Morgan Calvert A Jr - Net Worth and Insider Trading
Morgan Calvert A Jr Net Worth
The estimated net worth of Morgan Calvert A Jr is at least $5 Million dollars as of 2024-04-26. Morgan Calvert A Jr is the Director of Chesapeake Utilities Corp and owns about 37,350 shares of Chesapeake Utilities Corp (CPK) stock worth over $4 Million. Morgan Calvert A Jr is also the Director of WSFS Financial Corp and owns about 27,240 shares of WSFS Financial Corp (WSFS) stock worth over $1 Million. Details can be seen in Morgan Calvert A 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 Morgan Calvert A Jr has not made any transactions after 2014-06-10 and currently still holds the listed stock(s).
Transaction Summary of Morgan Calvert A Jr
Morgan Calvert A Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Morgan Calvert A Jr owns 2 companies in total, including Chesapeake Utilities Corp (CPK) , and WSFS Financial Corp (WSFS) .
Click here to see the complete history of Morgan Calvert A Jr’s form 4 insider trades.
Insider Ownership Summary of Morgan Calvert A Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CPK | Chesapeake Utilities Corp | 2012-03-13 | director |
| WSFS | WSFS Financial Corp | 2014-06-10 | director |
Morgan Calvert A Jr Latest Holdings Summary
Morgan Calvert A Jr currently owns a total of 2 stocks. Among these stocks, Morgan Calvert A Jr owns 37,350 shares of Chesapeake Utilities Corp (CPK) as of March 13, 2012, with a value of $4 Million and a weighting of 77.09%. Morgan Calvert A Jr also owns 27,240 shares of WSFS Financial Corp (WSFS) as of June 10, 2014, with a value of $1 Million and a weighting of 22.91%.
Latest Holdings of Morgan Calvert A Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CPK | Chesapeake Utilities Corp | 2012-03-13 | 37,350 | 105.13 | 3,926,606 |
| WSFS | WSFS Financial Corp | 2014-06-10 | 27,240 | 42.85 | 1,167,234 |
Holding Weightings of Morgan Calvert A Jr
Morgan Calvert A Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Morgan Calvert A Jr has made a total of 0 transactions in Chesapeake Utilities Corp (CPK) over the past 5 years. The most-recent trade in Chesapeake Utilities Corp is the acquisition of 4,500 shares on March 13, 2012, which cost Morgan Calvert A Jr around $126,900.
According to the SEC Form 4 filings, Morgan Calvert A Jr has made a total of 0 transactions in WSFS Financial Corp (WSFS) over the past 5 years. The most-recent trade in WSFS Financial Corp is the sale of 7,500 shares on June 10, 2014, which brought Morgan Calvert A Jr around $177,625.
Insider Trading History of Morgan Calvert A Jr
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Morgan Calvert A Jr Trading Performance
GuruFocus tracks the stock performance after each of Morgan Calvert A Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Morgan Calvert A Jr is 0.71%. GuruFocus also compares Morgan Calvert A Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Morgan Calvert A Jr within 3 months outperforms 12 times out of 21 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Morgan Calvert A Jr's insider trading performs compared to the benchmark.
Performance of Morgan Calvert A Jr
Average Return
10.66%
Outperforming Transactions
81%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.81 | 0.71 | 6.47 | 10.66 | 6.28 | 5.53 |
| Relative Return to S&P 500(%) | 0.54 | 0.87 | 3.4 | 4.4 | 3.62 | 1.63 |
Morgan Calvert A Jr Ownership Network
Ownership Network List of Morgan Calvert A Jr
Ownership Network Relation of Morgan Calvert A Jr
Morgan Calvert A Jr Owned Company Details
What does Chesapeake Utilities Corp do?
Who are the key executives at Chesapeake Utilities Corp?
Morgan Calvert A Jr is the director of Chesapeake Utilities Corp. Other key executives at Chesapeake Utilities Corp include director & other: Chair of the Board John R Schimkaitis , Senior VP & COO Jeffery S Sylvester , and Senior VP & Chief Dev. Officer Kevin J Webber .
Chesapeake Utilities Corp (CPK) Insider Trades Summary
Over the past 18 months, Morgan Calvert A Jr made no insider transaction in Chesapeake Utilities Corp (CPK). Other recent insider transactions involving Chesapeake Utilities Corp (CPK) include a net sale of 7,520 shares made by John R Schimkaitis , a net sale of 2,600 shares made by Kevin J Webber , and a net sale of 1,900 shares made by Jeffery S Sylvester .
In summary, during the past 3 months, insiders sold 0 shares of Chesapeake Utilities Corp (CPK) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 12,027 shares of Chesapeake Utilities Corp (CPK) were sold and 421 shares were bought by its insiders, resulting in a net sale of 11,606 shares.
Chesapeake Utilities Corp (CPK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Chesapeake Utilities Corp Insider Transactions
Morgan Calvert A Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Morgan Calvert A Jr. You might contact Morgan Calvert A Jr via mailing address: 909 Silver Lake Boulevard, Dover De 19904.
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