Last updated: 18 April 2023 at 8:00pm EST

John Bartholdson Net Worth




The estimated Net Worth of John R Bartholdson is at least $4.78 Million dollars as of 28 September 2022. Mr. Bartholdson owns over 10,000 units of CBRE Global Real Estate Income Fund stock worth over $95,677 and over the last 21 years he sold IGR stock worth over $4,685,158. In addition, he makes $0 as Independent Trustee at CBRE Global Real Estate Income Fund.

Mr. Bartholdson IGR stock SEC Form 4 insiders trading

John has made over 16 trades of the CBRE Global Real Estate Income Fund stock since 2004, according to the Form 4 filled with the SEC. Most recently he bought 10,000 units of IGR stock worth $58,900 on 28 September 2022.

The largest trade he's ever made was exercising 50,000 units of CBRE Global Real Estate Income Fund stock on 31 January 2007 worth over $1,909,500. On average, John trades about 10,772 units every 272 days since 2003. As of 28 September 2022 he still owns at least 15,020 units of CBRE Global Real Estate Income Fund stock.

You can see the complete history of Mr. Bartholdson stock trades at the bottom of the page.





John Bartholdson biography

John R. Bartholdson serves as Independent Trustee of the Company. He served as Senior Vice President, CFO and Treasurer, and a Director of Triumph Group, Inc. (1993-2007). (Retired). He is Trustee of Berwyn Cornerstone Fund, Berwyn Income Fund, and Berwyn Fund (since 2013); Board of Old Mutual Advisor Funds, Old Mutual Funds, II and Old Mutual Insurance Series Fund (2004-2012).



What's John Bartholdson's mailing address?

John's mailing address filed with the SEC is , , , , .

Insiders trading at CBRE Global Real Estate Income Fund

Over the last 22 years, insiders at CBRE Global Real Estate Income Fund have traded over $983,058 worth of CBRE Global Real Estate Income Fund stock and bought 322,085 units worth $2,537,592 . The most active insiders traders include John R Bartholdson, T Ritson Ferguson, and Richard L Sutton. On average, CBRE Global Real Estate Income Fund executives and independent directors trade stock every 93 days with the average trade being worth of $32,672. The most recent stock trade was executed by Jonathan D Miniman on 4 March 2024, trading 1,750 units of IGR stock currently worth $8,890.



What does CBRE Global Real Estate Income Fund do?

cbre clarion securities is an industry-leading global investment management firm specializing in real assets including real estate, infrastructure, and mlp securities. our experienced investment teams on the ground in the u.s., europe, and asia work closely to create a comprehensive local market view. at cbre clarion securities, we offer innovative ways for clients to capitalize on investment opportunities in listed securities – across strategies, regions, and sectors worldwide. cbre clarion securities is the listed equity management arm of cbre global investors. cbre global investors is an independently operated affiliate of cbre group, inc. (nyse: cbre) the world’s premier, full-service commercial real estate services and investment company.



What does CBRE Global Real Estate Income Fund's logo look like?

CBRE Global Real Estate Income Fund logo

Complete history of Mr. Bartholdson stock trades at Triumph and CBRE Global Real Estate Income Fund

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
28 Sep 2022 John R Bartholdson
Director
Buy 10,000 $5.89 $58,900
28 Sep 2022
15,020
11 Dec 2007 John R Bartholdson
Director
Buy 1,420 $17.20 $24,424
11 Dec 2007
3,120
23 Dec 2004 John R Bartholdson
Director
Buy 1,700 $14.89 $25,313
23 Dec 2004
1,700
7 Feb 2007 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 13,300 $44.91 $597,303
7 Feb 2007
122,906
5 Feb 2007 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 7,064 $44.82 $316,608
5 Feb 2007
110,806
31 Jan 2007 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 50,000 $38.19 $1,909,500
31 Jan 2007
127,242
13 Nov 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Sale 50,000 $49.67 $2,483,500
13 Nov 2006
111,106
4 Aug 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 4,300 $44.91 $193,113
4 Aug 2006
165,406
3 Aug 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 10,000 $39.56 $395,600
3 Aug 2006
171,106
2 Aug 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Sale 5,600 $47.11 $263,816
2 Aug 2006
161,106
2 Aug 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 10,000 $39.96 $399,600
2 Aug 2006
171,106
1 Aug 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 10,000 $43.13 $431,300
1 Aug 2006
171,106
17 May 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Sale 23,932 $65.27 $1,562,042
17 May 2006
108,429
7 Mar 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 21,052 $19.00 $399,988
7 Mar 2006
156,778
10 Feb 2006 John R Bartholdson
Sr. VP, CFO, and Treassurer
Option 30,164 $23.00 $693,772
10 Feb 2006
142,200
11 Nov 2004 John R Bartholdson
Sr. VP, CFO, and Treassurer
Sale 10,000 $37.58 $375,800
11 Nov 2004
137,026


CBRE Global Real Estate Income Fund executives and stock owners

CBRE Global Real Estate Income Fund executives and other stock owners filed with the SEC include: