David B Lewis - Net Worth and Insider Trading
David B Lewis Net Worth
The estimated net worth of David B Lewis is at least $10 Million dollars as of 2024-04-25. David B Lewis is the Director of The Kroger Co and owns about 82,245 shares of The Kroger Co (KR) stock worth over $5 Million. David B Lewis is the Director of H&R Block Inc and owns about 74,083 shares of H&R Block Inc (HRB) stock worth over $4 Million. David B Lewis is also the Director of Steris PLC and owns about 6,684 shares of Steris PLC (STE) stock worth over $1 Million. Details can be seen in David B Lewis's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David B Lewis has not made any transactions after 2020-12-01 and currently still holds the listed stock(s).
Transaction Summary of David B Lewis
David B Lewis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David B Lewis owns 4 companies in total, including H&R Block Inc (HRB) , Steris PLC (STE) , and The Kroger Co (KR) among others .
Click here to see the complete history of David B Lewis’s form 4 insider trades.
Insider Ownership Summary of David B Lewis
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HRB | H&R Block Inc | 2017-06-19 | director |
| STE | Steris PLC | 2020-12-01 | director |
| KR | The Kroger Co | 2014-01-21 | director |
| CMA | Comerica Inc | 2003-08-01 | director |
David B Lewis Latest Holdings Summary
David B Lewis currently owns a total of 3 stocks. Among these stocks, David B Lewis owns 82,245 shares of The Kroger Co (KR) as of January 21, 2014, with a value of $5 Million and a weighting of 48.49%. David B Lewis owns 74,083 shares of H&R Block Inc (HRB) as of June 19, 2017, with a value of $4 Million and a weighting of 37.28%. David B Lewis also owns 6,684 shares of Steris PLC (STE) as of December 1, 2020, with a value of $1 Million and a weighting of 14.23%.
Latest Holdings of David B Lewis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| KR | The Kroger Co | 2014-01-21 | 82,245 | 56.15 | 4,618,057 |
| HRB | H&R Block Inc | 2017-06-19 | 74,083 | 47.93 | 3,550,798 |
| STE | Steris PLC | 2020-12-01 | 6,684 | 202.80 | 1,355,515 |
Holding Weightings of David B Lewis
David B Lewis Form 4 Trading Tracker
According to the SEC Form 4 filings, David B Lewis has made a total of 0 transactions in The Kroger Co (KR) over the past 5 years. The most-recent trade in The Kroger Co is the sale of 10,000 shares on January 21, 2014, which brought David B Lewis around $185,000.
According to the SEC Form 4 filings, David B Lewis has made a total of 0 transactions in H&R Block Inc (HRB) over the past 5 years. The most-recent trade in H&R Block Inc is the sale of 8,000 shares on June 19, 2017, which brought David B Lewis around $240,080.
According to the SEC Form 4 filings, David B Lewis has made a total of 2 transactions in Steris PLC (STE) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Steris PLC is the sale of 1,560 shares on December 1, 2020, which brought David B Lewis around $302,312.
Insider Trading History of David B Lewis
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David B Lewis Trading Performance
GuruFocus tracks the stock performance after each of David B Lewis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David B Lewis is -6.85%. GuruFocus also compares David B Lewis's trading performance to market benchmark return within the same time period. The performance of stocks bought by David B Lewis 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 David B Lewis's insider trading performs compared to the benchmark.
Performance of David B Lewis
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.91 | -6.85 | -9.31 | -17.3 | -11.65 | -10.45 |
| Relative Return to S&P 500(%) | -3.37 | -5.09 | -13.46 | -21.02 | -21.96 | -11.9 |
David B Lewis Ownership Network
Ownership Network List of David B Lewis
Ownership Network Relation of David B Lewis
David B Lewis Owned Company Details
What does H&R Block Inc do?
Who are the key executives at H&R Block Inc?
David B Lewis is the director of H&R Block Inc. Other key executives at H&R Block Inc include President & CEO - Designate Jones Jeffrey J Ii , Chief Financial Officer Tony G Bowen , and VP & Chief Acct Officer Kellie J Logerwell .
H&R Block Inc (HRB) Insider Trades Summary
Over the past 18 months, David B Lewis made no insider transaction in H&R Block Inc (HRB). Other recent insider transactions involving H&R Block Inc (HRB) include a net sale of 276,060 shares made by Jones Jeffrey J Ii , a net purchase of 1,000 shares made by Robert A Gerard , and a net sale of 46,892 shares made by Tony G Bowen .
In summary, during the past 3 months, insiders sold 100,859 shares of H&R Block Inc (HRB) in total and bought 0 shares, with a net sale of 100,859 shares. During the past 18 months, 330,952 shares of H&R Block Inc (HRB) were sold and 11,000 shares were bought by its insiders, resulting in a net sale of 319,952 shares.
H&R Block Inc (HRB)'s detailed insider trading history can be found in Insider Trading Tracker table.
H&R Block Inc Insider Transactions
David B Lewis Mailing Address
Above is the net worth, insider trading, and ownership report for David B Lewis. Currently GuruFocus does not have mailing address information for David B Lewis.
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