Lee D Roberts - Net Worth and Insider Trading

Lee D Roberts Net Worth

The estimated net worth of Lee D Roberts is at least $5 Million dollars as of 2024-11-11. Lee D Roberts is the Director of Inovalon Holdings Inc and owns about 101,804 shares of Inovalon Holdings Inc (INOV) stock worth over $3 Million. Lee D Roberts is the Director of QAD Inc and owns about 18,156 shares of QAD Inc (QADA) stock worth over $2 Million. Lee D Roberts is also the Director of Unisys Corp and owns about 132,586 shares of Unisys Corp (UIS) stock worth over $1 Million. Details can be seen in Lee D Roberts'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 Lee D Roberts has not made any transactions after 2022-12-01 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 Lee D Roberts

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Lee D Roberts Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Lee D Roberts owns 3 companies in total, including Inovalon Holdings Inc (INOV) , QAD Inc (QADA) , and Unisys Corp (UIS) .

Click here to see the complete history of Lee D Roberts’s form 4 insider trades.

Insider Ownership Summary of Lee D Roberts

Ticker Comapny Transaction Date Type of Owner
INOV Inovalon Holdings Inc 2018-06-08 director
QADA QAD Inc 2020-06-11 director
UIS Unisys Corp 2022-12-01 director

Lee D Roberts Latest Holdings Summary

Lee D Roberts currently owns a total of 3 stocks. Among these stocks, Lee D Roberts owns 101,804 shares of Inovalon Holdings Inc (INOV) as of June 8, 2018, with a value of $3 Million and a weighting of 50.77%. Lee D Roberts owns 18,156 shares of QAD Inc (QADA) as of January 22, 2018, with a value of $2 Million and a weighting of 29.44%. Lee D Roberts also owns 132,586 shares of Unisys Corp (UIS) as of December 1, 2022, with a value of $1 Million and a weighting of 19.8%.

Latest Holdings of Lee D Roberts

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
INOV Inovalon Holdings Inc 2018-06-08 101,804 26.95 2,743,872
QADA QAD Inc 2018-01-22 18,156 87.63 1,591,010
UIS Unisys Corp 2022-12-01 132,586 8.07 1,069,969

Holding Weightings of Lee D Roberts


Lee D Roberts Form 4 Trading Tracker

According to the SEC Form 4 filings, Lee D Roberts has made a total of 0 transactions in Inovalon Holdings Inc (INOV) over the past 5 years. The most-recent trade in Inovalon Holdings Inc is the acquisition of 10,000 shares on June 8, 2018, which cost Lee D Roberts around $105,400.

According to the SEC Form 4 filings, Lee D Roberts has made a total of 0 transactions in QAD Inc (QADA) over the past 5 years. The most-recent trade in QAD Inc is the sale of 10,000 shares on January 22, 2018, which brought Lee D Roberts around $410,600.

According to the SEC Form 4 filings, Lee D Roberts has made a total of 3 transactions in Unisys Corp (UIS) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Unisys Corp is the acquisition of 20,000 shares on December 1, 2022, which cost Lee D Roberts around $87,400.

Insider Trading History of Lee D Roberts

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.

Lee D Roberts Trading Performance

GuruFocus tracks the stock performance after each of Lee D Roberts's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lee D Roberts is 0.49%. GuruFocus also compares Lee D Roberts's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lee D Roberts within 3 months outperforms 2 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Lee D Roberts'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 Lee D Roberts

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 5 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(%) 3.27 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 5.67 LIMIT LIMIT LIMIT LIMIT LIMIT

Lee D Roberts Ownership Network

Ownership Network List of Lee D Roberts

No Data

Ownership Network Relation of Lee D Roberts

Insider Network Chart

Lee D Roberts Owned Company Details

What does Inovalon Holdings Inc do?

Who are the key executives at Inovalon Holdings Inc?

Lee D Roberts is the director of Inovalon Holdings Inc. Other key executives at Inovalon Holdings Inc include President Eron Kelly , Chief Revenue Officer & COO Jason Capitel , and Interim CFO Jonathan R Boldt .

Inovalon Holdings Inc (INOV) Insider Trades Summary

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

Inovalon Holdings Inc (INOV)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Inovalon Holdings Inc Insider Transactions

No Available Data

Lee D Roberts Mailing Address

Above is the net worth, insider trading, and ownership report for Lee D Roberts. Currently GuruFocus does not have mailing address information for Lee D Roberts.