Roger S Penske - Net Worth and Insider Trading

Roger S Penske Net Worth

The estimated net worth of Roger S Penske is at least $246 Million dollars as of 2024-11-13. Roger S Penske is the Chairman & CEO, 10% Owner of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 and owns about 11,342,814 shares of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) stock worth over $199 Million. Roger S Penske is the Chair & CEO, 10% Owner of Penske Automotive Group Inc and owns about 286,835 shares of Penske Automotive Group Inc (PAG) stock worth over $46 Million. Roger S Penske is also the Director of Universal Technical Institute Inc and owns about 9,363 shares of Universal Technical Institute Inc (UTI) stock worth over $190,350. Details can be seen in Roger S Penske'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 Roger S Penske has not made any transactions after 2021-08-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Roger S Penske

Roger S Penske Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Roger S Penske owns 4 companies in total, including Penske Automotive Group Inc (PAG) , Universal Technical Institute Inc (UTI) , and GE Aerospace (GE) among others .

Click here to see the complete history of Roger S Penske’s form 4 insider trades.

Insider Ownership Summary of Roger S Penske

Ticker	Comapny	Transaction Date	Type of Owner
PAG	Penske Automotive Group Inc	2023-02-15	director & 10 percent owner & Chair & CEO
UTI	Universal Technical Institute Inc	2013-12-06	director & 10 percent owner
GE	GE Aerospace	2003-07-01	director
		2003-08-21	director

Roger S Penske Latest Holdings Summary

Roger S Penske currently owns a total of 3 stocks. Among these stocks, Roger S Penske owns 11,342,814 shares of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) as of March 9, 2006, with a value of $199 Million and a weighting of 81.11%. Roger S Penske owns 286,835 shares of Penske Automotive Group Inc (PAG) as of August 16, 2021, with a value of $46 Million and a weighting of 18.81%. Roger S Penske also owns 9,363 shares of Universal Technical Institute Inc (UTI) as of December 6, 2013, with a value of $190,350 and a weighting of 0.08%.

Latest Holdings of Roger S Penske

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
UAG	UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25	2006-03-09	11,342,814	17.57	199,293,242
PAG	Penske Automotive Group Inc	2021-08-16	286,835	161.17	46,229,197
UTI	Universal Technical Institute Inc	2013-12-06	9,363	20.33	190,350

Holding Weightings of Roger S Penske

Roger S Penske Form 4 Trading Tracker

According to the SEC Form 4 filings, Roger S Penske has made a total of 0 transactions in UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) over the past 5 years. The most-recent trade in UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 is the sale of 460,000 shares on March 9, 2006, which brought Roger S Penske around $20 Million.

According to the SEC Form 4 filings, Roger S Penske has made a total of 2 transactions in Penske Automotive Group Inc (PAG) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Penske Automotive Group Inc is the sale of 25,000 shares on August 16, 2021, which brought Roger S Penske around $2 Million.

According to the SEC Form 4 filings, Roger S Penske has made a total of 0 transactions in Universal Technical Institute Inc (UTI) over the past 5 years. The most-recent trade in Universal Technical Institute Inc is the acquisition of 1,500 shares on December 6, 2013, which cost Roger S Penske around $21,900.

Insider Trading History of Roger S Penske

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

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.

Roger S Penske Trading Performance

GuruFocus tracks the stock performance after each of Roger S Penske's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Roger S Penske is 12.12%. GuruFocus also compares Roger S Penske's trading performance to market benchmark return within the same time period. The performance of stocks bought by Roger S Penske within 3 months outperforms 10 times out of 11 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Roger S Penske'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 Roger S Penske

Average Return

Average return per transaction

Outperforming Transactions

3 out of 11 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(%)	8.27
Relative Return to S&P 500(%)	8.67

Roger S Penske Ownership Network

Ownership Network List of Roger S Penske

No Data

Ownership Network Relation of Roger S Penske

Roger S Penske Owned Company Details

What does Penske Automotive Group Inc do?

Who are the key executives at Penske Automotive Group Inc?

Roger S Penske is the director & 10 percent owner & Chair & CEO of Penske Automotive Group Inc. Other key executives at Penske Automotive Group Inc include EVP & CFO Michelle Hulgrave , director & President Kurnick Robert H Jr , and EVP & Gen. Counsel & Sec. Shane M. Spradlin .

