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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


Subscribe to get access to the transaction volume chart and in-chart transaction details
• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-12-09 2024-12-05
S Sale
19,762 +30.9%
101.94
US$476,851 		19,762 +30.9% 101.94 US$476,851
2024-12-09 2024-12-05
S Sale
4,562 -5.3%
462.88
US$3,303,284 		4,562 -5.3% 462.88 US$3,303,284
2024-12-06 2024-12-05
PrS Proposed sale
55,251
88.26
US$613,080 		55,251 88.26 US$613,080
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