Marshall Heinberg - Net Worth and Insider Trading

Marshall Heinberg Net Worth

The estimated net worth of Marshall Heinberg is at least $2 Million dollars as of 2024-05-14. Marshall Heinberg is the Director of Custom Truck One Source Inc and owns about 413,856 shares of Custom Truck One Source Inc (CTOS) stock worth over $2 Million. Marshall Heinberg is also the Director of ChannelAdvisor Corp and owns about 19,251 shares of ChannelAdvisor Corp (ECOM) stock worth over $444,506. Details can be seen in Marshall Heinberg's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Marshall Heinberg has not made any transactions after 2024-05-07 and currently still holds the listed stock(s).

Transaction Summary of Marshall Heinberg

Marshall Heinberg Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Marshall Heinberg owns 5 companies in total, including PAE Inc (GRSHU) , ChannelAdvisor Corp (ECOM) , and Ecology and Environment Inc (EEI) among others .

Click here to see the complete history of Marshall Heinberg’s form 4 insider trades.

Insider Ownership Summary of Marshall Heinberg

Ticker	Comapny	Transaction Date	Type of Owner
GRSHU	PAE Inc	2020-02-10	director
ECOM	ChannelAdvisor Corp	2021-03-04	director
EEI	Ecology and Environment Inc	2019-12-31	director
		2013-09-26	director
		2024-05-07	director

Marshall Heinberg Latest Holdings Summary

Marshall Heinberg currently owns a total of 2 stocks. Among these stocks, Marshall Heinberg owns 413,856 shares of Custom Truck One Source Inc (CTOS) as of May 7, 2024, with a value of $2 Million and a weighting of 81.09%. Marshall Heinberg also owns 19,251 shares of ChannelAdvisor Corp (ECOM) as of March 4, 2021, with a value of $444,506 and a weighting of 18.91%.

Latest Holdings of Marshall Heinberg

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
CTOS	Custom Truck One Source Inc	2024-05-07	413,856	4.61	1,905,807
ECOM	ChannelAdvisor Corp	2021-03-04	19,251	23.09	444,506

Holding Weightings of Marshall Heinberg

Marshall Heinberg Form 4 Trading Tracker

According to the SEC Form 4 filings, Marshall Heinberg has made a total of 4 transactions in Custom Truck One Source Inc (CTOS) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Custom Truck One Source Inc is the acquisition of 40,000 shares on May 7, 2024, which cost Marshall Heinberg around $162,800.

According to the SEC Form 4 filings, Marshall Heinberg has made a total of 2 transactions in ChannelAdvisor Corp (ECOM) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in ChannelAdvisor Corp is the sale of 13,000 shares on March 4, 2021, which brought Marshall Heinberg around $291,980.

Insider Trading History of Marshall Heinberg

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Marshall Heinberg Trading Performance

GuruFocus tracks the stock performance after each of Marshall Heinberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Marshall Heinberg is 59.58%. GuruFocus also compares Marshall Heinberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Marshall Heinberg within 3 months outperforms 4 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 Marshall Heinberg's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Marshall Heinberg

Average Return

Average return per transaction

Outperforming Transactions

3 out of 3 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Return(%)	26.89
Relative Return to S&P 500(%)	24.19

Marshall Heinberg Ownership Network

Ownership Network List of Marshall Heinberg

No Data

Ownership Network Relation of Marshall Heinberg

Marshall Heinberg Owned Company Details

What does PAE Inc do?

Who are the key executives at PAE Inc?

Marshall Heinberg is the director of PAE Inc. Other key executives at PAE Inc include Interim President & GMS Clinton Bickett , EVP & CFO Charles Peiffer , and 10 percent owner Platinum Equity Capital Shay Partners Ii, L.p. .

PAE Inc (GRSHU) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of PAE Inc (GRSHU) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PAE Inc (GRSHU) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

PAE Inc (GRSHU)'s detailed insider trading history can be found in Insider Trading Tracker table.

PAE Inc Insider Transactions

No Available Data

What does ChannelAdvisor Corp do?

Who are the key executives at ChannelAdvisor Corp?

Marshall Heinberg is the director of ChannelAdvisor Corp. Other key executives at ChannelAdvisor Corp include director & Chief Executive Officer M Scot Wingo , Chief Operating Officer Elizabeth Segovia , and President and COO David J Spitz .

ChannelAdvisor Corp (ECOM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of ChannelAdvisor Corp (ECOM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of ChannelAdvisor Corp (ECOM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

ChannelAdvisor Corp (ECOM)'s detailed insider trading history can be found in Insider Trading Tracker table.

ChannelAdvisor Corp Insider Transactions

No Available Data

What does Ecology and Environment Inc do?

Who are the key executives at Ecology and Environment Inc?

Marshall Heinberg is the director of Ecology and Environment Inc. Other key executives at Ecology and Environment Inc include 10 percent owner Thomas E Lynch , 10 percent owner Scott Scharfman , and 10 percent owner Mill Road Capital Ii Gp Llc .

Ecology and Environment Inc (EEI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Ecology and Environment Inc (EEI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Ecology and Environment Inc (EEI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Ecology and Environment Inc (EEI)'s detailed insider trading history can be found in Insider Trading Tracker table.

Ecology and Environment Inc Insider Transactions

No Available Data

What does Universal Biosensors Inc do?

Who are the key executives at Universal Biosensors Inc?

Marshall Heinberg is the director of Universal Biosensors Inc. Other key executives at Universal Biosensors Inc include 10 percent owner Vf High Conviction Fund , 10 percent owner Cvc Ltd , and Chief Executive Officer John Stewart Sharman .

Universal Biosensors Inc (UVBIL) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Universal Biosensors Inc (UVBIL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Universal Biosensors Inc (UVBIL) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Universal Biosensors Inc (UVBIL)'s detailed insider trading history can be found in Insider Trading Tracker table.

Universal Biosensors Inc Insider Transactions

No Available Data

What does Custom Truck One Source Inc do?

Who are the key executives at Custom Truck One Source Inc?

Marshall Heinberg is the director of Custom Truck One Source Inc. Other key executives at Custom Truck One Source Inc include President & COO Ryan Mcmonagle , Chief Accounting Officer Raymond Todd Barrett , and Chief Financial Officer Christopher J Eperjesy .

Custom Truck One Source Inc (CTOS) Insider Trades Summary

Over the past 18 months, Marshall Heinberg made 2 insider transaction in Custom Truck One Source Inc (CTOS) with a net purchase of 70,000. Other recent insider transactions involving Custom Truck One Source Inc (CTOS) include a net sale of 135,094 shares made by Ecp Controlco, Llc , a net purchase of 60,000 shares made by Christopher J Eperjesy , and a net purchase of 3,010 shares made by Raymond Todd Barrett .

In summary, during the past 3 months, insiders sold 0 shares of Custom Truck One Source Inc (CTOS) in total and bought 85,000 shares, with a net purchase of 85,000 shares. During the past 18 months, 135,094 shares of Custom Truck One Source Inc (CTOS) were sold and 255,010 shares were bought by its insiders, resulting in a net purchase of 119,916 shares.

Custom Truck One Source Inc (CTOS)'s detailed insider trading history can be found in Insider Trading Tracker table.

Custom Truck One Source Inc Insider Transactions

No Available Data

Marshall Heinberg Mailing Address

Above is the net worth, insider trading, and ownership report for Marshall Heinberg. You might contact Marshall Heinberg via mailing address: 1 Corporate Avenue, Rowville C3 3178.

Discussions on Marshall Heinberg

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