Jim Wert

Track

Insider profile

Currently holds positions in Marlin Business Services Corp and Park Ohio Holdings Corp

Performance

Overall performance
3.7
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 10% 8.2% 15.1%
Success rate 88% 68% 82%
Transactions
25 24% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 80%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Independent Director Marlin Business Services Corp Feb. 1, 1998 -
Lead Independent Director Park Ohio Holdings Corp Jan. 1, 2014 -
Independent Vice Chairman of the Board Park Ohio Holdings Corp Jan. 1, 2007 - Jan. 1, 2014
Jim Wert's trades of Park Ohio Holdings Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
385.30
Quantity 89,018 +25.3%
Value US$849,449
Transaction date
Sale
Price
270.73
Quantity 26,628 -24.2%
Value US$4,268,016
Transaction date
Sale
Price
340.21
Quantity 26,063 +39.3%
Value US$854,193
Transaction date
Sale
Price
47.00
Quantity 1,000 -1.1%
Value US$47,000
Transaction date
Sale
Price
46.50
Quantity 1,000 -1.1%
Value US$46,500
Transaction date
Proposed sale
Price
46.00
Quantity 5,000
Value US$230,000
Transaction date
Sale
Price
46.21
Quantity 2,000 -2.1%
Value US$92,427
Transaction date
Sale
Price
46.53
Quantity 1,000 -1.1%
Value US$46,532
Transaction date
Sale
Price
46.01
Quantity 1,000 -1.0%
Value US$46,010
Transaction date
Sale
Price
46.01
Quantity 1,000 -1.0%
Value US$46,010
Transaction date
Sale
Price
46.18
Quantity 1,000 -1.0%
Value US$46,183
Transaction date
Sale
Price
46.18
Quantity 1,000 -1.0%
Value US$46,183
Transaction date
Proposed sale
Price
46.00
Quantity 5,000
Value US$230,000
Transaction date
Sale
Price
31.55
Quantity 1,500 -1.7%
Value US$47,329
Transaction date
Sale
Price
32.03
Quantity 1,500 -27.3%
Value US$48,044
Transaction date
Proposed sale
Price
32.00
Quantity 5,000
Value US$160,000
Transaction date
Sale
Price
26.57
Quantity 1,000 -1.2%
Value US$26,573
Transaction date
Proposed sale
Price
27.00
Quantity 11,300
Value US$305,100
Transaction date
Sale
Price
25.98
Quantity 1,500 -1.8%
Value US$38,976
Transaction date
Sale
Price
27.02
Quantity 1,000 -1.2%
Value US$27,020
Transaction date
Sale
Price
25.97
Quantity 2,000 -2.3%
Value US$51,944
Transaction date
Sale
Price
26.03
Quantity 1,000 -1.1%
Value US$26,028
Transaction date
Sale
Price
26.01
Quantity 1,000 -1.1%
Value US$26,007
Transaction date
Sale
Price
26.00
Quantity 1,000 -1.1%
Value US$26,000
Transaction date
Proposed sale
Price
12.60
Quantity 10,000
Value US$126,000
Transaction date
Sale
Price
27.00
Quantity 1,000 -1.1%
Value US$27,000
Transaction date
Sale
Price
26.00
Quantity 1,000 -1.1%
Value US$26,000
Transaction date
Sale
Price
25.00
Quantity 1,000 -1.1%
Value US$25,001
Transaction date
Sale
Price
24.92
Quantity 1,000 -1.1%
Value US$24,918
Transaction date
Sale
Price
25.00
Quantity 1,000 -1.1%
Value US$25,000
Transaction date
Purchase
Price
14.00
Quantity 308 +0.3%
Value US$4,312
Transaction date
Purchase
Price
14.86
Quantity 2,000 +2.3%
Value US$29,728
Transaction date
Purchase
Price
22.00
Quantity 1,000 +18.2%
Value US$22,000
Transaction date
Purchase
Price
24.00
Quantity 1,000 +22.2%
Value US$24,000
Transaction date
Purchase
Price
24.75
Quantity 500 +12.5%
Value US$12,375
Transaction date
Purchase
Price
14.00
Quantity 692 +0.9%
Value US$9,688
Transaction date
Sale
Price
39.78
Quantity 2,000 -2.5%
Value US$79,560
Transaction date
Sale
Price
39.63
Quantity 2,000 -2.4%
Value US$79,260
Transaction date
Sale
Price
39.44
Quantity 2,000 -2.4%
Value US$78,880
Transaction date
Sale
Price
38.26
Quantity 2,000 -2.3%
Value US$76,520
Transaction date
Sale
Price
38.67
Quantity 2,000 -2.3%
Value US$77,340
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-09-24 2026-09-24
