James Stone - Net Worth and Insider Trading
James Stone Net Worth
The estimated net worth of James Stone is at least $2 Million dollars as of 2024-04-27. James Stone is the Section 16 Officer of New Mountain Finance Corp and owns about 167,703 shares of New Mountain Finance Corp (NMFC) stock worth over $2 Million. Details can be seen in James Stone's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James Stone has not made any transactions after 2023-03-14 and currently still holds the listed stock(s).
Transaction Summary of James Stone
James Stone Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Stone owns 1 companies in total, including New Mountain Finance Corp (NMFC) .
Click here to see the complete history of James Stone’s form 4 insider trades.
Insider Ownership Summary of James Stone
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| NMFC | New Mountain Finance Corp | 2023-03-14 | Section 16 Officer |
James Stone Latest Holdings Summary
James Stone currently owns a total of 1 stock. James Stone owns 167,703 shares of New Mountain Finance Corp (NMFC) as of March 14, 2023, with a value of $2 Million.
Latest Holdings of James Stone
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| NMFC | New Mountain Finance Corp | 2023-03-14 | 167,703 | 12.72 | 2,133,182 |
Holding Weightings of James Stone
James Stone Form 4 Trading Tracker
According to the SEC Form 4 filings, James Stone has made a total of 2 transactions in New Mountain Finance Corp (NMFC) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in New Mountain Finance Corp is the acquisition of 11,000 shares on March 14, 2023, which cost James Stone around $131,560.
Insider Trading History of James Stone
- 1
James Stone Trading Performance
GuruFocus tracks the stock performance after each of James Stone's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Stone is 1.27%. GuruFocus also compares James Stone's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Stone within 3 months outperforms 8 times out of 20 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James Stone's insider trading performs compared to the benchmark.
Performance of James Stone
Average Return
4.13%
Outperforming Transactions
76%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.99 | 1.27 | 2.31 | 4.13 | 0 | 0.24 |
| Relative Return to S&P 500(%) | -3.53 | -3.39 | -6.42 | -11.55 | -14.05 | -11.89 |
James Stone Ownership Network
Ownership Network List of James Stone
Ownership Network Relation of James Stone
James Stone Owned Company Details
What does New Mountain Finance Corp do?
Who are the key executives at New Mountain Finance Corp?
James Stone is the Section 16 Officer of New Mountain Finance Corp. Other key executives at New Mountain Finance Corp include Section 16 Officer John Kline , CEO & President Robert Hamwee , and Chief Operating Officer Laura Holson Boswerger .
New Mountain Finance Corp (NMFC) Insider Trades Summary
Over the past 18 months, James Stone made 1 insider transaction in New Mountain Finance Corp (NMFC) with a net purchase of 11,000. Other recent insider transactions involving New Mountain Finance Corp (NMFC) include a net purchase of 300,000 shares made by Steven B Klinsky , a net purchase of 20,000 shares made by Arnold Rome G. Iii , and a net purchase of 14,975 shares made by Laura Holson Boswerger .
In summary, during the past 3 months, insiders sold 1,238 shares of New Mountain Finance Corp (NMFC) in total and bought 0 shares, with a net sale of 1,238 shares. During the past 18 months, 1,253 shares of New Mountain Finance Corp (NMFC) were sold and 345,975 shares were bought by its insiders, resulting in a net purchase of 344,722 shares.
New Mountain Finance Corp (NMFC)'s detailed insider trading history can be found in Insider Trading Tracker table.
New Mountain Finance Corp Insider Transactions
James Stone Mailing Address
Above is the net worth, insider trading, and ownership report for James Stone. You might contact James Stone via mailing address: C/o New Mountain Finance Corporation, 787 7th Avenue, 48th Floor, New York Ny 10019.
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