James W Wert's Net Worth
$9.66 Million
Who is James W Wert?
James W Wert has an estimated net worth of $9.66 Million. This is based on reported shares across multiple companies, which include CRAWFORD UNITED Corp, PARK OHIO HOLDINGS CORP, and MARLIN BUSINESS SERVICES CORP.
SEC CIK
James W Wert's CIK is 0001206686
Past Insider Trading and Trends
2011 was James W Wert's most active year for acquiring shares with 12 total transactions. James W Wert's most active month to acquire stocks was the month of April. 2010 was James W Wert's most active year for disposing of shares, totalling 37 transactions. James W Wert's most active month to dispose stocks was the month of November. 2013 saw James W Wert paying a total of $70,000.00 for 6,540 shares, this is the most they've acquired in one year. In 2022 James W Wert cashed out on 58,060 shares for a total of $1,364,410.00, their largest year based on trade value.
Attention insiders: Dive deeper into market movements and stay ahead of the curve with Benzinga Pro! From up-to-the-second news to audio squawks and interactive data tools, it's everything you need to supercharge your trading strategy. Experience the Benzinga Pro advantage today and transform the way you trade with our exclusive free trial!
CRAWFORD UNITED Corp (CRAWA) Snapshot price: $44
InvestorJames W Wert owns 14,500 units of Class A Common Shares which is worth $638,000.00.acquired a total of 14,500 shares in CRAWFORD UNITED Corp at a cost of $58,375.00.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| +38.10% | 4K |
—
|
—
| 14.5K |
Jan 26
| |||
Form 4
| +61.54% | 4K |
—
|
—
| 10.5K |
Jan 10
| |||
Form 4
| +44.44% | 2K |
$23.00 | $46,000.00 | 6.5K |
Jun 6 - Jun 8
| |||
Form 4
| +12.50% | 500 |
$24.75 | $12,375.00 | 4.5K |
May 31
| |||
Form 4
|
∞
| 4K |
—
|
—
| 4K |
Jan 19
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||
PARK OHIO HOLDINGS CORP (PKOH) Snapshot price: $28.8
InvestorJames W Wert owns 86,040 units of Common Stock which is worth $2,477,952.00 and 61,500 units of Commmon Stock which is worth $1,771,200.00. From 2022 to 2024 James W Wert acquired a total of 172,400 shares in PARK OHIO HOLDINGS CORP at a cost of $557,929.05, James also disposed a total of 186,660 shares of PARK OHIO HOLDINGS CORP equalling to $3,966,642.04.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| +5.33% | 4.35K |
—
|
—
| 86.04K |
Jun 26
| |||
Form 4
| -1.21% | -1.00K |
$26.57 | -$26,572.90 | 81.69K |
May 2
| |||
Form 4
| -1.78% | -1.50K |
$25.98 | -$38,975.85 | 82.69K |
Mar 27
| |||
Form 4
| -1.17% | -1.00K |
$27.02 | -$27,020.00 | 84.19K |
Mar 21
| |||
Form 4
| -5.54% | -5.00K |
$26.00 | -$129,979.00 | 85.19K |
Mar 19 - Mar 20
| |||
Form 4
| -1.10% | -1.00K |
$27.00 | -$27,000.00 | 90.19K |
Dec 27
| |||
Form 4
| -1.08% | -1.00K |
$26.00 | -$26,000.00 | 91.19K |
Dec 20
| |||
Form 4
| -2.12% | -2.00K |
$24.96 | -$49,919.70 | 92.19K |
Dec 18 - Dec 19
