Stephen J Luczo - Net Worth and Insider Trading
Stephen J Luczo Net Worth
The estimated net worth of Stephen J Luczo is at least $116 Million dollars as of 2024-11-08. Stephen J Luczo is the Director of Microsoft Corp and owns about 133,500 shares of Microsoft Corp (MSFT) stock worth over $57 Million. Stephen J Luczo is the Director of Morgan Stanley and owns about 190,242 shares of Morgan Stanley (MS) stock worth over $24 Million. Stephen J Luczo is also the Director of Seagate Technology Holdings PLC and owns about 225,941 shares of Seagate Technology Holdings PLC (STX) stock worth over $24 Million. Besides these, Stephen J Luczo also holds AT&T Inc (T) . Details can be seen in Stephen J Luczo'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 Stephen J Luczo has not made any transactions after 2024-10-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Stephen J Luczo
Stephen J Luczo Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen J Luczo owns 5 companies in total, including Seagate Technology Holdings PLC (STX) , AT&T Inc (T) , and Morgan Stanley (PEL) among others .
Click here to see the complete history of Stephen J Luczo’s form 4 insider trades.
Insider Ownership Summary of Stephen J Luczo
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STX | Seagate Technology Holdings PLC | 2022-03-04 | director & Chairman and CEO |
| T | AT&T Inc | 2021-11-08 | director |
| PEL | Morgan Stanley | 2020-06-01 | director |
 | | 2013-08-28 | director |
| | 2024-10-17 | director |
Stephen J Luczo Latest Holdings Summary
Stephen J Luczo currently owns a total of 4 stocks. Among these stocks, Stephen J Luczo owns 133,500 shares of Microsoft Corp (MSFT) as of June 4, 2012, with a value of $57 Million and a weighting of 48.96%. Stephen J Luczo owns 190,242 shares of Morgan Stanley (MS) as of October 17, 2024, with a value of $24 Million and a weighting of 21.06%. Stephen J Luczo also owns 225,941 shares of Seagate Technology Holdings PLC (STX) as of March 4, 2022, with a value of $24 Million and a weighting of 20.47%. The other 1 stocks AT&T Inc (T) have a combined weighting of 9.5% among all his current holdings.
Latest Holdings of Stephen J Luczo
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 2012-06-04 | 133,500 | 425.43 | 56,794,905 |
| MS | Morgan Stanley | 2024-10-17 | 190,242 | 128.44 | 24,434,682 |
| STX | Seagate Technology Holdings PLC | 2022-03-04 | 225,941 | 105.11 | 23,748,659 |
| T | AT&T Inc | 2021-11-08 | 500,000 | 22.04 | 11,020,000 |
Holding Weightings of Stephen J Luczo
Stephen J Luczo Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen J Luczo has made a total of 0 transactions in Microsoft Corp (MSFT) over the past 5 years. The most-recent trade in Microsoft Corp is the acquisition of 17,500 shares on June 4, 2012, which cost Stephen J Luczo around $502,600.
According to the SEC Form 4 filings, Stephen J Luczo has made a total of 6 transactions in Morgan Stanley (MS) over the past 5 years, including 5 buys and 1 sells. The most-recent trade in Morgan Stanley is the sale of 60,000 shares on October 17, 2024, which brought Stephen J Luczo around $7 Million.
According to the SEC Form 4 filings, Stephen J Luczo has made a total of 27 transactions in Seagate Technology Holdings PLC (STX) over the past 5 years, including 0 buys and 27 sells. The most-recent trade in Seagate Technology Holdings PLC is the sale of 50,000 shares on March 4, 2022, which brought Stephen J Luczo around $5 Million.
More details on Stephen J Luczo's insider transactions can be found in the Insider Trading History of Stephen J Luczo table.Insider Trading History of Stephen J Luczo
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Stephen J Luczo Trading Performance
GuruFocus tracks the stock performance after each of Stephen J Luczo's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen J Luczo is 15.79%. GuruFocus also compares Stephen J Luczo's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen J Luczo within 3 months outperforms 8 times out of 16 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stephen J Luczo's insider trading performs compared to the benchmark.
Performance of Stephen J Luczo
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.62 | | | | | |
| Relative Return to S&P 500(%) | 2.65 | | | | | |
Stephen J Luczo Ownership Network
Ownership Network List of Stephen J Luczo
Ownership Network Relation of Stephen J Luczo
Stephen J Luczo Owned Company Details
What does Seagate Technology Holdings PLC do?
Who are the key executives at Seagate Technology Holdings PLC?
Stephen J Luczo is the director & Chairman and CEO of Seagate Technology Holdings PLC. Other key executives at Seagate Technology Holdings PLC include President & COO William D Mosley , SVP & HDD & SDD Products & CTO John Christopher Morris , and SVP & Sales Ban Seng Teh .
Seagate Technology Holdings PLC (STX) Insider Trades Summary
Over the past 18 months, Stephen J Luczo made no insider transaction in Seagate Technology Holdings PLC (STX). Other recent insider transactions involving Seagate Technology Holdings PLC (STX) include a net sale of 676,229 shares made by William D Mosley , a net sale of 31,135 shares made by John Christopher Morris , and a net sale of 173,103 shares made by Gianluca Romano .
In summary, during the past 3 months, insiders sold 225,148 shares of Seagate Technology Holdings PLC (STX) in total and bought 0 shares, with a net sale of 225,148 shares. During the past 18 months, 963,534 shares of Seagate Technology Holdings PLC (STX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 963,534 shares.
Seagate Technology Holdings PLC (STX)'s detailed insider trading history can be found in Insider Trading Tracker table.
Seagate Technology Holdings PLC Insider Transactions
Stephen J Luczo Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen J Luczo. Currently GuruFocus does not have mailing address information for Stephen J Luczo.
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