Charles M Holley - Net Worth and Insider Trading
Charles M Holley Net Worth
The estimated net worth of Charles M Holley is at least $46 Million dollars as of 2024-04-28. Charles M Holley is the Executive Vice President of Walmart Inc and owns about 743,382 shares of Walmart Inc (WMT) stock worth over $45 Million. Charles M Holley is also the Director of Phillips 66 and owns about 5,853 shares of Phillips 66 (PSX) stock worth over $886,203. Details can be seen in Charles M Holley'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 M Holley has not made any transactions after 2021-02-10 and currently still holds the listed stock(s).
Transaction Summary of Charles M Holley
Charles M Holley Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles M Holley owns 4 companies in total, including Carrier Global Corp (CARR) , Amgen Inc (AMGN) , and Phillips 66 (PSX) among others .
Click here to see the complete history of Charles M Holley’s form 4 insider trades.
Insider Ownership Summary of Charles M Holley
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
CARR | Carrier Global Corp | 2020-03-16 | director |
AMGN | Amgen Inc | 2017-02-01 | director |
PSX | Phillips 66 | 2021-02-10 | director |
WMT | Walmart Inc | 2014-11-17 | Senior Vice President |
Charles M Holley Latest Holdings Summary
Charles M Holley currently owns a total of 2 stocks. Among these stocks, Charles M Holley owns 743,382 shares of Walmart Inc (WMT) as of November 17, 2014, with a value of $45 Million and a weighting of 98.06%. Charles M Holley also owns 5,853 shares of Phillips 66 (PSX) as of February 10, 2021, with a value of $886,203 and a weighting of 1.94%.
Latest Holdings of Charles M Holley
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
WMT | Walmart Inc | 2014-11-17 | 743,382 | 60.16 | 44,721,861 |
PSX | Phillips 66 | 2021-02-10 | 5,853 | 151.41 | 886,203 |
Holding Weightings of Charles M Holley
Charles M Holley Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles M Holley has made a total of 0 transactions in Walmart Inc (WMT) over the past 5 years. The most-recent trade in Walmart Inc is the sale of 75,000 shares on November 17, 2014, which brought Charles M Holley around $2 Million.
According to the SEC Form 4 filings, Charles M Holley has made a total of 1 transactions in Phillips 66 (PSX) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Phillips 66 is the acquisition of 77 shares on February 10, 2021, which cost Charles M Holley around $5,877.
Insider Trading History of Charles M Holley
- 1
Charles M Holley Trading Performance
GuruFocus tracks the stock performance after each of Charles M Holley's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles M Holley is 11.56%. GuruFocus also compares Charles M Holley's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles M Holley within 3 months outperforms 1 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 M Holley's insider trading performs compared to the benchmark.
Performance of Charles M Holley
Average Return
16.61%
Outperforming Transactions
100%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 15.28 | 11.56 | -3.25 | 16.61 | 18.31 | 23.85 |
Relative Return to S&P 500(%) | 15.56 | 4.44 | -16.73 | 1.41 | 16.03 | 15.11 |
Charles M Holley Ownership Network
Ownership Network List of Charles M Holley
Ownership Network Relation of Charles M Holley
Charles M Holley Owned Company Details
What does Carrier Global Corp do?
Who are the key executives at Carrier Global Corp?
Charles M Holley is the director of Carrier Global Corp. Other key executives at Carrier Global Corp include President and CEO David L. Gitlin , Vice President & Controller Kyle Crockett , and VP & Chief Legal Officer Kevin J. O'connor .
Carrier Global Corp (CARR) Insider Trades Summary
Over the past 18 months, Charles M Holley made no insider transaction in Carrier Global Corp (CARR). Other recent insider transactions involving Carrier Global Corp (CARR) include a net sale of 552,852 shares made by Jurgen Timperman , a net sale of 29,420 shares made by Kyle Crockett , and a net sale of 47,600 shares made by Kevin J. O'connor .
In summary, during the past 3 months, insiders sold 393,260 shares of Carrier Global Corp (CARR) in total and bought 0 shares, with a net sale of 393,260 shares. During the past 18 months, 1,000,911 shares of Carrier Global Corp (CARR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,000,911 shares.
Carrier Global Corp (CARR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Carrier Global Corp Insider Transactions
Charles M Holley Mailing Address
Above is the net worth, insider trading, and ownership report for Charles M Holley. Currently GuruFocus does not have mailing address information for Charles M Holley.