James J Lynch - Net Worth and Insider Trading

James J Lynch Net Worth

The estimated net worth of James J Lynch is at least $56 Million dollars as of 2024-11-10. James J Lynch is the 10% Owner of Community West Bancshares and owns about 1,142,862 shares of Community West Bancshares (CWBC) stock worth over $23 Million. James J Lynch is the Director of Cape Bancorp Inc and owns about 1,441,735 shares of Cape Bancorp Inc (CBNJ) stock worth over $21 Million. James J Lynch is also the Director of Southern States Bancshares Inc and owns about 341,419 shares of Southern States Bancshares Inc (SSBK) stock worth over $12 Million. Besides these, James J Lynch also holds Heritage Oaks Bancorp (HEOP) . Details can be seen in James J Lynch'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 James J Lynch has not made any transactions after 2021-08-11 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 James J Lynch

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James J Lynch Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James J Lynch owns 7 companies in total, including Heritage Commerce Corp (HTBK) , Heritage Oaks Bancorp (HEOP) , and Cape Bancorp Inc (CBNJ) among others .

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

Insider Ownership Summary of James J Lynch

Ticker Comapny Transaction Date Type of Owner
HTBK Heritage Commerce Corp 2016-09-12 10 percent owner
HEOP Heritage Oaks Bancorp 2016-09-01 director & 10 percent owner
CBNJ Cape Bancorp Inc 2015-03-16 director
LIMIT LIMIT 2011-08-24 10 percent owner
LIMIT LIMIT 2009-08-11 10 percent owner
LIMIT LIMIT 2007-02-20 Chairman & CEO & SBMA Division
LIMIT LIMIT 2021-08-11 director

James J Lynch Latest Holdings Summary

James J Lynch currently owns a total of 4 stocks. Among these stocks, James J Lynch owns 1,142,862 shares of Community West Bancshares (CWBC) as of August 24, 2011, with a value of $23 Million and a weighting of 40.68%. James J Lynch owns 1,441,735 shares of Cape Bancorp Inc (CBNJ) as of March 16, 2015, with a value of $21 Million and a weighting of 37.89%. James J Lynch also owns 341,419 shares of Southern States Bancshares Inc (SSBK) as of August 11, 2021, with a value of $12 Million and a weighting of 21.43%. The other 1 stocks Heritage Oaks Bancorp (HEOP) have a combined weighting of 0% among all his current holdings.

Latest Holdings of James J Lynch

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CWBC Community West Bancshares 2011-08-24 1,142,862 19.76 22,582,953
CBNJ Cape Bancorp Inc 2015-03-16 1,441,735 14.59 21,034,914
SSBK Southern States Bancshares Inc 2021-08-11 341,419 34.84 11,895,038
HEOP Heritage Oaks Bancorp 2011-03-14 0 13.35 0

Holding Weightings of James J Lynch


James J Lynch Form 4 Trading Tracker

According to the SEC Form 4 filings, James J Lynch has made a total of 0 transactions in Community West Bancshares (CWBC) over the past 5 years. The most-recent trade in Community West Bancshares is the sale of 0 shares on August 24, 2011, which brought James J Lynch around $0.

According to the SEC Form 4 filings, James J Lynch has made a total of 0 transactions in Cape Bancorp Inc (CBNJ) over the past 5 years. The most-recent trade in Cape Bancorp Inc is the acquisition of 12,714 shares on March 16, 2015, which cost James J Lynch around $116,206.

According to the SEC Form 4 filings, James J Lynch has made a total of 1 transactions in Southern States Bancshares Inc (SSBK) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Southern States Bancshares Inc is the sale of 250,000 shares on August 11, 2021, which brought James J Lynch around $4 Million.

More details on James J Lynch's insider transactions can be found in the Insider Trading History of James J Lynch table.

Insider Trading History of James J Lynch

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.

James J Lynch Trading Performance

GuruFocus tracks the stock performance after each of James J Lynch's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James J Lynch is 4.62%. GuruFocus also compares James J Lynch's trading performance to market benchmark return within the same time period. The performance of stocks bought by James J Lynch within 3 months outperforms 13 times out of 22 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James J Lynch'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 James J Lynch

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
20 out of 22 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(%) 3.93 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 1.07 LIMIT LIMIT LIMIT LIMIT LIMIT

James J Lynch Ownership Network

Ownership Network List of James J Lynch

No Data

Ownership Network Relation of James J Lynch

Insider Network Chart

James J Lynch Owned Company Details

What does Heritage Commerce Corp do?

Who are the key executives at Heritage Commerce Corp?

James J Lynch is the 10 percent owner of Heritage Commerce Corp. Other key executives at Heritage Commerce Corp include EVP/Chief Credit Officer Susan Svensson Just , Chief Financial Officer Lawrence D Mcgovern , and director & CEO and President Walter Theodore Kaczmarek .

Heritage Commerce Corp (HTBK) Insider Trades Summary

Over the past 18 months, James J Lynch made no insider transaction in Heritage Commerce Corp (HTBK). Other recent insider transactions involving Heritage Commerce Corp (HTBK) include a net sale of 6,944 shares made by Jack W Conner ,

In summary, during the past 3 months, insiders sold 0 shares of Heritage Commerce Corp (HTBK) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 6,944 shares of Heritage Commerce Corp (HTBK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 6,944 shares.

Heritage Commerce Corp (HTBK)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Heritage Commerce Corp Insider Transactions

No Available Data

James J Lynch Mailing Address

Above is the net worth, insider trading, and ownership report for James J Lynch. You might contact James J Lynch via mailing address: Patriot Financial Partners, Lp, 2929 Arch Street, 27th Floor, Philadelphia Pa 19104.