M Shawn Bort - Net Worth and Insider Trading

M Shawn Bort Net Worth

The estimated net worth of M Shawn Bort is at least $2 Million dollars as of 2024-04-28. M Shawn Bort is the Director of UGI Corp and owns about 66,279 shares of UGI Corp (UGI) stock worth over $2 Million. Details can be seen in M Shawn Bort's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that M Shawn Bort has not made any transactions after 2021-08-11 and currently still holds the listed stock(s).

Transaction Summary of M Shawn Bort

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M Shawn Bort Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, M Shawn Bort owns 1 companies in total, including UGI Corp (UGI) .

Click here to see the complete history of M Shawn Bort’s form 4 insider trades.

Insider Ownership Summary of M Shawn Bort

Ticker Comapny Transaction Date Type of Owner
UGI UGI Corp 2023-01-27 director

M Shawn Bort Latest Holdings Summary

M Shawn Bort currently owns a total of 1 stock. M Shawn Bort owns 66,279 shares of UGI Corp (UGI) as of August 11, 2021, with a value of $2 Million.

Latest Holdings of M Shawn Bort

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UGI UGI Corp 2021-08-11 66,279 25.38 1,682,161

Holding Weightings of M Shawn Bort


M Shawn Bort Form 4 Trading Tracker

According to the SEC Form 4 filings, M Shawn Bort has made a total of 4 transactions in UGI Corp (UGI) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in UGI Corp is the sale of 9,000 shares on August 11, 2021, which brought M Shawn Bort around $425,250.

Insider Trading History of M Shawn Bort

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.

M Shawn Bort Trading Performance

GuruFocus tracks the stock performance after each of M Shawn Bort's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by M Shawn Bort is 6.52%. GuruFocus also compares M Shawn Bort's trading performance to market benchmark return within the same time period. The performance of stocks bought by M Shawn Bort within 3 months outperforms 6 times out of 8 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how M Shawn Bort'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 M Shawn Bort

Average Return

16.3%

Average return per transaction

Outperforming Transactions

88%

7 out of 8 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(%) 2.17 6.52 8.37 16.3 9.23 14.15
Relative Return to S&P 500(%) 1.8 0.97 1.6 3.3 -0.89 2.18

M Shawn Bort Ownership Network

Ownership Network List of M Shawn Bort

No Data

Ownership Network Relation of M Shawn Bort


M Shawn Bort Owned Company Details

What does UGI Corp do?

Who are the key executives at UGI Corp?

M Shawn Bort is the director of UGI Corp. Other key executives at UGI Corp include GC and Chief Legal Officer Kathleen Shea-ballay , director & President & CEO Roger Perreault , and Chief Financial Officer Sean O'brien .

UGI Corp (UGI) Insider Trades Summary

Over the past 18 months, M Shawn Bort made no insider transaction in UGI Corp (UGI). Other recent insider transactions involving UGI Corp (UGI) include a net sale of 75,000 shares made by Monica M Gaudiosi , a net sale of 12,750 shares made by Frank S Hermance , and a net purchase of 3,565 shares made by Roger Perreault .

In summary, during the past 3 months, insiders sold 0 shares of UGI Corp (UGI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 87,750 shares of UGI Corp (UGI) were sold and 3,565 shares were bought by its insiders, resulting in a net sale of 84,185 shares.

UGI Corp (UGI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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UGI Corp Insider Transactions

No Available Data

M Shawn Bort Mailing Address

Above is the net worth, insider trading, and ownership report for M Shawn Bort. You might contact M Shawn Bort via mailing address: 460 North Gulph Road, King Of Prussia Pa 19406.

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