Julie G Castle - Net Worth and Insider Trading
Julie G Castle Net Worth
The estimated net worth of Julie G Castle is at least $460,922 dollars as of 2024-05-01. Julie G Castle is the President, Financial Services of First Interstate BancSystem Inc and owns about 13,532 shares of First Interstate BancSystem Inc (FIBK) stock worth over $361,304. Julie G Castle is the Director of Sierra Bancorp and owns about 4,215 shares of Sierra Bancorp (BSRR) stock worth over $83,921. Julie G Castle is also the Executive Vice President of Zions Bancorp NA and owns about 385 shares of Zions Bancorp NA (ZION) stock worth over $15,696. Details can be seen in Julie G Castle's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Julie G Castle has not made any transactions after 2023-05-02 and currently still holds the listed stock(s).
Transaction Summary of Julie G Castle
Julie G Castle Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Julie G Castle owns 3 companies in total, including Zions Bancorp NA (ZION) , First Interstate BancSystem Inc (FIBK) , and Sierra Bancorp (BSRR) .
Click here to see the complete history of Julie G Castle’s form 4 insider trades.
Insider Ownership Summary of Julie G Castle
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ZION | Zions Bancorp NA | 2016-04-28 | Executive Vice President |
| FIBK | First Interstate BancSystem Inc | 2011-05-19 | President & Financial Services |
| BSRR | Sierra Bancorp | 2023-05-02 | director |
Julie G Castle Latest Holdings Summary
Julie G Castle currently owns a total of 3 stocks. Among these stocks, Julie G Castle owns 13,532 shares of First Interstate BancSystem Inc (FIBK) as of May 19, 2011, with a value of $361,304 and a weighting of 78.39%. Julie G Castle owns 4,215 shares of Sierra Bancorp (BSRR) as of May 2, 2023, with a value of $83,921 and a weighting of 18.21%. Julie G Castle also owns 385 shares of Zions Bancorp NA (ZION) as of April 28, 2016, with a value of $15,696 and a weighting of 3.41%.
Latest Holdings of Julie G Castle
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FIBK | First Interstate BancSystem Inc | 2011-05-19 | 13,532 | 26.70 | 361,304 |
| BSRR | Sierra Bancorp | 2023-05-02 | 4,215 | 19.91 | 83,921 |
| ZION | Zions Bancorp NA | 2016-04-28 | 385 | 40.77 | 15,696 |
Holding Weightings of Julie G Castle
Julie G Castle Form 4 Trading Tracker
According to the SEC Form 4 filings, Julie G Castle has made a total of 0 transactions in First Interstate BancSystem Inc (FIBK) over the past 5 years. The most-recent trade in First Interstate BancSystem Inc is the sale of 207 shares on May 19, 2011, which brought Julie G Castle around $2,832.
According to the SEC Form 4 filings, Julie G Castle has made a total of 3 transactions in Sierra Bancorp (BSRR) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Sierra Bancorp is the acquisition of 1,000 shares on May 2, 2023, which cost Julie G Castle around $15,550.
According to the SEC Form 4 filings, Julie G Castle has made a total of 0 transactions in Zions Bancorp NA (ZION) over the past 5 years. The most-recent trade in Zions Bancorp NA is the sale of 10,171 shares on April 28, 2016, which brought Julie G Castle around $281,432.
Insider Trading History of Julie G Castle
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Julie G Castle Trading Performance
GuruFocus tracks the stock performance after each of Julie G Castle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Julie G Castle is 29.22%. GuruFocus also compares Julie G Castle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Julie G Castle within 3 months outperforms 3 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 Julie G Castle's insider trading performs compared to the benchmark.
Performance of Julie G Castle
Average Return
24.49%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 10.71 | 29.22 | 12.15 | 24.49 | -1.34 | -1.35 |
| Relative Return to S&P 500(%) | 8.05 | 18.95 | -0.34 | 3.93 | -5.42 | -10.37 |
Julie G Castle Ownership Network
Ownership Network List of Julie G Castle
Ownership Network Relation of Julie G Castle
Julie G Castle Owned Company Details
What does Zions Bancorp NA do?
Who are the key executives at Zions Bancorp NA?
Julie G Castle is the Executive Vice President of Zions Bancorp NA. Other key executives at Zions Bancorp NA include director & Chairman & President & & CEO Harris H Simmons , Exec VP & other: Pres. of Subidiary Mark Richard Young , and Executive Vice President Steven Dan Stephens .
Zions Bancorp NA (ZION) Insider Trades Summary
Over the past 18 months, Julie G Castle made no insider transaction in Zions Bancorp NA (ZION). Other recent insider transactions involving Zions Bancorp NA (ZION) include a net purchase of 30,600 shares made by Harris H Simmons , a net sale of 21,260 shares made by Steven Dan Stephens , and a net sale of 19,955 shares made by A Scott Anderson .
In summary, during the past 3 months, insiders sold 13,929 shares of Zions Bancorp NA (ZION) in total and bought 7,600 shares, with a net sale of 6,329 shares. During the past 18 months, 61,152 shares of Zions Bancorp NA (ZION) were sold and 124,100 shares were bought by its insiders, resulting in a net purchase of 62,948 shares.
Zions Bancorp NA (ZION)'s detailed insider trading history can be found in Insider Trading Tracker table.
Zions Bancorp NA Insider Transactions
Julie G Castle Mailing Address
Above is the net worth, insider trading, and ownership report for Julie G Castle. You might contact Julie G Castle via mailing address: 86 North Main Street, Porterville Ca 93257.
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