Charlene Barshefsky - Net Worth and Insider Trading
Charlene Barshefsky Net Worth
The estimated net worth of Charlene Barshefsky is at least $19 Million dollars as of 2024-04-27. Charlene Barshefsky is the Director of The Estee Lauder Companies Inc and owns about 78,845 shares of The Estee Lauder Companies Inc (EL) stock worth over $12 Million. Charlene Barshefsky is the Director of American Express Co and owns about 20,097 shares of American Express Co (AXP) stock worth over $5 Million. Charlene Barshefsky is also the Director of Starwood Hotels & Resorts Worldwide Inc and owns about 25,564 shares of Starwood Hotels & Resorts Worldwide Inc (HOT) stock worth over $2 Million. Besides these, Charlene Barshefsky also holds MDC Partners Inc (MDCA) , Intel Corp (INTC) . Details can be seen in Charlene Barshefsky's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charlene Barshefsky has not made any transactions after 2023-08-23 and currently still holds the listed stock(s).
Transaction Summary of Charlene Barshefsky
Charlene Barshefsky Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charlene Barshefsky owns 6 companies in total, including The Estee Lauder Companies Inc (EL) , MDC Partners Inc (MDCA) , and American Express Co (AXP) among others .
Click here to see the complete history of Charlene Barshefsky’s form 4 insider trades.
Insider Ownership Summary of Charlene Barshefsky
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
EL | The Estee Lauder Companies Inc | 2023-08-23 | director |
MDCA | MDC Partners Inc | 2020-08-07 | director |
AXP | American Express Co | 2006-11-20 | director |
INTC | Intel Corp | 2007-10-31 | director |
HOT | Starwood Hotels & Resorts Worldwide Inc | 2016-09-22 | director |
STGW | Stagwell Inc | 2020-08-07 | director |
Charlene Barshefsky Latest Holdings Summary
Charlene Barshefsky currently owns a total of 5 stocks. Among these stocks, Charlene Barshefsky owns 78,845 shares of The Estee Lauder Companies Inc (EL) as of August 23, 2023, with a value of $12 Million and a weighting of 62.07%. Charlene Barshefsky owns 20,097 shares of American Express Co (AXP) as of November 20, 2006, with a value of $5 Million and a weighting of 25.29%. Charlene Barshefsky also owns 25,564 shares of Starwood Hotels & Resorts Worldwide Inc (HOT) as of February 24, 2016, with a value of $2 Million and a weighting of 10.52%. The other 2 stocks MDC Partners Inc (MDCA) , Intel Corp (INTC) have a combined weighting of 2.12% among all his current holdings.
Latest Holdings of Charlene Barshefsky
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
EL | The Estee Lauder Companies Inc | 2023-08-23 | 78,845 | 147.45 | 11,625,695 |
AXP | American Express Co | 2006-11-20 | 20,097 | 235.64 | 4,735,657 |
HOT | Starwood Hotels & Resorts Worldwide Inc | 2016-02-24 | 25,564 | 77.05 | 1,969,706 |
MDCA | MDC Partners Inc | 2020-03-12 | 50,000 | 5.42 | 271,000 |
INTC | Intel Corp | 2007-10-31 | 3,977 | 31.88 | 126,787 |
Holding Weightings of Charlene Barshefsky
Charlene Barshefsky Form 4 Trading Tracker
According to the SEC Form 4 filings, Charlene Barshefsky has made a total of 4 transactions in The Estee Lauder Companies Inc (EL) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in The Estee Lauder Companies Inc is the sale of 1,796 shares on August 23, 2023, which brought Charlene Barshefsky around $272,866.
According to the SEC Form 4 filings, Charlene Barshefsky has made a total of 0 transactions in American Express Co (AXP) over the past 5 years. The most-recent trade in American Express Co is the acquisition of 1,600 shares on November 20, 2006, which cost Charlene Barshefsky around $95,168.
According to the SEC Form 4 filings, Charlene Barshefsky has made a total of 0 transactions in Starwood Hotels & Resorts Worldwide Inc (HOT) over the past 5 years. The most-recent trade in Starwood Hotels & Resorts Worldwide Inc is the sale of 2,286 shares on February 24, 2016, which brought Charlene Barshefsky around $150,807.
More details on Charlene Barshefsky's insider transactions can be found in the Insider Trading History of Charlene Barshefsky table.Insider Trading History of Charlene Barshefsky
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Charlene Barshefsky Trading Performance
GuruFocus tracks the stock performance after each of Charlene Barshefsky's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charlene Barshefsky is -3.82%. GuruFocus also compares Charlene Barshefsky's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charlene Barshefsky within 3 months outperforms 6 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charlene Barshefsky's insider trading performs compared to the benchmark.
Performance of Charlene Barshefsky
Average Return
-1.42%
Outperforming Transactions
29%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -1.56 | -3.82 | -1.47 | -1.42 | -9.42 | -3.7 |
Relative Return to S&P 500(%) | -2.46 | -5.31 | -3.3 | 0.93 | -0.07 | 0.67 |
Charlene Barshefsky Ownership Network
Ownership Network List of Charlene Barshefsky
Ownership Network Relation of Charlene Barshefsky
Charlene Barshefsky Owned Company Details
What does The Estee Lauder Companies Inc do?
Who are the key executives at The Estee Lauder Companies Inc?
Charlene Barshefsky is the director of The Estee Lauder Companies Inc. Other key executives at The Estee Lauder Companies Inc include EVP & General Counsel Deirdre Stanley , Group President Hudis Jane Hertzmark , and EVP-Global R&D Carl P. Haney .
The Estee Lauder Companies Inc (EL) Insider Trades Summary
Over the past 18 months, Charlene Barshefsky made 1 insider transaction in The Estee Lauder Companies Inc (EL) with a net sale of 1,796. Other recent insider transactions involving The Estee Lauder Companies Inc (EL) include a net sale of 3,884 shares made by Jennifer Hyman , a net sale of 43,311 shares made by Hudis Jane Hertzmark , and a net sale of 12,661 shares made by Jane Lauder .
In summary, during the past 3 months, insiders sold 4,343 shares of The Estee Lauder Companies Inc (EL) in total and bought 1,350 shares, with a net sale of 2,993 shares. During the past 18 months, 88,791 shares of The Estee Lauder Companies Inc (EL) were sold and 1,350 shares were bought by its insiders, resulting in a net sale of 87,441 shares.
The Estee Lauder Companies Inc (EL)'s detailed insider trading history can be found in Insider Trading Tracker table.
The Estee Lauder Companies Inc Insider Transactions
Charlene Barshefsky Mailing Address
Above is the net worth, insider trading, and ownership report for Charlene Barshefsky. Currently GuruFocus does not have mailing address information for Charlene Barshefsky.