Betsy J Bernard - Net Worth and Insider Trading
Betsy J Bernard Net Worth
The estimated net worth of Betsy J Bernard is at least $3 Million dollars as of 2024-11-08. Betsy J Bernard is the Director of Principal Financial Group Inc and owns about 29,107 shares of Principal Financial Group Inc (PFG) stock worth over $3 Million. Betsy J Bernard is the Director of Zimmer Biomet Holdings Inc and owns about 5,271 shares of Zimmer Biomet Holdings Inc (ZBH) stock worth over $572,905. Betsy J Bernard is also the Director of SITO Mobile Ltd and owns about 80,406 shares of SITO Mobile Ltd (STTO) stock worth over $16. Besides these, Betsy J Bernard also holds American Virtual Cloud Technologies Inc (AVCTQ) . Details can be seen in Betsy J Bernard'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 Betsy J Bernard has not made any transactions after 2023-08-25 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Betsy J Bernard
Betsy J Bernard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Betsy J Bernard owns 4 companies in total, including Zimmer Biomet Holdings Inc (ZBH) , Principal Financial Group Inc (PFG) , and SITO Mobile Ltd (STTO) among others .
Click here to see the complete history of Betsy J Bernard’s form 4 insider trades.
Insider Ownership Summary of Betsy J Bernard
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ZBH | Zimmer Biomet Holdings Inc | 2023-08-25 | director |
| PFG | Principal Financial Group Inc | 2013-12-02 | director |
| STTO | SITO Mobile Ltd | 2017-06-01 | director |
 | | 2003-09-10 | director |
Betsy J Bernard Latest Holdings Summary
Betsy J Bernard currently owns a total of 4 stocks. Among these stocks, Betsy J Bernard owns 29,107 shares of Principal Financial Group Inc (PFG) as of December 2, 2013, with a value of $3 Million and a weighting of 81.38%. Betsy J Bernard owns 5,271 shares of Zimmer Biomet Holdings Inc (ZBH) as of August 25, 2023, with a value of $572,905 and a weighting of 18.62%. Betsy J Bernard also owns 80,406 shares of SITO Mobile Ltd (STTO) as of September 21, 2016, with a value of $16 and a weighting of 0%. The other 1 stocks American Virtual Cloud Technologies Inc (AVCTQ) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Betsy J Bernard
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PFG | Principal Financial Group Inc | 2013-12-02 | 29,107 | 86.00 | 2,503,202 |
| ZBH | Zimmer Biomet Holdings Inc | 2023-08-25 | 5,271 | 108.69 | 572,905 |
| STTO | SITO Mobile Ltd | 2016-09-21 | 80,406 | 0.00 | 16 |
| AVCTQ | American Virtual Cloud Technologies Inc | 2012-11-20 | 0 | 0.18 | 0 |
Holding Weightings of Betsy J Bernard
Betsy J Bernard Form 4 Trading Tracker
According to the SEC Form 4 filings, Betsy J Bernard has made a total of 0 transactions in Principal Financial Group Inc (PFG) over the past 5 years. The most-recent trade in Principal Financial Group Inc is the sale of 1,885 shares on December 2, 2013, which brought Betsy J Bernard around $95,287.
According to the SEC Form 4 filings, Betsy J Bernard has made a total of 1 transactions in Zimmer Biomet Holdings Inc (ZBH) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Zimmer Biomet Holdings Inc is the acquisition of 1,021 shares on August 25, 2023, which cost Betsy J Bernard around $116,802.
According to the SEC Form 4 filings, Betsy J Bernard has made a total of 0 transactions in SITO Mobile Ltd (STTO) over the past 5 years. The most-recent trade in SITO Mobile Ltd is the acquisition of 26,667 shares on September 21, 2016, which cost Betsy J Bernard around $100,001.
More details on Betsy J Bernard's insider transactions can be found in the Insider Trading History of Betsy J Bernard table.Insider Trading History of Betsy J Bernard
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Betsy J Bernard Trading Performance
GuruFocus tracks the stock performance after each of Betsy J Bernard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Betsy J Bernard is -14.71%. GuruFocus also compares Betsy J Bernard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Betsy J Bernard within 3 months outperforms 0 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Betsy J Bernard's insider trading performs compared to the benchmark.
Performance of Betsy J Bernard
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.73 | | | | | |
| Relative Return to S&P 500(%) | 6.62 | | | | | |
Betsy J Bernard Ownership Network
Ownership Network List of Betsy J Bernard
Ownership Network Relation of Betsy J Bernard
Betsy J Bernard Owned Company Details
What does Zimmer Biomet Holdings Inc do?
Who are the key executives at Zimmer Biomet Holdings Inc?
Betsy J Bernard is the director of Zimmer Biomet Holdings Inc. Other key executives at Zimmer Biomet Holdings Inc include President & Asia Pacific Sang Yi , Assoc. Gen. Counsel & Corp. Sec Chad F Phipps , and Pres & Europe & M. East & Africa Zuilen Wilfred Van .
Zimmer Biomet Holdings Inc (ZBH) Insider Trades Summary
Over the past 18 months, Betsy J Bernard made 1 insider transaction in Zimmer Biomet Holdings Inc (ZBH) with a net purchase of 1,021. Other recent insider transactions involving Zimmer Biomet Holdings Inc (ZBH) include a net sale of 14,562 shares made by Sang Yi , a net sale of 26,156 shares made by Chad F Phipps , and a net purchase of 2,135 shares made by Syed A. Jafry .
In summary, during the past 3 months, insiders sold 0 shares of Zimmer Biomet Holdings Inc (ZBH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 40,718 shares of Zimmer Biomet Holdings Inc (ZBH) were sold and 9,456 shares were bought by its insiders, resulting in a net sale of 31,262 shares.
Zimmer Biomet Holdings Inc (ZBH)'s detailed insider trading history can be found in Insider Trading Tracker table.
Zimmer Biomet Holdings Inc Insider Transactions
Betsy J Bernard Mailing Address
Above is the net worth, insider trading, and ownership report for Betsy J Bernard. You might contact Betsy J Bernard via mailing address: 711 High Street, Des Moines Ia 50392-0300.
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