| |||
Form 4
| -1.05% | -1.00K |
$25.00 | -$25,000.00 | 94.19K |
Dec 15
| |||
Form 4
| +6.73% | 6K |
—
|
—
| 95.19K |
May 31
| |||
Form 4
| +0.35% | 308 |
$14.00 | $4,312.00 | 89.19K |
Jul 14
| |||
Form 4
| +2.30% | 2K |
$14.86 | $29,728.20 | 88.88K |
Jun 16
| |||
Form 4
| +6.11% | 5K |
—
|
—
| 86.88K |
Jun 14
| |||
Form 4
| +0.85% | 692 |
$14.00 | $9,688.00 | 81.88K |
May 25
| |||
Form 4
| +4.20% | 3.27K |
—
|
—
| 81.19K |
Jun 22
| |||
Form 4
| -7.15% | -6.00K |
$39.62 | -$237,700.00 | 77.92K |
Mar 8 - Mar 9
| |||
Form 4
| -4.55% | -4.00K |
$38.47 | -$153,860.00 | 83.92K |
Mar 5
| |||
Form 4
| +7.46% | 6.1K |
—
|
—
| 87.92K |
Jun 10
| |||
Form 4
| +3.15% | 2.5K |
$27.62 | $69,057.45 | 81.82K |
Aug 9
| |||
Form 4
| +3.69% | 2.83K |
—
|
—
| 79.32K |
May 9
| |||
Form 4
| -1.26% | -1.00K |
$40.28 | -$40,278.40 | 78.5K |
Jun 6
| |||
Form 4
| -25.00% | -1.00K |
$42.00 | -$42,000.00 | 3K |
May 21
| |||
Form 4
| -20.00% | -1.00K |
$41.00 | -$41,000.00 | 4K |
May 16
| |||
Form 4
| -16.67% | -1.00K |
$40.50 | -$40,500.00 | 5K |
May 14
| |||
Form 4
| +2.98% | 2.3K |
—
|
—
| 79.5K |
May 10
| |||
Form 4
| -6.08% | -5.00K |
$40.80 | -$101,995.00 | 77.19K |
Aug 16 - Aug 17
| |||
Form 4
| +2.74% | 2.19K |
—
|
—
| 82.19K |
May 11
| |||
Form 4
| -0.62% | -500.00 |
$43.00 | -$21,500.00 | 80K |
Dec 15
| |||
Form 4
| -0.98% | -800.00 |
$43.14 | -$34,512.00 | 80.5K |
Dec 13
| |||
Form 4
| -1.45% | -1.20K |
$44.10 | -$52,920.00 | 81.3K |
Dec 8 - Dec 9
| |||
Form 4
| -1.20% | -1.00K |
$36.05 | -$36,050.00 | 82.5K |
Sep 15
| |||
Form 4
| -2.97% | -2.56K |
$35.79 | -$91,629.60 | 83.5K |
Sep 13 - Sep 14
| |||
Form 4
| -2.27% | -2.00K |
$36.26 | -$72,520.00 | 86.06K |
Aug 30
| |||
Form 4
| -1.12% | -1.00K |
$35.00 | -$35,000.00 | 88.06K |
Aug 26
| |||
Form 4
| -3.26% | -3.00K |
$34.69 | -$104,070.00 | 89.06K |
Aug 11 - Aug 12
| |||
Form 4
| +3.38% | 3.01K |
—
|
—
| 92.06K |
May 19
| |||
Form 4
| +1.83% | 1.6K |
—
|
—
| 89.05K |
Jun 5
| |||
Form 4
| +1.45% | 1.25K |
—
|
—
| 87.45K |
Jun 12
| |||
Form 4
| -2.16% | -1.90K |
—
|
—
| 86.2K |
Jun 14
| |||
Form 4
| -1.17% | -1.00K |
$37.77 | -$37,765.00 | 84.3K |
May 15
| |||
Form 4/A
|
—
|
0
|
—
|
—
|
0
| ||||
Form 4
| -3.40% | -3.00K |
$22.54 | -$67,610.00 | 85.3K |
Nov 5 - Nov 6
| |||
Form 4
| -18.60% | -4.00K |
$21.76 | -$87,040.00 | 17.5K |
Aug 20 - Aug 21
| |||
Form 4
| -4.33% | -4.00K |
$21.36 | -$85,420.00 | 88.3K |
Aug 16
| |||
Form 4
| -6.10% | -6.00K |
$21.09 | -$126,540.00 | 92.3K |
Aug 14 - Aug 15
| |||
Form 4
| +3.15% | 3K |
—
|
—
| 98.3K |
May 24
| |||
Form 4
| +20.63% | 16.3K |
$5.54 | $90,260.00 | 95.3K |
Oct 7
| |||
Form 4
| +3.95% | 3K |
$13.06 | $39,184.95 | 79K |
Sep 9 - Sep 12
| |||
Form 4
| +1.33% | 1K |
$14.31 | $14,306.60 | 76K |
Sep 7
| |||
Form 4
| +2.04% | 1.5K |
$13.75 | $20,625.00 | 75K |
Aug 18
| |||
Form 4
| +6.52% | 4.5K |
$14.65 | $65,905.35 | 73.5K |
Aug 9 - Aug 10
| |||
Form 4
| +3.76% | 2.5K |
