Lon R Greenberg - Net Worth and Insider Trading
Lon R Greenberg Net Worth
The estimated net worth of Lon R Greenberg is at least $18 Million dollars as of 2024-10-01. Lon R Greenberg is the Director of UGI Corp and owns about 435,554 shares of UGI Corp (UGI) stock worth over $11 Million. Lon R Greenberg is the Director of Ameriprise Financial Inc and owns about 8,000 shares of Ameriprise Financial Inc (AMP) stock worth over $4 Million. Lon R Greenberg is also the Director of Cencora Inc and owns about 9,500 shares of Cencora Inc (COR) stock worth over $2 Million. Besides these, Lon R Greenberg also holds AmeriGas Partners LP (APU) , Essential Utilities Inc (WTRG) . Details can be seen in Lon R Greenberg'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 Lon R Greenberg has not made any transactions after 2016-08-09 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Lon R Greenberg
Lon R Greenberg Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lon R Greenberg owns 5 companies in total, including Ameriprise Financial Inc (AMP) , Cencora Inc (COR) , and Essential Utilities Inc (WTRG) among others .
Click here to see the complete history of Lon R Greenberg’s form 4 insider trades.
Insider Ownership Summary of Lon R Greenberg
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AMP | Ameriprise Financial Inc | 2016-06-29 | director |
| COR | Cencora Inc | 2022-01-15 | director |
| WTRG | Essential Utilities Inc | 2009-11-13 | director |
 | | 2015-05-18 | President/CEO & Chairman |
| | 2015-12-21 | director |
Lon R Greenberg Latest Holdings Summary
Lon R Greenberg currently owns a total of 5 stocks. Among these stocks, Lon R Greenberg owns 435,554 shares of UGI Corp (UGI) as of May 18, 2015, with a value of $11 Million and a weighting of 60.52%. Lon R Greenberg owns 8,000 shares of Ameriprise Financial Inc (AMP) as of June 29, 2016, with a value of $4 Million and a weighting of 20.87%. Lon R Greenberg also owns 9,500 shares of Cencora Inc (COR) as of August 9, 2016, with a value of $2 Million and a weighting of 11.87%. The other 2 stocks AmeriGas Partners LP (APU) , Essential Utilities Inc (WTRG) have a combined weighting of 6.73% among all his current holdings.
Latest Holdings of Lon R Greenberg
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UGI | UGI Corp | 2015-05-18 | 435,554 | 25.02 | 10,897,561 |
| AMP | Ameriprise Financial Inc | 2016-06-29 | 8,000 | 469.81 | 3,758,480 |
| COR | Cencora Inc | 2016-08-09 | 9,500 | 225.08 | 2,138,260 |
| APU | AmeriGas Partners LP | 2015-12-21 | 20,000 | 31.22 | 624,400 |
| WTRG | Essential Utilities Inc | 2009-11-13 | 15,250 | 38.57 | 588,193 |
Holding Weightings of Lon R Greenberg
Lon R Greenberg Form 4 Trading Tracker
According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in UGI Corp (UGI) over the past 5 years. The most-recent trade in UGI Corp is the sale of 75,000 shares on May 18, 2015, which brought Lon R Greenberg around $3 Million.
According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in Ameriprise Financial Inc (AMP) over the past 5 years. The most-recent trade in Ameriprise Financial Inc is the acquisition of 3,900 shares on June 29, 2016, which cost Lon R Greenberg around $343,902.
According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in Cencora Inc (COR) over the past 5 years. The most-recent trade in Cencora Inc is the acquisition of 4,000 shares on August 9, 2016, which cost Lon R Greenberg around $354,360.
More details on Lon R Greenberg's insider transactions can be found in the Insider Trading History of Lon R Greenberg table.Insider Trading History of Lon R Greenberg
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Lon R Greenberg Trading Performance
GuruFocus tracks the stock performance after each of Lon R Greenberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lon R Greenberg is 9.15%. GuruFocus also compares Lon R Greenberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lon R Greenberg within 3 months outperforms 5 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Lon R Greenberg's insider trading performs compared to the benchmark.
Performance of Lon R Greenberg
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.57 | | | | | |
| Relative Return to S&P 500(%) | 2.64 | | | | | |
Lon R Greenberg Ownership Network
Lon R Greenberg Owned Company Details
What does Ameriprise Financial Inc do?
Who are the key executives at Ameriprise Financial Inc?
Lon R Greenberg is the director of Ameriprise Financial Inc. Other key executives at Ameriprise Financial Inc include Executive VP & Global CIO William Davies , Pres - U.S. Asset Mgmt & CIO William F Truscott , and President-Insurance&Annuities Gumer Alvero .
Ameriprise Financial Inc (AMP) Insider Trades Summary
Over the past 18 months, Lon R Greenberg made no insider transaction in Ameriprise Financial Inc (AMP). Other recent insider transactions involving Ameriprise Financial Inc (AMP) include a net sale of 59,643 shares made by James M Cracchiolo , a net sale of 33,273 shares made by William F Truscott , and a net sale of 32,797 shares made by Walter Stanley Berman .
In summary, during the past 3 months, insiders sold 24,284 shares of Ameriprise Financial Inc (AMP) in total and bought 0 shares, with a net sale of 24,284 shares. During the past 18 months, 164,838 shares of Ameriprise Financial Inc (AMP) were sold and 0 shares were bought by its insiders, resulting in a net sale of 164,838 shares.
Ameriprise Financial Inc (AMP)'s detailed insider trading history can be found in Insider Trading Tracker table.
Ameriprise Financial Inc Insider Transactions
Lon R Greenberg Mailing Address
Above is the net worth, insider trading, and ownership report for Lon R Greenberg. You might contact Lon R Greenberg via mailing address: 460 North Gulph Road, King Of Prussia Pa 19406.
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