Copeland James E Jr - Net Worth and Insider Trading
Copeland James E Jr Net Worth
The estimated net worth of Copeland James E Jr is at least $14 Million dollars as of 2024-04-26. Copeland James E Jr is the Director of Equifax Inc and owns about 36,148 shares of Equifax Inc (EFX) stock worth over $8 Million. Copeland James E Jr is the Director of ConocoPhillips and owns about 37,021 shares of ConocoPhillips (COP) stock worth over $5 Million. Copeland James E Jr is also the Director of Coca-Cola Europacific Partners PLC and owns about 10,000 shares of Coca-Cola Europacific Partners PLC (CCEP) stock worth over $709,400. Besides these, Copeland James E Jr also holds Time Warner Cable Inc (TWC) . Details can be seen in Copeland James E Jr's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Copeland James E Jr has not made any transactions after 2016-08-01 and currently still holds the listed stock(s).
Transaction Summary of Copeland James E Jr
Copeland James E Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Copeland James E Jr owns 3 companies in total, including ConocoPhillips (COP) , Time Warner Cable Inc (TWC) , and Equifax Inc (EFX) .
Click here to see the complete history of Copeland James E Jr’s form 4 insider trades.
Insider Ownership Summary of Copeland James E Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| COP | ConocoPhillips | 2016-08-01 | director |
| TWC | Time Warner Cable Inc | 2016-05-18 | director |
| EFX | Equifax Inc | 2008-08-25 | director |
Copeland James E Jr Latest Holdings Summary
Copeland James E Jr currently owns a total of 4 stocks. Among these stocks, Copeland James E Jr owns 36,148 shares of Equifax Inc (EFX) as of August 25, 2008, with a value of $8 Million and a weighting of 59.68%. Copeland James E Jr owns 37,021 shares of ConocoPhillips (COP) as of August 1, 2016, with a value of $5 Million and a weighting of 35.14%. Copeland James E Jr also owns 10,000 shares of Coca-Cola Europacific Partners PLC (CCEP) as of December 23, 2003, with a value of $709,400 and a weighting of 5.18%. The other 1 stocks Time Warner Cable Inc (TWC) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Copeland James E Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| EFX | Equifax Inc | 2008-08-25 | 36,148 | 226.28 | 8,179,569 |
| COP | ConocoPhillips | 2016-08-01 | 37,021 | 130.11 | 4,816,802 |
| CCEP | Coca-Cola Europacific Partners PLC | 2003-12-23 | 10,000 | 70.94 | 709,400 |
| TWC | Time Warner Cable Inc | 2013-05-10 | 0 | 209.56 | 0 |
Holding Weightings of Copeland James E Jr
Copeland James E Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Copeland James E Jr has made a total of 0 transactions in Equifax Inc (EFX) over the past 5 years. The most-recent trade in Equifax Inc is the acquisition of 5,000 shares on August 25, 2008, which cost Copeland James E Jr around $173,700.
According to the SEC Form 4 filings, Copeland James E Jr has made a total of 0 transactions in ConocoPhillips (COP) over the past 5 years. The most-recent trade in ConocoPhillips is the acquisition of 12,500 shares on August 1, 2016, which cost Copeland James E Jr around $496,750.
According to the SEC Form 4 filings, Copeland James E Jr has made a total of 0 transactions in Coca-Cola Europacific Partners PLC (CCEP) over the past 5 years. The most-recent trade in Coca-Cola Europacific Partners PLC is the acquisition of 10,000 shares on December 23, 2003, which cost Copeland James E Jr around $217,500.
More details on Copeland James E Jr's insider transactions can be found in the Insider Trading History of Copeland James E Jr table.Insider Trading History of Copeland James E Jr
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Copeland James E Jr Trading Performance
GuruFocus tracks the stock performance after each of Copeland James E Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Copeland James E Jr is -1.06%. GuruFocus also compares Copeland James E Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Copeland James E Jr within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Copeland James E Jr's insider trading performs compared to the benchmark.
Performance of Copeland James E Jr
Average Return
3.92%
Outperforming Transactions
60%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.65 | -1.06 | 7.43 | 3.92 | 9.2 | 3.29 |
| Relative Return to S&P 500(%) | -0.13 | 4.5 | 11.57 | -1.29 | 5.43 | -0.01 |
Copeland James E Jr Ownership Network
Ownership Network List of Copeland James E Jr
Ownership Network Relation of Copeland James E Jr
Copeland James E Jr Owned Company Details
What does ConocoPhillips do?
Who are the key executives at ConocoPhillips?
Copeland James E Jr is the director of ConocoPhillips. Other key executives at ConocoPhillips include Senior Vice President Ryan Michael Lance , Senior Vice President Nicholas G Olds , and President Bullock William L. Jr. .
ConocoPhillips (COP) Insider Trades Summary
Over the past 18 months, Copeland James E Jr made no insider transaction in ConocoPhillips (COP). Other recent insider transactions involving ConocoPhillips (COP) include a net sale of 1,176,400 shares made by Ryan Michael Lance , a net sale of 48,860 shares made by Timothy A Leach , and a net sale of 23,100 shares made by Nicholas G Olds .
In summary, during the past 3 months, insiders sold 700,775 shares of ConocoPhillips (COP) in total and bought 0 shares, with a net sale of 700,775 shares. During the past 18 months, 1,366,008 shares of ConocoPhillips (COP) were sold and 12,000 shares were bought by its insiders, resulting in a net sale of 1,354,008 shares.
ConocoPhillips (COP)'s detailed insider trading history can be found in Insider Trading Tracker table.
ConocoPhillips Insider Transactions
Copeland James E Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Copeland James E Jr. You might contact Copeland James E Jr via mailing address: 2500 Windy Ridge Parkway, Atlanta Ga 30339.
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