Fundamental Global Investors, Llc - Net Worth and Insider Trading
Fundamental Global Investors, Llc Net Worth
The estimated net worth of Fundamental Global Investors, Llc is at least $25 Million dollars as of 2024-05-14. Fundamental Global Investors, Llc is the Director of Iteris Inc and owns about 1,757,494 shares of Iteris Inc (ITI) stock worth over $8 Million. Fundamental Global Investors, Llc is the 10% Owner of BK Technologies Corp and owns about 548,681 shares of BK Technologies Corp (BKTI) stock worth over $7 Million. Fundamental Global Investors, Llc is also the Director, 10% Owner of FG Group Holdings Inc and owns about 5,164,787 shares of FG Group Holdings Inc (FGH) stock worth over $6 Million. Besides these, Fundamental Global Investors, Llc also holds Fundamental Global Inc (FGF) . Details can be seen in Fundamental Global Investors, Llc's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Fundamental Global Investors, Llc has not made any transactions after 2021-07-22 and currently still holds the listed stock(s).
Transaction Summary of Fundamental Global Investors, Llc
Fundamental Global Investors, Llc Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Fundamental Global Investors, Llc owns 4 companies in total, including FG Group Holdings Inc (FGH) , BK Technologies Corp (BKTI) , and Fundamental Global Inc (FGF) among others .
Insider Ownership Summary of Fundamental Global Investors, Llc
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FGH | FG Group Holdings Inc | 2020-12-04 | director & 10 percent owner |
| BKTI | BK Technologies Corp | 2021-07-22 | 10 percent owner |
| FGF | Fundamental Global Inc | 2020-04-21 | director & 10 percent owner |
 | | 2017-09-15 | director |
Fundamental Global Investors, Llc Latest Holdings Summary
Fundamental Global Investors, Llc currently owns a total of 4 stocks. Among these stocks, Fundamental Global Investors, Llc owns 1,757,494 shares of Iteris Inc (ITI) as of September 15, 2017, with a value of $8 Million and a weighting of 31.54%. Fundamental Global Investors, Llc owns 548,681 shares of BK Technologies Corp (BKTI) as of July 22, 2021, with a value of $7 Million and a weighting of 29%. Fundamental Global Investors, Llc also owns 5,164,787 shares of FG Group Holdings Inc (FGH) as of December 4, 2020, with a value of $6 Million and a weighting of 25.26%. The other 1 stocks Fundamental Global Inc (FGF) have a combined weighting of 14.2% among all his current holdings.
Latest Holdings of Fundamental Global Investors, Llc
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ITI | Iteris Inc | 2017-09-15 | 1,757,494 | 4.55 | 7,996,598 |
| BKTI | BK Technologies Corp | 2021-07-22 | 548,681 | 13.40 | 7,351,173 |
| FGH | FG Group Holdings Inc | 2020-12-04 | 5,164,787 | 1.24 | 6,404,336 |
| FGF | Fundamental Global Inc | 2020-04-21 | 2,942,593 | 1.22 | 3,598,791 |
Holding Weightings of Fundamental Global Investors, Llc
Fundamental Global Investors, Llc Form 4 Trading Tracker
According to the SEC Form 4 filings, Fundamental Global Investors, Llc has made a total of 0 transactions in Iteris Inc (ITI) over the past 5 years. The most-recent trade in Iteris Inc is the sale of 110,912 shares on September 15, 2017, which brought Fundamental Global Investors, Llc around $678,781.
According to the SEC Form 4 filings, Fundamental Global Investors, Llc has made a total of 48 transactions in BK Technologies Corp (BKTI) over the past 5 years, including 47 buys and 1 sells. The most-recent trade in BK Technologies Corp is the sale of 126,183 shares on July 22, 2021, which brought Fundamental Global Investors, Llc around $2 Million.
According to the SEC Form 4 filings, Fundamental Global Investors, Llc has made a total of 163 transactions in FG Group Holdings Inc (FGH) over the past 5 years, including 163 buys and 0 sells. The most-recent trade in FG Group Holdings Inc is the acquisition of 8,411 shares on December 4, 2020, which cost Fundamental Global Investors, Llc around $17,663.
More details on Fundamental Global Investors, Llc's insider transactions can be found in the Insider Trading History of Fundamental Global Investors, Llc table.Insider Trading History of Fundamental Global Investors, Llc
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Fundamental Global Investors, Llc Trading Performance
GuruFocus tracks the stock performance after each of Fundamental Global Investors, Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Fundamental Global Investors, Llc is 2.33%. GuruFocus also compares Fundamental Global Investors, Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Fundamental Global Investors, Llc within 3 months outperforms 109 times out of 260 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Fundamental Global Investors, Llc's insider trading performs compared to the benchmark.
Performance of Fundamental Global Investors, Llc
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.38 | | | | | |
| Relative Return to S&P 500(%) | 0.69 | | | | | |
Fundamental Global Investors, Llc Ownership Network
Fundamental Global Investors, Llc Owned Company Details
What does FG Group Holdings Inc do?
Who are the key executives at FG Group Holdings Inc?
Fundamental Global Investors, Llc is the director & 10 percent owner of FG Group Holdings Inc. Other key executives at FG Group Holdings Inc include 10 percent owner Fundamental Global Gp, Llc , 10 percent owner Ballantyne Strong Holdings, Llc , and 10 percent owner Joseph H Moglia .
FG Group Holdings Inc (FGH) Insider Trades Summary
Over the past 18 months, Fundamental Global Investors, Llc made no insider transaction in FG Group Holdings Inc (FGH). Other recent insider transactions involving FG Group Holdings Inc (FGH) include a net purchase of 221,200 shares made by Fundamental Global Gp, Llc , and a net purchase of 3,000 shares made by Robert J Roschman .
In summary, during the past 3 months, insiders sold 0 shares of FG Group Holdings Inc (FGH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of FG Group Holdings Inc (FGH) were sold and 224,200 shares were bought by its insiders, resulting in a net purchase of 224,200 shares.
FG Group Holdings Inc (FGH)'s detailed insider trading history can be found in Insider Trading Tracker table.
FG Group Holdings Inc Insider Transactions
Fundamental Global Investors, Llc Mailing Address
Above is the net worth, insider trading, and ownership report for Fundamental Global Investors, Llc. You might contact Fundamental Global Investors, Llc via mailing address: 136 Corporate Park Drive, Suite G, Mooresville Nc 28117.
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