Charles W Shivery - Net Worth and Insider Trading
Charles W Shivery Net Worth
The estimated net worth of Charles W Shivery is at least $37 Million dollars as of 2024-04-18. Charles W Shivery is the Trustee of Eversource Energy and owns about 616,962 shares of Eversource Energy (ES) stock worth over $36 Million. Charles W Shivery is also the Director of Webster Financial Corp and owns about 2,561 shares of Webster Financial Corp (WBS) stock worth over $115,936. Details can be seen in Charles W Shivery's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charles W Shivery has not made any transactions after 2012-03-16 and currently still holds the listed stock(s).
Transaction Summary of Charles W Shivery
Charles W Shivery Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles W Shivery owns 3 companies in total, including Portland General Electric Co (POR) , Webster Financial Corp (WBS) , and Eversource Energy (ES) .
Click here to see the complete history of Charles W Shivery’s form 4 insider trades.
Insider Ownership Summary of Charles W Shivery
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| POR | Portland General Electric Co | 2014-02-20 | director |
| WBS | Webster Financial Corp | 2009-08-03 | director |
| ES | Eversource Energy | 2012-03-16 | Chair. of Bd. & Pres & CEO & other: & Trustee |
Charles W Shivery Latest Holdings Summary
Charles W Shivery currently owns a total of 2 stocks. Among these stocks, Charles W Shivery owns 616,962 shares of Eversource Energy (ES) as of March 16, 2012, with a value of $36 Million and a weighting of 99.68%. Charles W Shivery also owns 2,561 shares of Webster Financial Corp (WBS) as of August 3, 2009, with a value of $115,936 and a weighting of 0.32%.
Latest Holdings of Charles W Shivery
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ES | Eversource Energy | 2012-03-16 | 616,962 | 58.99 | 36,394,588 |
| WBS | Webster Financial Corp | 2009-08-03 | 2,561 | 45.27 | 115,936 |
Holding Weightings of Charles W Shivery
Charles W Shivery Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles W Shivery has made a total of 0 transactions in Eversource Energy (ES) over the past 5 years. The most-recent trade in Eversource Energy is the sale of 29,024 shares on March 16, 2012, which brought Charles W Shivery around $1 Million.
According to the SEC Form 4 filings, Charles W Shivery has made a total of 0 transactions in Webster Financial Corp (WBS) over the past 5 years. The most-recent trade in Webster Financial Corp is the acquisition of 1,000 shares on August 3, 2009, which cost Charles W Shivery around $11,960.
Insider Trading History of Charles W Shivery
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Charles W Shivery Trading Performance
GuruFocus tracks the stock performance after each of Charles W Shivery's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles W Shivery is -4.6%. GuruFocus also compares Charles W Shivery's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles W Shivery 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 Charles W Shivery's insider trading performs compared to the benchmark.
Performance of Charles W Shivery
Average Return
55.69%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.08 | -4.6 | 28.26 | 55.69 | 30.31 | 19.83 |
| Relative Return to S&P 500(%) | -0.14 | -8.87 | 18.82 | 43.94 | 18.19 | 8.31 |
Charles W Shivery Ownership Network
Ownership Network List of Charles W Shivery
Ownership Network Relation of Charles W Shivery
Charles W Shivery Owned Company Details
What does Portland General Electric Co do?
Who are the key executives at Portland General Electric Co?
Charles W Shivery is the director of Portland General Electric Co. Other key executives at Portland General Electric Co include EVP & COO Benjamin Felton , Sr. Vice President Larry Neal Bekkedahl , and Vice President Anne Frances Mersereau .
Portland General Electric Co (POR) Insider Trades Summary
Over the past 18 months, Charles W Shivery made no insider transaction in Portland General Electric Co (POR). Other recent insider transactions involving Portland General Electric Co (POR) include a net sale of 12,402 shares made by Anne Frances Mersereau , a net sale of 3,500 shares made by Benjamin Felton , and a net sale of 3,000 shares made by John Teeruk Kochavatr .
In summary, during the past 3 months, insiders sold 5,967 shares of Portland General Electric Co (POR) in total and bought 0 shares, with a net sale of 5,967 shares. During the past 18 months, 22,979 shares of Portland General Electric Co (POR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 22,979 shares.
Portland General Electric Co (POR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Portland General Electric Co Insider Transactions
Charles W Shivery Mailing Address
Above is the net worth, insider trading, and ownership report for Charles W Shivery. You might contact Charles W Shivery via mailing address: Portland General Electric - Bocci, 121 Sw Salmon Street 1wtc1301, Portland Or 97209.
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