Thomas J. Herzfeld net worth and biography

Thomas Herzfeld Biography and Net Worth

Director of The Herzfeld Caribbean Basin Fund

Thomas J. Herzfeld is Chairman of Thomas J. Herzfeld Advisors, Inc., and The Herzfeld Caribbean Basin Fund (NASDAQ: CUBA). Mr. Herzfeld began his career in the securities industry in the 1960's and formed a New York Stock Exchange member firm in 1970, where he was the youngest Managing Partner of a NYSE member firm at the time. Tom is widely considered to be the leading expert in the field of closed-end funds, and was frequently on Wall $treet Week with Louis Rukeyser and the Nightly Business Report with Paul Kangas throughout the eighties and nineties. He is author of the first textbook published on the subject: The Investor's Guide to Closed-End Funds (McGraw-Hill, 1979), as well as five other books dedicated to the industry. TJH was the publisher of the industry's most comprehensive monthly research report for 28 years, and has been interviewed as a "leading authority" on the subject hundreds of times.

What is Thomas J. Herzfeld's net worth?: The estimated net worth of Thomas J. Herzfeld is at least $4.09 million as of March 24th, 2025. Mr. Herzfeld owns 1,568,223 shares of The Herzfeld Caribbean Basin Fund stock worth more than $4,085,221 as of April 1st. This net worth approximation does not reflect any other investments that Mr. Herzfeld may own. Learn More about Thomas J. Herzfeld's net worth.
How do I contact Thomas J. 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 Thomas J. Herzfeld's contact information.
Has Thomas J. Herzfeld been buying or selling shares of The Herzfeld Caribbean Basin Fund?: Thomas J. Herzfeld has not been actively trading shares of The Herzfeld Caribbean Basin Fund over the course of the past ninety days. Most recently, on Monday, March 24th, Thomas J. Herzfeld bought 1,674 shares of The Herzfeld Caribbean Basin Fund stock. The stock was acquired at an average cost of $2.70 per share, with a total value of $4,519.80. Following the completion of the transaction, the chairman now directly owns 1,568,223 shares of the company's stock, valued at $4,234,202.10. Learn More on Thomas J. 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 11 times. They purchased a total of 161,372 shares worth more than $418,109.22. The most recent insider tranaction occured on March, 24th when Chairman Thomas J Herzfeld bought 1,674 shares worth more than $4,519.80. Insiders at The Herzfeld Caribbean Basin Fund own 28.8% of the company. Learn More about insider trades at The Herzfeld Caribbean Basin Fund.
Information on this page was last updated on 3/24/2025.

Thomas J. Herzfeld Insider Trading History at The Herzfeld Caribbean Basin Fund

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/24/2025	Buy	1,674	$2.70	$4,519.80	1,568,223
3/12/2025	Buy	7,297	$2.65	$19,337.05	1,564,310
3/7/2025	Buy	1,067	$2.59	$2,763.53	1,554,511
3/4/2025	Buy	16,420	$2.47	$40,557.40	1,539,115
11/14/2022	Sell	71,983	$4.98	$358,475.34	536,489
11/12/2021	Sell	50,406	$6.98	$351,833.88
3/16/2020	Buy	26,658	$3.50	$93,303.00
1/3/2019	Buy	16,000	$4.98	$79,680.00
10/23/2018	Buy	20,000	$5.84	$116,800.00
6/25/2018	Buy	10,000	$6.69	$66,900.00
4/23/2018	Buy	5,000	$7.09	$35,450.00
4/4/2018	Buy	5,000	$6.99	$34,950.00
3/22/2018	Buy	7,506	$7.12	$53,442.72
3/19/2018	Buy	11,100	$7.12	$79,032.00
2/28/2018	Buy	80	$7.28	$582.40
1/18/2018	Buy	10,420	$7.41	$77,212.20
1/11/2018	Buy	9,500	$7.20	$68,400.00
1/9/2018	Buy	13,900	$7.25	$100,775.00
1/3/2018	Buy	19,290	$7.15	$137,923.50
11/29/2017	Buy	16,620	$7.04	$117,004.80
5/24/2017	Buy	3,000	$6.99	$20,970.00	352,878
5/19/2017	Buy	399	$6.97	$2,781.03	349,878
5/17/2017	Buy	3,670	$7.12	$26,130.40	347,809
4/17/2017	Buy	3,036	$6.90	$20,948.40	345,809
4/7/2017	Buy	70	$6.97	$487.90	342,773
3/30/2017	Buy	160	$6.95	$1,112.00	342,593
3/23/2017	Buy	247	$6.93	$1,711.71	342,416
3/16/2017	Buy	100	$6.91	$691.00	342,186
1/17/2017	Buy	7,726	$6.48	$50,064.48	332,783
12/23/2016	Buy	160	$6.76	$1,081.60	332,383
12/22/2016	Buy	410	$6.79	$2,783.90	328,918
12/23/2014	Sell	4,295	$13.38	$57,467.10
12/22/2014	Sell	200,000	$12.30	$2,460,000.00
12/19/2013	Buy	1,800	$7.90	$14,220.00
12/18/2013	Buy	6,100	$7.80	$47,580.00

See Full Table

Thomas J. Herzfeld Buying and Selling Activity at The Herzfeld Caribbean Basin Fund

The Herzfeld Caribbean Basin Fund Company Overview

The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by Herzfeld/Cuba. It invests in the public equity markets of the United States. The fund employing fundamental analysis investing in stocks of companies that are likely to benefit from economic, political, structural and technological developments in the countries in the Caribbean Basin, which consist of Cuba, Jamaica, Trinidad and Tobago, the Bahamas, the Dominican Republic, Barbados, Aruba, Haiti, the Netherlands Antilles, the Commonwealth of Puerto Rico, Mexico, Honduras, Guatemala, Belize, Costa Rica, Panama, Colombia and Venezuela. It invests in stocks of companies operating across diversified sectors. The Herzfeld Caribbean Basin Fund Inc. was formed on March 10, 1992 and is domiciled in the United States.

Today's Range

Now: $2.61

$2.57

$2.62

50 Day Range

MA: $2.50

$2.30

$2.70

2 Week Range

Now: $2.61

$2.15

$2.73

Volume

16,599 shs

Average Volume

68,482 shs

Market Capitalization

$18.63 million

P/E Ratio

N/A

Dividend Yield

13.83%

Beta

1.14