John S Clendening - Net Worth and Insider Trading
John S Clendening Net Worth
The estimated net worth of John S Clendening is at least $22 Million dollars as of 2024-04-19. John S Clendening is the President and CEO of Avantax Inc and owns about 643,467 shares of Avantax Inc (AVTA) stock worth over $17 Million. John S Clendening is the EVP - Investor Services of Charles Schwab Corp and owns about 70,140 shares of Charles Schwab Corp (SCHW) stock worth over $5 Million. John S Clendening is also the Director of SVB Financial Group and owns about 1,729 shares of SVB Financial Group (SIVBQ) stock worth over $88. Details can be seen in John S Clendening's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that John S Clendening has not made any transactions after 2019-12-16 and currently still holds the listed stock(s).
Transaction Summary of John S Clendening
John S Clendening Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John S Clendening owns 3 companies in total, including SVB Financial Group () , Avantax Inc () , and Charles Schwab Corp () .
Click here to see the complete history of John S Clendening’s form 4 insider trades.
Insider Ownership Summary of John S Clendening
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SVB Financial Group | 2019-05-24 | director | |
| Avantax Inc | 2019-12-16 | director & President and CEO | |
| Charles Schwab Corp | 2014-08-13 | EVP-Shared Strategic Services |
John S Clendening Latest Holdings Summary
John S Clendening currently owns a total of 3 stocks. Among these stocks, John S Clendening owns 643,467 shares of Avantax Inc (AVTA) as of December 16, 2019, with a value of $17 Million and a weighting of 76.58%. John S Clendening owns 70,140 shares of Charles Schwab Corp (SCHW) as of August 13, 2014, with a value of $5 Million and a weighting of 23.42%. John S Clendening also owns 1,729 shares of SVB Financial Group (SIVBQ) as of May 24, 2019, with a value of $88 and a weighting of 0%.
Latest Holdings of John S Clendening
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVTA | Avantax Inc | 2019-12-16 | 643,467 | 25.99 | 16,723,707 |
| SCHW | Charles Schwab Corp | 2014-08-13 | 70,140 | 72.93 | 5,115,310 |
| SIVBQ | SVB Financial Group | 2019-05-24 | 1,729 | 0.05 | 88 |
Holding Weightings of John S Clendening
John S Clendening Form 4 Trading Tracker
According to the SEC Form 4 filings, John S Clendening has made a total of 4 transactions in Avantax Inc (AVTA) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Avantax Inc is the sale of 14,250 shares on December 16, 2019, which brought John S Clendening around $355,110.
According to the SEC Form 4 filings, John S Clendening has made a total of 0 transactions in Charles Schwab Corp (SCHW) over the past 5 years. The most-recent trade in Charles Schwab Corp is the sale of 1,500 shares on August 13, 2014, which brought John S Clendening around $41,505.
According to the SEC Form 4 filings, John S Clendening has made a total of 1 transactions in SVB Financial Group (SIVBQ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in SVB Financial Group is the acquisition of 900 shares on May 24, 2019, which cost John S Clendening around $199,008.
Insider Trading History of John S Clendening
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John S Clendening Trading Performance
GuruFocus tracks the stock performance after each of John S Clendening's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John S Clendening is -16.54%. GuruFocus also compares John S Clendening's trading performance to market benchmark return within the same time period. The performance of stocks bought by John S Clendening within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how John S Clendening's insider trading performs compared to the benchmark.
Performance of John S Clendening
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -4.66 | -16.54 | 2.86 | -15.63 | 59.94 | 23.95 |
| Relative Return to S&P 500(%) | -8.88 | -17.28 | -7.2 | -20.21 | 38.11 | 12.23 |
John S Clendening Ownership Network
Ownership Network List of John S Clendening
Ownership Network Relation of John S Clendening
John S Clendening Owned Company Details
What does SVB Financial Group do?
Who are the key executives at SVB Financial Group?
John S Clendening is the director of SVB Financial Group. Other key executives at SVB Financial Group include Interim CFO Nicholas Grossi , Chief Restructuring Officer William C Kosturos , and President and CEO Gregory W Becker .
SVB Financial Group () Insider Trades Summary
Over the past 18 months, John S Clendening made no insider transaction in SVB Financial Group (). Other recent insider transactions involving SVB Financial Group () include a net sale of 2,580 shares made by Daniel J Beck , a net sale of 2,579 shares made by Michelle Draper , and a net sale of 0 shares made by Richard Devon Daniels .
In summary, during the past 3 months, insiders sold 0 shares of SVB Financial Group () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 18,110 shares of SVB Financial Group () were sold and 1,500 shares were bought by its insiders, resulting in a net sale of 16,610 shares.
SVB Financial Group ()'s detailed insider trading history can be found in Insider Trading Tracker table.
SVB Financial Group Insider Transactions
John S Clendening Mailing Address
Above is the net worth, insider trading, and ownership report for John S Clendening. You might contact John S Clendening via mailing address: C/o The Charles Schwab Corporation, 120 Kearny Street, San Francisco Ca 94108.
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