Brian R Balbirnie - Net Worth and Insider Trading
Brian R Balbirnie Net Worth
The estimated net worth of Brian R Balbirnie is at least $5 Million dollars as of 2024-12-30. Brian R Balbirnie is the Director, CEO, 10% Owner of Issuer Direct Corp and owns about 619,521 shares of Issuer Direct Corp (ISDR) stock worth over $5 Million. Details can be seen in Brian R Balbirnie'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 Brian R Balbirnie has not made any transactions after 2024-03-22 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Brian R Balbirnie
Brian R Balbirnie Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brian R Balbirnie owns 1 companies in total, including Issuer Direct Corp (ISDR) .
Click here to see the complete history of Brian R Balbirnie’s form 4 insider trades.
Insider Ownership Summary of Brian R Balbirnie
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ISDR | Issuer Direct Corp | 2024-03-22 | director & 10 percent owner & Chairman & CEO |
Brian R Balbirnie Latest Holdings Summary
Brian R Balbirnie currently owns a total of 1 stock. Brian R Balbirnie owns 619,521 shares of Issuer Direct Corp (ISDR) as of March 22, 2024, with a value of $5 Million.
Latest Holdings of Brian R Balbirnie
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ISDR | Issuer Direct Corp | 2024-03-22 | 619,521 | 8.72 | 5,402,223 |
Holding Weightings of Brian R Balbirnie
Brian R Balbirnie Form 4 Trading Tracker
According to the SEC Form 4 filings, Brian R Balbirnie has made a total of 6 transactions in Issuer Direct Corp (ISDR) over the past 5 years, including 5 buys and 1 sells. The most-recent trade in Issuer Direct Corp is the acquisition of 500 shares on March 22, 2024, which cost Brian R Balbirnie around $6,035.
Insider Trading History of Brian R Balbirnie
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Brian R Balbirnie Trading Performance
GuruFocus tracks the stock performance after each of Brian R Balbirnie's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian R Balbirnie is -4.32%. GuruFocus also compares Brian R Balbirnie's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian R Balbirnie within 3 months outperforms 3 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brian R Balbirnie's insider trading performs compared to the benchmark.
Performance of Brian R Balbirnie
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.46 | | | | | |
| Relative Return to S&P 500(%) | -0.28 | | | | | |
Brian R Balbirnie Ownership Network
Brian R Balbirnie Owned Company Details
What does Issuer Direct Corp do?
Who are the key executives at Issuer Direct Corp?
Brian R Balbirnie is the director & 10 percent owner & Chairman & CEO of Issuer Direct Corp. Other key executives at Issuer Direct Corp include Chief Financial Officer Steven Winfield Knerr , Chief Financial Officer Timothy Pitoniak , and 10 percent owner Red Oak Partners, Llc .
Issuer Direct Corp (ISDR) Insider Trades Summary
Over the past 18 months, Brian R Balbirnie made 3 insider transaction in Issuer Direct Corp (ISDR) with a net purchase of 5,692. Other recent insider transactions involving Issuer Direct Corp (ISDR) include a net purchase of 163,711 shares made by Topline Capital Partners, Lp , a net purchase of 163,711 shares made by Topline Capital Management, Llc , and a net purchase of 17,745 shares made by Graeme P. Rein .
In summary, during the past 3 months, insiders sold 0 shares of Issuer Direct Corp (ISDR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 6,000 shares of Issuer Direct Corp (ISDR) were sold and 351,859 shares were bought by its insiders, resulting in a net purchase of 345,859 shares.
Issuer Direct Corp (ISDR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Issuer Direct Corp Insider Transactions
Brian R Balbirnie Mailing Address
Above is the net worth, insider trading, and ownership report for Brian R Balbirnie. You might contact Brian R Balbirnie via mailing address: C/o Issuer Direct Corp., 500 Perimeter Park Drive, Suite D, Morrisville Nc 27560.
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