Charles Roame - Net Worth and Insider Trading
Charles Roame Net Worth
The estimated net worth of Charles Roame is at least $929,807 dollars as of 2024-09-23. Charles Roame is the Director of Envestnet Inc and owns about 14,820 shares of Envestnet Inc (ENV) stock worth over $929,807. Details can be seen in Charles Roame'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 Charles Roame has not made any transactions after 2019-06-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Charles Roame
Charles Roame Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles Roame owns 3 companies in total, including Lefteris Acquisition Corp (LFTRU) , Envestnet Inc (ENV) , and Lefteris Acquisition Corp (LFTR) .
Click here to see the complete history of Charles Roame’s form 4 insider trades.
Insider Ownership Summary of Charles Roame
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| LFTRU | Lefteris Acquisition Corp | 2020-10-20 | director |
| ENV | Envestnet Inc | 2019-06-17 | director |
| LFTR | Lefteris Acquisition Corp | 2020-10-20 | director |
Charles Roame Latest Holdings Summary
Charles Roame currently owns a total of 1 stock. Charles Roame owns 14,820 shares of Envestnet Inc (ENV) as of June 17, 2019, with a value of $929,807.
Latest Holdings of Charles Roame
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ENV | Envestnet Inc | 2019-06-17 | 14,820 | 62.74 | 929,807 |
Holding Weightings of Charles Roame
Charles Roame Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles Roame has made a total of 0 transactions in Envestnet Inc (ENV) over the past 5 years. The most-recent trade in Envestnet Inc is the sale of 3,165 shares on June 17, 2019, which brought Charles Roame around $220,917.
Insider Trading History of Charles Roame
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Charles Roame Trading Performance
GuruFocus tracks the stock performance after each of Charles Roame's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles Roame is 10.52%. GuruFocus also compares Charles Roame's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles Roame within 3 months outperforms 11 times out of 19 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles Roame's insider trading performs compared to the benchmark.
Performance of Charles Roame
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.89 | | | | | |
| Relative Return to S&P 500(%) | 3.47 | | | | | |
Charles Roame Ownership Network
Charles Roame Owned Company Details
What does Lefteris Acquisition Corp do?
Who are the key executives at Lefteris Acquisition Corp?
Charles Roame is the director of Lefteris Acquisition Corp. Other key executives at Lefteris Acquisition Corp include director & 10 percent owner & Chairman of the Board Mark S Casady , Chief Financial Officer Jon D Isaacson , and director & Chief Executive Officer Karl A Roessner .
Lefteris Acquisition Corp (LFTRU) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Lefteris Acquisition Corp (LFTRU) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Lefteris Acquisition Corp (LFTRU) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Lefteris Acquisition Corp (LFTRU)'s detailed insider trading history can be found in Insider Trading Tracker table.
Lefteris Acquisition Corp Insider Transactions
Charles Roame Mailing Address
Above is the net worth, insider trading, and ownership report for Charles Roame. You might contact Charles Roame via mailing address: 1735 Tiburon Boulevard, Tiburon Ca 94920.
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