Allan Marshall - Net Worth and Insider Trading

Allan Marshall Net Worth

The estimated net worth of Allan Marshall is at least $659,954 dollars as of 2024-12-04. Allan Marshall is the CHIEF EXECUTIVE OFFICER, 10% Owner of Upexi Inc and owns about 146,983 shares of Upexi Inc (UPXI) stock worth over $659,954. Details can be seen in Allan Marshall's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Allan Marshall has not made any transactions after 2024-03-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Allan Marshall

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Allan Marshall Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Allan Marshall owns 2 companies in total, including XPO Inc (XPO) , and Upexi Inc (UPXI) .

Click here to see the complete history of Allan Marshall’s form 4 insider trades.

Insider Ownership Summary of Allan Marshall

Ticker Comapny Transaction Date Type of Owner
XPO XPO Inc 2004-12-20 director & 10 percent owner & CEO
UPXI Upexi Inc 2024-03-12 director & 10 percent owner & CEO

Allan Marshall Latest Holdings Summary

Allan Marshall currently owns a total of 1 stock. Allan Marshall owns 146,983 shares of Upexi Inc (UPXI) as of March 12, 2024, with a value of $659,954.

Latest Holdings of Allan Marshall

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UPXI Upexi Inc 2024-03-12 146,983 4.49 659,954

Holding Weightings of Allan Marshall


Allan Marshall Form 4 Trading Tracker

According to the SEC Form 4 filings, Allan Marshall has made a total of 11 transactions in Upexi Inc (UPXI) over the past 5 years, including 11 buys and 0 sells. The most-recent trade in Upexi Inc is the acquisition of 3,889 shares on March 12, 2024, which cost Allan Marshall around $45,108.

Insider Trading History of Allan Marshall

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.

Allan Marshall Trading Performance

GuruFocus tracks the stock performance after each of Allan Marshall's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Allan Marshall is -20.9%. GuruFocus also compares Allan Marshall's trading performance to market benchmark return within the same time period. The performance of stocks bought by Allan Marshall within 3 months outperforms 3 times out of 11 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Allan Marshall'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 Allan Marshall

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 6 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(%) -2.19 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -4.03 LIMIT LIMIT LIMIT LIMIT LIMIT

Allan Marshall Ownership Network

Ownership Network List of Allan Marshall

No Data

Ownership Network Relation of Allan Marshall

Insider Network Chart

Allan Marshall Owned Company Details

What does XPO Inc do?

Who are the key executives at XPO Inc?

Allan Marshall is the director & 10 percent owner & CEO of XPO Inc. Other key executives at XPO Inc include 10 percent owner Mfn Partners, Lp , Chief Information Officer Mario A Harik , and Chief Financial Officer Kyle Wismans .

XPO Inc (XPO) Insider Trades Summary

Over the past 18 months, Allan Marshall made no insider transaction in XPO Inc (XPO). Other recent insider transactions involving XPO Inc (XPO) include a net sale of 3,475 shares made by Allison Landry , a net sale of 1,250,000 shares made by Mfn Partners, Lp , and a net sale of 9,383 shares made by Mario A Harik .

In summary, during the past 3 months, insiders sold 0 shares of XPO Inc (XPO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,262,858 shares of XPO Inc (XPO) were sold and 1,500 shares were bought by its insiders, resulting in a net sale of 1,261,358 shares.

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

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XPO Inc Insider Transactions

No Available Data

Allan Marshall Mailing Address

Above is the net worth, insider trading, and ownership report for Allan Marshall. You might contact Allan Marshall via mailing address: 18302 Highwoods Preserve Parkway, Suite 100, Tampa Fl 33647.

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