Finserv Holdings Llc - Net Worth and Insider Trading

Finserv Holdings Llc Net Worth

The estimated net worth of Finserv Holdings Llc is at least $12 Million dollars as of 2024-11-06. Finserv Holdings Llc is the 10% Owner of FinServ Acquisition Corp and owns about 665,000 shares of FinServ Acquisition Corp (FSRVU) stock worth over $12 Million. Details can be seen in Finserv Holdings Llc'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 Finserv Holdings Llc has not made any transactions after 2019-11-05 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 Finserv Holdings Llc

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Finserv Holdings Llc Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Finserv Holdings Llc owns 2 companies in total, including FinServ Acquisition Corp (FSRVU) , and Katapult Holdings Inc (KPLT) .

Click here to see the complete history of Finserv Holdings Llc’s form 4 insider trades.

Insider Ownership Summary of Finserv Holdings Llc

Ticker Comapny Transaction Date Type of Owner
FSRVU FinServ Acquisition Corp 2019-11-05 10 percent owner
KPLT Katapult Holdings Inc 2019-11-05 10 percent owner

Finserv Holdings Llc Latest Holdings Summary

Finserv Holdings Llc currently owns a total of 1 stock. Finserv Holdings Llc owns 665,000 shares of FinServ Acquisition Corp (FSRVU) as of November 5, 2019, with a value of $12 Million.

Latest Holdings of Finserv Holdings Llc

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FSRVU FinServ Acquisition Corp 2019-11-05 665,000 17.66 11,743,900

Holding Weightings of Finserv Holdings Llc


Finserv Holdings Llc Form 4 Trading Tracker

According to the SEC Form 4 filings, Finserv Holdings Llc has made a total of 0 transactions in FinServ Acquisition Corp (FSRVU) over the past 5 years. The most-recent trade in FinServ Acquisition Corp is the acquisition of 665,000 shares on November 5, 2019, which cost Finserv Holdings Llc around $7 Million.

Insider Trading History of Finserv Holdings Llc

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.

Finserv Holdings Llc Trading Performance

GuruFocus tracks the stock performance after each of Finserv Holdings Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Finserv Holdings Llc is 3.87%. GuruFocus also compares Finserv Holdings Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Finserv Holdings Llc 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 Finserv Holdings Llc'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 Finserv Holdings Llc

Average Return

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Average return per transaction

Outperforming Transactions

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1 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(%) 0.2 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1.19 LIMIT LIMIT LIMIT LIMIT LIMIT

Finserv Holdings Llc Ownership Network

Ownership Network List of Finserv Holdings Llc

No Data

Ownership Network Relation of Finserv Holdings Llc

Insider Network Chart

Finserv Holdings Llc Owned Company Details

What does FinServ Acquisition Corp do?

Who are the key executives at FinServ Acquisition Corp?

Finserv Holdings Llc is the 10 percent owner of FinServ Acquisition Corp. Other key executives at FinServ Acquisition Corp include director & CEO Lee Einbinder , director & President and CFO Howard Kurz , and 10 percent owner Finserv Acquisition Corp. .

FinServ Acquisition Corp (FSRVU) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of FinServ Acquisition Corp (FSRVU) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of FinServ Acquisition Corp (FSRVU) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

FinServ Acquisition Corp (FSRVU)'s detailed insider trading history can be found in Insider Trading Tracker table.

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FinServ Acquisition Corp Insider Transactions

No Available Data

Finserv Holdings Llc Mailing Address

Above is the net worth, insider trading, and ownership report for Finserv Holdings Llc. You might contact Finserv Holdings Llc via mailing address: 1345 Avenue Of The Americas 11th Fl, New York Ny 10105.