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Erik Herzfeld Biography and Net Worth



Erik Herzfeld is President and Portfolio Manager at the firm.  Prior to joining the firm, Erik had a decade of experience in Wall Street within the equity and foreign exchange/currency derivatives markets in New York and Asia.  He served in quantitative research, trading and management roles with both Lehman Brothers and J.P. Morgan.  He headed J.P. Morgan's Specialized Risk Trading (SRT) group which managed a $200 billion derivatives book out of Singapore.  Erik is the creator of the Bloomberg-JP Morgan Asia Currency Index "ADXY" (FX basket).  He is fluent in Japanese.  His Master's thesis at MIT, "Static Replication of Interest Rate Contingent Claims," was supervised by thesis advisor Professor Andrew Lo.  Erik began his career in the investment industry in 1998, and holds FINRA Series 66.

What is Erik Mervin Herzfeld's net worth?

The estimated net worth of Erik Mervin Herzfeld is at least $823,013.50 as of November 14th, 2022. Mr. Herzfeld owns 200,735 shares of The Herzfeld Caribbean Basin Fund stock worth more than $823,014 as of January 30th. This net worth estimate does not reflect any other investments that Mr. Herzfeld may own. Learn More about Erik Mervin Herzfeld's net worth.

How do I contact Erik Mervin Herzfeld?

The corporate mailing address for Mr. Herzfeld and other The Herzfeld Caribbean Basin Fund executives is , , . The Herzfeld Caribbean Basin Fund can also be reached via phone at (305) 777-1600. Learn More on Erik Mervin Herzfeld's contact information.

Has Erik Mervin Herzfeld been buying or selling shares of The Herzfeld Caribbean Basin Fund?

Erik Mervin Herzfeld has not been actively trading shares of The Herzfeld Caribbean Basin Fund during the past quarter. Most recently, Erik Mervin Herzfeld sold 33,365 shares of the business's stock in a transaction on Monday, November 14th. The shares were sold at an average price of $4.98, for a transaction totalling $166,157.70. Following the completion of the sale, the president now directly owns 200,735 shares of the company's stock, valued at $999,660.30. Learn More on Erik Mervin Herzfeld's trading history.

Who are The Herzfeld Caribbean Basin Fund's active insiders?

The Herzfeld Caribbean Basin Fund's insider roster includes Erik Herzfeld (President), Thomas Herzfeld (Director), and Ryan Paylor (Portfolio Manager). Learn More on The Herzfeld Caribbean Basin Fund's active insiders.

Are insiders buying or selling shares of The Herzfeld Caribbean Basin Fund?

In the last twelve months, The Herzfeld Caribbean Basin Fund insiders bought shares 1 times. They purchased a total of 1,000 shares worth more than $3,850.00. In the last twelve months, insiders at the investment management company sold shares 3 times. They sold a total of 105,963 shares worth more than $527,695.74. The most recent insider tranaction occured on November, 14th when Director Thomas J Herzfeld sold 71,983 shares worth more than $358,475.34. Insiders at The Herzfeld Caribbean Basin Fund own 9.4% of the company. Learn More about insider trades at The Herzfeld Caribbean Basin Fund.

Information on this page was last updated on 11/14/2022.

Erik Mervin Herzfeld Insider Trading History at The Herzfeld Caribbean Basin Fund

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/14/2022Sell33,365$4.98$166,157.70200,735View SEC Filing Icon  
11/12/2021Sell30,472$6.98$212,694.56View SEC Filing Icon  
10/24/2018Buy33,500$5.79$193,965.00View SEC Filing Icon  
12/21/2017Buy10,000$7.10$71,000.00View SEC Filing Icon  
12/8/2017Buy21,100$6.98$147,278.00View SEC Filing Icon  
4/6/2017Buy15,000$6.92$103,800.00114,435View SEC Filing Icon  
1/18/2017Buy8,255$6.49$53,574.9591,180View SEC Filing Icon  
12/23/2014Sell78,475$13.38$1,049,995.50View SEC Filing Icon  
See Full Table

Erik Mervin Herzfeld Buying and Selling Activity at The Herzfeld Caribbean Basin Fund

This chart shows Erik Mervin Herzfeld's buying and selling at The Herzfeld Caribbean Basin Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

The Herzfeld Caribbean Basin Fund Company Overview

The Herzfeld Caribbean Basin Fund logo
The Herzfeld Caribbean Basin Fund, Inc. operates as a non-diversified and closed-end management investment company. It invests in equity and equity-linked securities of public and private companies. The company was founded on March 10, 1992 and is headquartered in Miami Beach, FL.
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Today's Range

Now: $4.10
Low: $4.01
High: $4.11

50 Day Range

MA: $3.90
Low: $3.63
High: $4.10

2 Week Range

Now: $4.10
Low: $3.47
High: $5.84

Volume

17,100 shs

Average Volume

15,044 shs

Market Capitalization

$26.87 million

P/E Ratio

N/A

Dividend Yield

21.54%

Beta

1.26
The Next Big Crisis Is Here
You just can’t see it yet because it’s NOT a banking, financial, or economic crisis… it’s far worse and threatens every dollar in your retirement account.
Click here to watch it, free.