Brian R Balbirnie - Net Worth and Insider Trading
Brian R Balbirnie Net Worth
The estimated net worth of Brian R Balbirnie is at least $6 Million dollars as of 2024-05-23. Brian R Balbirnie is the Director, CEO, 10% Owner of Issuer Direct Corp and owns about 619,521 shares of Issuer Direct Corp (ISDR) stock worth over $6 Million. Details can be seen in Brian R Balbirnie's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brian R Balbirnie has not made any transactions after 2024-03-22 and currently still holds the listed stock(s).
Transaction Summary of Brian R Balbirnie
Brian R Balbirnie Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brian R Balbirnie owns 1 companies in total, including Issuer Direct Corp (ISDR) .
Click here to see the complete history of Brian R Balbirnie’s form 4 insider trades.
Insider Ownership Summary of Brian R Balbirnie
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ISDR | Issuer Direct Corp | 2024-03-22 | director & 10 percent owner & Chairman & CEO |
Brian R Balbirnie Latest Holdings Summary
Brian R Balbirnie currently owns a total of 1 stock. Brian R Balbirnie owns 619,521 shares of Issuer Direct Corp (ISDR) as of March 22, 2024, with a value of $6 Million.
Latest Holdings of Brian R Balbirnie
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ISDR | Issuer Direct Corp | 2024-03-22 | 619,521 | 9.91 | 6,139,453 |
Holding Weightings of Brian R Balbirnie
Brian R Balbirnie Form 4 Trading Tracker
According to the SEC Form 4 filings, Brian R Balbirnie has made a total of 6 transactions in Issuer Direct Corp (ISDR) over the past 5 years, including 5 buys and 1 sells. The most-recent trade in Issuer Direct Corp is the acquisition of 500 shares on March 22, 2024, which cost Brian R Balbirnie around $6,035.
Insider Trading History of Brian R Balbirnie
- 1
Brian R Balbirnie Trading Performance
GuruFocus tracks the stock performance after each of Brian R Balbirnie's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian R Balbirnie is -0.87%. GuruFocus also compares Brian R Balbirnie's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian R Balbirnie within 3 months outperforms 3 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brian R Balbirnie's insider trading performs compared to the benchmark.
Performance of Brian R Balbirnie
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.46 | | | | | |
| Relative Return to S&P 500(%) | -0.28 | | | | | |
Brian R Balbirnie Ownership Network
Brian R Balbirnie Owned Company Details
What does Issuer Direct Corp do?
Who are the key executives at Issuer Direct Corp?
Brian R Balbirnie is the director & 10 percent owner & Chairman & CEO of Issuer Direct Corp. Other key executives at Issuer Direct Corp include Chief Financial Officer Steven Winfield Knerr , Chief Financial Officer Timothy Pitoniak , and 10 percent owner Red Oak Partners, Llc .
Issuer Direct Corp (ISDR) Insider Trades Summary
Over the past 18 months, Brian R Balbirnie made 3 insider transaction in Issuer Direct Corp (ISDR) with a net purchase of 5,692. Other recent insider transactions involving Issuer Direct Corp (ISDR) include a net purchase of 5,000 shares made by J. Patrick Galleher , a net purchase of 61,587 shares made by Topline Capital Management, Llc , and a net purchase of 61,587 shares made by Topline Capital Partners, Lp .
In summary, during the past 3 months, insiders sold 0 shares of Issuer Direct Corp (ISDR) in total and bought 141,419 shares, with a net purchase of 141,419 shares. During the past 18 months, 6,000 shares of Issuer Direct Corp (ISDR) were sold and 151,611 shares were bought by its insiders, resulting in a net purchase of 145,611 shares.
Issuer Direct Corp (ISDR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Issuer Direct Corp Insider Transactions
Brian R Balbirnie Mailing Address
Above is the net worth, insider trading, and ownership report for Brian R Balbirnie. You might contact Brian R Balbirnie via mailing address: C/o Issuer Direct Corp., 500 Perimeter Park Drive, Suite D, Morrisville Nc 27560.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
