Betsy J Bernard - Net Worth and Insider Trading
Betsy J Bernard Net Worth
The estimated net worth of Betsy J Bernard is at least $3 Million dollars as of 2024-04-27. Betsy J Bernard is the Director of Principal Financial Group Inc and owns about 29,107 shares of Principal Financial Group Inc (PFG) stock worth over $2 Million. Betsy J Bernard is the Director of Zimmer Biomet Holdings Inc and owns about 5,271 shares of Zimmer Biomet Holdings Inc (ZBH) stock worth over $629,094. Betsy J Bernard is also the Director of SITO Mobile Ltd and owns about 80,406 shares of SITO Mobile Ltd (STTO) stock worth over $72. Besides these, Betsy J Bernard also holds American Virtual Cloud Technologies Inc (AVCTQ) . Details can be seen in Betsy J Bernard's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Betsy J Bernard has not made any transactions after 2023-08-25 and currently still holds the listed stock(s).
Transaction Summary of Betsy J Bernard
Betsy J Bernard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Betsy J Bernard owns 4 companies in total, including Zimmer Biomet Holdings Inc (ZBH) , Principal Financial Group Inc (PFG) , and SITO Mobile Ltd (STTO) among others .
Click here to see the complete history of Betsy J Bernard’s form 4 insider trades.
Insider Ownership Summary of Betsy J Bernard
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ZBH | Zimmer Biomet Holdings Inc | 2023-08-25 | director |
| PFG | Principal Financial Group Inc | 2013-12-02 | director |
| STTO | SITO Mobile Ltd | 2017-06-01 | director |
| RTX | RTX Corp | 2003-09-10 | director |
Betsy J Bernard Latest Holdings Summary
Betsy J Bernard currently owns a total of 4 stocks. Among these stocks, Betsy J Bernard owns 29,107 shares of Principal Financial Group Inc (PFG) as of December 2, 2013, with a value of $2 Million and a weighting of 78.54%. Betsy J Bernard owns 5,271 shares of Zimmer Biomet Holdings Inc (ZBH) as of August 25, 2023, with a value of $629,094 and a weighting of 21.46%. Betsy J Bernard also owns 80,406 shares of SITO Mobile Ltd (STTO) as of September 21, 2016, with a value of $72 and a weighting of 0%. The other 1 stocks American Virtual Cloud Technologies Inc (AVCTQ) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Betsy J Bernard
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PFG | Principal Financial Group Inc | 2013-12-02 | 29,107 | 79.12 | 2,302,946 |
| ZBH | Zimmer Biomet Holdings Inc | 2023-08-25 | 5,271 | 119.35 | 629,094 |
| STTO | SITO Mobile Ltd | 2016-09-21 | 80,406 | 0.00 | 72 |
| AVCTQ | American Virtual Cloud Technologies Inc | 2012-11-20 | 0 | 0.18 | 0 |
Holding Weightings of Betsy J Bernard
Betsy J Bernard Form 4 Trading Tracker
According to the SEC Form 4 filings, Betsy J Bernard has made a total of 0 transactions in Principal Financial Group Inc (PFG) over the past 5 years. The most-recent trade in Principal Financial Group Inc is the sale of 1,885 shares on December 2, 2013, which brought Betsy J Bernard around $95,287.
According to the SEC Form 4 filings, Betsy J Bernard has made a total of 1 transactions in Zimmer Biomet Holdings Inc (ZBH) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Zimmer Biomet Holdings Inc is the acquisition of 1,021 shares on August 25, 2023, which cost Betsy J Bernard around $116,802.
According to the SEC Form 4 filings, Betsy J Bernard has made a total of 0 transactions in SITO Mobile Ltd (STTO) over the past 5 years. The most-recent trade in SITO Mobile Ltd is the acquisition of 26,667 shares on September 21, 2016, which cost Betsy J Bernard around $100,001.
More details on Betsy J Bernard's insider transactions can be found in the Insider Trading History of Betsy J Bernard table.Insider Trading History of Betsy J Bernard
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Betsy J Bernard Trading Performance
GuruFocus tracks the stock performance after each of Betsy J Bernard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Betsy J Bernard is -14.71%. GuruFocus also compares Betsy J Bernard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Betsy J Bernard within 3 months outperforms 0 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Betsy J Bernard's insider trading performs compared to the benchmark.
Performance of Betsy J Bernard
Average Return
28.31%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.73 | -14.71 | -11.44 | 28.31 | -3.85 | -19.77 |
| Relative Return to S&P 500(%) | 6.62 | -20.25 | -18.96 | 12.27 | -19.72 | -34.19 |
Betsy J Bernard Ownership Network
Ownership Network List of Betsy J Bernard
Ownership Network Relation of Betsy J Bernard
Betsy J Bernard Owned Company Details
What does Zimmer Biomet Holdings Inc do?
Who are the key executives at Zimmer Biomet Holdings Inc?
Betsy J Bernard is the director of Zimmer Biomet Holdings Inc. Other key executives at Zimmer Biomet Holdings Inc include President & Asia Pacific Sang Yi , Assoc. Gen. Counsel & Corp. Sec Chad F Phipps , and Pres & Europe & M. East & Africa Zuilen Wilfred Van .
Zimmer Biomet Holdings Inc (ZBH) Insider Trades Summary
Over the past 18 months, Betsy J Bernard made 1 insider transaction in Zimmer Biomet Holdings Inc (ZBH) with a net purchase of 1,021. Other recent insider transactions involving Zimmer Biomet Holdings Inc (ZBH) include a net sale of 60,723 shares made by Chad F Phipps , a net purchase of 2,135 shares made by Syed A. Jafry , and a net purchase of 2,000 shares made by Robert Hagemann .
In summary, during the past 3 months, insiders sold 27,861 shares of Zimmer Biomet Holdings Inc (ZBH) in total and bought 0 shares, with a net sale of 27,861 shares. During the past 18 months, 62,428 shares of Zimmer Biomet Holdings Inc (ZBH) were sold and 9,456 shares were bought by its insiders, resulting in a net sale of 52,972 shares.
Zimmer Biomet Holdings Inc (ZBH)'s detailed insider trading history can be found in Insider Trading Tracker table.
Zimmer Biomet Holdings Inc Insider Transactions
Betsy J Bernard Mailing Address
Above is the net worth, insider trading, and ownership report for Betsy J Bernard. You might contact Betsy J Bernard via mailing address: 711 High Street, Des Moines Ia 50392-0300.
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