R Jarrett Lilien - Net Worth and Insider Trading
R Jarrett Lilien Net Worth
The estimated net worth of R Jarrett Lilien is at least $21 Million dollars as of 2024-11-13. R Jarrett Lilien is the President & COO of Energy Transfer LP and owns about 847,320 shares of Energy Transfer LP (ET) stock worth over $15 Million. R Jarrett Lilien is the President of WisdomTree Inc and owns about 531,933 shares of WisdomTree Inc (WT) stock worth over $6 Million. R Jarrett Lilien is also the CEO & President of Investment Technology Group Inc and owns about 11,119 shares of Investment Technology Group Inc (ITG) stock worth over $336,127. Details can be seen in R Jarrett Lilien'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 R Jarrett Lilien has not made any transactions after 2020-02-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of R Jarrett Lilien
R Jarrett Lilien Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, R Jarrett Lilien owns 3 companies in total, including WisdomTree Inc (WT) , Investment Technology Group Inc (ITG) , and E*TRADE Financial Corp (ETFC) .
Click here to see the complete history of R Jarrett Lilien’s form 4 insider trades.
Insider Ownership Summary of R Jarrett Lilien
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WT | WisdomTree Inc | 2020-02-03 | director |
| ITG | Investment Technology Group Inc | 2019-03-01 | director |
| ETFC | E*TRADE Financial Corp | 2008-04-22 | director & President and COO |
R Jarrett Lilien Latest Holdings Summary
R Jarrett Lilien currently owns a total of 3 stocks. Among these stocks, R Jarrett Lilien owns 847,320 shares of Energy Transfer LP (ET) as of June 14, 2006, with a value of $15 Million and a weighting of 69.21%. R Jarrett Lilien owns 531,933 shares of WisdomTree Inc (WT) as of February 3, 2020, with a value of $6 Million and a weighting of 29.19%. R Jarrett Lilien also owns 11,119 shares of Investment Technology Group Inc (ITG) as of August 19, 2015, with a value of $336,127 and a weighting of 1.6%.
Latest Holdings of R Jarrett Lilien
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ET | Energy Transfer LP | 2006-06-14 | 847,320 | 17.14 | 14,523,065 |
| WT | WisdomTree Inc | 2020-02-03 | 531,933 | 11.52 | 6,125,208 |
| ITG | Investment Technology Group Inc | 2015-08-19 | 11,119 | 30.23 | 336,127 |
Holding Weightings of R Jarrett Lilien
R Jarrett Lilien Form 4 Trading Tracker
According to the SEC Form 4 filings, R Jarrett Lilien has made a total of 0 transactions in Energy Transfer LP (ET) over the past 5 years. The most-recent trade in Energy Transfer LP is the acquisition of 10,000 shares on June 14, 2006, which cost R Jarrett Lilien around $190,000.
According to the SEC Form 4 filings, R Jarrett Lilien has made a total of 1 transactions in WisdomTree Inc (WT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in WisdomTree Inc is the acquisition of 23,529 shares on February 3, 2020, which cost R Jarrett Lilien around $99,528.
According to the SEC Form 4 filings, R Jarrett Lilien has made a total of 0 transactions in Investment Technology Group Inc (ITG) over the past 5 years. The most-recent trade in Investment Technology Group Inc is the acquisition of 5,000 shares on August 19, 2015, which cost R Jarrett Lilien around $85,350.
Insider Trading History of R Jarrett Lilien
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R Jarrett Lilien Trading Performance
GuruFocus tracks the stock performance after each of R Jarrett Lilien's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by R Jarrett Lilien is -6.49%. GuruFocus also compares R Jarrett Lilien's trading performance to market benchmark return within the same time period. The performance of stocks bought by R Jarrett Lilien within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how R Jarrett Lilien's insider trading performs compared to the benchmark.
Performance of R Jarrett Lilien
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -6.68 | | | | | |
| Relative Return to S&P 500(%) | -4.31 | | | | | |
R Jarrett Lilien Ownership Network
Ownership Network List of R Jarrett Lilien
Ownership Network Relation of R Jarrett Lilien
R Jarrett Lilien Owned Company Details
What does WisdomTree Inc do?
Who are the key executives at WisdomTree Inc?
R Jarrett Lilien is the director of WisdomTree Inc. Other key executives at WisdomTree Inc include director & Chief Executive Officer Jonathan L Steinberg , other: See Explanation of Responses Didric Cederholm , and other: See Explanation of Responses Lion Point Holdings Gp, Llc .
WisdomTree Inc (WT) Insider Trades Summary
Over the past 18 months, R Jarrett Lilien made no insider transaction in WisdomTree Inc (WT). Other recent insider transactions involving WisdomTree Inc (WT) include a net purchase of 371,650 shares made by Jonathan L Steinberg , and a net sale of 100,000 shares made by Peter M Ziemba .
In summary, during the past 3 months, insiders sold 0 shares of WisdomTree Inc (WT) in total and bought 67,869 shares, with a net purchase of 67,869 shares. During the past 18 months, 100,000 shares of WisdomTree Inc (WT) were sold and 371,650 shares were bought by its insiders, resulting in a net purchase of 271,650 shares.
WisdomTree Inc (WT)'s detailed insider trading history can be found in Insider Trading Tracker table.
WisdomTree Inc Insider Transactions
R Jarrett Lilien Mailing Address
Above is the net worth, insider trading, and ownership report for R Jarrett Lilien. You might contact R Jarrett Lilien via mailing address: 250 West 34th Street, 3rd Floor, C/o Wisdomtree, Inc., New York Ny 10119.
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