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 2024-04-25. 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 $4 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 assumption that James A Stern has not made any transactions after 2015-12-30 and currently still holds the listed stock(s).
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 |
| LEA | Lear Corp | 2003-07-01 | director |
| WCC | WESCO International Inc | 2005-08-03 | director & 10 percent owner |
| CYSpB.PFD | CYS Investments Inc | 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 $4 Million and a weighting of 86.29%. 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 12.99%. James A Stern also owns 25,588 shares of OHA Investment Corp (OHAI) as of December 30, 2015, with a value of $33,648 and a weighting of 0.73%.
Latest Holdings of James A Stern
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WCC | WESCO International Inc | 2005-08-03 | 25,000 | 159.59 | 3,989,750 |
| 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 | -15.53 | -37.3 | -51.14 | -44.44 | -34.15 |
| Relative Return to S&P 500(%) | 4.26 | -14.28 | -39.18 | -60.74 | -58.44 | -41.72 |
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 President & CRO Robert Rush , Vice President & Head of MSR Jason Vinar , and Vice President & CTO Matthew Keen .
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 7,415 shares made by Matthew Keen , a net sale of 46,880 shares made by William Ross Greenberg , and a net sale of 18,842 shares made by Rebecca B Sandberg .
In summary, during the past 3 months, insiders sold 26,280 shares of Two Harbors Investment Corp (TWO) in total and bought 0 shares, with a net sale of 26,280 shares. During the past 18 months, 148,226 shares of Two Harbors Investment Corp (TWO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 148,226 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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