James W Wert - Net Worth and Insider Trading
James W Wert Net Worth
The estimated net worth of James W Wert is at least $5 Million dollars as of 2024-12-03. James W Wert is the Director of Park-Ohio Holdings Corp and owns about 87,190 shares of Park-Ohio Holdings Corp (PKOH) stock worth over $3 Million. James W Wert is the Director of Marlin Business Services Corp and owns about 71,140 shares of Marlin Business Services Corp (MRLN) stock worth over $2 Million. James W Wert is also the Director of Crawford United Corp and owns about 6,500 shares of Crawford United Corp (CRAWA) stock worth over $279,500. Details can be seen in James W Wert'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 James W Wert has not made any transactions after 2024-05-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James W Wert
James W Wert Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James W Wert owns 3 companies in total, including Marlin Business Services Corp (MRLN) , Park-Ohio Holdings Corp (PKOH) , and Crawford United Corp (CRAWA) .
Click here to see the complete history of James W Wert’s form 4 insider trades.
Insider Ownership Summary of James W Wert
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MRLN | Marlin Business Services Corp | 2018-06-04 | director |
| PKOH | Park-Ohio Holdings Corp | 2024-05-02 | director |
| CRAWA | Crawford United Corp | 2022-06-08 | director |
James W Wert Latest Holdings Summary
James W Wert currently owns a total of 3 stocks. Among these stocks, James W Wert owns 87,190 shares of Park-Ohio Holdings Corp (PKOH) as of May 2, 2024, with a value of $3 Million and a weighting of 59.18%. James W Wert owns 71,140 shares of Marlin Business Services Corp (MRLN) as of June 4, 2018, with a value of $2 Million and a weighting of 34.97%. James W Wert also owns 6,500 shares of Crawford United Corp (CRAWA) as of June 8, 2022, with a value of $279,500 and a weighting of 5.85%.
Latest Holdings of James W Wert
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PKOH | Park-Ohio Holdings Corp | 2024-05-02 | 87,190 | 32.43 | 2,827,572 |
| MRLN | Marlin Business Services Corp | 2018-06-04 | 71,140 | 23.49 | 1,671,079 |
| CRAWA | Crawford United Corp | 2022-06-08 | 6,500 | 43.00 | 279,500 |
Holding Weightings of James W Wert
James W Wert Form 4 Trading Tracker
According to the SEC Form 4 filings, James W Wert has made a total of 11 transactions in Park-Ohio Holdings Corp (PKOH) over the past 5 years, including 1 buys and 10 sells. The most-recent trade in Park-Ohio Holdings Corp is the sale of 1,000 shares on May 2, 2024, which brought James W Wert around $26,570.
According to the SEC Form 4 filings, James W Wert has made a total of 0 transactions in Marlin Business Services Corp (MRLN) over the past 5 years. The most-recent trade in Marlin Business Services Corp is the sale of 1,000 shares on June 4, 2018, which brought James W Wert around $30,400.
According to the SEC Form 4 filings, James W Wert has made a total of 2 transactions in Crawford United Corp (CRAWA) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Crawford United Corp is the acquisition of 2,000 shares on June 8, 2022, which cost James W Wert around $46,000.
Insider Trading History of James W Wert
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James W Wert Trading Performance
GuruFocus tracks the stock performance after each of James W Wert's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James W Wert is 9.76%. GuruFocus also compares James W Wert's trading performance to market benchmark return within the same time period. The performance of stocks bought by James W Wert within 3 months outperforms 7 times out of 12 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James W Wert's insider trading performs compared to the benchmark.
Performance of James W Wert
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.36 | | | | | |
| Relative Return to S&P 500(%) | 8.69 | | | | | |
James W Wert Ownership Network
James W Wert Owned Company Details
What does Marlin Business Services Corp do?
Who are the key executives at Marlin Business Services Corp?
James W Wert is the director of Marlin Business Services Corp. Other key executives at Marlin Business Services Corp include Chief Executive Officer Jeffrey Albert Hilzinger , 10 percent owner Matthew J Sullivan , and SVP and General Counsel Ryan S Melcher .
Marlin Business Services Corp (MRLN) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Marlin Business Services Corp (MRLN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Marlin Business Services Corp (MRLN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Marlin Business Services Corp (MRLN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Marlin Business Services Corp Insider Transactions
James W Wert Mailing Address
Above is the net worth, insider trading, and ownership report for James W Wert. Currently GuruFocus does not have mailing address information for James W Wert.
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