Grace Edward P Iii - Net Worth and Insider Trading
Grace Edward P Iii Net Worth
The estimated net worth of Grace Edward P Iii is at least $391,000 dollars as of 2024-11-07. Grace Edward P Iii is the Trustee of Barings Corporate Investors and owns about 20,000 shares of Barings Corporate Investors (MCI) stock worth over $391,000. Grace Edward P Iii is also the Trustee of Barings Participation Investors and owns about 0 shares of Barings Participation Investors (MPV) stock worth over $0. Details can be seen in Grace Edward P Iii'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 Grace Edward P Iii has not made any transactions after 2024-06-14 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Grace Edward P Iii
Grace Edward P Iii Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Grace Edward P Iii owns 3 companies in total, including Barings Participation Investors (MPV) , Barings Corporate Investors (MCI) , and Boston Restaurant Associates Inc (BRAI) .
Click here to see the complete history of Grace Edward P Iii’s form 4 insider trades.
Insider Ownership Summary of Grace Edward P Iii
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MPV | Barings Participation Investors | 2019-11-05 | other: Trustee |
| MCI | Barings Corporate Investors | 2024-06-14 | other: Trustee |
| BRAI | Boston Restaurant Associates Inc | 2006-12-22 | director |
Grace Edward P Iii Latest Holdings Summary
Grace Edward P Iii currently owns a total of 2 stocks. Among these stocks, Grace Edward P Iii owns 20,000 shares of Barings Corporate Investors (MCI) as of June 14, 2024, with a value of $391,000 and a weighting of 100%. Grace Edward P Iii also owns 0 shares of Barings Participation Investors (MPV) as of November 5, 2019, with a value of $0 and a weighting of 0%.
Latest Holdings of Grace Edward P Iii
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MCI | Barings Corporate Investors | 2024-06-14 | 20,000 | 19.55 | 391,000 |
| MPV | Barings Participation Investors | 2019-11-05 | 0 | 16.77 | 0 |
Holding Weightings of Grace Edward P Iii
Grace Edward P Iii Form 4 Trading Tracker
According to the SEC Form 4 filings, Grace Edward P Iii has made a total of 14 transactions in Barings Corporate Investors (MCI) over the past 5 years, including 12 buys and 2 sells. The most-recent trade in Barings Corporate Investors is the sale of 5,000 shares on June 14, 2024, which brought Grace Edward P Iii around $93,200.
According to the SEC Form 4 filings, Grace Edward P Iii has made a total of 0 transactions in Barings Participation Investors (MPV) over the past 5 years. The most-recent trade in Barings Participation Investors is the sale of 3,000 shares on November 5, 2019, which brought Grace Edward P Iii around $49,980.
Insider Trading History of Grace Edward P Iii
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Grace Edward P Iii Trading Performance
GuruFocus tracks the stock performance after each of Grace Edward P Iii's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Grace Edward P Iii is 3.31%. GuruFocus also compares Grace Edward P Iii's trading performance to market benchmark return within the same time period. The performance of stocks bought by Grace Edward P Iii within 3 months outperforms 11 times out of 16 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Grace Edward P Iii's insider trading performs compared to the benchmark.
Performance of Grace Edward P Iii
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.23 | | | | | |
| Relative Return to S&P 500(%) | 4.01 | | | | | |
Grace Edward P Iii Ownership Network
Ownership Network List of Grace Edward P Iii
Ownership Network Relation of Grace Edward P Iii
Grace Edward P Iii Owned Company Details
What does Barings Participation Investors do?
Who are the key executives at Barings Participation Investors?
Grace Edward P Iii is the other: Trustee of Barings Participation Investors. Other key executives at Barings Participation Investors include other: Trustee Susan B Sweeney , other: Trustee Barbara Ginader , and other: Adviser Board Member Eric Partlan .
Barings Participation Investors (MPV) Insider Trades Summary
Over the past 18 months, Grace Edward P Iii made no insider transaction in Barings Participation Investors (MPV). Other recent insider transactions involving Barings Participation Investors (MPV) include a net purchase of 500 shares made by Barbara Ginader , and a net purchase of 500 shares made by Susan B Sweeney .
In summary, during the past 3 months, insiders sold 0 shares of Barings Participation Investors (MPV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Barings Participation Investors (MPV) were sold and 1,000 shares were bought by its insiders, resulting in a net purchase of 1,000 shares.
Barings Participation Investors (MPV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Barings Participation Investors Insider Transactions
Grace Edward P Iii Mailing Address
Above is the net worth, insider trading, and ownership report for Grace Edward P Iii. You might contact Grace Edward P Iii via mailing address: Seaside Plaza Suite 880, 201 South Orange Avenue, Orlando Fl 32801.
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