Loomis William R Jr - Net Worth and Insider Trading

Loomis William R Jr Net Worth

The estimated net worth of Loomis William R Jr is at least $13 Million dollars as of 2024-03-29. Loomis William R Jr is the Director of Phillips 66 and owns about 77,142 shares of Phillips 66 (PSX) stock worth over $13 Million. Loomis William R Jr is also the Director of Pacific Commerce Bancorp and owns about 51,076 shares of Pacific Commerce Bancorp (PCBC) stock worth over $686,972. Details can be seen in Loomis William R 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 Loomis William R Jr has not made any transactions after 2016-06-13 and currently still holds the listed stock(s).

Transaction Summary of Loomis William R Jr

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Loomis William R Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Loomis William R Jr owns 2 companies in total, including Phillips 66 () , and Bath & Body Works Inc () .

Click here to see the complete history of Loomis William R Jr’s form 4 insider trades.

Insider Ownership Summary of Loomis William R Jr

Ticker Comapny Transaction Date Type of Owner
Phillips 66 2016-06-13 director
Bath & Body Works Inc 2005-01-28 director

Loomis William R Jr Latest Holdings Summary

Loomis William R Jr currently owns a total of 2 stocks. Among these stocks, Loomis William R Jr owns 77,142 shares of Phillips 66 (PSX) as of June 13, 2016, with a value of $13 Million and a weighting of 94.83%. Loomis William R Jr also owns 51,076 shares of Pacific Commerce Bancorp (PCBC) as of May 12, 2011, with a value of $686,972 and a weighting of 5.17%.

Latest Holdings of Loomis William R Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PSX Phillips 66 2016-06-13 77,142 163.34 12,600,374
PCBC Pacific Commerce Bancorp 2011-05-12 51,076 13.45 686,972

Holding Weightings of Loomis William R Jr


Loomis William R Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Loomis William R Jr has made a total of 0 transactions in Phillips 66 (PSX) over the past 5 years. The most-recent trade in Phillips 66 is the acquisition of 12,680 shares on June 13, 2016, which cost Loomis William R Jr around $1 Million.

According to the SEC Form 4 filings, Loomis William R Jr has made a total of 0 transactions in Pacific Commerce Bancorp (PCBC) over the past 5 years. The most-recent trade in Pacific Commerce Bancorp is the acquisition of 16,260 shares on May 12, 2011, which cost Loomis William R Jr around $501,458.

Insider Trading History of Loomis William R Jr

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.

Loomis William R Jr Trading Performance

GuruFocus tracks the stock performance after each of Loomis William R Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Loomis William R Jr is 2.67%. GuruFocus also compares Loomis William R Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Loomis William R Jr within 3 months outperforms 7 times out of 11 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Loomis William R Jr'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 Loomis William R Jr

Average Relative Return

-1.9%

Average relative return per transaction

Outperforming Transactions

45%

5 out of 11 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) -1.09 2.67 4.1 -1.9 5.01 7.8
Relative Return to S&P 500(%) -1.98 3.12 -0.09 -8.02 -1.96 -1.47

Loomis William R Jr Ownership Network

Ownership Network List of Loomis William R Jr

No Data

Ownership Network Relation of Loomis William R Jr


Loomis William R Jr Owned Company Details

What does Phillips 66 do?

Who are the key executives at Phillips 66?

Loomis William R Jr is the director of Phillips 66. Other key executives at Phillips 66 include Vice President and Controller Joseph Scott Pruitt , Senior VP & Refining Richard G Harbison , and Executive Vice President Zhanna Golodryga .

Phillips 66 () Insider Trades Summary

Over the past 18 months, Loomis William R Jr made no insider transaction in Phillips 66 (). Other recent insider transactions involving Phillips 66 () include a net sale of 27,422 shares made by Joseph Scott Pruitt , a net sale of 72,400 shares made by Kevin J Mitchell , and a net sale of 140,548 shares made by Timothy D. Roberts .

In summary, during the past 3 months, insiders sold 64,856 shares of Phillips 66 () in total and bought 682 shares, with a net sale of 64,174 shares. During the past 18 months, 468,204 shares of Phillips 66 () were sold and 10,932 shares were bought by its insiders, resulting in a net sale of 457,272 shares.

Phillips 66 ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Phillips 66 Insider Transactions

No Available Data

Loomis William R Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Loomis William R Jr. You might contact Loomis William R Jr via mailing address: 285 San Ysidro Road, Santa Barbara Ca 93108.

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