H Robert Heller - Net Worth and Insider Trading
H Robert Heller Net Worth
The estimated net worth of H Robert Heller is at least $3 Million dollars as of 2024-09-23. H Robert Heller is the Director of Sonic Automotive Inc and owns about 47,585 shares of Sonic Automotive Inc (SAH) stock worth over $3 Million. H Robert Heller is also the Director of Bank of Marin Bancorp and owns about 16,396 shares of Bank of Marin Bancorp (BMRC) stock worth over $340,381. Details can be seen in H Robert Heller'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 H Robert Heller has not made any transactions after 2023-05-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of H Robert Heller
H Robert Heller Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, H Robert Heller owns 2 companies in total, including Bank of Marin Bancorp (BMRC) , and Sonic Automotive Inc (SAH) .
Click here to see the complete history of H Robert Heller’s form 4 insider trades.
Insider Ownership Summary of H Robert Heller
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BMRC | Bank of Marin Bancorp | 2023-05-03 | director |
| SAH | Sonic Automotive Inc | 2012-11-08 | director |
H Robert Heller Latest Holdings Summary
H Robert Heller currently owns a total of 2 stocks. Among these stocks, H Robert Heller owns 47,585 shares of Sonic Automotive Inc (SAH) as of November 8, 2012, with a value of $3 Million and a weighting of 88.96%. H Robert Heller also owns 16,396 shares of Bank of Marin Bancorp (BMRC) as of May 3, 2023, with a value of $340,381 and a weighting of 11.04%.
Latest Holdings of H Robert Heller
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SAH | Sonic Automotive Inc | 2012-11-08 | 47,585 | 57.62 | 2,741,848 |
| BMRC | Bank of Marin Bancorp | 2023-05-03 | 16,396 | 20.76 | 340,381 |
Holding Weightings of H Robert Heller
H Robert Heller Form 4 Trading Tracker
According to the SEC Form 4 filings, H Robert Heller has made a total of 0 transactions in Sonic Automotive Inc (SAH) over the past 5 years. The most-recent trade in Sonic Automotive Inc is the sale of 10,000 shares on November 8, 2012, which brought H Robert Heller around $189,600.
According to the SEC Form 4 filings, H Robert Heller has made a total of 2 transactions in Bank of Marin Bancorp (BMRC) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Bank of Marin Bancorp is the acquisition of 1,000 shares on May 3, 2023, which cost H Robert Heller around $15,180.
Insider Trading History of H Robert Heller
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H Robert Heller Trading Performance
GuruFocus tracks the stock performance after each of H Robert Heller's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by H Robert Heller is 45.09%. GuruFocus also compares H Robert Heller's trading performance to market benchmark return within the same time period. The performance of stocks bought by H Robert Heller within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how H Robert Heller's insider trading performs compared to the benchmark.
Performance of H Robert Heller
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 23.19 | | | | | |
| Relative Return to S&P 500(%) | 18.51 | | | | | |
H Robert Heller Ownership Network
H Robert Heller Owned Company Details
What does Bank of Marin Bancorp do?
Who are the key executives at Bank of Marin Bancorp?
H Robert Heller is the director of Bank of Marin Bancorp. Other key executives at Bank of Marin Bancorp include Senior Vice President David Bonaccorso , Executive Vice President David A Bloom , and EVP & Chief Credit Officer Misako Stewart .
Bank of Marin Bancorp (BMRC) Insider Trades Summary
Over the past 18 months, H Robert Heller made 1 insider transaction in Bank of Marin Bancorp (BMRC) with a net purchase of 1,000. Other recent insider transactions involving Bank of Marin Bancorp (BMRC) include a net purchase of 3,000 shares made by Mcdevitt Jr William H , a net purchase of 5,000 shares made by Kevin R Kennedy , and a net purchase of 3,907 shares made by Charles D Fite .
In summary, during the past 3 months, insiders sold 0 shares of Bank of Marin Bancorp (BMRC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 6,000 shares of Bank of Marin Bancorp (BMRC) were sold and 22,891 shares were bought by its insiders, resulting in a net purchase of 16,891 shares.
Bank of Marin Bancorp (BMRC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bank of Marin Bancorp Insider Transactions
H Robert Heller Mailing Address
Above is the net worth, insider trading, and ownership report for H Robert Heller. You might contact H Robert Heller via mailing address: 90 Gilmartin Drive, Tiburon Ca 94920.
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