James W Owens - Net Worth and Insider Trading
James W Owens Net Worth
The estimated net worth of James W Owens is at least $3 Million dollars as of 2024-04-19. James W Owens is the Director of Morgan Stanley and owns about 18,048 shares of Morgan Stanley (MS) stock worth over $2 Million. James W Owens is the Director of International Business Machines Corp and owns about 6,000 shares of International Business Machines Corp (IBM) stock worth over $1 Million. James W Owens is also the Director of Howmet Aerospace Inc and owns about 5,008 shares of Howmet Aerospace Inc (HWM) stock worth over $318,008. Details can be seen in James W Owens's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James W Owens has not made any transactions after 2018-10-31 and currently still holds the listed stock(s).
Transaction Summary of James W Owens
James W Owens Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James W Owens owns 7 companies in total, including Alcoa Corp (AA) , International Business Machines Corp (IBM) , and Morgan Stanley (PEL) among others .
Click here to see the complete history of James W Owens’s form 4 insider trades.
Insider Ownership Summary of James W Owens
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AA | Alcoa Corp | 2019-05-10 | director |
| IBM | International Business Machines Corp | 2018-10-31 | director |
| PEL | Morgan Stanley | 2018-05-24 | director |
| ARNC.PR.PFD | Alcoa Inc | 2016-10-03 | director |
| CAT | Caterpillar Inc | 2003-06-16 | Group President |
| HWM | Howmet Aerospace Inc | 2010-10-20 | director |
| MS | Morgan Stanley | 2011-08-02 | director |
James W Owens Latest Holdings Summary
James W Owens currently owns a total of 3 stocks. Among these stocks, James W Owens owns 18,048 shares of Morgan Stanley (MS) as of August 2, 2011, with a value of $2 Million and a weighting of 53.66%. James W Owens owns 6,000 shares of International Business Machines Corp (IBM) as of October 31, 2018, with a value of $1 Million and a weighting of 35.87%. James W Owens also owns 5,008 shares of Howmet Aerospace Inc (HWM) as of October 20, 2010, with a value of $318,008 and a weighting of 10.48%.
Latest Holdings of James W Owens
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MS | Morgan Stanley | 2011-08-02 | 18,048 | 90.26 | 1,629,012 |
| IBM | International Business Machines Corp | 2018-10-31 | 6,000 | 181.47 | 1,088,820 |
| HWM | Howmet Aerospace Inc | 2010-10-20 | 5,008 | 63.50 | 318,008 |
Holding Weightings of James W Owens
James W Owens Form 4 Trading Tracker
According to the SEC Form 4 filings, James W Owens has made a total of 0 transactions in Morgan Stanley (MS) over the past 5 years. The most-recent trade in Morgan Stanley is the acquisition of 5,000 shares on August 2, 2011, which cost James W Owens around $110,200.
According to the SEC Form 4 filings, James W Owens has made a total of 0 transactions in International Business Machines Corp (IBM) over the past 5 years. The most-recent trade in International Business Machines Corp is the acquisition of 1,000 shares on October 31, 2018, which cost James W Owens around $114,670.
According to the SEC Form 4 filings, James W Owens has made a total of 0 transactions in Howmet Aerospace Inc (HWM) over the past 5 years. The most-recent trade in Howmet Aerospace Inc is the acquisition of 3,333 shares on October 20, 2010, which cost James W Owens around $127,300.
Insider Trading History of James W Owens
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James W Owens Trading Performance
GuruFocus tracks the stock performance after each of James W Owens's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James W Owens is -4.06%. GuruFocus also compares James W Owens's trading performance to market benchmark return within the same time period. The performance of stocks bought by James W Owens 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 James W Owens's insider trading performs compared to the benchmark.
Performance of James W Owens
Average Return
-9.6%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -5.45 | -4.06 | 3.47 | -9.6 | 2.23 | 2.69 |
| Relative Return to S&P 500(%) | -4.36 | -4.47 | -3.61 | -21.02 | -9.78 | -10.9 |
James W Owens Ownership Network
Ownership Network List of James W Owens
Ownership Network Relation of James W Owens
James W Owens Owned Company Details
What does Alcoa Corp do?
Who are the key executives at Alcoa Corp?
James W Owens is the director of Alcoa Corp. Other key executives at Alcoa Corp include EVP & CHRO Tammi A Jones , SVP & Controller Renee Henry , and EVP & Chief Ext. Aff. Officer Nicol Gagstetter .
Alcoa Corp (AA) Insider Trades Summary
Over the past 18 months, James W Owens made no insider transaction in Alcoa Corp (AA). Other recent insider transactions involving Alcoa Corp (AA) include a net sale of 56,798 shares made by Jeffrey D. Heeter , a net sale of 29,008 shares made by Tammi A Jones , and a net sale of 134,444 shares made by William F Oplinger .
In summary, during the past 3 months, insiders sold 27,908 shares of Alcoa Corp (AA) in total and bought 0 shares, with a net sale of 27,908 shares. During the past 18 months, 264,764 shares of Alcoa Corp (AA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 264,764 shares.
Alcoa Corp (AA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Alcoa Corp Insider Transactions
James W Owens Mailing Address
Above is the net worth, insider trading, and ownership report for James W Owens. You might contact James W Owens via mailing address: 100 Ne Adams Street, Peoria Il 61629.
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