Steven Sugarman - Net Worth and Insider Trading
Steven Sugarman Net Worth
The estimated net worth of Steven Sugarman is at least $25 Million dollars as of 2025-04-25. Steven Sugarman is the President of Patriot National Bancorp Inc and owns about 7,019,978 shares of Patriot National Bancorp Inc (PNBK) stock worth over $25 Million. Steven Sugarman is also the CEO AND CHAIRMAN OF BOARD of Banc of California Inc and owns about 1,428 shares of Banc of California Inc (BANC) stock worth over $19,235. Details can be seen in Steven Sugarman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Steven Sugarman has not made any transactions after 2025-03-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Steven Sugarman
Steven Sugarman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Steven Sugarman owns 2 companies in total, including Banc of California Inc (BANC) , and National Holdings Corp (NHLD) .
Click here to see the complete history of Steven Sugarman’s form 4 insider trades.
Insider Ownership Summary of Steven Sugarman
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| BANC | Banc of California Inc | 2016-08-17 | director |
| NHLD | National Holdings Corp | 2011-12-27 | 10 percent owner |
Steven Sugarman Latest Holdings Summary
Steven Sugarman currently owns a total of 2 stocks. Among these stocks, Steven Sugarman owns 7,019,978 shares of Patriot National Bancorp Inc (PNBK) as of March 20, 2025, with a value of $25 Million and a weighting of 99.92%. Steven Sugarman also owns 1,428 shares of Banc of California Inc (BANC) as of August 17, 2016, with a value of $19,235 and a weighting of 0.08%.
Latest Holdings of Steven Sugarman
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PNBK | Patriot National Bancorp Inc | 2025-03-20 | 7,019,978 | 3.62 | 25,412,320 |
| BANC | Banc of California Inc | 2016-08-17 | 1,428 | 13.47 | 19,235 |
Holding Weightings of Steven Sugarman
Steven Sugarman Form 4 Trading Tracker
According to the SEC Form 4 filings, Steven Sugarman has made a total of 1 transactions in Patriot National Bancorp Inc (PNBK) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Patriot National Bancorp Inc is the acquisition of 7,019,978 shares on March 20, 2025, which cost Steven Sugarman around $5 Million.
According to the SEC Form 4 filings, Steven Sugarman has made a total of 0 transactions in Banc of California Inc (BANC) over the past 5 years. The most-recent trade in Banc of California Inc is the acquisition of 338 shares on August 17, 2016, which cost Steven Sugarman around $7,419.
Insider Trading History of Steven Sugarman
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Steven Sugarman Trading Performance
GuruFocus tracks the stock performance after each of Steven Sugarman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steven Sugarman is 3.43%. GuruFocus also compares Steven Sugarman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steven Sugarman within 3 months outperforms 6 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Steven Sugarman's insider trading performs compared to the benchmark.
Performance of Steven Sugarman
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 19.07 | | | | | |
| Relative Return to S&P 500(%) | 18.79 | | | | | |
Steven Sugarman Ownership Network
Ownership Network List of Steven Sugarman
Ownership Network Relation of Steven Sugarman
Steven Sugarman Owned Company Details
What does Banc of California Inc do?
Who are the key executives at Banc of California Inc?
Steven Sugarman is the director of Banc of California Inc. Other key executives at Banc of California Inc include director & PRESIDENT AND CEO Jared M Wolff , EVP & Credit Administration Robert G Dyck , and Chief Financial Officer Joseph Kauder .
Banc of California Inc (BANC) Insider Trades Summary
Over the past 18 months, Steven Sugarman made no insider transaction in Banc of California Inc (BANC). Other recent insider transactions involving Banc of California Inc (BANC) include a net sale of 377,500 shares made by Richard J Lashley , a net purchase of 20,000 shares made by James Andrew Barker , and a net purchase of 10,000 shares made by Joseph J Rice .
In summary, during the past 3 months, insiders sold 0 shares of Banc of California Inc (BANC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 410,000 shares of Banc of California Inc (BANC) were sold and 59,630 shares were bought by its insiders, resulting in a net sale of 350,370 shares.
Banc of California Inc (BANC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Banc of California Inc Insider Transactions
Steven Sugarman Mailing Address
Above is the net worth, insider trading, and ownership report for Steven Sugarman. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Steven Sugarman's mailing address is: Chula Vista Ca 91910.
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