Umberger Harry P Jr - Net Worth and Insider Trading

Umberger Harry P Jr Net Worth

The estimated net worth of Umberger Harry P Jr is at least $19,153 dollars as of 2024-04-29. Umberger Harry P Jr is the EVP - Chief Credit Officer of Bank of the James Financial Group Inc and owns about 1,887 shares of Bank of the James Financial Group Inc (BOTJ) stock worth over $19,153. Details can be seen in Umberger Harry P Jr's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Umberger Harry P Jr has not made any transactions after 2023-10-24 and currently still holds the listed stock(s).

Transaction Summary of Umberger Harry P Jr

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Umberger Harry P Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Umberger Harry P Jr owns 1 companies in total, including Bank of the James Financial Group Inc (BOTJ) .

Click here to see the complete history of Umberger Harry P Jr’s form 4 insider trades.

Insider Ownership Summary of Umberger Harry P Jr

Ticker Comapny Transaction Date Type of Owner
BOTJ Bank of the James Financial Group Inc 2023-10-24 EVP - Chief Credit Officer

Umberger Harry P Jr Latest Holdings Summary

Umberger Harry P Jr currently owns a total of 1 stock. Umberger Harry P Jr owns 1,887 shares of Bank of the James Financial Group Inc (BOTJ) as of October 24, 2023, with a value of $19,153.

Latest Holdings of Umberger Harry P Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
BOTJ Bank of the James Financial Group Inc 2023-10-24 1,887 10.15 19,153

Holding Weightings of Umberger Harry P Jr


Umberger Harry P Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Umberger Harry P Jr has made a total of 2 transactions in Bank of the James Financial Group Inc (BOTJ) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Bank of the James Financial Group Inc is the acquisition of 107 shares on October 24, 2023, which cost Umberger Harry P Jr around $1,060.

Insider Trading History of Umberger Harry P Jr

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Umberger Harry P Jr Trading Performance

GuruFocus tracks the stock performance after each of Umberger Harry P Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Umberger Harry P Jr is 2.8%. GuruFocus also compares Umberger Harry P Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Umberger Harry P Jr within 3 months outperforms 2 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 Umberger Harry P Jr's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Umberger Harry P Jr

Average Return

-12.82%

Average return per transaction

Outperforming Transactions

0%

0 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -3.45 2.8 -4.66 -12.82 -20.49 5.3
Relative Return to S&P 500(%) -6.85 -0.98 -8.99 -11.04 -24.43 -10.63

Umberger Harry P Jr Ownership Network

Ownership Network List of Umberger Harry P Jr

No Data

Ownership Network Relation of Umberger Harry P Jr


Umberger Harry P Jr Owned Company Details

What does Bank of the James Financial Group Inc do?

Who are the key executives at Bank of the James Financial Group Inc?

Umberger Harry P Jr is the EVP - Chief Credit Officer of Bank of the James Financial Group Inc. Other key executives at Bank of the James Financial Group Inc include Secretary-Treasurer J Todd Scruggs , director & President Robert R Chapman , and EVP - Senior Lending Officer Michael A Syrek .

Bank of the James Financial Group Inc (BOTJ) Insider Trades Summary

Over the past 18 months, Umberger Harry P Jr made no insider transaction in Bank of the James Financial Group Inc (BOTJ). Other recent insider transactions involving Bank of the James Financial Group Inc (BOTJ) include a net purchase of 15,186 shares made by Bryant William C Iii , a net purchase of 3,126 shares made by Alford John R Jr , and a net purchase of 1,750 shares made by Michael A Syrek .

In summary, during the past 3 months, insiders sold 0 shares of Bank of the James Financial Group Inc (BOTJ) in total and bought 8,860 shares, with a net purchase of 8,860 shares. During the past 18 months, 0 shares of Bank of the James Financial Group Inc (BOTJ) were sold and 35,503 shares were bought by its insiders, resulting in a net purchase of 35,503 shares.

Bank of the James Financial Group Inc (BOTJ)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Bank of the James Financial Group Inc Insider Transactions

No Available Data

Umberger Harry P Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Umberger Harry P Jr. You might contact Umberger Harry P Jr via mailing address: 828 Main St, Lynchburg Va 24504.

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