Jeffrey H Margolis - Net Worth and Insider Trading
Jeffrey H Margolis Net Worth
The estimated net worth of Jeffrey H Margolis is at least $9 Million dollars as of 2024-09-18. Jeffrey H Margolis is the Director of Alignment Healthcare Inc and owns about 517,984 shares of Alignment Healthcare Inc (ALHC) stock worth over $6 Million. Jeffrey H Margolis is the Director of NextGen Healthcare Inc and owns about 96,104 shares of NextGen Healthcare Inc (NXGN) stock worth over $2 Million. Jeffrey H Margolis is also the Director of Crocs Inc and owns about 5,000 shares of Crocs Inc (CROX) stock worth over $692,150. Details can be seen in Jeffrey H Margolis'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 Jeffrey H Margolis has not made any transactions after 2024-08-14 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jeffrey H Margolis
Jeffrey H Margolis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey H Margolis owns 3 companies in total, including NextGen Healthcare Inc (NXGN) , Crocs Inc (CROX) , and Alignment Healthcare Inc (ALHC) .
Click here to see the complete history of Jeffrey H Margolis’s form 4 insider trades.
Insider Ownership Summary of Jeffrey H Margolis
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| NXGN | NextGen Healthcare Inc | 2020-03-12 | director |
| CROX | Crocs Inc | 2012-06-05 | director |
| ALHC | Alignment Healthcare Inc | 2024-08-14 | director |
Jeffrey H Margolis Latest Holdings Summary
Jeffrey H Margolis currently owns a total of 3 stocks. Among these stocks, Jeffrey H Margolis owns 517,984 shares of Alignment Healthcare Inc (ALHC) as of August 14, 2024, with a value of $6 Million and a weighting of 66.9%. Jeffrey H Margolis owns 96,104 shares of NextGen Healthcare Inc (NXGN) as of March 12, 2020, with a value of $2 Million and a weighting of 25.44%. Jeffrey H Margolis also owns 5,000 shares of Crocs Inc (CROX) as of June 5, 2012, with a value of $692,150 and a weighting of 7.65%.
Latest Holdings of Jeffrey H Margolis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ALHC | Alignment Healthcare Inc | 2024-08-14 | 517,984 | 11.68 | 6,050,053 |
| NXGN | NextGen Healthcare Inc | 2020-03-12 | 96,104 | 23.94 | 2,300,730 |
| CROX | Crocs Inc | 2012-06-05 | 5,000 | 138.43 | 692,150 |
Holding Weightings of Jeffrey H Margolis
Jeffrey H Margolis Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey H Margolis has made a total of 10 transactions in Alignment Healthcare Inc (ALHC) over the past 5 years, including 0 buys and 10 sells. The most-recent trade in Alignment Healthcare Inc is the sale of 1,200 shares on August 14, 2024, which brought Jeffrey H Margolis around $10,596.
According to the SEC Form 4 filings, Jeffrey H Margolis has made a total of 1 transactions in NextGen Healthcare Inc (NXGN) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in NextGen Healthcare Inc is the acquisition of 10,000 shares on March 12, 2020, which cost Jeffrey H Margolis around $92,600.
According to the SEC Form 4 filings, Jeffrey H Margolis has made a total of 0 transactions in Crocs Inc (CROX) over the past 5 years. The most-recent trade in Crocs Inc is the sale of 0 shares on June 5, 2012, which brought Jeffrey H Margolis around $0.
Insider Trading History of Jeffrey H Margolis
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Jeffrey H Margolis Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey H Margolis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey H Margolis is 2.84%. GuruFocus also compares Jeffrey H Margolis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey H Margolis within 3 months outperforms 0 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 Jeffrey H Margolis's insider trading performs compared to the benchmark.
Performance of Jeffrey H Margolis
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 11.9 | | | | | |
| Relative Return to S&P 500(%) | 3.9 | | | | | |
Jeffrey H Margolis Ownership Network
Jeffrey H Margolis Owned Company Details
What does NextGen Healthcare Inc do?
Who are the key executives at NextGen Healthcare Inc?
Jeffrey H Margolis is the director of NextGen Healthcare Inc. Other key executives at NextGen Healthcare Inc include 10 percent owner Three Prong Investments, Llc , Chief Technology Officer David A Metcalfe , and EVP & Commercial Growth Mitchell Waters .
NextGen Healthcare Inc (NXGN) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of NextGen Healthcare Inc (NXGN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of NextGen Healthcare Inc (NXGN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
NextGen Healthcare Inc (NXGN)'s detailed insider trading history can be found in Insider Trading Tracker table.
NextGen Healthcare Inc Insider Transactions
Jeffrey H Margolis Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey H Margolis. You might contact Jeffrey H Margolis via mailing address: 567 San Nicholas Drive, Suite 360, Newport Beach Ca 92660.
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