Peggy Wheeler - Net Worth and Insider Trading
Peggy Wheeler Net Worth
The estimated net worth of Peggy Wheeler is at least $151,952 dollars as of 2024-04-30. Peggy Wheeler is the COO of Isabella Bank Corp and owns about 8,372 shares of Isabella Bank Corp (ISBA) stock worth over $151,952. Details can be seen in Peggy Wheeler's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Peggy Wheeler has not made any transactions after 2024-03-01 and currently still holds the listed stock(s).
Transaction Summary of Peggy Wheeler
Peggy Wheeler Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Peggy Wheeler owns 1 companies in total, including Isabella Bank Corp (ISBA) .
Click here to see the complete history of Peggy Wheeler’s form 4 insider trades.
Insider Ownership Summary of Peggy Wheeler
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ISBA | Isabella Bank Corp | 2024-03-01 | Senior Vice President |
Peggy Wheeler Latest Holdings Summary
Peggy Wheeler currently owns a total of 1 stock. Peggy Wheeler owns 8,372 shares of Isabella Bank Corp (ISBA) as of March 1, 2024, with a value of $151,952.
Latest Holdings of Peggy Wheeler
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ISBA | Isabella Bank Corp | 2024-03-01 | 8,372 | 18.15 | 151,952 |
Holding Weightings of Peggy Wheeler
Peggy Wheeler Form 4 Trading Tracker
According to the SEC Form 4 filings, Peggy Wheeler has made a total of 35 transactions in Isabella Bank Corp (ISBA) over the past 5 years, including 35 buys and 0 sells. The most-recent trade in Isabella Bank Corp is the acquisition of 41 shares on March 1, 2024, which cost Peggy Wheeler around $750.
Insider Trading History of Peggy Wheeler
- 1
Peggy Wheeler Trading Performance
GuruFocus tracks the stock performance after each of Peggy Wheeler's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Peggy Wheeler is -3.53%. GuruFocus also compares Peggy Wheeler's trading performance to market benchmark return within the same time period. The performance of stocks bought by Peggy Wheeler within 3 months outperforms 7 times out of 36 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Peggy Wheeler's insider trading performs compared to the benchmark.
Performance of Peggy Wheeler
Average Return
-8.27%
Outperforming Transactions
18%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.16 | -3.53 | -4.96 | -8.27 | 8.26 | 3.2 |
| Relative Return to S&P 500(%) | -2.25 | -7.42 | -13.36 | -27.83 | -12.11 | -7.81 |
Peggy Wheeler Ownership Network
Ownership Network List of Peggy Wheeler
Ownership Network Relation of Peggy Wheeler
Peggy Wheeler Owned Company Details
What does Isabella Bank Corp do?
Who are the key executives at Isabella Bank Corp?
Peggy Wheeler is the Senior Vice President of Isabella Bank Corp. Other key executives at Isabella Bank Corp include Treasurer Michael P Prisby , Executive VP & COO Jerome E Schwind , and Chief Credit Officer Jon D Catlin .
Isabella Bank Corp (ISBA) Insider Trades Summary
Over the past 18 months, Peggy Wheeler made 16 insider transaction in Isabella Bank Corp (ISBA) with a net purchase of 427. Other recent insider transactions involving Isabella Bank Corp (ISBA) include a net purchase of 427 shares made by Jon D Catlin , a net purchase of 341 shares made by Jerome E Schwind , and a net purchase of 1,267 shares made by Jill Bourland .
In summary, during the past 3 months, insiders sold 0 shares of Isabella Bank Corp (ISBA) in total and bought 2,880 shares, with a net purchase of 2,880 shares. During the past 18 months, 0 shares of Isabella Bank Corp (ISBA) were sold and 16,854 shares were bought by its insiders, resulting in a net purchase of 16,854 shares.
Isabella Bank Corp (ISBA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Isabella Bank Corp Insider Transactions
Peggy Wheeler Mailing Address
Above is the net worth, insider trading, and ownership report for Peggy Wheeler. Currently GuruFocus does not have mailing address information for Peggy Wheeler.
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