James R Baio - Net Worth and Insider Trading
James R Baio Net Worth
The estimated net worth of James R Baio is at least $4 Million dollars as of 2024-11-08. James R Baio is the Director of Virtus Investment Partners Inc and owns about 10,045 shares of Virtus Investment Partners Inc (VRTS) stock worth over $2 Million. James R Baio is also the EVP, CFO and Treasurer of Franklin Resources Inc and owns about 75,341 shares of Franklin Resources Inc (BEN) stock worth over $2 Million. Details can be seen in James R Baio'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 R Baio has not made any transactions after 2012-12-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James R Baio
James R Baio Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James R Baio owns 2 companies in total, including Virtus Investment Partners Inc (VRTS) , and Franklin Resources Inc (BEN) .
Click here to see the complete history of James R Baio’s form 4 insider trades.
Insider Ownership Summary of James R Baio
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| VRTS | Virtus Investment Partners Inc | 2017-05-19 | director |
| BEN | Franklin Resources Inc | 2006-09-14 | SVP & Chief Financial Officer |
James R Baio Latest Holdings Summary
James R Baio currently owns a total of 2 stocks. Among these stocks, James R Baio owns 10,045 shares of Virtus Investment Partners Inc (VRTS) as of December 4, 2012, with a value of $2 Million and a weighting of 59.52%. James R Baio also owns 75,341 shares of Franklin Resources Inc (BEN) as of September 14, 2006, with a value of $2 Million and a weighting of 40.48%.
Latest Holdings of James R Baio
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| VRTS | Virtus Investment Partners Inc | 2012-12-04 | 10,045 | 234.77 | 2,358,265 |
| BEN | Franklin Resources Inc | 2006-09-14 | 75,341 | 21.29 | 1,604,010 |
Holding Weightings of James R Baio
James R Baio Form 4 Trading Tracker
According to the SEC Form 4 filings, James R Baio has made a total of 0 transactions in Virtus Investment Partners Inc (VRTS) over the past 5 years. The most-recent trade in Virtus Investment Partners Inc is the sale of 2,000 shares on December 4, 2012, which brought James R Baio around $227,880.
According to the SEC Form 4 filings, James R Baio has made a total of 0 transactions in Franklin Resources Inc (BEN) over the past 5 years. The most-recent trade in Franklin Resources Inc is the sale of 22,800 shares on September 14, 2006, which brought James R Baio around $790,856.
Insider Trading History of James R Baio
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James R Baio Trading Performance
GuruFocus tracks the stock performance after each of James R Baio's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James R Baio is 13.01%. GuruFocus also compares James R Baio's trading performance to market benchmark return within the same time period. The performance of stocks bought by James R Baio within 3 months outperforms 2 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 James R Baio's insider trading performs compared to the benchmark.
Performance of James R Baio
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -6.38 | | | | | |
| Relative Return to S&P 500(%) | -8.65 | | | | | |
James R Baio Ownership Network
Ownership Network List of James R Baio
Ownership Network Relation of James R Baio
James R Baio Owned Company Details
What does Virtus Investment Partners Inc do?
Who are the key executives at Virtus Investment Partners Inc?
James R Baio is the director of Virtus Investment Partners Inc. Other key executives at Virtus Investment Partners Inc include EVP & Head of Distribution Barry M. Mandinach , EVP & Chief Financial Officer Michael A Angerthal , and EVP & Human Resources Mardelle W Pena .
Virtus Investment Partners Inc (VRTS) Insider Trades Summary
Over the past 18 months, James R Baio made no insider transaction in Virtus Investment Partners Inc (VRTS). Other recent insider transactions involving Virtus Investment Partners Inc (VRTS) include a net sale of 8,049 shares made by Michael A Angerthal , a net sale of 7,963 shares made by Barry M. Mandinach , and a net sale of 2,150 shares made by Stephen T Zarrilli .
In summary, during the past 3 months, insiders sold 0 shares of Virtus Investment Partners Inc (VRTS) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 18,162 shares of Virtus Investment Partners Inc (VRTS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 18,162 shares.
Virtus Investment Partners Inc (VRTS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Investment Partners Inc Insider Transactions
James R Baio Mailing Address
Above is the net worth, insider trading, and ownership report for James R Baio. You might contact James R Baio via mailing address: C/o Virtus Investment Partners, Inc., 100 Pearl Street, Hartford Ct 06103.
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