Morgan Gust - Net Worth and Insider Trading
Morgan Gust Net Worth
The estimated net worth of Morgan Gust is at least $138,972 dollars as of 2024-04-26. Morgan Gust is the Director of CoBiz Financial Inc and owns about 5,050 shares of CoBiz Financial Inc (COBZ) stock worth over $111,807. Morgan Gust is also the Director of Flaherty & Crumrine Pref&Inc Allocation and owns about 1,500 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) stock worth over $27,165. Details can be seen in Morgan Gust's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Morgan Gust has not made any transactions after 2015-10-29 and currently still holds the listed stock(s).
Transaction Summary of Morgan Gust
Morgan Gust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Morgan Gust owns 4 companies in total, including CoBiz Financial Inc (COBZ) , Flaherty & Crumrine Pref&Inc Allocation (DFP) , and Flaherty & Crumrine Total Return Fund Inc (FLC) among others .
Click here to see the complete history of Morgan Gust’s form 4 insider trades.
Insider Ownership Summary of Morgan Gust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| COBZ | CoBiz Financial Inc | 2015-10-29 | director |
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2013-09-16 | director |
| FLC | Flaherty & Crumrine Total Return Fund Inc | 2003-07-28 | director |
| FFC | Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | 2003-08-26 | director |
Morgan Gust Latest Holdings Summary
Morgan Gust currently owns a total of 2 stocks. Among these stocks, Morgan Gust owns 5,050 shares of CoBiz Financial Inc (COBZ) as of October 29, 2015, with a value of $111,807 and a weighting of 80.45%. Morgan Gust also owns 1,500 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) as of September 16, 2013, with a value of $27,165 and a weighting of 19.55%.
Latest Holdings of Morgan Gust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| COBZ | CoBiz Financial Inc | 2015-10-29 | 5,050 | 22.14 | 111,807 |
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2013-09-16 | 1,500 | 18.11 | 27,165 |
Holding Weightings of Morgan Gust
Morgan Gust Form 4 Trading Tracker
According to the SEC Form 4 filings, Morgan Gust has made a total of 0 transactions in CoBiz Financial Inc (COBZ) over the past 5 years. The most-recent trade in CoBiz Financial Inc is the sale of 4,000 shares on October 29, 2015, which brought Morgan Gust around $52,040.
According to the SEC Form 4 filings, Morgan Gust has made a total of 0 transactions in Flaherty & Crumrine Pref&Inc Allocation (DFP) over the past 5 years. The most-recent trade in Flaherty & Crumrine Pref&Inc Allocation is the acquisition of 1,500 shares on September 16, 2013, which cost Morgan Gust around $30,120.
Insider Trading History of Morgan Gust
- 1
Morgan Gust Trading Performance
GuruFocus tracks the stock performance after each of Morgan Gust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Morgan Gust is 3.14%. GuruFocus also compares Morgan Gust's trading performance to market benchmark return within the same time period. The performance of stocks bought by Morgan Gust within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Morgan Gust's insider trading performs compared to the benchmark.
Performance of Morgan Gust
Average Return
-2.28%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.94 | 3.14 | -12.62 | -2.28 | 1.47 | 0.65 |
| Relative Return to S&P 500(%) | 4.92 | 3.61 | -2.59 | -5.89 | -3.89 | -1 |
Morgan Gust Ownership Network
Ownership Network List of Morgan Gust
Ownership Network Relation of Morgan Gust
Morgan Gust Owned Company Details
What does CoBiz Financial Inc do?
Who are the key executives at CoBiz Financial Inc?
Morgan Gust is the director of CoBiz Financial Inc. Other key executives at CoBiz Financial Inc include director & Chairman/CEO Steven Bangert , SVP & Chief Accounting Officer Troy Dumlao , and EVP & COO & CFO Lyne B Andrich .
CoBiz Financial Inc (COBZ) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of CoBiz Financial Inc (COBZ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of CoBiz Financial Inc (COBZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
CoBiz Financial Inc (COBZ)'s detailed insider trading history can be found in Insider Trading Tracker table.
CoBiz Financial Inc Insider Transactions
Morgan Gust Mailing Address
Above is the net worth, insider trading, and ownership report for Morgan Gust. You might contact Morgan Gust via mailing address: C/o Cobiz Financial Inc., 821 Seventeenth Street, Denver Co 80202.
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