Bertrand William C Jr - Net Worth and Insider Trading

Bertrand William C Jr Net Worth

The estimated net worth of Bertrand William C Jr is at least $45,158 dollars as of 2024-11-05. Bertrand William C Jr is the Director of Ardelyx Inc and owns about 5,000 shares of Ardelyx Inc (ARDX) stock worth over $28,450. Bertrand William C Jr is also the COO of Adaptimmune Therapeutics PLC and owns about 20,201 shares of Adaptimmune Therapeutics PLC (ADAP) stock worth over $16,708. Details can be seen in Bertrand William C Jr'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 Bertrand William C Jr has not made any transactions after 2024-01-17 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 Bertrand William C Jr

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Bertrand William C Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Bertrand William C Jr owns 3 companies in total, including Ardelyx Inc (ARDX) , Adaptimmune Therapeutics PLC (ADAP) , and Infinity Pharmaceuticals Inc (INFIQ) .

Click here to see the complete history of Bertrand William C Jr’s form 4 insider trades.

Insider Ownership Summary of Bertrand William C Jr

Ticker Comapny Transaction Date Type of Owner
ARDX Ardelyx Inc 2015-12-17 director
ADAP Adaptimmune Therapeutics PLC 2024-01-17 Chief Operating Officer
INFIQ Infinity Pharmaceuticals Inc 2015-10-19 General Counsel

Bertrand William C Jr Latest Holdings Summary

Bertrand William C Jr currently owns a total of 2 stocks. Among these stocks, Bertrand William C Jr owns 5,000 shares of Ardelyx Inc (ARDX) as of December 17, 2015, with a value of $28,450 and a weighting of 63%. Bertrand William C Jr also owns 20,201 shares of Adaptimmune Therapeutics PLC (ADAP) as of January 17, 2024, with a value of $16,708 and a weighting of 37%.

Latest Holdings of Bertrand William C Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ARDX Ardelyx Inc 2015-12-17 5,000 5.69 28,450
ADAP Adaptimmune Therapeutics PLC 2024-01-17 20,201 0.83 16,708

Holding Weightings of Bertrand William C Jr


Bertrand William C Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Bertrand William C Jr has made a total of 0 transactions in Ardelyx Inc (ARDX) over the past 5 years. The most-recent trade in Ardelyx Inc is the acquisition of 5,000 shares on December 17, 2015, which cost Bertrand William C Jr around $100,000.

According to the SEC Form 4 filings, Bertrand William C Jr has made a total of 12 transactions in Adaptimmune Therapeutics PLC (ADAP) over the past 5 years, including 1 buys and 11 sells. The most-recent trade in Adaptimmune Therapeutics PLC is the sale of 23,589 shares on January 17, 2024, which brought Bertrand William C Jr around $16,512.

Insider Trading History of Bertrand William C Jr

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.

Bertrand William C Jr Trading Performance

GuruFocus tracks the stock performance after each of Bertrand William C Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bertrand William C Jr is -15.53%. GuruFocus also compares Bertrand William C Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bertrand William C Jr within 3 months outperforms 1 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 Bertrand William C Jr'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 Bertrand William C Jr

Average Return

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Average return per transaction

Outperforming Transactions

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Return(%) 1.44 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 3.37 LIMIT LIMIT LIMIT LIMIT LIMIT

Bertrand William C Jr Ownership Network

Ownership Network List of Bertrand William C Jr

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Ownership Network Relation of Bertrand William C Jr

Insider Network Chart

Bertrand William C Jr Owned Company Details

What does Ardelyx Inc do?

Who are the key executives at Ardelyx Inc?

Bertrand William C Jr is the director of Ardelyx Inc. Other key executives at Ardelyx Inc include director & President & CEO Michael Raab , Chief Development Officer David P. Rosenbaum , and Chief Medical Officer Laura A Williams .

Ardelyx Inc (ARDX) Insider Trades Summary

Over the past 18 months, Bertrand William C Jr made no insider transaction in Ardelyx Inc (ARDX). Other recent insider transactions involving Ardelyx Inc (ARDX) include a net sale of 324,327 shares made by Michael Raab , a net sale of 247,172 shares made by David P. Rosenbaum , and a net sale of 490,778 shares made by Elizabeth A Grammer .

In summary, during the past 3 months, insiders sold 242,382 shares of Ardelyx Inc (ARDX) in total and bought 0 shares, with a net sale of 242,382 shares. During the past 18 months, 1,914,426 shares of Ardelyx Inc (ARDX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,914,426 shares.

Ardelyx Inc (ARDX)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Ardelyx Inc Insider Transactions

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Bertrand William C Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Bertrand William C Jr. You might contact Bertrand William C Jr via mailing address: C/o Adaptimmune Therapeutics Plc, 60 Jubilee Ave, Milton Park, Abingdon, Oxfordshire X0 Ox14 4rx.