Laurie Bergman - Net Worth and Insider Trading

Laurie Bergman Net Worth

The estimated net worth of Laurie Bergman is at least $120,506 dollars as of 2024-09-21. Laurie Bergman is the VP, CAO & Corporate Controller of UGI Corp and owns about 3,401 shares of UGI Corp (UGI) stock worth over $81,726. Laurie Bergman is also the Director of QNB Corp and owns about 1,297 shares of QNB Corp (QNBC) stock worth over $38,780. Details can be seen in Laurie Bergman'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 Laurie Bergman has not made any transactions after 2024-07-01 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 Laurie Bergman

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Laurie Bergman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Laurie Bergman owns 4 companies in total, including QNB Corp (QNBC) , UGI Corp (UGI) , and AmeriGas Partners LP (APU) among others .

Click here to see the complete history of Laurie Bergman’s form 4 insider trades.

Insider Ownership Summary of Laurie Bergman

Ticker Comapny Transaction Date Type of Owner
QNBC QNB Corp 2024-07-01 director
UGI UGI Corp 2020-08-21 VP & CAO & Corporate Controller
APU AmeriGas Partners LP 2019-01-16 Controller & CAO
LIMIT LIMIT 2023-06-13 director

Laurie Bergman Latest Holdings Summary

Laurie Bergman currently owns a total of 2 stocks. Among these stocks, Laurie Bergman owns 3,401 shares of UGI Corp (UGI) as of August 21, 2020, with a value of $81,726 and a weighting of 67.82%. Laurie Bergman also owns 1,297 shares of QNB Corp (QNBC) as of July 1, 2024, with a value of $38,780 and a weighting of 32.18%.

Latest Holdings of Laurie Bergman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UGI UGI Corp 2020-08-21 3,401 24.03 81,726
QNBC QNB Corp 2024-07-01 1,297 29.90 38,780

Holding Weightings of Laurie Bergman


Laurie Bergman Form 4 Trading Tracker

According to the SEC Form 4 filings, Laurie Bergman has made a total of 1 transactions in UGI Corp (UGI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in UGI Corp is the acquisition of 598 shares on August 21, 2020, which cost Laurie Bergman around $19,961.

According to the SEC Form 4 filings, Laurie Bergman has made a total of 4 transactions in QNB Corp (QNBC) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in QNB Corp is the acquisition of 170 shares on July 1, 2024, which cost Laurie Bergman around $3,993.

Insider Trading History of Laurie Bergman

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.

Laurie Bergman Trading Performance

GuruFocus tracks the stock performance after each of Laurie Bergman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Laurie Bergman is 2.18%. GuruFocus also compares Laurie Bergman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Laurie Bergman within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Laurie Bergman'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 Laurie Bergman

Average Return

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Average return per transaction

Outperforming Transactions

LIMIT
3 out of 3 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(%) 4.1 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 4.45 LIMIT LIMIT LIMIT LIMIT LIMIT

Laurie Bergman Ownership Network

Ownership Network List of Laurie Bergman

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Ownership Network Relation of Laurie Bergman

Insider Network Chart

Laurie Bergman Owned Company Details

What does QNB Corp do?

Who are the key executives at QNB Corp?

Laurie Bergman is the director of QNB Corp. Other key executives at QNB Corp include director & President/CEO Thomas J Bisko , EVP & Marketing Christina S Mcdonald , and EVP & Chief Retail Officer Covelens Courtney Lee .

QNB Corp (QNBC) Insider Trades Summary

Over the past 18 months, Laurie Bergman made 3 insider transaction in QNB Corp (QNBC) with a net purchase of 497. Other recent insider transactions involving QNB Corp (QNBC) include a net purchase of 112,215 shares made by Randy S. Bimes , a net purchase of 1,479 shares made by Jennifer L Mann , and a net purchase of 650 shares made by Scott R Stevenson .

In summary, during the past 3 months, insiders sold 0 shares of QNB Corp (QNBC) in total and bought 2,313 shares, with a net purchase of 2,313 shares. During the past 18 months, 0 shares of QNB Corp (QNBC) were sold and 118,048 shares were bought by its insiders, resulting in a net purchase of 118,048 shares.

QNB Corp (QNBC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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QNB Corp Insider Transactions

No Available Data

Laurie Bergman Mailing Address

Above is the net worth, insider trading, and ownership report for Laurie Bergman. You might contact Laurie Bergman via mailing address: 460 North Gulph Road, King Of Prussia Pa 19406.

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