Marshall Heinberg - Net Worth and Insider Trading

Marshall Heinberg Net Worth

The estimated net worth of Marshall Heinberg is at least $2 Million dollars as of 2024-12-25. Marshall Heinberg is the Director of Custom Truck One Source Inc and owns about 423,856 shares of Custom Truck One Source Inc (CTOS) stock worth over $2 Million. Marshall Heinberg is also the Director of ChannelAdvisor Corp and owns about 19,251 shares of ChannelAdvisor Corp (ECOM) stock worth over $444,506. Details can be seen in Marshall Heinberg'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 Marshall Heinberg has not made any transactions after 2024-06-14 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 Marshall Heinberg

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Marshall Heinberg Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Marshall Heinberg owns 5 companies in total, including PAE Inc (GRSHU) , ChannelAdvisor Corp (ECOM) , and Ecology and Environment Inc (EEI) among others .

Click here to see the complete history of Marshall Heinberg’s form 4 insider trades.

Insider Ownership Summary of Marshall Heinberg

Ticker Comapny Transaction Date Type of Owner
GRSHU PAE Inc 2020-02-10 director
ECOM ChannelAdvisor Corp 2021-03-04 director
EEI Ecology and Environment Inc 2019-12-31 director
LIMIT LIMIT 2013-09-26 director
LIMIT LIMIT 2024-06-14 director

Marshall Heinberg Latest Holdings Summary

Marshall Heinberg currently owns a total of 2 stocks. Among these stocks, Marshall Heinberg owns 423,856 shares of Custom Truck One Source Inc (CTOS) as of June 14, 2024, with a value of $2 Million and a weighting of 82.13%. Marshall Heinberg also owns 19,251 shares of ChannelAdvisor Corp (ECOM) as of March 4, 2021, with a value of $444,506 and a weighting of 17.87%.

Latest Holdings of Marshall Heinberg

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CTOS Custom Truck One Source Inc 2024-06-14 423,856 4.82 2,042,986
ECOM ChannelAdvisor Corp 2021-03-04 19,251 23.09 444,506

Holding Weightings of Marshall Heinberg


Marshall Heinberg Form 4 Trading Tracker

According to the SEC Form 4 filings, Marshall Heinberg has made a total of 5 transactions in Custom Truck One Source Inc (CTOS) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in Custom Truck One Source Inc is the acquisition of 10,000 shares on June 14, 2024, which cost Marshall Heinberg around $43,400.

According to the SEC Form 4 filings, Marshall Heinberg has made a total of 2 transactions in ChannelAdvisor Corp (ECOM) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in ChannelAdvisor Corp is the sale of 13,000 shares on March 4, 2021, which brought Marshall Heinberg around $291,980.

Insider Trading History of Marshall Heinberg

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.

Marshall Heinberg Trading Performance

GuruFocus tracks the stock performance after each of Marshall Heinberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Marshall Heinberg is 45.13%. GuruFocus also compares Marshall Heinberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Marshall Heinberg within 3 months outperforms 4 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Marshall Heinberg'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 Marshall Heinberg

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
4 out of 4 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(%) 21.46 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 18.58 LIMIT LIMIT LIMIT LIMIT LIMIT

Marshall Heinberg Ownership Network

Ownership Network List of Marshall Heinberg

No Data

Ownership Network Relation of Marshall Heinberg

Insider Network Chart

Marshall Heinberg Owned Company Details

What does PAE Inc do?

Who are the key executives at PAE Inc?

Marshall Heinberg is the director of PAE Inc. Other key executives at PAE Inc include Interim President & GMS Clinton Bickett , EVP & CFO Charles Peiffer , and 10 percent owner Platinum Equity Capital Shay Partners Ii, L.p. .

PAE Inc (GRSHU) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of PAE Inc (GRSHU) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PAE Inc (GRSHU) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

PAE Inc (GRSHU)'s detailed insider trading history can be found in Insider Trading Tracker table.

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PAE Inc Insider Transactions

No Available Data

Marshall Heinberg Mailing Address

Above is the net worth, insider trading, and ownership report for Marshall Heinberg. You might contact Marshall Heinberg via mailing address: 1 Corporate Avenue, Rowville C3 3178.

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