Joseph M Velli - Net Worth and Insider Trading

Joseph M Velli Net Worth

The estimated net worth of Joseph M Velli is at least $9 Million dollars as of 2024-03-28. Joseph M Velli is the Director of Paychex Inc and owns about 69,090 shares of Paychex Inc (PAYX) stock worth over $8 Million. Joseph M Velli is also the Director of Cognizant Technology Solutions Corp and owns about 2,500 shares of Cognizant Technology Solutions Corp (CTSH) stock worth over $184,050. Details can be seen in Joseph M Velli'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 M Velli has not made any transactions after 2023-05-23 and currently still holds the listed stock(s).

Transaction Summary of Joseph M Velli

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Joseph M Velli Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Joseph M Velli owns 4 companies in total, including Paychex Inc () , AssetMark Financial Holdings Inc () , and Cognizant Technology Solutions Corp () among others .

Click here to see the complete history of Joseph M Velli’s form 4 insider trades.

Insider Ownership Summary of Joseph M Velli

Ticker Comapny Transaction Date Type of Owner
Paychex Inc 2023-05-23 director
AssetMark Financial Holdings Inc 2021-06-09 director
Cognizant Technology Solutions Corp 2021-06-01 director
E*TRADE Financial Corp 2014-05-07 director

Joseph M Velli Latest Holdings Summary

Joseph M Velli currently owns a total of 2 stocks. Among these stocks, Joseph M Velli owns 69,090 shares of Paychex Inc (PAYX) as of May 23, 2023, with a value of $8 Million and a weighting of 97.86%. Joseph M Velli also owns 2,500 shares of Cognizant Technology Solutions Corp (CTSH) as of March 14, 2018, with a value of $184,050 and a weighting of 2.14%.

Latest Holdings of Joseph M Velli

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PAYX Paychex Inc 2023-05-23 69,090 121.53 8,396,508
CTSH Cognizant Technology Solutions Corp 2018-03-14 2,500 73.62 184,050

Holding Weightings of Joseph M Velli


Joseph M Velli Form 4 Trading Tracker

According to the SEC Form 4 filings, Joseph M Velli has made a total of 5 transactions in Paychex Inc (PAYX) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Paychex Inc is the sale of 4,336 shares on May 23, 2023, which brought Joseph M Velli around $473,144.

According to the SEC Form 4 filings, Joseph M Velli has made a total of 0 transactions in Cognizant Technology Solutions Corp (CTSH) over the past 5 years. The most-recent trade in Cognizant Technology Solutions Corp is the acquisition of 2,500 shares on March 14, 2018, which cost Joseph M Velli around $210,250.

Insider Trading History of Joseph M Velli

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Joseph M Velli Trading Performance

GuruFocus tracks the stock performance after each of Joseph M Velli's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joseph M Velli is -6.07%. GuruFocus also compares Joseph M Velli's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joseph M Velli 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 Joseph M Velli's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Joseph M Velli

Average Relative Return

Outperforming Transactions

Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) -3.36 -6.07 -8.79 -15.19 -20.68 -2.39
Relative Return to S&P 500(%) 0.03 -7.27 -14.45 -17.34 -19.98 -15.15

Joseph M Velli Ownership Network

Ownership Network List of Joseph M Velli

No Data

Ownership Network Relation of Joseph M Velli


Joseph M Velli Owned Company Details

What does Paychex Inc do?

Who are the key executives at Paychex Inc?

Joseph M Velli is the director of Paychex Inc. Other key executives at Paychex Inc include Sr. Vice President Michael E Gioja , VP & Controller & Treasurer Christopher C Simmons , and Sr. Vice President & CFO Efrain Rivera .

Paychex Inc () Insider Trades Summary

Over the past 18 months, Joseph M Velli made 1 insider transaction in Paychex Inc () with a net sale of 4,336. Other recent insider transactions involving Paychex Inc () include a net sale of 141,200 shares made by Michael E Gioja , a net sale of 23,006 shares made by Joseph M Tucci , and a net sale of 20,547 shares made by Efrain Rivera .

In summary, during the past 3 months, insiders sold 40,068 shares of Paychex Inc () in total and bought 0 shares, with a net sale of 40,068 shares. During the past 18 months, 338,595 shares of Paychex Inc () were sold and 700 shares were bought by its insiders, resulting in a net sale of 337,895 shares.

Paychex Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Paychex Inc Insider Transactions

No Available Data

Joseph M Velli Mailing Address

Above is the net worth, insider trading, and ownership report for Joseph M Velli. Currently GuruFocus does not have mailing address information for Joseph M Velli.

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