Phyllis R Yale - Net Worth and Insider Trading
Phyllis R Yale Net Worth
The estimated net worth of Phyllis R Yale is at least $2 Million dollars as of 2024-04-27. Phyllis R Yale is the Director of DaVita Inc and owns about 13,110 shares of DaVita Inc (DVA) stock worth over $2 Million. Phyllis R Yale is also the Director of Kindred Healthcare Inc and owns about 44,633 shares of Kindred Healthcare Inc (KND) stock worth over $401,697. Details can be seen in Phyllis R Yale's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Phyllis R Yale has not made any transactions after 2023-05-12 and currently still holds the listed stock(s).
Transaction Summary of Phyllis R Yale
Phyllis R Yale Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Phyllis R Yale owns 3 companies in total, including Bristol-Myers Squibb Co (BMY) , DaVita Inc (DVA) , and Kindred Healthcare Inc (KND) .
Click here to see the complete history of Phyllis R Yale’s form 4 insider trades.
Insider Ownership Summary of Phyllis R Yale
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BMY | Bristol-Myers Squibb Co | 2019-11-20 | director |
| DVA | DaVita Inc | 2023-05-12 | director |
| KND | Kindred Healthcare Inc | 2018-07-02 | director |
Phyllis R Yale Latest Holdings Summary
Phyllis R Yale currently owns a total of 2 stocks. Among these stocks, Phyllis R Yale owns 13,110 shares of DaVita Inc (DVA) as of May 12, 2023, with a value of $2 Million and a weighting of 81.33%. Phyllis R Yale also owns 44,633 shares of Kindred Healthcare Inc (KND) as of June 28, 2013, with a value of $401,697 and a weighting of 18.67%.
Latest Holdings of Phyllis R Yale
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DVA | DaVita Inc | 2023-05-12 | 13,110 | 133.51 | 1,750,316 |
| KND | Kindred Healthcare Inc | 2013-06-28 | 44,633 | 9.00 | 401,697 |
Holding Weightings of Phyllis R Yale
Phyllis R Yale Form 4 Trading Tracker
According to the SEC Form 4 filings, Phyllis R Yale has made a total of 2 transactions in DaVita Inc (DVA) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in DaVita Inc is the sale of 2,196 shares on May 12, 2023, which brought Phyllis R Yale around $209,191.
According to the SEC Form 4 filings, Phyllis R Yale has made a total of 0 transactions in Kindred Healthcare Inc (KND) over the past 5 years. The most-recent trade in Kindred Healthcare Inc is the acquisition of 8,000 shares on June 28, 2013, which cost Phyllis R Yale around $103,440.
Insider Trading History of Phyllis R Yale
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Phyllis R Yale Trading Performance
GuruFocus tracks the stock performance after each of Phyllis R Yale's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phyllis R Yale is 1.83%. GuruFocus also compares Phyllis R Yale's trading performance to market benchmark return within the same time period. The performance of stocks bought by Phyllis R Yale within 3 months outperforms 0 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 Phyllis R Yale's insider trading performs compared to the benchmark.
Performance of Phyllis R Yale
Average Return
78.14%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 13.1 | 1.83 | 50.11 | 78.14 | 27.06 | -6.01 |
| Relative Return to S&P 500(%) | 7.79 | -3.49 | 35.47 | 56.06 | 12.64 | -14.23 |
Phyllis R Yale Ownership Network
Ownership Network List of Phyllis R Yale
Ownership Network Relation of Phyllis R Yale
Phyllis R Yale Owned Company Details
What does Bristol-Myers Squibb Co do?
Who are the key executives at Bristol-Myers Squibb Co?
Phyllis R Yale is the director of Bristol-Myers Squibb Co. Other key executives at Bristol-Myers Squibb Co include EVP & Chief Commercial Officer Christopher S. Boerner , EVP & Corporate Affairs Cari Gallman , and SVP & Human Resources Ann Powell Judge .
Bristol-Myers Squibb Co (BMY) Insider Trades Summary
Over the past 18 months, Phyllis R Yale made no insider transaction in Bristol-Myers Squibb Co (BMY). Other recent insider transactions involving Bristol-Myers Squibb Co (BMY) include a net sale of 45,419 shares made by Ann Powell Judge , a net sale of 96,295 shares made by Rupert Vessey , and a net purchase of 5,071 shares made by Christopher S. Boerner .
In summary, during the past 3 months, insiders sold 0 shares of Bristol-Myers Squibb Co (BMY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 382,446 shares of Bristol-Myers Squibb Co (BMY) were sold and 13,571 shares were bought by its insiders, resulting in a net sale of 368,875 shares.
Bristol-Myers Squibb Co (BMY)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bristol-Myers Squibb Co Insider Transactions
Phyllis R Yale Mailing Address
Above is the net worth, insider trading, and ownership report for Phyllis R Yale. Currently GuruFocus does not have mailing address information for Phyllis R Yale.
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