Jonathan Morgan - Net Worth and Insider Trading
Jonathan Morgan Net Worth
The estimated net worth of Jonathan Morgan is at least $297,531 dollars as of 2024-11-05. Jonathan Morgan is the Director of Angel Oak Mortgage REIT Inc and owns about 33,059 shares of Angel Oak Mortgage REIT Inc (AOMR) stock worth over $297,531. Jonathan Morgan is also the Director of NetSuite Inc and owns about 0 shares of NetSuite Inc (N) stock worth over $0. Details can be seen in Jonathan Morgan'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 Jonathan Morgan has not made any transactions after 2024-08-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jonathan Morgan
Jonathan Morgan Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jonathan Morgan owns 1 companies in total, including Angel Oak Mortgage REIT Inc (AOMR) .
Click here to see the complete history of Jonathan Morgan’s form 4 insider trades.
Insider Ownership Summary of Jonathan Morgan
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AOMR | Angel Oak Mortgage REIT Inc | 2024-08-20 | director |
Jonathan Morgan Latest Holdings Summary
Jonathan Morgan currently owns a total of 2 stocks. Among these stocks, Jonathan Morgan owns 33,059 shares of Angel Oak Mortgage REIT Inc (AOMR) as of August 20, 2024, with a value of $297,531 and a weighting of 100%. Jonathan Morgan also owns 0 shares of NetSuite Inc (N) as of December 1, 2017, with a value of $0 and a weighting of 0%.
Latest Holdings of Jonathan Morgan
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AOMR | Angel Oak Mortgage REIT Inc | 2024-08-20 | 33,059 | 9.00 | 297,531 |
| N | NetSuite Inc | 2017-12-01 | 0 | 90.34 | 0 |
Holding Weightings of Jonathan Morgan
Jonathan Morgan Form 4 Trading Tracker
According to the SEC Form 4 filings, Jonathan Morgan has made a total of 5 transactions in Angel Oak Mortgage REIT Inc (AOMR) over the past 5 years, including 3 buys and 2 sells. The most-recent trade in Angel Oak Mortgage REIT Inc is the sale of 4,377 shares on August 20, 2024, which brought Jonathan Morgan around $53,268.
According to the SEC Form 4 filings, Jonathan Morgan has made a total of 0 transactions in NetSuite Inc (N) over the past 5 years. The most-recent trade in NetSuite Inc is the sale of 108 shares on December 1, 2017, which brought Jonathan Morgan around $108,559.
Insider Trading History of Jonathan Morgan
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Jonathan Morgan Trading Performance
GuruFocus tracks the stock performance after each of Jonathan Morgan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jonathan Morgan is 8.94%. GuruFocus also compares Jonathan Morgan's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jonathan Morgan within 3 months outperforms 3 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 Jonathan Morgan's insider trading performs compared to the benchmark.
Performance of Jonathan Morgan
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -10.2 | | | | | |
| Relative Return to S&P 500(%) | -8.11 | | | | | |
Jonathan Morgan Ownership Network
Ownership Network List of Jonathan Morgan
Ownership Network Relation of Jonathan Morgan
Jonathan Morgan Owned Company Details
What does Angel Oak Mortgage REIT Inc do?
Who are the key executives at Angel Oak Mortgage REIT Inc?
Jonathan Morgan is the director of Angel Oak Mortgage REIT Inc. Other key executives at Angel Oak Mortgage REIT Inc include 10 percent owner Davidson Kempner Capital Management Lp , CFO & Treasurer Brandon Filson , and CEO & President Sreeniwas Prabhu .
Angel Oak Mortgage REIT Inc (AOMR) Insider Trades Summary
Over the past 18 months, Jonathan Morgan made 2 insider transaction in Angel Oak Mortgage REIT Inc (AOMR) with a net sale of 10,000. Other recent insider transactions involving Angel Oak Mortgage REIT Inc (AOMR) include a net sale of 54,371 shares made by Brandon Filson , a net sale of 500,000 shares made by Davidson Kempner Capital Management Lp , and a net purchase of 5,000 shares made by W D Minami .
In summary, during the past 3 months, insiders sold 540,000 shares of Angel Oak Mortgage REIT Inc (AOMR) in total and bought 5,000 shares, with a net sale of 535,000 shares. During the past 18 months, 564,371 shares of Angel Oak Mortgage REIT Inc (AOMR) were sold and 5,000 shares were bought by its insiders, resulting in a net sale of 559,371 shares.
Angel Oak Mortgage REIT Inc (AOMR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Angel Oak Mortgage REIT Inc Insider Transactions
Jonathan Morgan Mailing Address
Above is the net worth, insider trading, and ownership report for Jonathan Morgan. You might contact Jonathan Morgan via mailing address: 15 Beach Drive, Darien Ct 06820.
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