88.38%. James A Stern owns 82,141 shares of CYS Investments Inc (CYS) as of June 11, 2009, with a value of $600,451 and a weighting of 11%. James A Stern also owns 25,588 shares of OHA Investment Corp (OHAI) as of December 30, 2015, with a value of $33,648 and a weighting of 0.62%.
Latest Holdings of James A Stern
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WCC | WESCO International Inc | 2005-08-03 | 25,000 | 192.90 | 4,822,500 |
| CYS | CYS Investments Inc | 2009-06-11 | 82,141 | 7.31 | 600,451 |
| OHAI | OHA Investment Corp | 2015-12-30 | 25,588 | 1.32 | 33,648 |
Holding Weightings of James A Stern
James A Stern Form 4 Trading Tracker
According to the SEC Form 4 filings, James A Stern has made a total of 0 transactions in WESCO International Inc (WCC) over the past 5 years. The most-recent trade in WESCO International Inc is the sale of 9,075,526 shares on August 3, 2005, which brought James A Stern around $308 Million.
According to the SEC Form 4 filings, James A Stern has made a total of 0 transactions in CYS Investments Inc (CYS) over the past 5 years. The most-recent trade in CYS Investments Inc is the sale of 0 shares on June 11, 2009, which brought James A Stern around $0.
According to the SEC Form 4 filings, James A Stern has made a total of 0 transactions in OHA Investment Corp (OHAI) over the past 5 years. The most-recent trade in OHA Investment Corp is the acquisition of 4,364 shares on December 30, 2015, which cost James A Stern around $17,718.
Insider Trading History of James A Stern
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James A Stern Trading Performance
GuruFocus tracks the stock performance after each of James A Stern's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James A Stern is -15.53%. GuruFocus also compares James A Stern's trading performance to market benchmark return within the same time period. The performance of stocks bought by James A Stern within 3 months outperforms 0 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James A Stern's insider trading performs compared to the benchmark.
Performance of James A Stern
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.31 | | | | | |
| Relative Return to S&P 500(%) | 4.26 | | | | | |
James A Stern Ownership Network
Ownership Network List of James A Stern
Ownership Network Relation of James A Stern
James A Stern Owned Company Details
What does Two Harbors Investment Corp do?
Who are the key executives at Two Harbors Investment Corp?
James A Stern is the director of Two Harbors Investment Corp. Other key executives at Two Harbors Investment Corp include Vice Pres. & Chief Inv. Off. Nicholas Letica , Co-Chief Investment Officer William Ross Greenberg , and Chief Accounting Officer Mary Kathryn Riskey .
Two Harbors Investment Corp (TWO) Insider Trades Summary
Over the past 18 months, James A Stern made no insider transaction in Two Harbors Investment Corp (TWO). Other recent insider transactions involving Two Harbors Investment Corp (TWO) include a net sale of 6,125 shares made by Matthew Keen , a net sale of 34,881 shares made by William Ross Greenberg , and a net sale of 13,777 shares made by Rebecca B Sandberg .
In summary, during the past 3 months, insiders sold 0 shares of Two Harbors Investment Corp (TWO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 130,618 shares of Two Harbors Investment Corp (TWO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 130,618 shares.
Two Harbors Investment Corp (TWO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Two Harbors Investment Corp Insider Transactions
James A Stern Mailing Address
Above is the net worth, insider trading, and ownership report for James A Stern. You might contact James A Stern via mailing address: C/o Oha - 1114 Avenue Of The Americas, 27th Floor, New York Ny 10036.
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