David M Ratcliffe - Net Worth and Insider Trading
David M Ratcliffe Net Worth
The estimated net worth of David M Ratcliffe is at least $4 Million dollars as of 2024-04-26. David M Ratcliffe is the Director of Truist Financial Corp and owns about 43,828 shares of Truist Financial Corp (TFC) stock worth over $2 Million. David M Ratcliffe is the Director of SunTrust Banks Inc and owns about 20,000 shares of SunTrust Banks Inc (STI) stock worth over $1 Million. David M Ratcliffe is also the President, CEO & Chairman of Southern Co and owns about 18,882 shares of Southern Co (SO) stock worth over $1 Million. Details can be seen in David M Ratcliffe'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 M Ratcliffe has not made any transactions after 2023-03-10 and currently still holds the listed stock(s).
Transaction Summary of David M Ratcliffe
David M Ratcliffe Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David M Ratcliffe owns 5 companies in total, including Truist Financial Corp (TFC) , SunTrust Banks Inc (STIpA.PFD) , and CSX Corp (CSX) among others .
Click here to see the complete history of David M Ratcliffe’s form 4 insider trades.
Insider Ownership Summary of David M Ratcliffe
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| TFC | Truist Financial Corp | 2023-03-10 | director |
| STIpA.PFD | SunTrust Banks Inc | 2011-08-09 | director |
| CSX | CSX Corp | 2003-09-15 | director |
| SO | Southern Co | 2010-04-28 | Executive Vice President |
| GPEPRACL.PFD | Georgia Power Co | 2006-07-01 | director |
David M Ratcliffe Latest Holdings Summary
David M Ratcliffe currently owns a total of 3 stocks. Among these stocks, David M Ratcliffe owns 43,828 shares of Truist Financial Corp (TFC) as of March 10, 2023, with a value of $2 Million and a weighting of 37.57%. David M Ratcliffe owns 20,000 shares of SunTrust Banks Inc (STI) as of October 24, 2013, with a value of $1 Million and a weighting of 31.31%. David M Ratcliffe also owns 18,882 shares of Southern Co (SO) as of April 28, 2010, with a value of $1 Million and a weighting of 31.11%.
Latest Holdings of David M Ratcliffe
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| TFC | Truist Financial Corp | 2023-03-10 | 43,828 | 38.40 | 1,682,995 |
| STI | SunTrust Banks Inc | 2013-10-24 | 20,000 | 70.13 | 1,402,600 |
| SO | Southern Co | 2010-04-28 | 18,882 | 73.81 | 1,393,680 |
Holding Weightings of David M Ratcliffe
David M Ratcliffe Form 4 Trading Tracker
According to the SEC Form 4 filings, David M Ratcliffe has made a total of 2 transactions in Truist Financial Corp (TFC) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Truist Financial Corp is the acquisition of 13,125 shares on March 10, 2023, which cost David M Ratcliffe around $499,800.
According to the SEC Form 4 filings, David M Ratcliffe has made a total of 0 transactions in SunTrust Banks Inc (STI) over the past 5 years. The most-recent trade in SunTrust Banks Inc is the acquisition of 20,000 shares on October 24, 2013, which cost David M Ratcliffe around $666,000.
According to the SEC Form 4 filings, David M Ratcliffe has made a total of 0 transactions in Southern Co (SO) over the past 5 years. The most-recent trade in Southern Co is the sale of 92,521 shares on April 28, 2010, which brought David M Ratcliffe around $3 Million.
Insider Trading History of David M Ratcliffe
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David M Ratcliffe Trading Performance
GuruFocus tracks the stock performance after each of David M Ratcliffe's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David M Ratcliffe is -2.36%. GuruFocus also compares David M Ratcliffe's trading performance to market benchmark return within the same time period. The performance of stocks bought by David M Ratcliffe within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David M Ratcliffe's insider trading performs compared to the benchmark.
Performance of David M Ratcliffe
Average Return
-8.88%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.18 | -2.36 | -5.68 | -8.88 | 11.89 | 10.85 |
| Relative Return to S&P 500(%) | -6.11 | -6.84 | -13.79 | -29.33 | 3.05 | 3.77 |
David M Ratcliffe Ownership Network
Ownership Network List of David M Ratcliffe
Ownership Network Relation of David M Ratcliffe
David M Ratcliffe Owned Company Details
What does Truist Financial Corp do?
Who are the key executives at Truist Financial Corp?
David M Ratcliffe is the director of Truist Financial Corp. Other key executives at Truist Financial Corp include President and COO Rogers William H Jr , President- BB&T Corporation Kelly S King , and Chief Audit Officer Denise M Demaio .
Truist Financial Corp (TFC) Insider Trades Summary
Over the past 18 months, David M Ratcliffe made 1 insider transaction in Truist Financial Corp (TFC) with a net purchase of 13,125. Other recent insider transactions involving Truist Financial Corp (TFC) include a net purchase of 10,000 shares made by Rogers William H Jr , a net purchase of 5,000 shares made by Charles A Patton , and a net sale of 3,764 shares made by Boyer K. David Jr. .
In summary, during the past 3 months, insiders sold 3,764 shares of Truist Financial Corp (TFC) in total and bought 0 shares, with a net sale of 3,764 shares. During the past 18 months, 3,764 shares of Truist Financial Corp (TFC) were sold and 28,125 shares were bought by its insiders, resulting in a net purchase of 24,361 shares.
Truist Financial Corp (TFC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Truist Financial Corp Insider Transactions
David M Ratcliffe Mailing Address
Above is the net worth, insider trading, and ownership report for David M Ratcliffe. You might contact David M Ratcliffe via mailing address: 214 N Tryon Street, Charlotte Nc 28202.
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