Palmetto Partners, Ltd. - Net Worth and Insider Trading

Palmetto Partners, Ltd. Net Worth

The estimated net worth of Palmetto Partners, Ltd. is at least $6 Million dollars as of 2024-09-20. Palmetto Partners, Ltd. is the 10% Owner of Xeris Biopharma Holdings Inc and owns about 2,110,061 shares of Xeris Biopharma Holdings Inc (XERS) stock worth over $6 Million. Details can be seen in Palmetto Partners, Ltd.'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 Palmetto Partners, Ltd. has not made any transactions after 2018-06-25 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 Palmetto Partners, Ltd.

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Palmetto Partners, Ltd. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Palmetto Partners, Ltd. owns 1 companies in total, including Xeris Biopharma Holdings Inc (XERS) .

Click here to see the complete history of Palmetto Partners, Ltd.’s form 4 insider trades.

Insider Ownership Summary of Palmetto Partners, Ltd.

Ticker Comapny Transaction Date Type of Owner
XERS Xeris Biopharma Holdings Inc 2018-06-25 10 percent owner

Palmetto Partners, Ltd. Latest Holdings Summary

Palmetto Partners, Ltd. currently owns a total of 1 stock. Palmetto Partners, Ltd. owns 2,110,061 shares of Xeris Biopharma Holdings Inc (XERS) as of June 25, 2018, with a value of $6 Million.

Latest Holdings of Palmetto Partners, Ltd.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
XERS Xeris Biopharma Holdings Inc 2018-06-25 2,110,061 2.96 6,245,781

Holding Weightings of Palmetto Partners, Ltd.


Palmetto Partners, Ltd. Form 4 Trading Tracker

According to the SEC Form 4 filings, Palmetto Partners, Ltd. has made a total of 0 transactions in Xeris Biopharma Holdings Inc (XERS) over the past 5 years. The most-recent trade in Xeris Biopharma Holdings Inc is the acquisition of 150,000 shares on June 25, 2018, which cost Palmetto Partners, Ltd. around $2 Million.

Insider Trading History of Palmetto Partners, Ltd.

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.

Palmetto Partners, Ltd. Trading Performance

GuruFocus tracks the stock performance after each of Palmetto Partners, Ltd.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Palmetto Partners, Ltd. is 3.77%. GuruFocus also compares Palmetto Partners, Ltd.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Palmetto Partners, Ltd. within 3 months outperforms 0 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 Palmetto Partners, Ltd.'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 Palmetto Partners, Ltd.

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
0 out of 1 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(%) 7.07 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 2.32 LIMIT LIMIT LIMIT LIMIT LIMIT

Palmetto Partners, Ltd. Ownership Network

Ownership Network List of Palmetto Partners, Ltd.

No Data

Ownership Network Relation of Palmetto Partners, Ltd.

Insider Network Chart

Palmetto Partners, Ltd. Owned Company Details

What does Xeris Biopharma Holdings Inc do?

Who are the key executives at Xeris Biopharma Holdings Inc?

Palmetto Partners, Ltd. is the 10 percent owner of Xeris Biopharma Holdings Inc. Other key executives at Xeris Biopharma Holdings Inc include Chief Financial Officer Steven Pieper , See Remarks Shannon John Patrick Jr , and director & See Remarks Paul R Edick .

Xeris Biopharma Holdings Inc (XERS) Insider Trades Summary

Over the past 18 months, Palmetto Partners, Ltd. made no insider transaction in Xeris Biopharma Holdings Inc (XERS). Other recent insider transactions involving Xeris Biopharma Holdings Inc (XERS) include a net purchase of 25,200 shares made by John P. Schmid , a net purchase of 30,769 shares made by Shannon John Patrick Jr , and a net purchase of 28,000 shares made by Steven Pieper .

In summary, during the past 3 months, insiders sold 0 shares of Xeris Biopharma Holdings Inc (XERS) in total and bought 8,800 shares, with a net purchase of 8,800 shares. During the past 18 months, 0 shares of Xeris Biopharma Holdings Inc (XERS) were sold and 104,779 shares were bought by its insiders, resulting in a net purchase of 104,779 shares.

Xeris Biopharma Holdings Inc (XERS)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Xeris Biopharma Holdings Inc Insider Transactions

No Available Data

Palmetto Partners, Ltd. Mailing Address

Above is the net worth, insider trading, and ownership report for Palmetto Partners, Ltd.. You might contact Palmetto Partners, Ltd. via mailing address: 109 N. Post Oak Lane, Suite 600 Houston Tx 77024.

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