James Offerdahl - Net Worth and Insider Trading
James Offerdahl Net Worth
The estimated net worth of James Offerdahl is at least $3 Million dollars as of 2024-11-13. James Offerdahl is the Director of Q2 Holdings Inc and owns about 18,789 shares of Q2 Holdings Inc (QTWO) stock worth over $2 Million. James Offerdahl is also the Director of CS Disco Inc and owns about 155,025 shares of CS Disco Inc (LAW) stock worth over $917,748. Details can be seen in James Offerdahl'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 Offerdahl has not made any transactions after 2024-08-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James Offerdahl
James Offerdahl Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Offerdahl owns 2 companies in total, including Q2 Holdings Inc (QTWO) , and CS Disco Inc (LAW) .
Click here to see the complete history of James Offerdahl’s form 4 insider trades.
Insider Ownership Summary of James Offerdahl
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| QTWO | Q2 Holdings Inc | 2024-08-28 | director |
| LAW | CS Disco Inc | 2023-09-14 | director |
James Offerdahl Latest Holdings Summary
James Offerdahl currently owns a total of 2 stocks. Among these stocks, James Offerdahl owns 18,789 shares of Q2 Holdings Inc (QTWO) as of August 28, 2024, with a value of $2 Million and a weighting of 67.96%. James Offerdahl also owns 155,025 shares of CS Disco Inc (LAW) as of September 14, 2023, with a value of $917,748 and a weighting of 32.04%.
Latest Holdings of James Offerdahl
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| QTWO | Q2 Holdings Inc | 2024-08-28 | 18,789 | 103.59 | 1,946,259 |
| LAW | CS Disco Inc | 2023-09-14 | 155,025 | 5.92 | 917,748 |
Holding Weightings of James Offerdahl
James Offerdahl Form 4 Trading Tracker
According to the SEC Form 4 filings, James Offerdahl has made a total of 16 transactions in Q2 Holdings Inc (QTWO) over the past 5 years, including 0 buys and 16 sells. The most-recent trade in Q2 Holdings Inc is the sale of 1,013 shares on August 28, 2024, which brought James Offerdahl around $74,932.
According to the SEC Form 4 filings, James Offerdahl has made a total of 3 transactions in CS Disco Inc (LAW) over the past 5 years, including 1 buys and 2 sells. The most-recent trade in CS Disco Inc is the acquisition of 7,000 shares on September 14, 2023, which cost James Offerdahl around $48,650.
Insider Trading History of James Offerdahl
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James Offerdahl Trading Performance
GuruFocus tracks the stock performance after each of James Offerdahl's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Offerdahl is 7.54%. GuruFocus also compares James Offerdahl's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Offerdahl within 3 months outperforms 1 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 James Offerdahl's insider trading performs compared to the benchmark.
Performance of James Offerdahl
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -20.2 | | | | | |
| Relative Return to S&P 500(%) | -16.26 | | | | | |
James Offerdahl Ownership Network
Ownership Network List of James Offerdahl
Ownership Network Relation of James Offerdahl
James Offerdahl Owned Company Details
What does Q2 Holdings Inc do?
Who are the key executives at Q2 Holdings Inc?
James Offerdahl is the director of Q2 Holdings Inc. Other key executives at Q2 Holdings Inc include Chief Revenue Officer Michael A. Volanoski , SVP & General Counsel Michael S Kerr , and director & 10 percent owner Jeffrey T Diehl .
Q2 Holdings Inc (QTWO) Insider Trades Summary
Over the past 18 months, James Offerdahl made 6 insider transaction in Q2 Holdings Inc (QTWO) with a net sale of 5,013. Other recent insider transactions involving Q2 Holdings Inc (QTWO) include a net sale of 184,023 shares made by R. H. Seale , a net sale of 497,353 shares made by Jeffrey T Diehl , and a net sale of 56,337 shares made by Michael A. Volanoski .
In summary, during the past 3 months, insiders sold 336,059 shares of Q2 Holdings Inc (QTWO) in total and bought 0 shares, with a net sale of 336,059 shares. During the past 18 months, 1,186,631 shares of Q2 Holdings Inc (QTWO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,186,631 shares.
Q2 Holdings Inc (QTWO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Q2 Holdings Inc Insider Transactions
James Offerdahl Mailing Address
Above is the net worth, insider trading, and ownership report for James Offerdahl. You might contact James Offerdahl via mailing address: 11501 Domain Drive, Suite 200, Austin Tx 78758.
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