James Lim - Net Worth and Insider Trading
James Lim Net Worth
The estimated net worth of James Lim is at least $504 Million dollars as of 2024-12-29. James Lim is the 10% Owner of StepStone Group Inc and owns about 6,208,351 shares of StepStone Group Inc (STEP) stock worth over $372 Million. James Lim is also the 10% Owner of Energy Transfer LP and owns about 6,856,566 shares of Energy Transfer LP (ET) stock worth over $132 Million. Details can be seen in James Lim'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 Lim has not made any transactions after 2024-02-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of James Lim
James Lim Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Lim owns 4 companies in total, including Sprout Social Inc (SPT) , MuleSoft Inc (MULE) , and Oblong Inc (OBLG) among others .
Click here to see the complete history of James Lim’s form 4 insider trades.
Insider Ownership Summary of James Lim
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SPT | Sprout Social Inc | 2019-12-12 | 10 percent owner |
| MULE | MuleSoft Inc | 2017-12-31 | 10 percent owner |
| OBLG | Oblong Inc | 2021-02-02 | 10 percent owner |
 | | 2024-02-16 | 10 percent owner |
James Lim Latest Holdings Summary
James Lim currently owns a total of 2 stocks. Among these stocks, James Lim owns 6,208,351 shares of StepStone Group Inc (STEP) as of February 16, 2024, with a value of $372 Million and a weighting of 73.77%. James Lim also owns 6,856,566 shares of Energy Transfer LP (ET) as of June 4, 2013, with a value of $132 Million and a weighting of 26.23%.
Latest Holdings of James Lim
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| STEP | StepStone Group Inc | 2024-02-16 | 6,208,351 | 59.88 | 371,756,058 |
| ET | Energy Transfer LP | 2013-06-04 | 6,856,566 | 19.28 | 132,194,592 |
Holding Weightings of James Lim
James Lim Form 4 Trading Tracker
According to the SEC Form 4 filings, James Lim has made a total of 11 transactions in StepStone Group Inc (STEP) over the past 5 years, including 0 buys and 11 sells. The most-recent trade in StepStone Group Inc is the sale of 119,101 shares on February 16, 2024, which brought James Lim around $4 Million.
According to the SEC Form 4 filings, James Lim has made a total of 0 transactions in Energy Transfer LP (ET) over the past 5 years. The most-recent trade in Energy Transfer LP is the sale of 2,314,342 shares on June 4, 2013, which brought James Lim around $78 Million.
Insider Trading History of James Lim
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James Lim Trading Performance
GuruFocus tracks the stock performance after each of James Lim's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Lim is 9.01%. GuruFocus also compares James Lim's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Lim within 3 months outperforms 1 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 Lim's insider trading performs compared to the benchmark.
Performance of James Lim
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.41 | | | | | |
| Relative Return to S&P 500(%) | 2.92 | | | | | |
James Lim Ownership Network
James Lim Owned Company Details
What does Sprout Social Inc do?
Who are the key executives at Sprout Social Inc?
James Lim is the 10 percent owner of Sprout Social Inc. Other key executives at Sprout Social Inc include director & 10 percent owner & Chairman and CEO Justyn Russell Howard , CFO and Treasurer Preto Joseph Del , and President Ryan Paul Barretto .
Sprout Social Inc (SPT) Insider Trades Summary
Over the past 18 months, James Lim made no insider transaction in Sprout Social Inc (SPT). Other recent insider transactions involving Sprout Social Inc (SPT) include a net sale of 41,926 shares made by Preto Joseph Del , a net sale of 523,595 shares made by Justyn Russell Howard , and a net sale of 188,729 shares made by Ryan Paul Barretto .
In summary, during the past 3 months, insiders sold 102,306 shares of Sprout Social Inc (SPT) in total and bought 0 shares, with a net sale of 102,306 shares. During the past 18 months, 975,471 shares of Sprout Social Inc (SPT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 975,471 shares.
Sprout Social Inc (SPT)'s detailed insider trading history can be found in Insider Trading Tracker table.
Sprout Social Inc Insider Transactions
James Lim Mailing Address
Above is the net worth, insider trading, and ownership report for James Lim. You might contact James Lim via mailing address: 100 Painters Mill Road, Suite 700, Owings Mills Md 21117.
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