Ann E Berman - Net Worth and Insider Trading
Ann E Berman Net Worth
The estimated net worth of Ann E Berman is at least $914,683 dollars as of 2024-12-28. Ann E Berman is the Director of Loews Corp and owns about 4,998 shares of Loews Corp (L) stock worth over $423,231. Ann E Berman is the Director of Cantel Medical Corp and owns about 4,159 shares of Cantel Medical Corp (CMD) stock worth over $334,259. Ann E Berman is also the Director of Immuneering Corp and owns about 67,465 shares of Immuneering Corp (IMRX) stock worth over $157,193. Besides these, Ann E Berman also holds Eaton Vance Corp (EV) . Details can be seen in Ann E Berman'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 Ann E Berman has not made any transactions after 2024-12-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Ann E Berman
Ann E Berman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ann E Berman owns 4 companies in total, including Eaton Vance Corp (EV) , Cantel Medical Corp (CMD) , and Loews Corp (L) among others .
Click here to see the complete history of Ann E Berman’s form 4 insider trades.
Insider Ownership Summary of Ann E Berman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EV | Eaton Vance Corp | 2020-08-14 | director |
| CMD | Cantel Medical Corp | 2021-04-05 | director |
| L | Loews Corp | 2024-12-02 | director |
 | | 2024-03-18 | director |
Ann E Berman Latest Holdings Summary
Ann E Berman currently owns a total of 4 stocks. Among these stocks, Ann E Berman owns 4,998 shares of Loews Corp (L) as of December 2, 2024, with a value of $423,231 and a weighting of 46.27%. Ann E Berman owns 4,159 shares of Cantel Medical Corp (CMD) as of April 5, 2021, with a value of $334,259 and a weighting of 36.54%. Ann E Berman also owns 67,465 shares of Immuneering Corp (IMRX) as of March 18, 2024, with a value of $157,193 and a weighting of 17.19%. The other 1 stocks Eaton Vance Corp (EV) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Ann E Berman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| L | Loews Corp | 2024-12-02 | 4,998 | 84.68 | 423,231 |
| CMD | Cantel Medical Corp | 2021-04-05 | 4,159 | 80.37 | 334,259 |
| IMRX | Immuneering Corp | 2024-03-18 | 67,465 | 2.33 | 157,193 |
| EV | Eaton Vance Corp | 2019-12-02 | 0 | 73.07 | 0 |
Holding Weightings of Ann E Berman
Ann E Berman Form 4 Trading Tracker
According to the SEC Form 4 filings, Ann E Berman has made a total of 12 transactions in Loews Corp (L) over the past 5 years, including 0 buys and 12 sells. The most-recent trade in Loews Corp is the sale of 1,146 shares on December 2, 2024, which brought Ann E Berman around $99,106.
According to the SEC Form 4 filings, Ann E Berman has made a total of 1 transactions in Cantel Medical Corp (CMD) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Cantel Medical Corp is the sale of 5,500 shares on April 5, 2021, which brought Ann E Berman around $453,255.
According to the SEC Form 4 filings, Ann E Berman has made a total of 3 transactions in Immuneering Corp (IMRX) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Immuneering Corp is the acquisition of 57,965 shares on March 18, 2024, which cost Ann E Berman around $123,465.
More details on Ann E Berman's insider transactions can be found in the Insider Trading History of Ann E Berman table.Insider Trading History of Ann E Berman
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Ann E Berman Trading Performance
GuruFocus tracks the stock performance after each of Ann E Berman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ann E Berman is -7.02%. GuruFocus also compares Ann E Berman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ann E Berman within 3 months outperforms 3 times out of 13 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ann E Berman's insider trading performs compared to the benchmark.
Performance of Ann E Berman
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.82 | | | | | |
| Relative Return to S&P 500(%) | 0.37 | | | | | |
Ann E Berman Ownership Network
Ann E Berman Owned Company Details
What does Eaton Vance Corp do?
Who are the key executives at Eaton Vance Corp?
Ann E Berman is the director of Eaton Vance Corp. Other key executives at Eaton Vance Corp include director & CEO Faust Thomas E Jr , Chief Administrative Officer Daniel C. Cataldo , and other: Pres & CEO EV Distributors Inc Matthew J Witkos .
Eaton Vance Corp (EV) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Corp (EV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Corp (EV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Eaton Vance Corp (EV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Eaton Vance Corp Insider Transactions
Ann E Berman Mailing Address
Above is the net worth, insider trading, and ownership report for Ann E Berman. You might contact Ann E Berman via mailing address: 255 State Street, Boston Ma 02109.
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