Roger H Ballou - Net Worth and Insider Trading
Roger H Ballou Net Worth
The estimated net worth of Roger H Ballou is at least $4 Million dollars as of 2024-04-27. Roger H Ballou is the Director of RCM Technologies Inc and owns about 98,585 shares of RCM Technologies Inc (RCMT) stock worth over $2 Million. Roger H Ballou is the Director of Bread Financial Holdings Inc and owns about 34,842 shares of Bread Financial Holdings Inc (BFH) stock worth over $1 Million. Roger H Ballou is also the President and CEO, Director of CDI Corp and owns about 74,843 shares of CDI Corp (CDI) stock worth over $613,713. Besides these, Roger H Ballou also holds Univest Financial Corp (UVSP) , Loyalty Ventures Inc (LYLTQ) . Details can be seen in Roger H Ballou's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Roger H Ballou has not made any transactions after 2023-07-31 and currently still holds the listed stock(s).
Transaction Summary of Roger H Ballou
Roger H Ballou Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Roger H Ballou owns 6 companies in total, including Bread Financial Holdings Inc (BFH) , RCM Technologies Inc (RCMT) , and Univest Financial Corp (UVSP) among others .
Click here to see the complete history of Roger H Ballou’s form 4 insider trades.
Insider Ownership Summary of Roger H Ballou
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BFH | Bread Financial Holdings Inc | 2023-07-31 | director |
| RCMT | RCM Technologies Inc | 2022-12-14 | 10 percent owner & other: See Explanation |
| UVSP | Univest Financial Corp | 2022-11-09 | director |
| FXCB | Fox Chase Bancorp Inc | 2015-03-13 | director |
| CDI | CDI Corp | 2010-12-31 | director & President and CEO |
| LYLTQ | Loyalty Ventures Inc | 2021-11-11 | director |
Roger H Ballou Latest Holdings Summary
Roger H Ballou currently owns a total of 5 stocks. Among these stocks, Roger H Ballou owns 98,585 shares of RCM Technologies Inc (RCMT) as of December 14, 2022, with a value of $2 Million and a weighting of 47%. Roger H Ballou owns 34,842 shares of Bread Financial Holdings Inc (BFH) as of July 31, 2023, with a value of $1 Million and a weighting of 32.37%. Roger H Ballou also owns 74,843 shares of CDI Corp (CDI) as of October 16, 2008, with a value of $613,713 and a weighting of 15.42%. The other 2 stocks Univest Financial Corp (UVSP) , Loyalty Ventures Inc (LYLTQ) have a combined weighting of 5.21% among all his current holdings.
Latest Holdings of Roger H Ballou
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| RCMT | RCM Technologies Inc | 2022-12-14 | 98,585 | 18.97 | 1,870,157 |
| BFH | Bread Financial Holdings Inc | 2023-07-31 | 34,842 | 36.97 | 1,288,109 |
| CDI | CDI Corp | 2008-10-16 | 74,843 | 8.20 | 613,713 |
| UVSP | Univest Financial Corp | 2022-11-09 | 9,766 | 21.23 | 207,332 |
| LYLTQ | Loyalty Ventures Inc | 2021-11-11 | 7,253 | 0.01 | 80 |
Holding Weightings of Roger H Ballou
Roger H Ballou Form 4 Trading Tracker
According to the SEC Form 4 filings, Roger H Ballou has made a total of 9 transactions in RCM Technologies Inc (RCMT) over the past 5 years, including 1 buys and 8 sells. The most-recent trade in RCM Technologies Inc is the sale of 7,674 shares on December 14, 2022, which brought Roger H Ballou around $114,726.
According to the SEC Form 4 filings, Roger H Ballou has made a total of 3 transactions in Bread Financial Holdings Inc (BFH) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Bread Financial Holdings Inc is the acquisition of 2,400 shares on July 31, 2023, which cost Roger H Ballou around $100,272.
According to the SEC Form 4 filings, Roger H Ballou has made a total of 0 transactions in CDI Corp (CDI) over the past 5 years. The most-recent trade in CDI Corp is the acquisition of 2,900 shares on October 16, 2008, which cost Roger H Ballou around $39,730.
More details on Roger H Ballou's insider transactions can be found in the Insider Trading History of Roger H Ballou table.Insider Trading History of Roger H Ballou
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Roger H Ballou Trading Performance
GuruFocus tracks the stock performance after each of Roger H Ballou's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Roger H Ballou is 1.44%. GuruFocus also compares Roger H Ballou's trading performance to market benchmark return within the same time period. The performance of stocks bought by Roger H Ballou within 3 months outperforms 9 times out of 15 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Roger H Ballou's insider trading performs compared to the benchmark.
Performance of Roger H Ballou
Average Return
15.98%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.64 | 1.44 | -9.68 | 15.98 | 17.04 | 19.41 |
| Relative Return to S&P 500(%) | -1.55 | 0.3 | -11.88 | 0.79 | 2.47 | 5.33 |
Roger H Ballou Ownership Network
Ownership Network List of Roger H Ballou
Ownership Network Relation of Roger H Ballou
Roger H Ballou Owned Company Details
What does Bread Financial Holdings Inc do?
Who are the key executives at Bread Financial Holdings Inc?
Roger H Ballou is the director of Bread Financial Holdings Inc. Other key executives at Bread Financial Holdings Inc include 10 percent owner Turtle Creek Asset Management Inc. , EVP & Chief Comm'l Off'r & Card Valerie E Greer , and EVP & Chief Financial Officer Perry S Beberman .
Bread Financial Holdings Inc (BFH) Insider Trades Summary
Over the past 18 months, Roger H Ballou made 1 insider transaction in Bread Financial Holdings Inc (BFH) with a net purchase of 2,400. Other recent insider transactions involving Bread Financial Holdings Inc (BFH) include a net sale of 84,038 shares made by Turtle Creek Asset Management Inc. ,
In summary, during the past 3 months, insiders sold 45,000 shares of Bread Financial Holdings Inc (BFH) in total and bought 0 shares, with a net sale of 45,000 shares. During the past 18 months, 870,000 shares of Bread Financial Holdings Inc (BFH) were sold and 788,362 shares were bought by its insiders, resulting in a net sale of 81,638 shares.
Bread Financial Holdings Inc (BFH)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bread Financial Holdings Inc Insider Transactions
Roger H Ballou Mailing Address
Above is the net worth, insider trading, and ownership report for Roger H Ballou. You might contact Roger H Ballou via mailing address: C/o Cdi Corp, 1717 Arch St 35th Fl, Philadelphia Pa 19103.
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