Penske Automotive Group Inc (PAG) Insider Trades Summary

Over the past 18 months, Roger S Penske made no insider transaction in Penske Automotive Group Inc (PAG). Other recent insider transactions involving Penske Automotive Group Inc (PAG) include a net sale of 5,316 shares made by John Barr , a net sale of 4,000 shares made by Michelle Hulgrave , and a net sale of 10,997 shares made by Kurnick Robert H Jr .

In summary, during the past 3 months, insiders sold 0 shares of Penske Automotive Group Inc (PAG) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 35,980 shares of Penske Automotive Group Inc (PAG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 35,980 shares.

Penske Automotive Group Inc (PAG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Penske Automotive Group Inc Insider Transactions

No Available Data

What does Universal Technical Institute Inc do?

Who are the key executives at Universal Technical Institute Inc?

Roger S Penske is the director & 10 percent owner of Universal Technical Institute Inc. Other key executives at Universal Technical Institute Inc include EVP & Chief Operating Officer Jerome Alan Grant , 10 percent owner Coliseum Capital Management, Llc , and EVP and CFO Troy R Anderson .

Universal Technical Institute Inc (UTI) Insider Trades Summary

Over the past 18 months, Roger S Penske made no insider transaction in Universal Technical Institute Inc (UTI). Other recent insider transactions involving Universal Technical Institute Inc (UTI) include a net sale of 22,606 shares made by Loretta Lydia Sanchez , a net sale of 3,648,777 shares made by Coliseum Capital Management, Llc , and a net sale of 68,000 shares made by Jerome Alan Grant .

In summary, during the past 3 months, insiders sold 68,000 shares of Universal Technical Institute Inc (UTI) in total and bought 0 shares, with a net sale of 68,000 shares. During the past 18 months, 4,054,206 shares of Universal Technical Institute Inc (UTI) were sold and 307,650 shares were bought by its insiders, resulting in a net sale of 3,746,556 shares.

Universal Technical Institute Inc (UTI)'s detailed insider trading history can be found in Insider Trading Tracker table.

Universal Technical Institute Inc Insider Transactions

No Available Data

What does GE Aerospace do?

Who are the key executives at GE Aerospace?

Roger S Penske is the director of GE Aerospace. Other key executives at GE Aerospace include Senior Vice President Russell Stokes , Senior Vice President Michael J Holston , and Senior Vice President Rahul Ghai .

GE Aerospace (GE) Insider Trades Summary

Over the past 18 months, Roger S Penske made no insider transaction in GE Aerospace (GE). Other recent insider transactions involving GE Aerospace (GE) include a net sale of 221,562 shares made by Michael J Holston , a net sale of 12,464 shares made by , and a net sale of 45,309 shares made by Russell Stokes .

In summary, during the past 3 months, insiders sold 7,000 shares of GE Aerospace (GE) in total and bought 0 shares, with a net sale of 7,000 shares. During the past 18 months, 291,420 shares of GE Aerospace (GE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 291,420 shares.

GE Aerospace (GE)'s detailed insider trading history can be found in Insider Trading Tracker table.

GE Aerospace Insider Transactions

No Available Data

What does The Home Depot Inc do?

Who are the key executives at The Home Depot Inc?

Roger S Penske is the director of The Home Depot Inc. Other key executives at The Home Depot Inc include SVP-Finance & CAO & Controller Kimberly R Scardino , EVP & Gen. Counsel & Corp. Sec. Teresa Wynn Roseborough , and EVP and CIO Fahim Siddiqui .

The Home Depot Inc (HD) Insider Trades Summary

Over the past 18 months, Roger S Penske made no insider transaction in The Home Depot Inc (HD). Other recent insider transactions involving The Home Depot Inc (HD) include a net sale of 30,653 shares made by Teresa Wynn Roseborough , a net sale of 4,675 shares made by Kimberly R Scardino , and a net sale of 4,270 shares made by Hector A Padilla .

In summary, during the past 3 months, insiders sold 6,895 shares of The Home Depot Inc (HD) in total and bought 0 shares, with a net sale of 6,895 shares. During the past 18 months, 211,493 shares of The Home Depot Inc (HD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 211,493 shares.

The Home Depot Inc (HD)'s detailed insider trading history can be found in Insider Trading Tracker table.

The Home Depot Inc Insider Transactions

No Available Data

Roger S Penske Mailing Address

Above is the net worth, insider trading, and ownership report for Roger S Penske. You might contact Roger S Penske via mailing address: 2555 Telegraph Road, Bloomfield Hills Mi 48302-0954.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.