—
|
—
| 69K |
May 26
| |||
Form 4
| +66.67% | 5K |
$3.39 | $16,925.00 | 12.5K |
Mar 17 - Mar 18
| |||
Form 4
| -3.50% | -4.50K |
$23.08 | -$103,425.00 | 124K |
Dec 13
| |||
Form 4
| -2.21% | -3.00K |
$22.02 | -$65,800.00 | 133K |
Dec 9 - Dec 10
| |||
Form 4
| -4.03% | -2.90K |
$21.01 | -$60,925.00 | 69K |
Dec 7
| |||
Form 4
| -50.00% | -2.50K |
$20.52 | -$51,307.75 | 2.5K |
Dec 6
| |||
Form 4/A
| -5.64% | -4.30K |
$19.88 | -$85,500.00 | 71.9K |
Dec 1 - Dec 2
| |||
Form 4
| -1.04% | -800.00 |
$20.09 | -$16,075.00 | 76.2K |
Dec 3 - Dec 6
| |||
Form 4
| -76.67% | -2.30K |
$20.00 | -$46,000.00 | 700 |
Dec 2
| |||
Form 4
| -40.00% | -2.00K |
$19.75 | -$39,500.00 | 3K |
Dec 1
| |||
Form 4
| -2.53% | -2.00K |
$19.39 | -$38,776.00 | 77K |
Nov 30
| |||
Form 4
| -13.85% | -13.50K |
$15.42 | -$209,144.80 | 84K |
Jun 15 - Jun 16
| |||
Form 4
| -8.16% | -8.00K |
$14.60 | -$116,760.00 | 90K |
Jun 11 - Jun 14
| |||
Form 4/A
| +3.87% | 5K |
$4.77 | $23,863.00 | 134.2K |
Nov 12
| |||
Form 4
| -1.21% | -1.20K |
$14.31 | -$17,174.64 | 98K |
Jun 4
| |||
Form 4
| -13.13% | -15.00K |
$14.69 | -$220,366.00 | 99.2K |
Jun 1 - Jun 3
| |||
Form 4
| -2.14% | -2.50K |
$14.50 | -$72,500.00 | 114.2K |
May 27 - May 28
| |||
Form 4
| -6.04% | -7.50K |
$14.04 | -$105,307.00 | 116.7K |
May 26 - May 27
| |||
Form 4
| -1.97% | -2.50K |
$14.44 | -$36,090.00 | 124.2K |
May 18
| |||
Form 4
| -1.93% | -2.50K |
$14.25 | -$35,625.00 | 126.7K |
May 13
| |||
Form 4
| -3.73% | -5.00K |
$13.99 | -$69,956.25 | 129.2K |
May 12
| |||
Form 4
| +3.87% | 5K |
$4.77 | $23,863.00 | 134.2K |
Nov 13
| |||
Form 4
| +8.39% | 10K |
—
|
—
| 129.2K |
Jun 19
| |||
Form 4
| +9.16% | 10K |
$3.03 | $30,326.00 | 119.2K |
Mar 13
| |||
Form 4
| +4.80% | 5K |
$4.50 | $22,500.00 | 109.2K |
Dec 4
| |||
Form 4
| +10.62% | 10K |
$4.13 | $41,347.50 | 104.2K |
Dec 2 - Dec 3
| |||
Form 4
| +42.73% | 28.2K |
$1.91 | $53,862.00 | 94.2K |
Oct 17
| |||
Form 4
| +3.13% | 2K |
—
|
—
| 66K |
May 20
| |||
Form 4
| +4.07% | 2.5K |
—
|
—
| 64K |
Aug 14
| |||
Form 4
| -13.99% | -10.00K |
$24.03 | -$240,307.00 | 61.5K |
Jun 15
| |||
Form 4
| -15.46% | -2.56K |
$23.00 | -$58,880.00 | 14K |
May 17
| |||
Form 4
| -7.08% | -6.02K |
$23.00 | -$138,506.00 | 79.06K |
May 16
| |||
Form 4
| -0.55% | -418.00 |
$23.00 | -$9,614.00 | 76.08K |
May 15
| |||
Form 4
| +4.08% | 3K |
—
|
—
| 76.5K |
Jul 13
| |||
Form 4
| +2.80% | 2K |
—
|
—
| 73.5K |
Jul 15
| |||
Form 4
| +16.26% | 10K |
$1.91 | $19,100.00 | 71.5K |
Apr 20
| |||
Form 4
| -8.28% | -6.00K |
—
|
—
| 66.5K |
Dec 17
| |||
Form 4
| -8.05% | -7.00K |
$24.86 | -$175,710.00 | 80K |
Dec 14 - Dec 16
| |||
Form 4
| -2.52% | -2.00K |
$24.17 | -$48,347.00 | 77.5K |
Dec 13 - Dec 14
| |||
Form 4
| -4.22% | -3.50K |
$23.84 | -$83,440.00 | 79.5K |
Dec 9
| |||
Form 4
| -6.21% | -5.50K |
$23.24 | -$127,823.90 | 83K |
Dec 7
| |||
Form 4
| -2.21% | -2.00K |
$22.90 | -$45,806.00 | 88.5K |
Dec 6
| |||
