Roger H Lee - Net Worth and Insider Trading

Roger H Lee Net Worth

The estimated net worth of Roger H Lee is at least $254 Million dollars as of 2024-12-26. Roger H Lee is the 10% Owner of Braze Inc and owns about 3,307,527 shares of Braze Inc (BRZE) stock worth over $146 Million. Roger H Lee is the 10% Owner of Sprinklr Inc and owns about 12,237,152 shares of Sprinklr Inc (CXM) stock worth over $108 Million. Roger H Lee is also the Director of Angi Inc and owns about 0 shares of Angi Inc (ANGI) stock worth over $0. Details can be seen in Roger H Lee'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 H Lee has not made any transactions after 2024-10-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Roger H Lee

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Roger H Lee Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Roger H Lee owns 10 companies in total, including Champions Oncology Inc (CSBR) , Coupa Software Inc (COUP) , and Q2 Holdings Inc (QTWO) among others .

Click here to see the complete history of Roger H Lee’s form 4 insider trades.

Insider Ownership Summary of Roger H Lee

Ticker Comapny Transaction Date Type of Owner
CSBR Champions Oncology Inc 2019-01-08 10 percent owner
COUP Coupa Software Inc 2018-03-20 other: Former 10% owner
QTWO Q2 Holdings Inc 2014-03-25 10 percent owner
LIMIT LIMIT 2014-10-01 10 percent owner
LIMIT LIMIT 2010-03-23 10 percent owner
LIMIT LIMIT 2024-09-11 10 percent owner
LIMIT LIMIT 2024-10-11 10 percent owner
LIMIT LIMIT 2021-09-21 10 percent owner
LIMIT LIMIT 2022-08-09 director
LIMIT LIMIT 2022-08-09 director

Roger H Lee Latest Holdings Summary

Roger H Lee currently owns a total of 3 stocks. Among these stocks, Roger H Lee owns 3,307,527 shares of Braze Inc (BRZE) as of October 11, 2024, with a value of $146 Million and a weighting of 57.43%. Roger H Lee owns 12,237,152 shares of Sprinklr Inc (CXM) as of September 11, 2024, with a value of $108 Million and a weighting of 42.57%. Roger H Lee also owns 0 shares of Angi Inc (ANGI) as of August 14, 2012, with a value of $0 and a weighting of 0%.

Latest Holdings of Roger H Lee

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
BRZE Braze Inc 2024-10-11 3,307,527 44.02 145,597,339
CXM Sprinklr Inc 2024-09-11 12,237,152 8.82 107,931,681
ANGI Angi Inc 2012-08-14 0 1.61 0

Holding Weightings of Roger H Lee


Roger H Lee Form 4 Trading Tracker

According to the SEC Form 4 filings, Roger H Lee has made a total of 1 transactions in Braze Inc (BRZE) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Braze Inc is the sale of 56,830 shares on October 11, 2024, which brought Roger H Lee around $2 Million.

According to the SEC Form 4 filings, Roger H Lee has made a total of 3 transactions in Sprinklr Inc (CXM) over the past 5 years, including 1 buys and 2 sells. The most-recent trade in Sprinklr Inc is the sale of 269,884 shares on September 11, 2024, which brought Roger H Lee around $2 Million.

According to the SEC Form 4 filings, Roger H Lee has made a total of 0 transactions in Angi Inc (ANGI) over the past 5 years. The most-recent trade in Angi Inc is the sale of 85,066 shares on August 14, 2012, which brought Roger H Lee around $965,499.

Insider Trading History of Roger H Lee

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Roger H Lee Trading Performance

GuruFocus tracks the stock performance after each of Roger H Lee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Roger H Lee is -9.4%. GuruFocus also compares Roger H Lee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Roger H Lee 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 Roger H Lee's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Roger H Lee

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
0 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -7.11 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -10.17 LIMIT LIMIT LIMIT LIMIT LIMIT

Roger H Lee Ownership Network

Ownership Network List of Roger H Lee

No Data

Ownership Network Relation of Roger H Lee

Insider Network Chart

Roger H Lee Owned Company Details

What does Champions Oncology Inc do?

Who are the key executives at Champions Oncology Inc?

Roger H Lee is the 10 percent owner of Champions Oncology Inc. Other key executives at Champions Oncology Inc include director & President Ronnie Morris , 10 percent owner New Enterprise Associates 14, L.p. , and 10 percent owner Michael Maurice Brown .

Champions Oncology Inc (CSBR) Insider Trades Summary

Over the past 18 months, Roger H Lee made no insider transaction in Champions Oncology Inc (CSBR). Other recent insider transactions involving Champions Oncology Inc (CSBR) include a net purchase of 75,504 shares made by Daniel Newman Mendelson ,

In summary, during the past 3 months, insiders sold 0 shares of Champions Oncology Inc (CSBR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Champions Oncology Inc (CSBR) were sold and 75,504 shares were bought by its insiders, resulting in a net purchase of 75,504 shares.

Champions Oncology Inc (CSBR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Champions Oncology Inc Insider Transactions

No Available Data

Roger H Lee Mailing Address

Above is the net worth, insider trading, and ownership report for Roger H Lee. You might contact Roger H Lee via mailing address: One Marina Park Drive, Suite 1100, Boston Ma 02210.

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