Steven L Gerard - Net Worth and Insider Trading
Steven L Gerard Net Worth
The estimated net worth of Steven L Gerard is at least $24 Million dollars as of 2024-04-25. Steven L Gerard is the Director of CBIZ Inc and owns about 284,376 shares of CBIZ Inc (CBZ) stock worth over $21 Million. Steven L Gerard is the Director of Joy Global Inc and owns about 35,992 shares of Joy Global Inc (JOY) stock worth over $1 Million. Steven L Gerard is also the Director of AutoNation Inc and owns about 6,110 shares of AutoNation Inc (AN) stock worth over $979,922. Besides these, Steven L Gerard also holds Lennar Corp (LEN) , Las Vegas Sands Corp (LVS) . Details can be seen in Steven L Gerard's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Steven L Gerard has not made any transactions after 2021-05-25 and currently still holds the listed stock(s).
Transaction Summary of Steven L Gerard
Steven L Gerard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Steven L Gerard owns 5 companies in total, including Lennar Corp (LEN) , CBIZ Inc (CBZ) , and AutoNation Inc (AN) among others .
Click here to see the complete history of Steven L Gerard’s form 4 insider trades.
Insider Ownership Summary of Steven L Gerard
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| LEN | Lennar Corp | 2018-04-06 | director |
| CBZ | CBIZ Inc | 2021-05-25 | director |
| AN | AutoNation Inc | 2020-03-09 | director |
| LVS | Las Vegas Sands Corp | 2015-10-28 | director |
| JOY | Joy Global Inc | 2017-04-05 | director |
Steven L Gerard Latest Holdings Summary
Steven L Gerard currently owns a total of 5 stocks. Among these stocks, Steven L Gerard owns 284,376 shares of CBIZ Inc (CBZ) as of May 25, 2021, with a value of $21 Million and a weighting of 90.07%. Steven L Gerard owns 35,992 shares of Joy Global Inc (JOY) as of December 22, 2010, with a value of $1 Million and a weighting of 4.27%. Steven L Gerard also owns 6,110 shares of AutoNation Inc (AN) as of March 9, 2020, with a value of $979,922 and a weighting of 4.11%. The other 2 stocks Lennar Corp (LEN) , Las Vegas Sands Corp (LVS) have a combined weighting of 1.55% among all his current holdings.
Latest Holdings of Steven L Gerard
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CBZ | CBIZ Inc | 2021-05-25 | 284,376 | 75.53 | 21,478,919 |
| JOY | Joy Global Inc | 2010-12-22 | 35,992 | 28.30 | 1,018,574 |
| AN | AutoNation Inc | 2020-03-09 | 6,110 | 160.38 | 979,922 |
| LEN | Lennar Corp | 2018-04-06 | 1,584 | 152.79 | 242,019 |
| LVS | Las Vegas Sands Corp | 2015-10-28 | 2,818 | 45.55 | 128,360 |
Holding Weightings of Steven L Gerard
Steven L Gerard Form 4 Trading Tracker
According to the SEC Form 4 filings, Steven L Gerard has made a total of 9 transactions in CBIZ Inc (CBZ) over the past 5 years, including 0 buys and 9 sells. The most-recent trade in CBIZ Inc is the sale of 16,012 shares on May 25, 2021, which brought Steven L Gerard around $529,837.
According to the SEC Form 4 filings, Steven L Gerard has made a total of 0 transactions in Joy Global Inc (JOY) over the past 5 years. The most-recent trade in Joy Global Inc is the sale of 3,000 shares on December 22, 2010, which brought Steven L Gerard around $260,730.
According to the SEC Form 4 filings, Steven L Gerard has made a total of 1 transactions in AutoNation Inc (AN) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in AutoNation Inc is the acquisition of 1,000 shares on March 9, 2020, which cost Steven L Gerard around $39,940.
More details on Steven L Gerard's insider transactions can be found in the Insider Trading History of Steven L Gerard table.Insider Trading History of Steven L Gerard
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Steven L Gerard Trading Performance
GuruFocus tracks the stock performance after each of Steven L Gerard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steven L Gerard is 0.74%. GuruFocus also compares Steven L Gerard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steven L Gerard within 3 months outperforms 25 times out of 75 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Steven L Gerard's insider trading performs compared to the benchmark.
Performance of Steven L Gerard
Average Return
7.63%
Outperforming Transactions
52%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.47 | 0.74 | 2.42 | 7.63 | 8.14 | 9.2 |
| Relative Return to S&P 500(%) | -1.24 | -3.83 | -6.11 | -7.13 | -3.71 | -1.63 |
Steven L Gerard Ownership Network
Ownership Network List of Steven L Gerard
Ownership Network Relation of Steven L Gerard
Steven L Gerard Owned Company Details
What does Lennar Corp do?
Who are the key executives at Lennar Corp?
Steven L Gerard is the director of Lennar Corp. Other key executives at Lennar Corp include VP/CFO/Treasurer Diane J Bessette , VP/General Counsel/Secretary Mark Sustana , and VP & Controller David M Collins .
Lennar Corp (LEN) Insider Trades Summary
Over the past 18 months, Steven L Gerard made no insider transaction in Lennar Corp (LEN). Other recent insider transactions involving Lennar Corp (LEN) include a net purchase of 5,129 shares made by Amy Banse , a net sale of 30,079 shares made by Diane J Bessette , and a net sale of 30,000 shares made by Jeffrey Joseph Mccall .
In summary, during the past 3 months, insiders sold 0 shares of Lennar Corp (LEN) in total and bought 1,575 shares, with a net purchase of 1,575 shares. During the past 18 months, 107,383 shares of Lennar Corp (LEN) were sold and 5,129 shares were bought by its insiders, resulting in a net sale of 102,254 shares.
Lennar Corp (LEN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Lennar Corp Insider Transactions
Steven L Gerard Mailing Address
Above is the net worth, insider trading, and ownership report for Steven L Gerard. You might contact Steven L Gerard via mailing address: P.o. Box 554, Milwaukee Wi 53201-0554.
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