James W Lokey - Net Worth and Insider Trading
James W Lokey Net Worth
The estimated net worth of James W Lokey is at least $206,354 dollars as of 2024-04-27. James W Lokey is the Director of Community West Bancshares and owns about 11,554 shares of Community West Bancshares (CWBC) stock worth over $206,354. Details can be seen in James W Lokey's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James W Lokey has not made any transactions after 2021-09-09 and currently still holds the listed stock(s).
Transaction Summary of James W Lokey
James W Lokey Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James W Lokey owns 1 companies in total, including Community West Bancshares (CWBC) .
Click here to see the complete history of James W Lokey’s form 4 insider trades.
Insider Ownership Summary of James W Lokey
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
CWBC | Community West Bancshares | 2021-09-09 | director |
James W Lokey Latest Holdings Summary
James W Lokey currently owns a total of 1 stock. James W Lokey owns 11,554 shares of Community West Bancshares (CWBC) as of September 9, 2021, with a value of $206,354.
Latest Holdings of James W Lokey
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
CWBC | Community West Bancshares | 2021-09-09 | 11,554 | 17.86 | 206,354 |
Holding Weightings of James W Lokey
James W Lokey Form 4 Trading Tracker
According to the SEC Form 4 filings, James W Lokey has made a total of 3 transactions in Community West Bancshares (CWBC) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Community West Bancshares is the acquisition of 500 shares on September 9, 2021, which cost James W Lokey around $6,580.
Insider Trading History of James W Lokey
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James W Lokey Trading Performance
GuruFocus tracks the stock performance after each of James W Lokey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James W Lokey is 0.61%. GuruFocus also compares James W Lokey's trading performance to market benchmark return within the same time period. The performance of stocks bought by James W Lokey within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James W Lokey's insider trading performs compared to the benchmark.
Performance of James W Lokey
Average Return
12.1%
Outperforming Transactions
83%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 1.27 | 0.61 | 1.93 | 12.1 | 4.21 | 11.16 |
Relative Return to S&P 500(%) | 3.79 | -0.42 | 2.12 | 13.13 | -1.03 | 0.12 |
James W Lokey Ownership Network
Ownership Network List of James W Lokey
Ownership Network Relation of James W Lokey
James W Lokey Owned Company Details
What does Community West Bancshares do?
Who are the key executives at Community West Bancshares?
James W Lokey is the director of Community West Bancshares. Other key executives at Community West Bancshares include other: CWB Bank Director Suzanne Marie Chadwick , CEO Martin E Plourd , and Chief Operating Officer Timothy Joseph Stronks .
Community West Bancshares (CWBC) Insider Trades Summary
Over the past 18 months, James W Lokey made no insider transaction in Community West Bancshares (CWBC). Other recent insider transactions involving Community West Bancshares (CWBC) include a net purchase of 2,172 shares made by Kirk Stovesand , a net purchase of 17,025 shares made by William R Peeples , and a net sale of 4,787 shares made by John D Illgen .
In summary, during the past 3 months, insiders sold 0 shares of Community West Bancshares (CWBC) in total and bought 472 shares, with a net purchase of 472 shares. During the past 18 months, 4,787 shares of Community West Bancshares (CWBC) were sold and 24,234 shares were bought by its insiders, resulting in a net purchase of 19,447 shares.
Community West Bancshares (CWBC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Community West Bancshares Insider Transactions
James W Lokey Mailing Address
Above is the net worth, insider trading, and ownership report for James W Lokey. Currently GuruFocus does not have mailing address information for James W Lokey.