Fred S Klipsch - Net Worth and Insider Trading
Fred S Klipsch Net Worth
The estimated net worth of Fred S Klipsch is at least $2 Million dollars as of 2024-04-26. Fred S Klipsch is the Director of Welltower Inc and owns about 15,907 shares of Welltower Inc (WELL) stock worth over $2 Million. Fred S Klipsch is also the Chairman and CEO of Evergy Inc and owns about 15,000 shares of Evergy Inc (WRS) stock worth over $379,782. Details can be seen in Fred S Klipsch's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Fred S Klipsch has not made any transactions after 2017-03-08 and currently still holds the listed stock(s).
Transaction Summary of Fred S Klipsch
Fred S Klipsch Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Fred S Klipsch owns 2 companies in total, including Welltower Inc (WELL) , and VOXX International Corp (VOXX) .
Click here to see the complete history of Fred S Klipsch’s form 4 insider trades.
Insider Ownership Summary of Fred S Klipsch
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WELL | Welltower Inc | 2017-03-08 | director & Vice Chairman |
| VOXX | VOXX International Corp | 2011-07-21 | director |
Fred S Klipsch Latest Holdings Summary
Fred S Klipsch currently owns a total of 2 stocks. Among these stocks, Fred S Klipsch owns 15,907 shares of Welltower Inc (WELL) as of March 8, 2017, with a value of $2 Million and a weighting of 79.85%. Fred S Klipsch also owns 15,000 shares of Evergy Inc (WRS) as of May 12, 2004, with a value of $379,782 and a weighting of 20.15%.
Latest Holdings of Fred S Klipsch
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WELL | Welltower Inc | 2017-03-08 | 15,907 | 94.63 | 1,505,279 |
| WRS | Evergy Inc | 2004-05-12 | 15,000 | 25.32 | 379,782 |
Holding Weightings of Fred S Klipsch
Fred S Klipsch Form 4 Trading Tracker
According to the SEC Form 4 filings, Fred S Klipsch 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 2,606 shares on March 8, 2017, which brought Fred S Klipsch around $174,967.
According to the SEC Form 4 filings, Fred S Klipsch has made a total of 0 transactions in Evergy Inc (WRS) over the past 5 years. The most-recent trade in Evergy Inc is the acquisition of 10,000 shares on May 12, 2004, which cost Fred S Klipsch around $104,800.
Insider Trading History of Fred S Klipsch
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Fred S Klipsch Trading Performance
GuruFocus tracks the stock performance after each of Fred S Klipsch's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Fred S Klipsch is 0.6%. GuruFocus also compares Fred S Klipsch's trading performance to market benchmark return within the same time period. The performance of stocks bought by Fred S Klipsch within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Fred S Klipsch's insider trading performs compared to the benchmark.
Performance of Fred S Klipsch
Average Return
9.81%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.45 | 0.6 | -2.33 | 9.81 | 8.35 | 12.35 |
| Relative Return to S&P 500(%) | 1.76 | 1.25 | -12.88 | -10.54 | -3.07 | 0.3 |
Fred S Klipsch Ownership Network
Ownership Network List of Fred S Klipsch
Ownership Network Relation of Fred S Klipsch
Fred S Klipsch Owned Company Details
What does Welltower Inc do?
Who are the key executives at Welltower Inc?
Fred S Klipsch is the director & Vice Chairman of Welltower Inc. Other key executives at Welltower Inc include EVP-Chief Operating Officer John F. Burkart , SVP - Strategic Investments Ayesha Menon , and SVP - Chief Financial Officer Timothy Mchugh .
Welltower Inc (WELL) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Welltower Inc (WELL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Welltower Inc (WELL) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Welltower Inc (WELL)'s detailed insider trading history can be found in Insider Trading Tracker table.
Welltower Inc Insider Transactions
Fred S Klipsch Mailing Address
Above is the net worth, insider trading, and ownership report for Fred S Klipsch. Currently GuruFocus does not have mailing address information for Fred S Klipsch.
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