Simon R Gerlin - Net Worth and Insider Trading
Simon R Gerlin Net Worth
The estimated net worth of Simon R Gerlin is at least $530,339 dollars as of 2024-11-06. Simon R Gerlin is the Director of Cambridge Bancorp and owns about 5,451 shares of Cambridge Bancorp (CATC) stock worth over $401,139. Simon R Gerlin is also the Director of Wellesley Bancorp Inc and owns about 3,800 shares of Wellesley Bancorp Inc (WEBK) stock worth over $129,200. Details can be seen in Simon R Gerlin'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 Simon R Gerlin has not made any transactions after 2023-06-13 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Simon R Gerlin
Simon R Gerlin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Simon R Gerlin owns 3 companies in total, including Cambridge Bancorp (CATC) , Wellesley Bancorp Inc (WEBK) , and Clean Harbors Inc (CLH) .
Click here to see the complete history of Simon R Gerlin’s form 4 insider trades.
Insider Ownership Summary of Simon R Gerlin
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CATC | Cambridge Bancorp | 2023-06-13 | director |
| WEBK | Wellesley Bancorp Inc | 2020-06-01 | director |
| CLH | Clean Harbors Inc | 2008-07-08 | Sr. VP Finance - CHESI |
Simon R Gerlin Latest Holdings Summary
Simon R Gerlin currently owns a total of 2 stocks. Among these stocks, Simon R Gerlin owns 5,451 shares of Cambridge Bancorp (CATC) as of June 13, 2023, with a value of $401,139 and a weighting of 75.64%. Simon R Gerlin also owns 3,800 shares of Wellesley Bancorp Inc (WEBK) as of December 13, 2018, with a value of $129,200 and a weighting of 24.36%.
Latest Holdings of Simon R Gerlin
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CATC | Cambridge Bancorp | 2023-06-13 | 5,451 | 73.59 | 401,139 |
| WEBK | Wellesley Bancorp Inc | 2018-12-13 | 3,800 | 34.00 | 129,200 |
Holding Weightings of Simon R Gerlin
Simon R Gerlin Form 4 Trading Tracker
According to the SEC Form 4 filings, Simon R Gerlin has made a total of 4 transactions in Cambridge Bancorp (CATC) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Cambridge Bancorp is the acquisition of 100 shares on June 13, 2023, which cost Simon R Gerlin around $5,903.
According to the SEC Form 4 filings, Simon R Gerlin has made a total of 0 transactions in Wellesley Bancorp Inc (WEBK) over the past 5 years. The most-recent trade in Wellesley Bancorp Inc is the acquisition of 200 shares on December 13, 2018, which cost Simon R Gerlin around $6,808.
Insider Trading History of Simon R Gerlin
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Simon R Gerlin Trading Performance
GuruFocus tracks the stock performance after each of Simon R Gerlin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Simon R Gerlin is 5.14%. GuruFocus also compares Simon R Gerlin's trading performance to market benchmark return within the same time period. The performance of stocks bought by Simon R Gerlin within 3 months outperforms 4 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 Simon R Gerlin's insider trading performs compared to the benchmark.
Performance of Simon R Gerlin
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.38 | | | | | |
| Relative Return to S&P 500(%) | -0.42 | | | | | |
Simon R Gerlin Ownership Network
Ownership Network List of Simon R Gerlin
Ownership Network Relation of Simon R Gerlin
Simon R Gerlin Owned Company Details
What does Cambridge Bancorp do?
Who are the key executives at Cambridge Bancorp?
Simon R Gerlin is the director of Cambridge Bancorp. Other key executives at Cambridge Bancorp include SVP & Director of HR Pilar Pueyo , SVP & Interim CFO Joseph P. Sapienza , and EVP/Head of Wealth Mgmt Jeffrey F. Smith .
Cambridge Bancorp (CATC) Insider Trades Summary
Over the past 18 months, Simon R Gerlin made 1 insider transaction in Cambridge Bancorp (CATC) with a net purchase of 100. Other recent insider transactions involving Cambridge Bancorp (CATC) include a net sale of 3,669 shares made by Stone Robert Gregg Iii , a net sale of 1,313 shares made by Pilar Pueyo ,
In summary, during the past 3 months, insiders sold 0 shares of Cambridge Bancorp (CATC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 4,982 shares of Cambridge Bancorp (CATC) were sold and 100 shares were bought by its insiders, resulting in a net sale of 4,882 shares.
Cambridge Bancorp (CATC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Cambridge Bancorp Insider Transactions
Simon R Gerlin Mailing Address
Above is the net worth, insider trading, and ownership report for Simon R Gerlin. You might contact Simon R Gerlin via mailing address: C/o Clean Harbors, Inc., 42 Longwater Drive, Norwell Ma 02061-9149.
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