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
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
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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.
Performance of Loomis William R Jr
Average Relative Return
-1.9%
Outperforming Transactions
45%
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
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.
Phillips 66 Insider Transactions
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.