Joseph Swedish - Net Worth and Insider Trading

Joseph Swedish Net Worth

The estimated net worth of Joseph Swedish is at least $34 Million dollars as of 2024-04-26. Joseph Swedish is the Executive Chairman of Elevance Health Inc and owns about 61,419 shares of Elevance Health Inc (ELV) stock worth over $33 Million. Joseph Swedish is also the Director of International Business Machines Corp and owns about 5,261 shares of International Business Machines Corp (IBM) stock worth over $888,636. Details can be seen in Joseph Swedish's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Joseph Swedish has not made any transactions after 2020-10-30 and currently still holds the listed stock(s).

Transaction Summary of Joseph Swedish

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Joseph Swedish Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Joseph Swedish owns 6 companies in total, including International Business Machines Corp (IBM) , CDW Corp (CDW) , and CHP Merger Corp (CHPMU) among others .

Click here to see the complete history of Joseph Swedish’s form 4 insider trades.

Insider Ownership Summary of Joseph Swedish

Ticker Comapny Transaction Date Type of Owner
IBM International Business Machines Corp 2020-10-30 director
CDW CDW Corp 2015-08-11 director
CHPMU CHP Merger Corp 2019-11-21 director
ELV Elevance Health Inc 2018-03-05 director & Chief Executive Officer
CCRN Cross Country Healthcare Inc 2003-05-29 director
CHPM CHP Merger Corp 2019-11-21 director

Joseph Swedish Latest Holdings Summary

Joseph Swedish currently owns a total of 2 stocks. Among these stocks, Joseph Swedish owns 61,419 shares of Elevance Health Inc (ELV) as of March 5, 2018, with a value of $33 Million and a weighting of 97.39%. Joseph Swedish also owns 5,261 shares of International Business Machines Corp (IBM) as of October 30, 2020, with a value of $888,636 and a weighting of 2.61%.

Latest Holdings of Joseph Swedish

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ELV Elevance Health Inc 2018-03-05 61,419 539.68 33,146,606
IBM International Business Machines Corp 2020-10-30 5,261 168.91 888,636

Holding Weightings of Joseph Swedish


Joseph Swedish Form 4 Trading Tracker

According to the SEC Form 4 filings, Joseph Swedish has made a total of 0 transactions in Elevance Health Inc (ELV) over the past 5 years. The most-recent trade in Elevance Health Inc is the sale of 27,846 shares on March 5, 2018, which brought Joseph Swedish around $6 Million.

According to the SEC Form 4 filings, Joseph Swedish has made a total of 1 transactions in International Business Machines Corp (IBM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in International Business Machines Corp is the acquisition of 2,000 shares on October 30, 2020, which cost Joseph Swedish around $222,020.

Insider Trading History of Joseph Swedish

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.

Joseph Swedish Trading Performance

GuruFocus tracks the stock performance after each of Joseph Swedish's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joseph Swedish is 10.73%. GuruFocus also compares Joseph Swedish's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joseph Swedish 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 Joseph Swedish'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 Joseph Swedish

Average Return

14.03%

Average return per transaction

Outperforming Transactions

100%

2 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(%) 8.5 10.73 23.69 14.03 5.88 6.4
Relative Return to S&P 500(%) 2.76 4.55 6.41 -12.36 -3.37 -7.28

Joseph Swedish Ownership Network

Ownership Network List of Joseph Swedish

No Data

Ownership Network Relation of Joseph Swedish


Joseph Swedish Owned Company Details

What does International Business Machines Corp do?

Who are the key executives at International Business Machines Corp?

Joseph Swedish is the director of International Business Machines Corp. Other key executives at International Business Machines Corp include Senior Vice President Michelle H Browdy , Vice President and Controller James J Kavanaugh , and VP & Controller Nicolas A. Fehring .

International Business Machines Corp (IBM) Insider Trades Summary

Over the past 18 months, Joseph Swedish made no insider transaction in International Business Machines Corp (IBM). Other recent insider transactions involving International Business Machines Corp (IBM) include a net sale of 38,519 shares made by James J Kavanaugh , a net sale of 9,800 shares made by Michelle H Browdy , and a net sale of 3,000 shares made by Del Bene Robert F .

In summary, during the past 3 months, insiders sold 9,800 shares of International Business Machines Corp (IBM) in total and bought 0 shares, with a net sale of 9,800 shares. During the past 18 months, 51,319 shares of International Business Machines Corp (IBM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 51,319 shares.

International Business Machines Corp (IBM)'s detailed insider trading history can be found in Insider Trading Tracker table.

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International Business Machines Corp Insider Transactions

No Available Data

Joseph Swedish Mailing Address

Above is the net worth, insider trading, and ownership report for Joseph Swedish. You might contact Joseph Swedish via mailing address: Wellpoint, Inc., 120 Monument Circle, Indianapolis In 46204.

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