Scott A Estes - Net Worth and Insider Trading
Scott A Estes Net Worth
The estimated net worth of Scott A Estes is at least $14 Million dollars as of 2024-05-09. Scott A Estes is the EVP and CFO of Welltower Inc and owns about 117,607 shares of Welltower Inc (WELL) stock worth over $12 Million. Scott A Estes is the Director of Essential Properties Realty Trust Inc and owns about 60,617 shares of Essential Properties Realty Trust Inc (EPRT) stock worth over $2 Million. Scott A Estes is also the Director of JBG SMITH Properties and owns about 50,000 shares of JBG SMITH Properties (JBGS) stock worth over $726,500. Details can be seen in Scott A Estes's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Scott A Estes has not made any transactions after 2022-08-23 and currently still holds the listed stock(s).
Transaction Summary of Scott A Estes
Scott A Estes Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Scott A Estes owns 4 companies in total, including JBG SMITH Properties (JBGS) , Essential Properties Realty Trust Inc (EPRT) , and Welltower Inc (WELL) among others .
Click here to see the complete history of Scott A Estes’s form 4 insider trades.
Insider Ownership Summary of Scott A Estes
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| JBGS | JBG SMITH Properties | 2022-08-23 | director |
| EPRT | Essential Properties Realty Trust Inc | 2020-03-19 | director |
| WELL | Welltower Inc | 2017-03-01 | Vice President-Finance |
 | | 2022-08-30 | director |
Scott A Estes Latest Holdings Summary
Scott A Estes currently owns a total of 3 stocks. Among these stocks, Scott A Estes owns 117,607 shares of Welltower Inc (WELL) as of March 1, 2017, with a value of $12 Million and a weighting of 83.03%. Scott A Estes owns 60,617 shares of Essential Properties Realty Trust Inc (EPRT) as of March 19, 2020, with a value of $2 Million and a weighting of 11.75%. Scott A Estes also owns 50,000 shares of JBG SMITH Properties (JBGS) as of August 23, 2022, with a value of $726,500 and a weighting of 5.22%.
Latest Holdings of Scott A Estes
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WELL | Welltower Inc | 2017-03-01 | 117,607 | 98.28 | 11,558,416 |
| EPRT | Essential Properties Realty Trust Inc | 2020-03-19 | 60,617 | 26.98 | 1,635,447 |
| JBGS | JBG SMITH Properties | 2022-08-23 | 50,000 | 14.53 | 726,500 |
Holding Weightings of Scott A Estes
Scott A Estes Form 4 Trading Tracker
According to the SEC Form 4 filings, Scott A Estes has made a total of 0 transactions in Welltower Inc (WELL) over the past 5 years. The most-recent trade in Welltower Inc is the sale of 26,968 shares on March 1, 2017, which brought Scott A Estes around $2 Million.
According to the SEC Form 4 filings, Scott A Estes has made a total of 1 transactions in Essential Properties Realty Trust Inc (EPRT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Essential Properties Realty Trust Inc is the acquisition of 40,000 shares on March 19, 2020, which cost Scott A Estes around $314,000.
According to the SEC Form 4 filings, Scott A Estes has made a total of 2 transactions in JBG SMITH Properties (JBGS) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in JBG SMITH Properties is the acquisition of 10,000 shares on August 23, 2022, which cost Scott A Estes around $231,500.
Insider Trading History of Scott A Estes
- 1
Scott A Estes Trading Performance
GuruFocus tracks the stock performance after each of Scott A Estes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Scott A Estes is 12.83%. GuruFocus also compares Scott A Estes's trading performance to market benchmark return within the same time period. The performance of stocks bought by Scott A Estes 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 Scott A Estes's insider trading performs compared to the benchmark.
Performance of Scott A Estes
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.46 | | | | | |
| Relative Return to S&P 500(%) | -3.76 | | | | | |
Scott A Estes Ownership Network
Scott A Estes Owned Company Details
What does JBG SMITH Properties do?
Who are the key executives at JBG SMITH Properties?
Scott A Estes is the director of JBG SMITH Properties. Other key executives at JBG SMITH Properties include director & Executive Vice Chairman Robert Alexander Stewart , EVP & HEAD OF CAPITAL MARKETS Madhumita Moina Banerjee , and Chief Accounting Officer Angela Valdes .
JBG SMITH Properties (JBGS) Insider Trades Summary
Over the past 18 months, Scott A Estes made no insider transaction in JBG SMITH Properties (JBGS). Other recent insider transactions involving JBG SMITH Properties (JBGS) include a net sale of 92,790 shares made by Robert Alexander Stewart , a net sale of 58,652 shares made by Madhumita Moina Banerjee , and a net sale of 16,000 shares made by Kevin Reynolds .
In summary, during the past 3 months, insiders sold 16,901 shares of JBG SMITH Properties (JBGS) in total and bought 30,000 shares, with a net purchase of 13,099 shares. During the past 18 months, 210,004 shares of JBG SMITH Properties (JBGS) were sold and 30,000 shares were bought by its insiders, resulting in a net sale of 180,004 shares.
JBG SMITH Properties (JBGS)'s detailed insider trading history can be found in Insider Trading Tracker table.
JBG SMITH Properties Insider Transactions
Scott A Estes Mailing Address
Above is the net worth, insider trading, and ownership report for Scott A Estes. You might contact Scott A Estes via mailing address: Welltower Inc., 4500 Dorr Street, Toledo Oh 43615.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
