James J Lynch - Net Worth and Insider Trading
James J Lynch Net Worth
The estimated net worth of James J Lynch is at least $50 Million dollars as of 2024-04-26. James J Lynch is the Director of Cape Bancorp Inc and owns about 1,441,735 shares of Cape Bancorp Inc (CBNJ) stock worth over $21 Million. James J Lynch is the 10% Owner of Community West Bancshares and owns about 1,142,862 shares of Community West Bancshares (CWBC) stock worth over $20 Million. James J Lynch is also the Director of Southern States Bancshares Inc and owns about 341,419 shares of Southern States Bancshares Inc (SSBK) stock worth over $8 Million. Besides these, James J Lynch also holds Heritage Oaks Bancorp (HEOP) . Details can be seen in James J Lynch's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James J Lynch has not made any transactions after 2021-08-11 and currently still holds the listed stock(s).
Transaction Summary of James J Lynch
James J Lynch Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James J Lynch owns 7 companies in total, including Heritage Commerce Corp (HTBK) , Heritage Oaks Bancorp (HEOP) , and Cape Bancorp Inc (CBNJ) among others .
Click here to see the complete history of James J Lynch’s form 4 insider trades.
Insider Ownership Summary of James J Lynch
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HTBK | Heritage Commerce Corp | 2016-09-12 | 10 percent owner |
| HEOP | Heritage Oaks Bancorp | 2016-09-01 | director & 10 percent owner |
| CBNJ | Cape Bancorp Inc | 2015-03-16 | director |
| CWBC | Community West Bancshares | 2011-08-24 | 10 percent owner |
| GBNK | Guaranty Bancorp | 2009-08-11 | 10 percent owner |
| SOVpCCL.PFD | Santander Holdings USA Inc | 2007-02-20 | Chairman & CEO & SBMA Division |
| SSBK | Southern States Bancshares Inc | 2021-08-11 | director |
James J Lynch Latest Holdings Summary
James J Lynch currently owns a total of 4 stocks. Among these stocks, James J Lynch owns 1,441,735 shares of Cape Bancorp Inc (CBNJ) as of March 16, 2015, with a value of $21 Million and a weighting of 42.3%. James J Lynch owns 1,142,862 shares of Community West Bancshares (CWBC) as of August 24, 2011, with a value of $20 Million and a weighting of 40.98%. James J Lynch also owns 341,419 shares of Southern States Bancshares Inc (SSBK) as of August 11, 2021, with a value of $8 Million and a weighting of 16.71%. The other 1 stocks Heritage Oaks Bancorp (HEOP) have a combined weighting of 0% among all his current holdings.
Latest Holdings of James J Lynch
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CBNJ | Cape Bancorp Inc | 2015-03-16 | 1,441,735 | 14.59 | 21,034,914 |
| CWBC | Community West Bancshares | 2011-08-24 | 1,142,862 | 17.83 | 20,377,229 |
| SSBK | Southern States Bancshares Inc | 2021-08-11 | 341,419 | 24.34 | 8,310,138 |
| HEOP | Heritage Oaks Bancorp | 2011-03-14 | 0 | 13.35 | 0 |
Holding Weightings of James J Lynch
James J Lynch Form 4 Trading Tracker
According to the SEC Form 4 filings, James J Lynch has made a total of 0 transactions in Cape Bancorp Inc (CBNJ) over the past 5 years. The most-recent trade in Cape Bancorp Inc is the acquisition of 12,714 shares on March 16, 2015, which cost James J Lynch around $116,206.
According to the SEC Form 4 filings, James J Lynch has made a total of 0 transactions in Community West Bancshares (CWBC) over the past 5 years. The most-recent trade in Community West Bancshares is the sale of 0 shares on August 24, 2011, which brought James J Lynch around $0.
According to the SEC Form 4 filings, James J Lynch has made a total of 1 transactions in Southern States Bancshares Inc (SSBK) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Southern States Bancshares Inc is the sale of 250,000 shares on August 11, 2021, which brought James J Lynch around $4 Million.
More details on James J Lynch's insider transactions can be found in the Insider Trading History of James J Lynch table.Insider Trading History of James J Lynch
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James J Lynch Trading Performance
GuruFocus tracks the stock performance after each of James J Lynch's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James J Lynch is 4.62%. GuruFocus also compares James J Lynch's trading performance to market benchmark return within the same time period. The performance of stocks bought by James J Lynch within 3 months outperforms 13 times out of 22 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James J Lynch's insider trading performs compared to the benchmark.
Performance of James J Lynch
Average Return
28.44%
Outperforming Transactions
91%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.93 | 4.62 | 13.93 | 28.44 | 15.01 | 11.12 |
| Relative Return to S&P 500(%) | 1.07 | -0.67 | 7.46 | 13.96 | 0.38 | -3.87 |
James J Lynch Ownership Network
Ownership Network List of James J Lynch
Ownership Network Relation of James J Lynch
James J Lynch Owned Company Details
What does Heritage Commerce Corp do?
Who are the key executives at Heritage Commerce Corp?
James J Lynch is the 10 percent owner of Heritage Commerce Corp. Other key executives at Heritage Commerce Corp include EVP/Chief Credit Officer Susan Svensson Just , Chief Financial Officer Lawrence D Mcgovern , and director & CEO and President Walter Theodore Kaczmarek .
Heritage Commerce Corp (HTBK) Insider Trades Summary
Over the past 18 months, James J Lynch made no insider transaction in Heritage Commerce Corp (HTBK). Other recent insider transactions involving Heritage Commerce Corp (HTBK) include a net purchase of 12,887 shares made by Jason Philip Dinapoli , a net purchase of 8,056 shares made by Jack W Conner , and a net sale of 22,500 shares made by Lawrence D Mcgovern .
In summary, during the past 3 months, insiders sold 6,944 shares of Heritage Commerce Corp (HTBK) in total and bought 0 shares, with a net sale of 6,944 shares. During the past 18 months, 58,444 shares of Heritage Commerce Corp (HTBK) were sold and 29,887 shares were bought by its insiders, resulting in a net sale of 28,557 shares.
Heritage Commerce Corp (HTBK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Heritage Commerce Corp Insider Transactions
James J Lynch Mailing Address
Above is the net worth, insider trading, and ownership report for James J Lynch. You might contact James J Lynch via mailing address: Patriot Financial Partners, Lp, 2929 Arch Street, 27th Floor, Philadelphia Pa 19104.
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