James F Getz - Net Worth and Insider Trading

James F Getz Net Worth

The estimated net worth of James F Getz is at least $53 Million dollars as of 2024-11-12. James F Getz is the CHAIRMAN, PRESIDENT AND CEO of TriState Capital Holdings Inc and owns about 1,038,305 shares of TriState Capital Holdings Inc (TSC) stock worth over $32 Million. James F Getz is also the FORMER PRES-RETL SALES DIV FSC of Federated Hermes Inc and owns about 495,231 shares of Federated Hermes Inc (FHI) stock worth over $21 Million. Details can be seen in James F Getz'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 James F Getz has not made any transactions after 2021-11-01 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 James F Getz

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James F Getz Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James F Getz owns 2 companies in total, including TriState Capital Holdings Inc (TSC) , and Federated Hermes Inc (FHI) .

Click here to see the complete history of James F Getz’s form 4 insider trades.

Insider Ownership Summary of James F Getz

Ticker Comapny Transaction Date Type of Owner
TSC TriState Capital Holdings Inc 2021-11-01 director & Chairman & President and CEO
FHI Federated Hermes Inc 2006-03-03 director & Pres Retail Sales Division FSC

James F Getz Latest Holdings Summary

James F Getz currently owns a total of 2 stocks. Among these stocks, James F Getz owns 1,038,305 shares of TriState Capital Holdings Inc (TSC) as of November 1, 2021, with a value of $32 Million and a weighting of 60.45%. James F Getz also owns 495,231 shares of Federated Hermes Inc (FHI) as of March 3, 2006, with a value of $21 Million and a weighting of 39.55%.

Latest Holdings of James F Getz

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
TSC TriState Capital Holdings Inc 2021-11-01 1,038,305 30.58 31,751,367
FHI Federated Hermes Inc 2006-03-03 495,231 41.95 20,774,940

Holding Weightings of James F Getz


James F Getz Form 4 Trading Tracker

According to the SEC Form 4 filings, James F Getz has made a total of 3 transactions in TriState Capital Holdings Inc (TSC) over the past 5 years, including 2 buys and 1 sells. The most-recent trade in TriState Capital Holdings Inc is the sale of 3,586 shares on November 1, 2021, which brought James F Getz around $107,759.

According to the SEC Form 4 filings, James F Getz has made a total of 0 transactions in Federated Hermes Inc (FHI) over the past 5 years. The most-recent trade in Federated Hermes Inc is the sale of 325,000 shares on March 3, 2006, which brought James F Getz around $13 Million.

Insider Trading History of James F Getz

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.

James F Getz Trading Performance

GuruFocus tracks the stock performance after each of James F Getz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James F Getz is 3.4%. GuruFocus also compares James F Getz's trading performance to market benchmark return within the same time period. The performance of stocks bought by James F Getz within 3 months outperforms 7 times out of 18 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James F Getz'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 James F Getz

Average Return

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Average return per transaction

Outperforming Transactions

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10 out of 18 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(%) -0.71 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1.81 LIMIT LIMIT LIMIT LIMIT LIMIT

James F Getz Ownership Network

Ownership Network List of James F Getz

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Ownership Network Relation of James F Getz

Insider Network Chart

James F Getz Owned Company Details

What does TriState Capital Holdings Inc do?

Who are the key executives at TriState Capital Holdings Inc?

James F Getz is the director & Chairman & President and CEO of TriState Capital Holdings Inc. Other key executives at TriState Capital Holdings Inc include director & CEO & Director TSC Brian S Fetterolf , Chief Financial Officer David J Demas , and CEO & Chartwell Inv. Partners Timothy J Riddle .

TriState Capital Holdings Inc (TSC) Insider Trades Summary

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

TriState Capital Holdings Inc (TSC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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TriState Capital Holdings Inc Insider Transactions

No Available Data

James F Getz Mailing Address

Above is the net worth, insider trading, and ownership report for James F Getz. You might contact James F Getz via mailing address: C/o Tristate Capital Holdings, Inc, One Oxford Centre, Suite 2700, Pittsburgh Pa 15219.