Lon R Greenberg - Net Worth and Insider Trading
Lon R Greenberg Net Worth
The estimated net worth of Lon R Greenberg is at least $17 Million dollars as of 2024-06-10. Lon R Greenberg is the Director of UGI Corp and owns about 435,554 shares of UGI Corp (UGI) stock worth over $10 Million. Lon R Greenberg is the Director of Ameriprise Financial Inc and owns about 8,000 shares of Ameriprise Financial Inc (AMP) stock worth over $3 Million. Lon R Greenberg is also the Director of Cencora Inc and owns about 9,500 shares of Cencora Inc (COR) stock worth over $2 Million. Besides these, Lon R Greenberg also holds AmeriGas Partners LP (APU) , Essential Utilities Inc (WTRG) . Details can be seen in Lon R Greenberg's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lon R Greenberg has not made any transactions after 2016-08-09 and currently still holds the listed stock(s).
Transaction Summary of Lon R Greenberg
Lon R Greenberg Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lon R Greenberg owns 5 companies in total, including Ameriprise Financial Inc (AMP) , Cencora Inc (COR) , and Essential Utilities Inc (WTRG) among others .
Click here to see the complete history of Lon R Greenberg’s form 4 insider trades.
Insider Ownership Summary of Lon R Greenberg
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AMP | Ameriprise Financial Inc | 2016-06-29 | director |
| COR | Cencora Inc | 2022-01-15 | director |
| WTRG | Essential Utilities Inc | 2009-11-13 | director |
 | | 2015-05-18 | President/CEO & Chairman |
| | 2015-12-21 | director |
Lon R Greenberg Latest Holdings Summary
Lon R Greenberg currently owns a total of 5 stocks. Among these stocks, Lon R Greenberg owns 435,554 shares of UGI Corp (UGI) as of May 18, 2015, with a value of $10 Million and a weighting of 59.69%. Lon R Greenberg owns 8,000 shares of Ameriprise Financial Inc (AMP) as of June 29, 2016, with a value of $3 Million and a weighting of 20.12%. Lon R Greenberg also owns 9,500 shares of Cencora Inc (COR) as of August 9, 2016, with a value of $2 Million and a weighting of 13.19%. The other 2 stocks AmeriGas Partners LP (APU) , Essential Utilities Inc (WTRG) have a combined weighting of 7% among all his current holdings.
Latest Holdings of Lon R Greenberg
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UGI | UGI Corp | 2015-05-18 | 435,554 | 23.25 | 10,126,631 |
| AMP | Ameriprise Financial Inc | 2016-06-29 | 8,000 | 426.63 | 3,413,040 |
| COR | Cencora Inc | 2016-08-09 | 9,500 | 235.47 | 2,236,965 |
| APU | AmeriGas Partners LP | 2015-12-21 | 20,000 | 31.22 | 624,400 |
| WTRG | Essential Utilities Inc | 2009-11-13 | 15,250 | 36.97 | 563,793 |
Holding Weightings of Lon R Greenberg
Lon R Greenberg Form 4 Trading Tracker
According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in UGI Corp (UGI) over the past 5 years. The most-recent trade in UGI Corp is the sale of 75,000 shares on May 18, 2015, which brought Lon R Greenberg around $3 Million.
According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in Ameriprise Financial Inc (AMP) over the past 5 years. The most-recent trade in Ameriprise Financial Inc is the acquisition of 3,900 shares on June 29, 2016, which cost Lon R Greenberg around $343,902.
According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in Cencora Inc (COR) over the past 5 years. The most-recent trade in Cencora Inc is the acquisition of 4,000 shares on August 9, 2016, which cost Lon R Greenberg around $354,360.
More details on Lon R Greenberg's insider transactions can be found in the Insider Trading History of Lon R Greenberg table.Insider Trading History of Lon R Greenberg
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Lon R Greenberg Trading Performance
GuruFocus tracks the stock performance after each of Lon R Greenberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lon R Greenberg is 9.15%. GuruFocus also compares Lon R Greenberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lon R Greenberg within 3 months outperforms 5 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Lon R Greenberg's insider trading performs compared to the benchmark.
Performance of Lon R Greenberg
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.57 | | | | | |
| Relative Return to S&P 500(%) | 2.64 | | | | | |
Lon R Greenberg Ownership Network
Lon R Greenberg Owned Company Details
What does Ameriprise Financial Inc do?
Who are the key executives at Ameriprise Financial Inc?
Lon R Greenberg is the director of Ameriprise Financial Inc. Other key executives at Ameriprise Financial Inc include President-Insurance&Annuities Gumer Alvero , Interim Controller and PAO Dawn M. Brockman , and Pres - U.S. Asset Mgmt & CIO William F Truscott .
Ameriprise Financial Inc (AMP) Insider Trades Summary
Over the past 18 months, Lon R Greenberg made no insider transaction in Ameriprise Financial Inc (AMP). Other recent insider transactions involving Ameriprise Financial Inc (AMP) include a net sale of 98,986 shares made by James M Cracchiolo , a net sale of 40,652 shares made by William F Truscott , and a net sale of 21,209 shares made by Joseph Edward Sweeney .
In summary, during the past 3 months, insiders sold 3,376 shares of Ameriprise Financial Inc (AMP) in total and bought 0 shares, with a net sale of 3,376 shares. During the past 18 months, 209,902 shares of Ameriprise Financial Inc (AMP) were sold and 0 shares were bought by its insiders, resulting in a net sale of 209,902 shares.
Ameriprise Financial Inc (AMP)'s detailed insider trading history can be found in Insider Trading Tracker table.
Ameriprise Financial Inc Insider Transactions
Lon R Greenberg Mailing Address
Above is the net worth, insider trading, and ownership report for Lon R Greenberg. You might contact Lon R Greenberg via mailing address: 460 North Gulph Road, King Of Prussia Pa 19406.
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