Lee N Mortenson - Net Worth and Insider Trading

Lee N Mortenson Net Worth

The estimated net worth of Lee N Mortenson is at least $3 dollars as of 2024-10-02. Lee N Mortenson is the Director of U-Swirl Inc and owns about 10,254 shares of U-Swirl Inc (SWRL) stock worth over $3. Lee N Mortenson is also the Director of Rocky Mountain Chocolate Factory Inc and owns about 0 shares of Rocky Mountain Chocolate Factory Inc (RMCF) stock worth over $0. Details can be seen in Lee N Mortenson'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 Lee N Mortenson has not made any transactions after 2014-10-31 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 Lee N Mortenson

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Lee N Mortenson Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Lee N Mortenson owns 1 companies in total, including Rocky Mountain Chocolate Factory Inc (RMCF) .

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

Insider Ownership Summary of Lee N Mortenson

Ticker Comapny Transaction Date Type of Owner
RMCF Rocky Mountain Chocolate Factory Inc 2013-03-19 other: Corporate Secretary

Lee N Mortenson Latest Holdings Summary

Lee N Mortenson currently owns a total of 2 stocks. Among these stocks, Lee N Mortenson owns 10,254 shares of U-Swirl Inc (SWRL) as of October 31, 2014, with a value of $3 and a weighting of 100%. Lee N Mortenson also owns 0 shares of Rocky Mountain Chocolate Factory Inc (RMCF) as of March 19, 2013, with a value of $0 and a weighting of 0%.

Latest Holdings of Lee N Mortenson

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SWRL U-Swirl Inc 2014-10-31 10,254 0.00 3
RMCF Rocky Mountain Chocolate Factory Inc 2013-03-19 0 1.95 0

Holding Weightings of Lee N Mortenson


Lee N Mortenson Form 4 Trading Tracker

According to the SEC Form 4 filings, Lee N Mortenson has made a total of 0 transactions in U-Swirl Inc (SWRL) over the past 5 years. The most-recent trade in U-Swirl Inc is the sale of 6,170 shares on October 31, 2014, which brought Lee N Mortenson around $2,406.

According to the SEC Form 4 filings, Lee N Mortenson has made a total of 0 transactions in Rocky Mountain Chocolate Factory Inc (RMCF) over the past 5 years. The most-recent trade in Rocky Mountain Chocolate Factory Inc is the sale of 1,000 shares on March 19, 2013, which brought Lee N Mortenson around $12,160.

Insider Trading History of Lee N Mortenson

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.

Lee N Mortenson Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Lee N Mortenson Ownership Network

Ownership Network List of Lee N Mortenson

No Data

Ownership Network Relation of Lee N Mortenson

Insider Network Chart

Lee N Mortenson Owned Company Details

What does Rocky Mountain Chocolate Factory Inc do?

Who are the key executives at Rocky Mountain Chocolate Factory Inc?

Lee N Mortenson is the other: Corporate Secretary of Rocky Mountain Chocolate Factory Inc. Other key executives at Rocky Mountain Chocolate Factory Inc include 10 percent owner Global Value Investment Corp. , director & Chief Executive Officer Robert J Sarlls , and CFO A Allen Arroyo .

Rocky Mountain Chocolate Factory Inc (RMCF) Insider Trades Summary

Over the past 18 months, Lee N Mortenson made no insider transaction in Rocky Mountain Chocolate Factory Inc (RMCF). Other recent insider transactions involving Rocky Mountain Chocolate Factory Inc (RMCF) include a net purchase of 512,387 shares made by Geygan Jeffrey Richart Geygan , a net purchase of 499,187 shares made by Global Value Investment Corp. , and a net purchase of 4,800 shares made by Robert J Sarlls .

In summary, during the past 3 months, insiders sold 250,000 shares of Rocky Mountain Chocolate Factory Inc (RMCF) in total and bought 250,000 shares, with a net sale of 0 shares. During the past 18 months, 270,915 shares of Rocky Mountain Chocolate Factory Inc (RMCF) were sold and 1,299,790 shares were bought by its insiders, resulting in a net purchase of 1,028,875 shares.

Rocky Mountain Chocolate Factory Inc (RMCF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Rocky Mountain Chocolate Factory Inc Insider Transactions

No Available Data

Lee N Mortenson Mailing Address

Above is the net worth, insider trading, and ownership report for Lee N Mortenson. You might contact Lee N Mortenson via mailing address: 265 Turner Drive, Durango Co 81303.

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