Joseph Stilwell - Net Worth and Insider Trading
Joseph Stilwell Net Worth
The estimated net worth of Joseph Stilwell is at least $113 Million dollars as of 2024-04-24. Joseph Stilwell is the Director, 10% Owner of Kingsway Financial Services Inc and owns about 7,588,027 shares of Kingsway Financial Services Inc (KFS) stock worth over $65 Million. Joseph Stilwell is the 10% Owner of Sound Financial Bancorp Inc and owns about 408,716 shares of Sound Financial Bancorp Inc (SFBC) stock worth over $16 Million. Joseph Stilwell is also the 10% Owner of Provident Bancorp Inc and owns about 1,831,467 shares of Provident Bancorp Inc (PVBC) stock worth over $15 Million. Besides these, Joseph Stilwell also holds Peoples Financial Corp (PFBX) , American Coastal Insurance Corp (ACIC) , Wheeler Real Estate Investment Trust Inc (WHLR) . Details can be seen in Joseph Stilwell's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Joseph Stilwell has not made any transactions after 2024-03-11 and currently still holds the listed stock(s).
Transaction Summary of Joseph Stilwell
Joseph Stilwell Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joseph Stilwell owns 7 companies in total, including Sound Financial Bancorp Inc () , Wheeler Real Estate Investment Trust Inc () , and Kingsway Financial Services Inc () among others .
Click here to see the complete history of Joseph Stilwell’s form 4 insider trades.
Insider Ownership Summary of Joseph Stilwell
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
Sound Financial Bancorp Inc | 2024-01-03 | 10 percent owner | |
Wheeler Real Estate Investment Trust Inc | 2023-12-21 | director & 10 percent owner | |
Kingsway Financial Services Inc | 2024-03-11 | director & 10 percent owner | |
American Coastal Insurance Corp | 2012-10-22 | 10 percent owner | |
Wheeler Real Estate Investment Trust Inc | 2020-03-30 | director & 10 percent owner | |
Peoples Financial Corp | 2023-12-20 | 10 percent owner | |
Provident Bancorp Inc | 2023-10-04 | 10 percent owner |
Joseph Stilwell Latest Holdings Summary
Joseph Stilwell currently owns a total of 6 stocks. Among these stocks, Joseph Stilwell owns 7,588,027 shares of Kingsway Financial Services Inc (KFS) as of March 11, 2024, with a value of $65 Million and a weighting of 57.92%. Joseph Stilwell owns 408,716 shares of Sound Financial Bancorp Inc (SFBC) as of January 3, 2024, with a value of $16 Million and a weighting of 14.28%. Joseph Stilwell also owns 1,831,467 shares of Provident Bancorp Inc (PVBC) as of October 4, 2023, with a value of $15 Million and a weighting of 13.51%. The other 3 stocks Peoples Financial Corp (PFBX) , American Coastal Insurance Corp (ACIC) , Wheeler Real Estate Investment Trust Inc (WHLR) have a combined weighting of 14.29% among all his current holdings.
Latest Holdings of Joseph Stilwell
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
KFS | Kingsway Financial Services Inc | 2024-03-11 | 7,588,027 | 8.63 | 65,484,673 |
SFBC | Sound Financial Bancorp Inc | 2024-01-03 | 408,716 | 39.50 | 16,144,241 |
PVBC | Provident Bancorp Inc | 2023-10-04 | 1,831,467 | 8.34 | 15,274,435 |
PFBX | Peoples Financial Corp | 2023-12-20 | 594,158 | 15.60 | 9,268,865 |
ACIC | American Coastal Insurance Corp | 2012-10-22 | 357,716 | 10.96 | 3,918,779 |
WHLR | Wheeler Real Estate Investment Trust Inc | 2023-12-21 | 20,871,187 | 0.14 | 2,974,144 |
Holding Weightings of Joseph Stilwell
Joseph Stilwell Form 4 Trading Tracker
According to the SEC Form 4 filings, Joseph Stilwell has made a total of 64 transactions in Kingsway Financial Services Inc (KFS) over the past 5 years, including 62 buys and 2 sells. The most-recent trade in Kingsway Financial Services Inc is the sale of 20,395 shares on March 11, 2024, which brought Joseph Stilwell around $179,680.
According to the SEC Form 4 filings, Joseph Stilwell has made a total of 59 transactions in Sound Financial Bancorp Inc (SFBC) over the past 5 years, including 59 buys and 0 sells. The most-recent trade in Sound Financial Bancorp Inc is the acquisition of 500 shares on January 3, 2024, which cost Joseph Stilwell around $19,715.
According to the SEC Form 4 filings, Joseph Stilwell has made a total of 19 transactions in Provident Bancorp Inc (PVBC) over the past 5 years, including 19 buys and 0 sells. The most-recent trade in Provident Bancorp Inc is the acquisition of 2,413 shares on October 4, 2023, which cost Joseph Stilwell around $22,658.
More details on Joseph Stilwell's insider transactions can be found in the Insider Trading History of Joseph Stilwell table.Insider Trading History of Joseph Stilwell
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Joseph Stilwell Trading Performance
GuruFocus tracks the stock performance after each of Joseph Stilwell's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joseph Stilwell is 8.11%. GuruFocus also compares Joseph Stilwell's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joseph Stilwell within 3 months outperforms 127 times out of 297 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Joseph Stilwell's insider trading performs compared to the benchmark.
Performance of Joseph Stilwell
Average Return
13.82%
Outperforming Transactions
62%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 3.1 | 8.11 | 9.2 | 13.82 | 7.15 | -0.59 |
Relative Return to S&P 500(%) | 1.96 | 3.47 | 1.9 | 0.91 | -2.62 | -10.94 |
Joseph Stilwell Ownership Network
Ownership Network List of Joseph Stilwell
Ownership Network Relation of Joseph Stilwell
Joseph Stilwell Owned Company Details
What does Sound Financial Bancorp Inc do?
Who are the key executives at Sound Financial Bancorp Inc?
Joseph Stilwell is the 10 percent owner of Sound Financial Bancorp Inc. Other key executives at Sound Financial Bancorp Inc include director & other: Vice Chairman of the Board Haddad David S Jr , SVP & Chief Credit Officer Brandon Lance , and Sr. VP & Chief Acct. Officer Jennifer L Mallon .
Sound Financial Bancorp Inc () Insider Trades Summary
Over the past 18 months, Joseph Stilwell made 57 insider transaction in Sound Financial Bancorp Inc () with a net purchase of 89,639. Other recent insider transactions involving Sound Financial Bancorp Inc () include a net sale of 1,800 shares made by Haddad David S Jr , a net sale of 3,000 shares made by Robert F Carney , and a net sale of 2,500 shares made by James E Sweeney .
In summary, during the past 3 months, insiders sold 0 shares of Sound Financial Bancorp Inc () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 7,300 shares of Sound Financial Bancorp Inc () were sold and 89,639 shares were bought by its insiders, resulting in a net purchase of 82,339 shares.
Sound Financial Bancorp Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Sound Financial Bancorp Inc Insider Transactions
Joseph Stilwell Mailing Address
Above is the net worth, insider trading, and ownership report for Joseph Stilwell. You might contact Joseph Stilwell via mailing address: 111 Broadway, 12th Floor, New York Ny 10006.