Roger H Ballou - Net Worth and Insider Trading
Roger H Ballou Net Worth
The estimated net worth of Roger H Ballou is at least $5 Million dollars as of 2024-12-28. Roger H Ballou is the Director of RCM Technologies Inc and owns about 98,585 shares of RCM Technologies Inc (RCMT) stock worth over $2 Million. Roger H Ballou is the Director of Bread Financial Holdings Inc and owns about 34,842 shares of Bread Financial Holdings Inc (BFH) stock worth over $2 Million. Roger H Ballou is also the President and CEO, Director of CDI Corp and owns about 74,843 shares of CDI Corp (CDI) stock worth over $613,713. Besides these, Roger H Ballou also holds Univest Financial Corp (UVSP) , Loyalty Ventures Inc (LYLTQ) . Details can be seen in Roger H Ballou'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 Ballou has not made any transactions after 2023-07-31 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Roger H Ballou
Roger H Ballou Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Roger H Ballou owns 6 companies in total, including Bread Financial Holdings Inc (BFH) , RCM Technologies Inc (RCMT) , and Univest Financial Corp (UVSP) among others .
Click here to see the complete history of Roger H Ballou’s form 4 insider trades.
Insider Ownership Summary of Roger H Ballou
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BFH | Bread Financial Holdings Inc | 2023-07-31 | director |
| RCMT | RCM Technologies Inc | 2022-12-14 | 10 percent owner & other: See Explanation |
| UVSP | Univest Financial Corp | 2022-11-09 | director |
 | | 2015-03-13 | director |
| | 2010-12-31 | director & President and CEO |
| | 2021-11-11 | director |
Roger H Ballou Latest Holdings Summary
Roger H Ballou currently owns a total of 5 stocks. Among these stocks, Roger H Ballou owns 98,585 shares of RCM Technologies Inc (RCMT) as of December 14, 2022, with a value of $2 Million and a weighting of 42.75%. Roger H Ballou owns 34,842 shares of Bread Financial Holdings Inc (BFH) as of July 31, 2023, with a value of $2 Million and a weighting of 40.38%. Roger H Ballou also owns 74,843 shares of CDI Corp (CDI) as of October 16, 2008, with a value of $613,713 and a weighting of 11.49%. The other 2 stocks Univest Financial Corp (UVSP) , Loyalty Ventures Inc (LYLTQ) have a combined weighting of 5.39% among all his current holdings.
Latest Holdings of Roger H Ballou
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| RCMT | RCM Technologies Inc | 2022-12-14 | 98,585 | 23.17 | 2,284,214 |
| BFH | Bread Financial Holdings Inc | 2023-07-31 | 34,842 | 61.93 | 2,157,765 |
| CDI | CDI Corp | 2008-10-16 | 74,843 | 8.20 | 613,713 |
| UVSP | Univest Financial Corp | 2022-11-09 | 9,766 | 29.46 | 287,706 |
| LYLTQ | Loyalty Ventures Inc | 2021-11-11 | 7,253 | 0.01 | 80 |
Holding Weightings of Roger H Ballou
Roger H Ballou Form 4 Trading Tracker
According to the SEC Form 4 filings, Roger H Ballou has made a total of 9 transactions in RCM Technologies Inc (RCMT) over the past 5 years, including 1 buys and 8 sells. The most-recent trade in RCM Technologies Inc is the sale of 7,674 shares on December 14, 2022, which brought Roger H Ballou around $114,726.
According to the SEC Form 4 filings, Roger H Ballou has made a total of 3 transactions in Bread Financial Holdings Inc (BFH) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Bread Financial Holdings Inc is the acquisition of 2,400 shares on July 31, 2023, which cost Roger H Ballou around $100,272.
According to the SEC Form 4 filings, Roger H Ballou has made a total of 0 transactions in CDI Corp (CDI) over the past 5 years. The most-recent trade in CDI Corp is the acquisition of 2,900 shares on October 16, 2008, which cost Roger H Ballou around $39,730.
More details on Roger H Ballou's insider transactions can be found in the Insider Trading History of Roger H Ballou table.Insider Trading History of Roger H Ballou
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Roger H Ballou Trading Performance
GuruFocus tracks the stock performance after each of Roger H Ballou's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Roger H Ballou is 1.44%. GuruFocus also compares Roger H Ballou's trading performance to market benchmark return within the same time period. The performance of stocks bought by Roger H Ballou within 3 months outperforms 9 times out of 15 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 Ballou's insider trading performs compared to the benchmark.
Performance of Roger H Ballou
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.64 | | | | | |
| Relative Return to S&P 500(%) | -1.55 | | | | | |
Roger H Ballou Ownership Network
Roger H Ballou Owned Company Details
What does Bread Financial Holdings Inc do?
Who are the key executives at Bread Financial Holdings Inc?
Roger H Ballou is the director of Bread Financial Holdings Inc. Other key executives at Bread Financial Holdings Inc include 10 percent owner Turtle Creek Asset Management Inc. , EVP & Chief Comm'l Off'r & Card Valerie E Greer , and EVP & Chief Financial Officer Perry S Beberman .
Bread Financial Holdings Inc (BFH) Insider Trades Summary
Over the past 18 months, Roger H Ballou made 1 insider transaction in Bread Financial Holdings Inc (BFH) with a net purchase of 2,400. Other recent insider transactions involving Bread Financial Holdings Inc (BFH) include a net sale of 870,000 shares made by Turtle Creek Asset Management Inc. , a net purchase of 3,000 shares made by John J. Fawcett ,
In summary, during the past 3 months, insiders sold 0 shares of Bread Financial Holdings Inc (BFH) in total and bought 1,000 shares, with a net purchase of 1,000 shares. During the past 18 months, 870,000 shares of Bread Financial Holdings Inc (BFH) were sold and 5,400 shares were bought by its insiders, resulting in a net sale of 864,600 shares.
Bread Financial Holdings Inc (BFH)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bread Financial Holdings Inc Insider Transactions
Roger H Ballou Mailing Address
Above is the net worth, insider trading, and ownership report for Roger H Ballou. You might contact Roger H Ballou via mailing address: C/o Cdi Corp, 1717 Arch St 35th Fl, Philadelphia Pa 19103.
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