Jerry L Ocheltree - Net Worth and Insider Trading
Jerry L Ocheltree Net Worth
The estimated net worth of Jerry L Ocheltree is at least $1 Million dollars as of 2024-05-12. Jerry L Ocheltree is the President of First Bancorp and owns about 24,211 shares of First Bancorp (FBNC) stock worth over $769,910. Jerry L Ocheltree is also the President & CEO of Carolina Trust BancShares Inc and owns about 32,912 shares of Carolina Trust BancShares Inc (CART) stock worth over $429,502. Details can be seen in Jerry L Ocheltree's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jerry L Ocheltree has not made any transactions after 2019-08-23 and currently still holds the listed stock(s).
Transaction Summary of Jerry L Ocheltree
Jerry L Ocheltree Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jerry L Ocheltree owns 2 companies in total, including Carolina Trust BancShares Inc (CART) , and First Bancorp (FBNC) .
Click here to see the complete history of Jerry L Ocheltree’s form 4 insider trades.
Insider Ownership Summary of Jerry L Ocheltree
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CART | Carolina Trust BancShares Inc | 2019-12-31 | director & President & CEO |
| FBNC | First Bancorp | 2013-05-23 | President |
Jerry L Ocheltree Latest Holdings Summary
Jerry L Ocheltree currently owns a total of 2 stocks. Among these stocks, Jerry L Ocheltree owns 24,211 shares of First Bancorp (FBNC) as of May 23, 2013, with a value of $769,910 and a weighting of 64.19%. Jerry L Ocheltree also owns 32,912 shares of Carolina Trust BancShares Inc (CART) as of August 23, 2019, with a value of $429,502 and a weighting of 35.81%.
Latest Holdings of Jerry L Ocheltree
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FBNC | First Bancorp | 2013-05-23 | 24,211 | 31.80 | 769,910 |
| CART | Carolina Trust BancShares Inc | 2019-08-23 | 32,912 | 13.05 | 429,502 |
Holding Weightings of Jerry L Ocheltree
Jerry L Ocheltree Form 4 Trading Tracker
According to the SEC Form 4 filings, Jerry L Ocheltree has made a total of 0 transactions in First Bancorp (FBNC) over the past 5 years. The most-recent trade in First Bancorp is the sale of 755 shares on May 23, 2013, which brought Jerry L Ocheltree around $10,744.
According to the SEC Form 4 filings, Jerry L Ocheltree has made a total of 1 transactions in Carolina Trust BancShares Inc (CART) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Carolina Trust BancShares Inc is the acquisition of 1,302 shares on August 23, 2019, which cost Jerry L Ocheltree around $13,020.
Insider Trading History of Jerry L Ocheltree
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Jerry L Ocheltree Trading Performance
GuruFocus tracks the stock performance after each of Jerry L Ocheltree's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jerry L Ocheltree is 6.14%. GuruFocus also compares Jerry L Ocheltree's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jerry L Ocheltree within 3 months outperforms 4 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jerry L Ocheltree's insider trading performs compared to the benchmark.
Performance of Jerry L Ocheltree
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.18 | | | | | |
| Relative Return to S&P 500(%) | 3.37 | | | | | |
Jerry L Ocheltree Ownership Network
Jerry L Ocheltree Owned Company Details
What does Carolina Trust BancShares Inc do?
Who are the key executives at Carolina Trust BancShares Inc?
Jerry L Ocheltree is the director & President & CEO of Carolina Trust BancShares Inc.
Carolina Trust BancShares Inc (CART) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Carolina Trust BancShares Inc (CART) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Carolina Trust BancShares Inc (CART) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Carolina Trust BancShares Inc (CART)'s detailed insider trading history can be found in Insider Trading Tracker table.
Carolina Trust BancShares Inc Insider Transactions
Jerry L Ocheltree Mailing Address
Above is the net worth, insider trading, and ownership report for Jerry L Ocheltree. You might contact Jerry L Ocheltree via mailing address: 901 East Main Street, Lincolnton Nc 28092.
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