Jeffery L Ward - Net Worth and Insider Trading
Jeffery L Ward Net Worth
The estimated net worth of Jeffery L Ward is at least $964,975 dollars as of 2024-04-27. Jeffery L Ward is the Chief Strategy Officer of First Citizens BancShares Inc and owns about 550 shares of First Citizens BancShares Inc (FCNCA) stock worth over $964,975. Details can be seen in Jeffery L Ward's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jeffery L Ward has not made any transactions after 2022-12-13 and currently still holds the listed stock(s).
Transaction Summary of Jeffery L Ward
Jeffery L Ward Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffery L Ward owns 1 companies in total, including First Citizens BancShares Inc (FCNCA) .
Click here to see the complete history of Jeffery L Ward’s form 4 insider trades.
Insider Ownership Summary of Jeffery L Ward
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FCNCA | First Citizens BancShares Inc | 2022-12-13 | Chief Strategy Officer |
Jeffery L Ward Latest Holdings Summary
Jeffery L Ward currently owns a total of 1 stock. Jeffery L Ward owns 550 shares of First Citizens BancShares Inc (FCNCA) as of December 13, 2022, with a value of $964,975.
Latest Holdings of Jeffery L Ward
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FCNCA | First Citizens BancShares Inc | 2022-12-13 | 550 | 1,754.50 | 964,975 |
Holding Weightings of Jeffery L Ward
Jeffery L Ward Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffery L Ward has made a total of 3 transactions in First Citizens BancShares Inc (FCNCA) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in First Citizens BancShares Inc is the acquisition of 1,600 shares on December 13, 2022, which cost Jeffery L Ward around $31,888.
Insider Trading History of Jeffery L Ward
- 1
Jeffery L Ward Trading Performance
GuruFocus tracks the stock performance after each of Jeffery L Ward's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffery L Ward is -14.42%. GuruFocus also compares Jeffery L Ward's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffery L Ward within 3 months outperforms 0 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffery L Ward's insider trading performs compared to the benchmark.
Performance of Jeffery L Ward
Average Return
27.74%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.05 | -14.42 | 22.43 | 27.74 | 8.63 | 22.83 |
| Relative Return to S&P 500(%) | 2.21 | -12.38 | 17.94 | 20.59 | 6.81 | 13.05 |
Jeffery L Ward Ownership Network
Ownership Network List of Jeffery L Ward
Ownership Network Relation of Jeffery L Ward
Jeffery L Ward Owned Company Details
What does First Citizens BancShares Inc do?
Who are the key executives at First Citizens BancShares Inc?
Jeffery L Ward is the Chief Strategy Officer of First Citizens BancShares Inc. Other key executives at First Citizens BancShares Inc include director & Vice Chairwoman Ellen R Alemany , 10 percent owner Olivia Britton Holding , and Executive Vice President Hope Holding Connell .
First Citizens BancShares Inc (FCNCA) Insider Trades Summary
Over the past 18 months, Jeffery L Ward made 1 insider transaction in First Citizens BancShares Inc (FCNCA) with a net purchase of 1,600. Other recent insider transactions involving First Citizens BancShares Inc (FCNCA) include a net sale of 9,500 shares made by Ellen R Alemany , a net purchase of 1,297 shares made by Holding Frank B Jr , and a net purchase of 145 shares made by Craig L Nix .
In summary, during the past 3 months, insiders sold 3,000 shares of First Citizens BancShares Inc (FCNCA) in total and bought 2,031 shares, with a net sale of 969 shares. During the past 18 months, 9,527 shares of First Citizens BancShares Inc (FCNCA) were sold and 4,451 shares were bought by its insiders, resulting in a net sale of 5,076 shares.
First Citizens BancShares Inc (FCNCA)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Citizens BancShares Inc Insider Transactions
Jeffery L Ward Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffery L Ward. You might contact Jeffery L Ward via mailing address: 4300 Six Forks Road, Raleigh Nc 27604.
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