Tom R Helberg - Net Worth and Insider Trading
Tom R Helberg Net Worth
The estimated net worth of Tom R Helberg is at least $100,564 dollars as of 2024-11-13. Tom R Helberg is the Director of SB Financial Group Inc and owns about 5,279 shares of SB Financial Group Inc (SBFG) stock worth over $100,564. Details can be seen in Tom R Helberg'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 Tom R Helberg has not made any transactions after 2019-06-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Tom R Helberg
Tom R Helberg Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Tom R Helberg owns 1 companies in total, including SB Financial Group Inc (SBFG) .
Click here to see the complete history of Tom R Helberg’s form 4 insider trades.
Insider Ownership Summary of Tom R Helberg
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SBFG | SB Financial Group Inc | 2019-06-21 | director |
Tom R Helberg Latest Holdings Summary
Tom R Helberg currently owns a total of 1 stock. Tom R Helberg owns 5,279 shares of SB Financial Group Inc (SBFG) as of June 21, 2019, with a value of $100,564.
Latest Holdings of Tom R Helberg
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SBFG | SB Financial Group Inc | 2019-06-21 | 5,279 | 19.05 | 100,564 |
Holding Weightings of Tom R Helberg
Tom R Helberg Form 4 Trading Tracker
According to the SEC Form 4 filings, Tom R Helberg has made a total of 0 transactions in SB Financial Group Inc (SBFG) over the past 5 years. The most-recent trade in SB Financial Group Inc is the acquisition of 388 shares on June 21, 2019, which cost Tom R Helberg around $6,198.
Insider Trading History of Tom R Helberg
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Tom R Helberg Trading Performance
GuruFocus tracks the stock performance after each of Tom R Helberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tom R Helberg is -1.3%. GuruFocus also compares Tom R Helberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Tom R Helberg within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Tom R Helberg's insider trading performs compared to the benchmark.
Performance of Tom R Helberg
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.24 | | | | | |
| Relative Return to S&P 500(%) | -4.13 | | | | | |
Tom R Helberg Ownership Network
Ownership Network List of Tom R Helberg
Ownership Network Relation of Tom R Helberg
Tom R Helberg Owned Company Details
What does SB Financial Group Inc do?
Who are the key executives at SB Financial Group Inc?
Tom R Helberg is the director of SB Financial Group Inc. Other key executives at SB Financial Group Inc include CHAIRMAN & PRESIDENT & CEO Mark A Klein , EVP OF SUBSIDIARY Steven A. Walz , and EVP OF SUBSIDIARY Anthony Van Cosentino .
SB Financial Group Inc (SBFG) Insider Trades Summary
Over the past 18 months, Tom R Helberg made no insider transaction in SB Financial Group Inc (SBFG). Other recent insider transactions involving SB Financial Group Inc (SBFG) include a net sale of 6,251 shares made by Richard L Hardgrove , a net purchase of 3,000 shares made by Timothy L. Claxton , and a net purchase of 350 shares made by George W Carter .
In summary, during the past 3 months, insiders sold 6,051 shares of SB Financial Group Inc (SBFG) in total and bought 0 shares, with a net sale of 6,051 shares. During the past 18 months, 6,251 shares of SB Financial Group Inc (SBFG) were sold and 3,631 shares were bought by its insiders, resulting in a net sale of 2,620 shares.
SB Financial Group Inc (SBFG)'s detailed insider trading history can be found in Insider Trading Tracker table.
SB Financial Group Inc Insider Transactions
Tom R Helberg Mailing Address
Above is the net worth, insider trading, and ownership report for Tom R Helberg. You might contact Tom R Helberg via mailing address: 30600 N. Pima Rd., Unit 50, Scottsdale Az 85266.
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