James W Wert's Net Worth

$10.5 Million

Estimate Recalculated Mar 27, 2024 02:57PM EST

Who is James W Wert?

James W Wert has an estimated net worth of $10.5 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 41 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.

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CRAWFORD UNITED Corp (CRAWA) Snapshot price: $36.95

Investor

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: $24.03

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
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

Investor

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