Steve Shum - Net Worth and Insider Trading

Steve Shum Net Worth

The estimated net worth of Steve Shum is at least $6,375 dollars as of 2024-06-11. Steve Shum is the CEO of INVO Bioscience Inc and owns about 6,421 shares of INVO Bioscience Inc (INVO) stock worth over $5,008. Steve Shum is also the CFO of Eastside Distilling Inc and owns about 1,395 shares of Eastside Distilling Inc (EAST) stock worth over $1,367. Details can be seen in Steve Shum's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Steve Shum has not made any transactions after 2022-06-01 and currently still holds the listed stock(s).

Transaction Summary of Steve Shum

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Steve Shum Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Steve Shum owns 5 companies in total, including INVO Bioscience Inc (INVO) , Eastside Distilling Inc (EAST) , and XZERES Corp (XPWR) among others .

Click here to see the complete history of Steve Shum’s form 4 insider trades.

Insider Ownership Summary of Steve Shum

Ticker Comapny Transaction Date Type of Owner
INVO INVO Bioscience Inc 2022-06-01 director
EAST Eastside Distilling Inc 2018-09-10 Chief Financial Officer
XPWR XZERES Corp 2010-03-25 director & CFO
LIMIT LIMIT 2021-08-17 director
LIMIT LIMIT 2022-03-31 director

Steve Shum Latest Holdings Summary

Steve Shum currently owns a total of 2 stocks. Among these stocks, Steve Shum owns 6,421 shares of INVO Bioscience Inc (INVO) as of June 1, 2022, with a value of $5,008 and a weighting of 78.56%. Steve Shum also owns 1,395 shares of Eastside Distilling Inc (EAST) as of September 10, 2018, with a value of $1,367 and a weighting of 21.44%.

Latest Holdings of Steve Shum

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
INVO INVO Bioscience Inc 2022-06-01 6,421 0.78 5,008
EAST Eastside Distilling Inc 2018-09-10 1,395 0.98 1,367

Holding Weightings of Steve Shum


Steve Shum Form 4 Trading Tracker

According to the SEC Form 4 filings, Steve Shum has made a total of 2 transactions in INVO Bioscience Inc (INVO) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in INVO Bioscience Inc is the acquisition of 2,944 shares on June 1, 2022, which cost Steve Shum around $55,941.

According to the SEC Form 4 filings, Steve Shum has made a total of 0 transactions in Eastside Distilling Inc (EAST) over the past 5 years. The most-recent trade in Eastside Distilling Inc is the sale of 580 shares on September 10, 2018, which brought Steve Shum around $87,262.

Insider Trading History of Steve Shum

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.

Steve Shum Trading Performance

GuruFocus tracks the stock performance after each of Steve Shum's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steve Shum is 1.79%. GuruFocus also compares Steve Shum's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steve Shum within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Steve Shum'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 Steve Shum

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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0 out of 2 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(%) -10.17 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -10.85 LIMIT LIMIT LIMIT LIMIT LIMIT

Steve Shum Ownership Network

Ownership Network List of Steve Shum

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Ownership Network Relation of Steve Shum

Insider Network Chart

Steve Shum Owned Company Details

What does INVO Bioscience Inc do?

Who are the key executives at INVO Bioscience Inc?

Steve Shum is the director of INVO Bioscience Inc. Other key executives at INVO Bioscience Inc include Chief Financial Officer Andrea Goren , 10 percent owner Awm Investment Company, Inc. , and director & Medical Director Kevin Doody .

INVO Bioscience Inc (INVO) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of INVO Bioscience Inc (INVO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of INVO Bioscience Inc (INVO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

INVO Bioscience Inc (INVO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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INVO Bioscience Inc Insider Transactions

No Available Data

Steve Shum Mailing Address

Above is the net worth, insider trading, and ownership report for Steve Shum. You might contact Steve Shum via mailing address: 9025 Sw Hillman Court, Suite 3126, Wilsonville Or 97070.

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