Thomas J Herzfeld - Net Worth and Insider Trading

Thomas J Herzfeld Net Worth

The estimated net worth of Thomas J Herzfeld is at least $1 Million dollars as of 2024-11-08. Thomas J Herzfeld is the Director of Herzfeld Caribbean Basin Fund Inc and owns about 536,489 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) stock worth over $1 Million. Details can be seen in Thomas J Herzfeld'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 Thomas J Herzfeld has not made any transactions after 2022-11-14 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 Thomas J Herzfeld

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Thomas J Herzfeld Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Thomas J Herzfeld owns 1 companies in total, including Herzfeld Caribbean Basin Fund Inc (CUBA) .

Click here to see the complete history of Thomas J Herzfeld’s form 4 insider trades.

Insider Ownership Summary of Thomas J Herzfeld

Ticker Comapny Transaction Date Type of Owner
CUBA Herzfeld Caribbean Basin Fund Inc 2022-11-14 director & President

Thomas J Herzfeld Latest Holdings Summary

Thomas J Herzfeld currently owns a total of 1 stock. Thomas J Herzfeld owns 536,489 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) as of November 14, 2022, with a value of $1 Million.

Latest Holdings of Thomas J Herzfeld

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CUBA Herzfeld Caribbean Basin Fund Inc 2022-11-14 536,489 2.48 1,330,493

Holding Weightings of Thomas J Herzfeld


Thomas J Herzfeld Form 4 Trading Tracker

According to the SEC Form 4 filings, Thomas J Herzfeld has made a total of 5 transactions in Herzfeld Caribbean Basin Fund Inc (CUBA) over the past 5 years, including 3 buys and 2 sells. The most-recent trade in Herzfeld Caribbean Basin Fund Inc is the sale of 71,983 shares on November 14, 2022, which brought Thomas J Herzfeld around $358,475.

Insider Trading History of Thomas J Herzfeld

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.

Thomas J Herzfeld Trading Performance

GuruFocus tracks the stock performance after each of Thomas J Herzfeld's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Thomas J Herzfeld is 3.79%. GuruFocus also compares Thomas J Herzfeld's trading performance to market benchmark return within the same time period. The performance of stocks bought by Thomas J Herzfeld within 3 months outperforms 15 times out of 33 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Thomas J Herzfeld'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 Thomas J Herzfeld

Average Return

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Average return per transaction

Outperforming Transactions

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19 out of 33 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(%) 1.92 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.51 LIMIT LIMIT LIMIT LIMIT LIMIT

Thomas J Herzfeld Ownership Network

Ownership Network List of Thomas J Herzfeld

No Data

Ownership Network Relation of Thomas J Herzfeld

Insider Network Chart

Thomas J Herzfeld Owned Company Details

What does Herzfeld Caribbean Basin Fund Inc do?

Who are the key executives at Herzfeld Caribbean Basin Fund Inc?

Thomas J Herzfeld is the director & President of Herzfeld Caribbean Basin Fund Inc. Other key executives at Herzfeld Caribbean Basin Fund Inc include Portfolio Manager Erik Mervin Herzfeld , other: Portfolio Manager Ryan M Paylor , and Secretary/Treasurer Cecilia L Gondor .

Herzfeld Caribbean Basin Fund Inc (CUBA) Insider Trades Summary

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

Herzfeld Caribbean Basin Fund Inc (CUBA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Herzfeld Caribbean Basin Fund Inc Insider Transactions

No Available Data

Thomas J Herzfeld Mailing Address

Above is the net worth, insider trading, and ownership report for Thomas J Herzfeld. You might contact Thomas J Herzfeld via mailing address: The Herzfeld Caribbean Basin Fund Inc, 119 Washington Avenue, Suite 504, Miami Beach Fl 33139.