Form 4
| -5.24% | -5.00K |
$22.75 | -$113,750.00 | 90.5K |
Dec 3
| |||
Form 4
| -12.70% | -4.00K |
$22.61 | -$90,584.00 | 27.5K |
Dec 1 - Dec 2
| |||
Form 4
| +2.14% | 2K |
—
|
—
| 95.5K |
Nov 1
| |||
Form 4
| -9.66% | -10.00K |
$20.00 | -$200,037.00 | 93.5K |
Oct 1
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Aug 1
| |||
| No matching records found | |||||||||
MARLIN BUSINESS SERVICES CORP No price found
InvestorJames W Wert used to own units in Common Stock but no longer holds any shares there. From 2003 to 2022 James W Wert acquired a total of 108,231 shares in MARLIN BUSINESS SERVICES CORP at a cost of $248,901.32, James also disposed a total of 108,231 shares of MARLIN BUSINESS SERVICES CORP equalling to $1,669,707.66.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| -100.00% | -58.06K |
$23.50 | -$1,364,410.00 |
0
|
Jan 20
| |||
Form 4
| -30.33% | -25.27K |
—
|
—
| 58.06K |
Sep 8
| |||
Form 4
| +3.30% | 2.66K |
—
|
—
| 83.33K |
Jun 3
| |||
Form 4
| +9.42% | 6.94K |
—
|
—
| 80.67K |
Jun 11
| |||
Form 4
| +3.64% | 2.59K |
—
|
—
| 73.73K |
Aug 2
| |||
Form 4
| +1.39% | 973 |
$30.40 | -$30,400.00 | 71.14K |
Jun 4
| |||
Form 4
| +0.01% | 4 |
$18.61 | -$30,727.36 | 70.17K |
Jun 2 - May 22
| |||
Form 4
| -4.07% | -2.98K |
$25.42 | -$75,751.60 | 70.17K |
Aug 15
| |||
Form 4
| +0.56% | 409 |
—
|
—
| 73.15K |
Dec 27 - May 18
| |||
Form 4
| +2.89% | 2.04K |
$7.17 | $14,633.97 | 72.73K |
Sep 19
| |||
Form 4
| +4.91% | 3.31K |
—
|
—
| 70.69K |
Jun 9
| |||
Form 4
| +4.04% | 2.62K |
—
|
—
| 67.38K |
May 21
| |||
Form 4
| +3.99% | 2.49K |
—
|
—
| 64.77K |
Jun 13
| |||
Form 4
| -8.65% | -5.90K |
—
|
—
| 62.28K |
Oct 15 - Oct 28
| |||
Form 4
| +7.91% | 5K |
$14.00 | $70,000.00 | 68.18K |
Sep 6
| |||
Form 4
| +2.50% | 1.54K |
—
|
—
| 63.18K |
May 31
| |||
Form 4
| +4.76% | 2.8K |
$3.39 | $9,492.00 | 61.64K |
Dec 28
| |||
Form 4
| -3.29% | -2.00K |
$20.57 | -$41,130.00 | 58.84K |
Nov 2 - Nov 6
| |||
Form 4
| -7.59% | -5.00K |
$14.28 | -$71,390.10 | 60.84K |
Jun 13 - Jun 14
| |||
Form 4
| +3.99% | 2.53K |
—
|
—
| 65.84K |
May 23
| |||
Form 4
| +12.43% | 7K |
$3.39 | $23,730.00 | 63.31K |
Dec 7
| |||
Form 4
| +5.66% | 3.02K |
—
|
—
| 56.31K |
May 25
| |||
Form 4
| -4.17% | -2.32K |
$11.88 | -$27,525.96 | 53.29K |
Jun 14
| |||
Form 4
| +5.66% | 2.98K |
—
|
—
| 55.61K |
May 25
| |||
Form 4
| +7.71% | 3.77K |
—
|
—
| 52.63K |
Oct 28
| |||
Form 4
| +69.29% | 20K |
$2.13 | $42,564.00 | 48.86K |
Nov 25
| |||
Form 4
| +13.91% | 3.52K |
—
|
—
| 28.86K |
Jun 2
| |||
Form 4
| +541.82% | 21.39K |
$2.81 | $60,108.71 | 25.34K |
Feb 15
| |||
Form 4
| +50.63% | 1.33K |
—
|
—
| 3.95K |
May 25
| |||
Form 4
| +92.01% | 1.26K |
—
|
—
| 2.62K |
May 25
| |||
Form 4
|
∞
| 1.36K |
—
|
—
| 1.36K |
May 26
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
May 26
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Nov 11
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||