Steven L Gerard - Net Worth and Insider Trading
Steven L Gerard Net Worth
The estimated net worth of Steven L Gerard is at least $25 Million dollars as of 2024-11-13. Steven L Gerard is the Director of CBIZ Inc and owns about 284,376 shares of CBIZ Inc (CBZ) stock worth over $22 Million. Steven L Gerard is the Director of Joy Global Inc and owns about 35,992 shares of Joy Global Inc (JOY) stock worth over $1 Million. Steven L Gerard is also the Director of AutoNation Inc and owns about 6,110 shares of AutoNation Inc (AN) stock worth over $1 Million. Besides these, Steven L Gerard also holds Lennar Corp (LEN) , Las Vegas Sands Corp (LVS) . Details can be seen in Steven L Gerard'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 Steven L Gerard has not made any transactions after 2021-05-25 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Steven L Gerard
Steven L Gerard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Steven L Gerard owns 5 companies in total, including Lennar Corp (LEN) , CBIZ Inc (CBZ) , and AutoNation Inc (AN) among others .
Click here to see the complete history of Steven L Gerard’s form 4 insider trades.
Insider Ownership Summary of Steven L Gerard
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| LEN | Lennar Corp | 2018-04-06 | director |
| CBZ | CBIZ Inc | 2021-05-25 | director |
| AN | AutoNation Inc | 2020-03-09 | director |
 | | 2015-10-28 | director |
| | 2017-04-05 | director |
Steven L Gerard Latest Holdings Summary
Steven L Gerard currently owns a total of 5 stocks. Among these stocks, Steven L Gerard owns 284,376 shares of CBIZ Inc (CBZ) as of May 25, 2021, with a value of $22 Million and a weighting of 90.13%. Steven L Gerard owns 35,992 shares of Joy Global Inc (JOY) as of December 22, 2010, with a value of $1 Million and a weighting of 4.14%. Steven L Gerard also owns 6,110 shares of AutoNation Inc (AN) as of March 9, 2020, with a value of $1 Million and a weighting of 4.1%. The other 2 stocks Lennar Corp (LEN) , Las Vegas Sands Corp (LVS) have a combined weighting of 1.63% among all his current holdings.
Latest Holdings of Steven L Gerard
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CBZ | CBIZ Inc | 2021-05-25 | 284,376 | 78.02 | 22,187,016 |
| JOY | Joy Global Inc | 2010-12-22 | 35,992 | 28.30 | 1,018,574 |
| AN | AutoNation Inc | 2020-03-09 | 6,110 | 164.98 | 1,008,028 |
| LEN | Lennar Corp | 2018-04-06 | 1,584 | 166.18 | 263,229 |
| LVS | Las Vegas Sands Corp | 2015-10-28 | 2,818 | 49.26 | 138,815 |
Holding Weightings of Steven L Gerard
Steven L Gerard Form 4 Trading Tracker
According to the SEC Form 4 filings, Steven L Gerard has made a total of 8 transactions in CBIZ Inc (CBZ) over the past 5 years, including 0 buys and 8 sells. The most-recent trade in CBIZ Inc is the sale of 16,012 shares on May 25, 2021, which brought Steven L Gerard around $529,837.
According to the SEC Form 4 filings, Steven L Gerard has made a total of 0 transactions in Joy Global Inc (JOY) over the past 5 years. The most-recent trade in Joy Global Inc is the sale of 3,000 shares on December 22, 2010, which brought Steven L Gerard around $260,730.
According to the SEC Form 4 filings, Steven L Gerard has made a total of 1 transactions in AutoNation Inc (AN) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in AutoNation Inc is the acquisition of 1,000 shares on March 9, 2020, which cost Steven L Gerard around $39,940.
More details on Steven L Gerard's insider transactions can be found in the Insider Trading History of Steven L Gerard table.Insider Trading History of Steven L Gerard
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Steven L Gerard Trading Performance
GuruFocus tracks the stock performance after each of Steven L Gerard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steven L Gerard is 0.74%. GuruFocus also compares Steven L Gerard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steven L Gerard within 3 months outperforms 25 times out of 75 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Steven L Gerard's insider trading performs compared to the benchmark.
Performance of Steven L Gerard
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.47 | | | | | |
| Relative Return to S&P 500(%) | -1.24 | | | | | |
Steven L Gerard Ownership Network
Ownership Network List of Steven L Gerard
Ownership Network Relation of Steven L Gerard
Steven L Gerard Owned Company Details
What does Lennar Corp do?
Who are the key executives at Lennar Corp?
Steven L Gerard is the director of Lennar Corp. Other key executives at Lennar Corp include VP/CFO/Treasurer Diane J Bessette , VP/General Counsel/Secretary Mark Sustana , and VP & Controller David M Collins .
Lennar Corp (LEN) Insider Trades Summary
Over the past 18 months, Steven L Gerard made no insider transaction in Lennar Corp (LEN). Other recent insider transactions involving Lennar Corp (LEN) include a net purchase of 5,129 shares made by Amy Banse , a net sale of 30,000 shares made by Jeffrey Joseph Mccall , and a net sale of 20,790 shares made by Diane J Bessette .
In summary, during the past 3 months, insiders sold 17,500 shares of Lennar Corp (LEN) in total and bought 0 shares, with a net sale of 17,500 shares. During the past 18 months, 115,594 shares of Lennar Corp (LEN) were sold and 5,129 shares were bought by its insiders, resulting in a net sale of 110,465 shares.
Lennar Corp (LEN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Lennar Corp Insider Transactions
Steven L Gerard Mailing Address
Above is the net worth, insider trading, and ownership report for Steven L Gerard. You might contact Steven L Gerard via mailing address: P.o. Box 554, Milwaukee Wi 53201-0554.
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