James D Wehr - Net Worth and Insider Trading

James D Wehr Net Worth

The estimated net worth of James D Wehr is at least $13 Million dollars as of 2024-12-28. James D Wehr is the President & CEO of Phoenix Companies Inc and owns about 324,993 shares of Phoenix Companies Inc (PNX) stock worth over $12 Million. James D Wehr is also the Director of Global Indemnity Group LLC and owns about 18,263 shares of Global Indemnity Group LLC (GBLI) stock worth over $651,076. Details can be seen in James D Wehr'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 D Wehr has not made any transactions after 2020-08-31 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 James D Wehr

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James D Wehr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James D Wehr owns 3 companies in total, including Global Indemnity Group LLC (GBLI) , Phoenix Companies Inc (PNX) , and DTFTax-Free Income Inc (DTF) .

Click here to see the complete history of James D Wehr’s form 4 insider trades.

Insider Ownership Summary of James D Wehr

Ticker Comapny Transaction Date Type of Owner
GBLI Global Indemnity Group LLC 2020-08-31 director
PNX Phoenix Companies Inc 2016-06-20 director & President & CEO
DTF DTFTax-Free Income Inc 2003-11-06 V.P.& Chief Investment Officer

James D Wehr Latest Holdings Summary

James D Wehr currently owns a total of 2 stocks. Among these stocks, James D Wehr owns 324,993 shares of Phoenix Companies Inc (PNX) as of May 10, 2012, with a value of $12 Million and a weighting of 94.93%. James D Wehr also owns 18,263 shares of Global Indemnity Group LLC (GBLI) as of August 31, 2020, with a value of $651,076 and a weighting of 5.07%.

Latest Holdings of James D Wehr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PNX Phoenix Companies Inc 2012-05-10 324,993 37.49 12,183,988
GBLI Global Indemnity Group LLC 2020-08-31 18,263 35.65 651,076

Holding Weightings of James D Wehr


James D Wehr Form 4 Trading Tracker

According to the SEC Form 4 filings, James D Wehr has made a total of 0 transactions in Phoenix Companies Inc (PNX) over the past 5 years. The most-recent trade in Phoenix Companies Inc is the acquisition of 100,000 shares on May 10, 2012, which cost James D Wehr around $184,000.

According to the SEC Form 4 filings, James D Wehr has made a total of 1 transactions in Global Indemnity Group LLC (GBLI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Global Indemnity Group LLC is the acquisition of 4,000 shares on August 31, 2020, which cost James D Wehr around $83,840.

Insider Trading History of James D Wehr

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.

James D Wehr Trading Performance

GuruFocus tracks the stock performance after each of James D Wehr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James D Wehr is 54.48%. GuruFocus also compares James D Wehr's trading performance to market benchmark return within the same time period. The performance of stocks bought by James D Wehr within 3 months outperforms 5 times out of 8 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James D Wehr'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 James D Wehr

Average Return

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Average return per transaction

Outperforming Transactions

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6 out of 8 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(%) 1.37 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.31 LIMIT LIMIT LIMIT LIMIT LIMIT

James D Wehr Ownership Network

Ownership Network List of James D Wehr

No Data

Ownership Network Relation of James D Wehr

Insider Network Chart

James D Wehr Owned Company Details

What does Global Indemnity Group LLC do?

Who are the key executives at Global Indemnity Group LLC?

James D Wehr is the director of Global Indemnity Group LLC. Other key executives at Global Indemnity Group LLC include SVP - Programs Bevan Olson Greibesland , Chief Operating Officer Reiner Ralf Mauer , and Sr. Vice President & Claims David C Elliott .

Global Indemnity Group LLC (GBLI) Insider Trades Summary

Over the past 18 months, James D Wehr made no insider transaction in Global Indemnity Group LLC (GBLI). Other recent insider transactions involving Global Indemnity Group LLC (GBLI) include a net purchase of 8,000 shares made by Joseph W Brown ,

In summary, during the past 3 months, insiders sold 0 shares of Global Indemnity Group LLC (GBLI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Global Indemnity Group LLC (GBLI) were sold and 8,000 shares were bought by its insiders, resulting in a net purchase of 8,000 shares.

Global Indemnity Group LLC (GBLI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Global Indemnity Group LLC Insider Transactions

No Available Data

James D Wehr Mailing Address

Above is the net worth, insider trading, and ownership report for James D Wehr. You might contact James D Wehr via mailing address: 3 Bala Plaza East, Suite 300, Bala Cynwyd Pa 19004.

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