Paulson Capital Corp - Net Worth and Insider Trading

Paulson Capital Corp Net Worth

The estimated net worth of Paulson Capital Corp is at least $395,782 dollars as of 2024-11-09. Paulson Capital Corp is the of Charles & Colvard Ltd and owns about 171,035 shares of Charles & Colvard Ltd (CTHR) stock worth over $242,870. Paulson Capital Corp is the of CASI Pharmaceuticals Inc and owns about 27,605 shares of CASI Pharmaceuticals Inc (CASI) stock worth over $151,300. Paulson Capital Corp is also the of NuVim Inc and owns about 537,500 shares of NuVim Inc (NUVM) stock worth over $1,613. Details can be seen in Paulson Capital Corp'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 Paulson Capital Corp has not made any transactions after 2006-06-21 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 Paulson Capital Corp

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Paulson Capital Corp Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Paulson Capital Corp owns 10 companies in total, including Cardax Inc (CDXI) , U-Swirl Inc (SWRL) , and CarePayment Technologies Inc (CPYT) among others .

Click here to see the complete history of Paulson Capital Corp’s form 4 insider trades.

Insider Ownership Summary of Paulson Capital Corp

Ticker Comapny Transaction Date Type of Owner
CDXI Cardax Inc 2014-02-07 10 percent owner
SWRL U-Swirl Inc 2009-12-29 other: See Footnote (1)
CPYT CarePayment Technologies Inc 2009-04-01 other: See Footnote (1)
LIMIT LIMIT 2008-07-01 10 percent owner & other: See Footnote (1)
LIMIT LIMIT 2007-05-11 10 percent owner & other: See Footnote (1)
LIMIT LIMIT 2006-06-21 10 percent owner & other: See Footnote (1)
LIMIT LIMIT 2007-02-26 10 percent owner & other: See Footnote (1)
LIMIT LIMIT 2005-08-24 10 percent owner & other: See Footnote (1)
LIMIT LIMIT 2004-04-28 other: See Footnote (1)
LIMIT LIMIT 2004-03-02 10 percent owner & other: See Footnote (1)

Paulson Capital Corp Latest Holdings Summary

Paulson Capital Corp currently owns a total of 3 stocks. Among these stocks, Paulson Capital Corp owns 171,035 shares of Charles & Colvard Ltd (CTHR) as of March 2, 2004, with a value of $242,870 and a weighting of 61.36%. Paulson Capital Corp owns 27,605 shares of CASI Pharmaceuticals Inc (CASI) as of April 21, 2004, with a value of $151,300 and a weighting of 38.23%. Paulson Capital Corp also owns 537,500 shares of NuVim Inc (NUVM) as of June 21, 2006, with a value of $1,613 and a weighting of 0.41%.

Latest Holdings of Paulson Capital Corp

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CTHR Charles & Colvard Ltd 2004-03-02 171,035 1.42 242,870
CASI CASI Pharmaceuticals Inc 2004-04-21 27,605 5.48 151,300
NUVM NuVim Inc 2006-06-21 537,500 0.00 1,613

Holding Weightings of Paulson Capital Corp


Paulson Capital Corp Form 4 Trading Tracker

According to the SEC Form 4 filings, Paulson Capital Corp has made a total of 0 transactions in Charles & Colvard Ltd (CTHR) over the past 5 years. The most-recent trade in Charles & Colvard Ltd is the sale of 6,562 shares on March 2, 2004, which brought Paulson Capital Corp around $228,500.

According to the SEC Form 4 filings, Paulson Capital Corp has made a total of 0 transactions in CASI Pharmaceuticals Inc (CASI) over the past 5 years. The most-recent trade in CASI Pharmaceuticals Inc is the acquisition of 0 shares on April 21, 2004, which cost Paulson Capital Corp around $1.

According to the SEC Form 4 filings, Paulson Capital Corp has made a total of 0 transactions in NuVim Inc (NUVM) over the past 5 years. The most-recent trade in NuVim Inc is the acquisition of 37,500 shares on June 21, 2006, which cost Paulson Capital Corp around $7,500.

Insider Trading History of Paulson Capital Corp

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.

Paulson Capital Corp Trading Performance

GuruFocus tracks the stock performance after each of Paulson Capital Corp's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Paulson Capital Corp is -10.25%. GuruFocus also compares Paulson Capital Corp's trading performance to market benchmark return within the same time period. The performance of stocks bought by Paulson Capital Corp within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Paulson Capital Corp'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 Paulson Capital Corp

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
1 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 2.95 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 5.34 LIMIT LIMIT LIMIT LIMIT LIMIT

Paulson Capital Corp Ownership Network

Ownership Network List of Paulson Capital Corp

No Data

Ownership Network Relation of Paulson Capital Corp

Insider Network Chart

Paulson Capital Corp Owned Company Details

What does Cardax Inc do?

Who are the key executives at Cardax Inc?

Paulson Capital Corp is the 10 percent owner of Cardax Inc. Other key executives at Cardax Inc include 10 percent owner PAULSON INVESTMENT COMPANY, INC. , and 10 percent owner Paulson Cardax Investments 1 Llc .

Cardax Inc (CDXI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Cardax Inc (CDXI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Cardax Inc (CDXI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

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

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Cardax Inc Insider Transactions

No Available Data

Paulson Capital Corp Mailing Address

Above is the net worth, insider trading, and ownership report for Paulson Capital Corp. You might contact Paulson Capital Corp via mailing address: 222 Third Street, Suite 2241, Cambridge Ma 02142.