Edgar Lee - Net Worth and Insider Trading

Edgar Lee Net Worth

The estimated net worth of Edgar Lee is at least $738 Million dollars as of 2024-11-13. Edgar Lee is the Director of Charter Communications Inc and owns about 1,808,400 shares of Charter Communications Inc (CHTR) stock worth over $738 Million. Edgar Lee is the See Remarks of Oaktree Specialty Lending Corp and owns about 4,000 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $63,912. Edgar Lee is also the See Remarks of Oaktree Strategic Income Corp and owns about 6,000 shares of Oaktree Strategic Income Corp (OCSI) stock worth over $51,000. Details can be seen in Edgar Lee'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 Edgar Lee has not made any transactions after 2017-12-15 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 Edgar Lee

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Edgar Lee Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Edgar Lee owns 5 companies in total, including Sorrento Therapeutics Inc (SRNE) , Oaktree Specialty Lending Corp (OCSL) , and Oaktree Strategic Income Corp (OCSI) among others .

Click here to see the complete history of Edgar Lee’s form 4 insider trades.

Insider Ownership Summary of Edgar Lee

Ticker Comapny Transaction Date Type of Owner
SRNE Sorrento Therapeutics Inc 2019-12-09 director
OCSL Oaktree Specialty Lending Corp 2017-12-15 See Remarks
OCSI Oaktree Strategic Income Corp 2017-12-15 See Remarks
LIMIT LIMIT 2013-05-01 director & 10 percent owner
LIMIT LIMIT 2021-08-30 director

Edgar Lee Latest Holdings Summary

Edgar Lee currently owns a total of 3 stocks. Among these stocks, Edgar Lee owns 1,808,400 shares of Charter Communications Inc (CHTR) as of May 1, 2013, with a value of $738 Million and a weighting of 99.98%. Edgar Lee owns 4,000 shares of Oaktree Specialty Lending Corp (OCSL) as of December 15, 2017, with a value of $63,912 and a weighting of 0.01%. Edgar Lee also owns 6,000 shares of Oaktree Strategic Income Corp (OCSI) as of December 15, 2017, with a value of $51,000 and a weighting of 0.01%.

Latest Holdings of Edgar Lee

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CHTR Charter Communications Inc 2013-05-01 1,808,400 408.17 738,134,628
OCSL Oaktree Specialty Lending Corp 2017-12-15 4,000 15.98 63,912
OCSI Oaktree Strategic Income Corp 2017-12-15 6,000 8.50 51,000

Holding Weightings of Edgar Lee


Edgar Lee Form 4 Trading Tracker

According to the SEC Form 4 filings, Edgar Lee has made a total of 0 transactions in Charter Communications Inc (CHTR) over the past 5 years. The most-recent trade in Charter Communications Inc is the sale of 6,387,301 shares on May 1, 2013, which brought Edgar Lee around $675 Million.

According to the SEC Form 4 filings, Edgar Lee has made a total of 0 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 4,000 shares on December 15, 2017, which cost Edgar Lee around $56,040.

According to the SEC Form 4 filings, Edgar Lee has made a total of 0 transactions in Oaktree Strategic Income Corp (OCSI) over the past 5 years. The most-recent trade in Oaktree Strategic Income Corp is the acquisition of 6,000 shares on December 15, 2017, which cost Edgar Lee around $51,480.

Insider Trading History of Edgar Lee

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.

Edgar Lee Trading Performance

GuruFocus tracks the stock performance after each of Edgar Lee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Edgar Lee is -7.76%. GuruFocus also compares Edgar Lee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Edgar Lee within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Edgar Lee'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 Edgar Lee

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 2 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(%) 3.54 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.6 LIMIT LIMIT LIMIT LIMIT LIMIT

Edgar Lee Ownership Network

Ownership Network List of Edgar Lee

No Data

Ownership Network Relation of Edgar Lee

Insider Network Chart

Edgar Lee Owned Company Details

What does Sorrento Therapeutics Inc do?

Who are the key executives at Sorrento Therapeutics Inc?

Edgar Lee is the director of Sorrento Therapeutics Inc. Other key executives at Sorrento Therapeutics Inc include director & See Remarks Henry Ji , Chief Financial Officer Najjam Asghar , and See Remarks Jerome B Zeldis .

Sorrento Therapeutics Inc (SRNE) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Sorrento Therapeutics Inc (SRNE) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Sorrento Therapeutics Inc (SRNE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Sorrento Therapeutics Inc (SRNE)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Sorrento Therapeutics Inc Insider Transactions

No Available Data

Edgar Lee Mailing Address

Above is the net worth, insider trading, and ownership report for Edgar Lee. You might contact Edgar Lee via mailing address: C/o Oaktree Capital Management, L.p., 333 South Grand Ave, 28th Floor, Los Angeles Ca 90071.