Bartels Robert E Jr - Net Worth and Insider Trading

Bartels Robert E Jr Net Worth

The estimated net worth of Bartels Robert E Jr is at least $2 Million dollars as of 2024-11-12. Bartels Robert E Jr is the Director of Lakeland Financial Corp and owns about 28,426 shares of Lakeland Financial Corp (LKFN) stock worth over $2 Million. Details can be seen in Bartels Robert E Jr'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 Bartels Robert E Jr has not made any transactions after 2024-11-08 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 Bartels Robert E Jr

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Bartels Robert E Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Bartels Robert E Jr owns 1 companies in total, including Lakeland Financial Corp (LKFN) .

Click here to see the complete history of Bartels Robert E Jr’s form 4 insider trades.

Insider Ownership Summary of Bartels Robert E Jr

Ticker Comapny Transaction Date Type of Owner
LKFN Lakeland Financial Corp 2024-11-08 director

Bartels Robert E Jr Latest Holdings Summary

Bartels Robert E Jr currently owns a total of 1 stock. Bartels Robert E Jr owns 28,426 shares of Lakeland Financial Corp (LKFN) as of November 8, 2024, with a value of $2 Million.

Latest Holdings of Bartels Robert E Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
LKFN Lakeland Financial Corp 2024-11-08 28,426 75.55 2,147,584

Holding Weightings of Bartels Robert E Jr


Bartels Robert E Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Bartels Robert E Jr has made a total of 8 transactions in Lakeland Financial Corp (LKFN) over the past 5 years, including 8 buys and 0 sells. The most-recent trade in Lakeland Financial Corp is the acquisition of 802 shares on November 8, 2024, which cost Bartels Robert E Jr around $58,001.

Insider Trading History of Bartels Robert E Jr

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.

Bartels Robert E Jr Trading Performance

GuruFocus tracks the stock performance after each of Bartels Robert E Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bartels Robert E Jr is 11.47%. GuruFocus also compares Bartels Robert E Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bartels Robert E Jr within 3 months outperforms 5 times out of 7 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Bartels Robert E Jr'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 Bartels Robert E Jr

Average Return

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Average return per transaction

Outperforming Transactions

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4 out of 6 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(%) -0.52 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -3.86 LIMIT LIMIT LIMIT LIMIT LIMIT

Bartels Robert E Jr Ownership Network

Ownership Network List of Bartels Robert E Jr

No Data

Ownership Network Relation of Bartels Robert E Jr

Insider Network Chart

Bartels Robert E Jr Owned Company Details

What does Lakeland Financial Corp do?

Who are the key executives at Lakeland Financial Corp?

Bartels Robert E Jr is the director of Lakeland Financial Corp. Other key executives at Lakeland Financial Corp include SVP & Chief Accounting Officer Brok A Lahrman , SVP & General Counsel James Rickard Donovan , and Senior Vice President Stephanie R Leniski .

Lakeland Financial Corp (LKFN) Insider Trades Summary

Over the past 18 months, Bartels Robert E Jr made 4 insider transaction in Lakeland Financial Corp (LKFN) with a net purchase of 2,469. Other recent insider transactions involving Lakeland Financial Corp (LKFN) include a net purchase of 1,640 shares made by Stephanie R Leniski , a net sale of 1,265 shares made by Brok A Lahrman , and a net sale of 22,507 shares made by David M Findlay .

In summary, during the past 3 months, insiders sold 14,150 shares of Lakeland Financial Corp (LKFN) in total and bought 5,302 shares, with a net sale of 8,848 shares. During the past 18 months, 80,570 shares of Lakeland Financial Corp (LKFN) were sold and 19,969 shares were bought by its insiders, resulting in a net sale of 60,601 shares.

Lakeland Financial Corp (LKFN)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Lakeland Financial Corp Insider Transactions

No Available Data

Bartels Robert E Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Bartels Robert E Jr. You might contact Bartels Robert E Jr via mailing address: Lakeland Financial Corporation, P.o. Box 1387, Warsaw In 46581-1387.