S Sale
89,018 +25.3%
385.30
US$849,449 		89,018 +25.3% 385.30 US$849,449
2026-09-24 2026-09-24
S Sale
26,628 -24.2%
270.73
US$4,268,016 		26,628 -24.2% 270.73 US$4,268,016
2026-09-24 2026-09-24
S Sale
26,063 +39.3%
340.21
US$854,193 		26,063 +39.3% 340.21 US$854,193
2026-09-23 2026-09-22
S Sale
1,000 -1.1%
47.00
US$47,000 		1,000 -1.1% 47.00 US$47,000
2026-09-23 2026-09-21
S Sale
1,000 -1.1%
46.50
US$46,500 		1,000 -1.1% 46.50 US$46,500
2026-09-18 2026-09-18
PrS Proposed sale
5,000
46.00
US$230,000 		5,000 46.00 US$230,000
2026-09-14 2026-09-11
S Sale
2,000 -2.1%
46.21
US$92,427 		2,000 -2.1% 46.21 US$92,427
2026-09-10 2026-09-10
S Sale
1,000 -1.1%
46.53
US$46,532 		1,000 -1.1% 46.53 US$46,532
2026-09-10 2026-09-10
S Sale
1,000 -1.0%
46.01
US$46,010 		1,000 -1.0% 46.01 US$46,010
2026-09-10 2026-09-10
S Sale
1,000 -1.0%
46.01
US$46,010 		1,000 -1.0% 46.01 US$46,010
2026-09-10 2026-09-09
S Sale
1,000 -1.0%
46.18
US$46,183 		1,000 -1.0% 46.18 US$46,183
2026-09-10 2026-09-09
S Sale
1,000 -1.0%
46.18
US$46,183 		1,000 -1.0% 46.18 US$46,183
2026-09-09 2026-09-09
PrS Proposed sale
5,000
46.00
US$230,000 		5,000 46.00 US$230,000
2024-12-09 2024-12-05
S Sale
1,500 -1.7%
31.55
US$47,329 		1,500 -1.7% 31.55 US$47,329
2024-12-09 2024-12-05
S Sale
1,500 -27.3%
32.03
US$48,044 		1,500 -27.3% 32.03 US$48,044
2024-12-06 2024-12-05
PrS Proposed sale
5,000
32.00
US$160,000 		5,000 32.00 US$160,000
2024-05-06 2024-05-02
S Sale
1,000 -1.2%
26.57
US$26,573 		1,000 -1.2% 26.57 US$26,573
2024-05-02 2024-05-02
PrS Proposed sale
11,300
27.00
US$305,100 		11,300 27.00 US$305,100
2024-03-27 2024-03-27
S Sale
1,500 -1.8%
25.98
US$38,976 		1,500 -1.8% 25.98 US$38,976
2024-03-22 2024-03-21
S Sale
1,000 -1.2%
27.02
US$27,020 		1,000 -1.2% 27.02 US$27,020
2024-03-20 2024-03-20
S Sale
2,000 -2.3%
25.97
US$51,944 		2,000 -2.3% 25.97 US$51,944
2024-03-20 2024-03-20
S Sale
1,000 -1.1%
26.03
US$26,028 		1,000 -1.1% 26.03 US$26,028
2024-03-20 2024-03-20
S Sale
1,000 -1.1%
26.01
US$26,007 		1,000 -1.1% 26.01 US$26,007
2024-03-20 2024-03-19
S Sale
1,000 -1.1%
26.00
US$26,000 		1,000 -1.1% 26.00 US$26,000
2024-03-19 2024-03-19
PrS Proposed sale
10,000
12.60
US$126,000 		10,000 12.60 US$126,000
2023-12-29 2023-12-27
S Sale
1,000 -1.1%
27.00
US$27,000 		1,000 -1.1% 27.00 US$27,000
2023-12-21 2023-12-20
S Sale
1,000 -1.1%
26.00
US$26,000 		1,000 -1.1% 26.00 US$26,000
2023-12-20 2023-12-19
S Sale
1,000 -1.1%
25.00
US$25,001 		1,000 -1.1% 25.00 US$25,001
2023-12-20 2023-12-18
S Sale
1,000 -1.1%
24.92
US$24,918 		1,000 -1.1% 24.92 US$24,918
2023-12-18 2023-12-15
S Sale
1,000 -1.1%
25.00
US$25,000 		1,000 -1.1% 25.00 US$25,000
2023-11-17 2023-11-17
PrS Proposed sale
10,000
23.69
US$236,900 		10,000 23.69 US$236,900
2022-07-15 2022-07-14
B Purchase
308 +0.3%
14.00
US$4,312 		308 +0.3% 14.00 US$4,312
2022-06-17 2022-06-16
B Purchase
2,000 +2.3%
14.86
US$29,728 		2,000 +2.3% 14.86 US$29,728
2022-06-08 2022-06-08
B Purchase
1,000 +18.2%
22.00
US$22,000 		1,000 +18.2% 22.00 US$22,000
2022-06-08 2022-06-06
B Purchase
1,000 +22.2%
24.00
US$24,000 		1,000 +22.2% 24.00 US$24,000
2022-06-01 2022-05-31
B Purchase
500 +12.5%
24.75
US$12,375 		500 +12.5% 24.75 US$12,375
2022-05-27 2022-05-25
B Purchase
692 +0.9%
14.00
US$9,688 		692 +0.9% 14.00 US$9,688
2021-03-09 2021-03-09
S Sale
2,000 -2.5%
39.78
US$79,560 		2,000 -2.5% 39.78 US$79,560
2021-03-09 2021-03-08
S Sale
2,000 -2.4%
39.63
US$79,260 		2,000 -2.4% 39.63 US$79,260
2021-03-09 2021-03-08
S Sale
2,000 -2.4%
39.44
US$78,880 		2,000 -2.4% 39.44 US$78,880
2021-03-08 2021-03-05
S Sale
2,000 -2.3%
38.26
US$76,520 		2,000 -2.3% 38.26 US$76,520
2021-03-08 2021-03-05
S Sale
2,000 -2.3%
38.67
US$77,340 		2,000 -2.3% 38.67 US$77,340