Simon Heidi Locke - Net Worth and Insider Trading
Simon Heidi Locke Net Worth
The estimated net worth of Simon Heidi Locke is at least $528,226 dollars as of 2024-11-30. Simon Heidi Locke is the See Remark (a) of Compass Diversified Holdings and owns about 22,288 shares of Compass Diversified Holdings (CODI) stock worth over $528,226. Details can be seen in Simon Heidi Locke'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 Simon Heidi Locke has not made any transactions after 2024-09-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Simon Heidi Locke
Simon Heidi Locke Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Simon Heidi Locke owns 1 companies in total, including Compass Diversified Holdings (CODI) .
Click here to see the complete history of Simon Heidi Locke’s form 4 insider trades.
Insider Ownership Summary of Simon Heidi Locke
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CODI | Compass Diversified Holdings | 2024-09-11 | other: See Remark (a) |
Simon Heidi Locke Latest Holdings Summary
Simon Heidi Locke currently owns a total of 1 stock. Simon Heidi Locke owns 22,288 shares of Compass Diversified Holdings (CODI) as of September 11, 2024, with a value of $528,226.
Latest Holdings of Simon Heidi Locke
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CODI | Compass Diversified Holdings | 2024-09-11 | 22,288 | 23.70 | 528,226 |
Holding Weightings of Simon Heidi Locke
Simon Heidi Locke Form 4 Trading Tracker
According to the SEC Form 4 filings, Simon Heidi Locke has made a total of 2 transactions in Compass Diversified Holdings (CODI) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Compass Diversified Holdings is the acquisition of 19,800 shares on September 11, 2024, which cost Simon Heidi Locke around $399,168.
Insider Trading History of Simon Heidi Locke
- 1
Simon Heidi Locke Trading Performance
GuruFocus tracks the stock performance after each of Simon Heidi Locke's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Simon Heidi Locke is 2.17%. GuruFocus also compares Simon Heidi Locke's trading performance to market benchmark return within the same time period. The performance of stocks bought by Simon Heidi Locke within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Simon Heidi Locke's insider trading performs compared to the benchmark.
Performance of Simon Heidi Locke
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.92 |  | | | | |
| Relative Return to S&P 500(%) | -1.44 | | | | | |
Simon Heidi Locke Ownership Network
Simon Heidi Locke Owned Company Details
What does Compass Diversified Holdings do?
Who are the key executives at Compass Diversified Holdings?
Simon Heidi Locke is the other: See Remark (a) of Compass Diversified Holdings. Other key executives at Compass Diversified Holdings include other: See Remarks (a) Patrick A Maciariello , other: See Remark (a) Ryan J Faulkingham , and other: See Remark (a) Gordon M Burns .
Compass Diversified Holdings (CODI) Insider Trades Summary
Over the past 18 months, Simon Heidi Locke made 2 insider transaction in Compass Diversified Holdings (CODI) with a net purchase of 22,288. Other recent insider transactions involving Compass Diversified Holdings (CODI) include a net purchase of 20,800 shares made by Ryan J Faulkingham , a net sale of 542,784 shares made by , and a net purchase of 37,500 shares made by Patrick A Maciariello .
In summary, during the past 3 months, insiders sold 135,274 shares of Compass Diversified Holdings (CODI) in total and bought 34,800 shares, with a net sale of 100,474 shares. During the past 18 months, 542,784 shares of Compass Diversified Holdings (CODI) were sold and 359,425 shares were bought by its insiders, resulting in a net sale of 183,359 shares.
Compass Diversified Holdings (CODI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Compass Diversified Holdings Insider Transactions
Simon Heidi Locke Mailing Address
Above is the net worth, insider trading, and ownership report for Simon Heidi Locke. You might contact Simon Heidi Locke via mailing address: 26 Kensett Lane, Darien Ct 06820.
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