Roger S Penske - Net Worth and Insider Trading
Roger S Penske Net Worth
The estimated net worth of Roger S Penske is at least $244 Million dollars as of 2024-12-28. Roger S Penske is the Chairman & CEO, 10% Owner of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 and owns about 11,342,814 shares of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) stock worth over $199 Million. Roger S Penske is the Chair & CEO, 10% Owner of Penske Automotive Group Inc and owns about 286,835 shares of Penske Automotive Group Inc (PAG) stock worth over $44 Million. Roger S Penske is also the Director of Universal Technical Institute Inc and owns about 9,363 shares of Universal Technical Institute Inc (UTI) stock worth over $243,063. Details can be seen in Roger S Penske'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 Roger S Penske has not made any transactions after 2021-08-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Roger S Penske
Roger S Penske Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Roger S Penske owns 4 companies in total, including Penske Automotive Group Inc (PAG) , Universal Technical Institute Inc (UTI) , and GE Aerospace (GE) among others .
Click here to see the complete history of Roger S Penske’s form 4 insider trades.
Insider Ownership Summary of Roger S Penske
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PAG | Penske Automotive Group Inc | 2023-02-15 | director & 10 percent owner & Chair & CEO |
| UTI | Universal Technical Institute Inc | 2013-12-06 | director & 10 percent owner |
| GE | GE Aerospace | 2003-07-01 | director |
 | | 2003-08-21 | director |
Roger S Penske Latest Holdings Summary
Roger S Penske currently owns a total of 3 stocks. Among these stocks, Roger S Penske owns 11,342,814 shares of UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) as of March 9, 2006, with a value of $199 Million and a weighting of 81.67%. Roger S Penske owns 286,835 shares of Penske Automotive Group Inc (PAG) as of August 16, 2021, with a value of $44 Million and a weighting of 18.23%. Roger S Penske also owns 9,363 shares of Universal Technical Institute Inc (UTI) as of December 6, 2013, with a value of $243,063 and a weighting of 0.1%.
Latest Holdings of Roger S Penske
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UAG | UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 | 2006-03-09 | 11,342,814 | 17.57 | 199,293,242 |
| PAG | Penske Automotive Group Inc | 2021-08-16 | 286,835 | 155.14 | 44,499,582 |
| UTI | Universal Technical Institute Inc | 2013-12-06 | 9,363 | 25.96 | 243,063 |
Holding Weightings of Roger S Penske
Roger S Penske Form 4 Trading Tracker
According to the SEC Form 4 filings, Roger S Penske has made a total of 0 transactions in UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 (UAG) over the past 5 years. The most-recent trade in UBS AG Jersey ZC SP E-TRACS REDEEM 05/04/2038 USD 25 is the sale of 460,000 shares on March 9, 2006, which brought Roger S Penske around $20 Million.
According to the SEC Form 4 filings, Roger S Penske has made a total of 2 transactions in Penske Automotive Group Inc (PAG) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Penske Automotive Group Inc is the sale of 25,000 shares on August 16, 2021, which brought Roger S Penske around $2 Million.
According to the SEC Form 4 filings, Roger S Penske has made a total of 0 transactions in Universal Technical Institute Inc (UTI) over the past 5 years. The most-recent trade in Universal Technical Institute Inc is the acquisition of 1,500 shares on December 6, 2013, which cost Roger S Penske around $21,900.
Insider Trading History of Roger S Penske
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Roger S Penske Trading Performance
GuruFocus tracks the stock performance after each of Roger S Penske's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Roger S Penske is 12.12%. GuruFocus also compares Roger S Penske's trading performance to market benchmark return within the same time period. The performance of stocks bought by Roger S Penske within 3 months outperforms 10 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Roger S Penske's insider trading performs compared to the benchmark.
Performance of Roger S Penske
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 8.27 | | | | | |
| Relative Return to S&P 500(%) | 8.67 | | | | | |
Roger S Penske Ownership Network
Roger S Penske Owned Company Details
What does Penske Automotive Group Inc do?
Who are the key executives at Penske Automotive Group Inc?
Roger S Penske is the director & 10 percent owner & Chair & CEO of Penske Automotive Group Inc. Other key executives at Penske Automotive Group Inc include EVP & CFO Michelle Hulgrave , director & President Kurnick Robert H Jr , and EVP & Gen. Counsel & Sec. Shane M. Spradlin .
Penske Automotive Group Inc (PAG) Insider Trades Summary
Over the past 18 months, Roger S Penske made no insider transaction in Penske Automotive Group Inc (PAG). Other recent insider transactions involving Penske Automotive Group Inc (PAG) include a net sale of 5,316 shares made by John Barr , a net sale of 10,997 shares made by Kurnick Robert H Jr , and a net sale of 8,750 shares made by Sandra E. Pierce .
In summary, during the past 3 months, insiders sold 0 shares of Penske Automotive Group Inc (PAG) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 30,696 shares of Penske Automotive Group Inc (PAG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 30,696 shares.
Penske Automotive Group Inc (PAG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Penske Automotive Group Inc Insider Transactions
Roger S Penske Mailing Address
Above is the net worth, insider trading, and ownership report for Roger S Penske. You might contact Roger S Penske via mailing address: 2555 Telegraph Road, Bloomfield Hills Mi 48302-0954.
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