Stephen E Courter - Net Worth and Insider Trading
Stephen E Courter Net Worth
The estimated net worth of Stephen E Courter is at least $509,692 dollars as of 2024-12-01. Stephen E Courter is the Director of Upland Software Inc and owns about 74,232 shares of Upland Software Inc (UPLD) stock worth over $272,431. Stephen E Courter is also the Director of Cadiz Inc and owns about 53,437 shares of Cadiz Inc (CDZI) stock worth over $237,260. Details can be seen in Stephen E Courter'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 Stephen E Courter has not made any transactions after 2023-11-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Stephen E Courter
Stephen E Courter Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen E Courter owns 2 companies in total, including Upland Software Inc (UPLD) , and Cadiz Inc (CDZI) .
Click here to see the complete history of Stephen E Courter’s form 4 insider trades.
Insider Ownership Summary of Stephen E Courter
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UPLD | Upland Software Inc | 2023-11-21 | director |
| CDZI | Cadiz Inc | 2023-07-03 | director |
Stephen E Courter Latest Holdings Summary
Stephen E Courter currently owns a total of 2 stocks. Among these stocks, Stephen E Courter owns 74,232 shares of Upland Software Inc (UPLD) as of November 21, 2023, with a value of $272,431 and a weighting of 53.45%. Stephen E Courter also owns 53,437 shares of Cadiz Inc (CDZI) as of December 16, 2022, with a value of $237,260 and a weighting of 46.55%.
Latest Holdings of Stephen E Courter
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UPLD | Upland Software Inc | 2023-11-21 | 74,232 | 3.67 | 272,431 |
| CDZI | Cadiz Inc | 2022-12-16 | 53,437 | 4.44 | 237,260 |
Holding Weightings of Stephen E Courter
Stephen E Courter Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen E Courter has made a total of 3 transactions in Upland Software Inc (UPLD) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Upland Software Inc is the sale of 20,448 shares on November 21, 2023, which brought Stephen E Courter around $90,585.
According to the SEC Form 4 filings, Stephen E Courter has made a total of 2 transactions in Cadiz Inc (CDZI) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Cadiz Inc is the acquisition of 2,000 shares on December 16, 2022, which cost Stephen E Courter around $5,140.
Insider Trading History of Stephen E Courter
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Stephen E Courter Trading Performance
GuruFocus tracks the stock performance after each of Stephen E Courter's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen E Courter is 18.19%. GuruFocus also compares Stephen E Courter's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen E Courter within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stephen E Courter's insider trading performs compared to the benchmark.
Performance of Stephen E Courter
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.06 | | | | | |
| Relative Return to S&P 500(%) | 11.33 | | | | | |
Stephen E Courter Ownership Network
Stephen E Courter Owned Company Details
What does Upland Software Inc do?
Who are the key executives at Upland Software Inc?
Stephen E Courter is the director of Upland Software Inc. Other key executives at Upland Software Inc include COO Timothy Mattox , director & CEO John T Mcdonald , and Chief Product Officer Dan Doman .
Upland Software Inc (UPLD) Insider Trades Summary
Over the past 18 months, Stephen E Courter made 1 insider transaction in Upland Software Inc (UPLD) with a net sale of 20,448. Other recent insider transactions involving Upland Software Inc (UPLD) include a net purchase of 100,000 shares made by John T Mcdonald , a net sale of 20,000 shares made by Timothy Mattox , and a net sale of 13,996 shares made by Dan Doman .
In summary, during the past 3 months, insiders sold 20,000 shares of Upland Software Inc (UPLD) in total and bought 0 shares, with a net sale of 20,000 shares. During the past 18 months, 54,444 shares of Upland Software Inc (UPLD) were sold and 100,000 shares were bought by its insiders, resulting in a net purchase of 45,556 shares.
Upland Software Inc (UPLD)'s detailed insider trading history can be found in Insider Trading Tracker table.
Upland Software Inc Insider Transactions
Stephen E Courter Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen E Courter. You might contact Stephen E Courter via mailing address: C/o Cadiz Inc., 550 South Hope Street, 2850, Los Angeles X1 90071.
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