David Helfand - Net Worth and Insider Trading

David Helfand Net Worth

The estimated net worth of David Helfand is at least $1 Million dollars as of 2024-11-11. David Helfand is the Director of Citigroup Inc New Prin Protected Nt Based Upon S&P 500 Index 2014 and owns about 122,834 shares of Citigroup Inc New Prin Protected Nt Based Upon S&P 500 Index 2014 (MHC) stock worth over $1 Million. Details can be seen in David Helfand'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 David Helfand has not made any transactions after 2004-02-10 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 David Helfand

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David Helfand Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David Helfand owns 4 companies in total, including Equity Commonwealth (EQC) , Equity Lifestyle Properties Inc (ELS) , and Jaws Mustang Acquisition Corp (JWSMF) among others .

Click here to see the complete history of David Helfand’s form 4 insider trades.

Insider Ownership Summary of David Helfand

Ticker Comapny Transaction Date Type of Owner
EQC Equity Commonwealth 2018-10-28 director & President & CEO
ELS Equity Lifestyle Properties Inc 2003-11-13 director
JWSMF Jaws Mustang Acquisition Corp 2021-02-01 director
LIMIT LIMIT 2021-02-01 director

David Helfand Latest Holdings Summary

David Helfand currently owns a total of 1 stock. David Helfand owns 122,834 shares of Citigroup Inc New Prin Protected Nt Based Upon S&P 500 Index 2014 (MHC) as of February 10, 2004, with a value of $1 Million.

Latest Holdings of David Helfand

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MHC Citigroup Inc New Prin Protected Nt Based Upon S&P 500 Index 2014 2004-02-10 122,834 11.46 1,407,678

Holding Weightings of David Helfand


David Helfand Form 4 Trading Tracker

According to the SEC Form 4 filings, David Helfand has made a total of 0 transactions in Citigroup Inc New Prin Protected Nt Based Upon S&P 500 Index 2014 (MHC) over the past 5 years. The most-recent trade in Citigroup Inc New Prin Protected Nt Based Upon S&P 500 Index 2014 is the sale of 10,000 shares on February 10, 2004, which brought David Helfand around $356,700.

Insider Trading History of David Helfand

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.

David Helfand Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

David Helfand Ownership Network

Ownership Network List of David Helfand

No Data

Ownership Network Relation of David Helfand

Insider Network Chart

David Helfand Owned Company Details

What does Equity Commonwealth do?

Who are the key executives at Equity Commonwealth?

David Helfand is the director & President & CEO of Equity Commonwealth. Other key executives at Equity Commonwealth include SVP & Chief Accounting Officer Andrew Levy , EVP & Gen. Counsel & Secretary Orrin S Shifrin , and SVP & CFO & Treasurer William H Griffiths .

Equity Commonwealth (EQC) Insider Trades Summary

Over the past 18 months, David Helfand made no insider transaction in Equity Commonwealth (EQC). Other recent insider transactions involving Equity Commonwealth (EQC) include a net sale of 50,000 shares made by Orrin S Shifrin , and a net sale of 2,409 shares made by Andrew Levy .

In summary, during the past 3 months, insiders sold 0 shares of Equity Commonwealth (EQC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 52,409 shares of Equity Commonwealth (EQC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 52,409 shares.

Equity Commonwealth (EQC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Equity Commonwealth Insider Transactions

No Available Data

David Helfand Mailing Address

Above is the net worth, insider trading, and ownership report for David Helfand. You might contact David Helfand via mailing address: C/o Manufactured Home Communities Inc, 2 N Riverside Plaza #800, Chicago Il 60606.