Whelan, Jr. Robert M. - Net Worth and Insider Trading
Whelan, Jr. Robert M. Net Worth
The estimated net worth of Whelan, Jr. Robert M. is at least $3 Million dollars as of 2024-12-29. Whelan, Jr. Robert M. is the Director of Aspen Technology Inc and owns about 8,540 shares of Aspen Technology Inc (AZPN) stock worth over $2 Million. Whelan, Jr. Robert M. is also the Director of Annovis Bio Inc and owns about 95,700 shares of Annovis Bio Inc (ANVS) stock worth over $504,339. Details can be seen in Whelan, Jr. Robert M.'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 Whelan, Jr. Robert M. has not made any transactions after 2024-08-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Whelan, Jr. Robert M.
Whelan, Jr. Robert M. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Whelan, Jr. Robert M. owns 4 companies in total, including Annovis Bio Inc (ANVS) , Aspen Technology Inc (AZPN) , and ARIAD Pharmaceuticals Inc (ARIA) among others .
Click here to see the complete history of Whelan, Jr. Robert M.’s form 4 insider trades.
Insider Ownership Summary of Whelan, Jr. Robert M.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ANVS | Annovis Bio Inc | 2020-01-31 | director |
| AZPN | Aspen Technology Inc | 2024-08-28 | director |
| ARIA | ARIAD Pharmaceuticals Inc | 2014-01-31 | director |
 | | 2021-02-05 | director |
Whelan, Jr. Robert M. Latest Holdings Summary
Whelan, Jr. Robert M. currently owns a total of 2 stocks. Among these stocks, Whelan, Jr. Robert M. owns 8,540 shares of Aspen Technology Inc (AZPN) as of August 28, 2024, with a value of $2 Million and a weighting of 80.96%. Whelan, Jr. Robert M. also owns 95,700 shares of Annovis Bio Inc (ANVS) as of January 31, 2020, with a value of $504,339 and a weighting of 19.04%.
Latest Holdings of Whelan, Jr. Robert M.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AZPN | Aspen Technology Inc | 2024-08-28 | 8,540 | 251.06 | 2,144,052 |
| ANVS | Annovis Bio Inc | 2020-01-31 | 95,700 | 5.27 | 504,339 |
Holding Weightings of Whelan, Jr. Robert M.
Whelan, Jr. Robert M. Form 4 Trading Tracker
According to the SEC Form 4 filings, Whelan, Jr. Robert M. has made a total of 4 transactions in Aspen Technology Inc (AZPN) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Aspen Technology Inc is the sale of 1,000 shares on August 28, 2024, which brought Whelan, Jr. Robert M. around $219,100.
According to the SEC Form 4 filings, Whelan, Jr. Robert M. has made a total of 1 transactions in Annovis Bio Inc (ANVS) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Annovis Bio Inc is the acquisition of 25,000 shares on January 31, 2020, which cost Whelan, Jr. Robert M. around $150,000.
Insider Trading History of Whelan, Jr. Robert M.
- 1
Whelan, Jr. Robert M. Trading Performance
GuruFocus tracks the stock performance after each of Whelan, Jr. Robert M.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Whelan, Jr. Robert M. is -43.25%. GuruFocus also compares Whelan, Jr. Robert M.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Whelan, Jr. Robert M. within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Whelan, Jr. Robert M.'s insider trading performs compared to the benchmark.
Performance of Whelan, Jr. Robert M.
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -20.71 | | | | | |
| Relative Return to S&P 500(%) | -16.52 | | | | | |
Whelan, Jr. Robert M. Ownership Network
Whelan, Jr. Robert M. Owned Company Details
What does Annovis Bio Inc do?
Who are the key executives at Annovis Bio Inc?
Whelan, Jr. Robert M. is the director of Annovis Bio Inc. Other key executives at Annovis Bio Inc include Chief Financial Officer Henry Iii Hagopian , director & President and CEO Maria-luisa Maccecchini , and Chief Financial Officer Jeffrey Brian Mcgroarty .
Annovis Bio Inc (ANVS) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Annovis Bio Inc (ANVS) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Annovis Bio Inc (ANVS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Annovis Bio Inc (ANVS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Annovis Bio Inc Insider Transactions
Whelan, Jr. Robert M. Mailing Address
Above is the net worth, insider trading, and ownership report for Whelan, Jr. Robert M.. You might contact Whelan, Jr. Robert M. via mailing address: Ariad Pharmaceuticals, Inc., 26 Landsdowne Street, Cambridge Ma 02139.
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