James H Morgan - Net Worth and Insider Trading

James H Morgan Net Worth

The estimated net worth of James H Morgan is at least $2 Million dollars as of 2024-12-13. James H Morgan is the Director of Krispy Kreme Doughnuts Inc and owns about 108,634 shares of Krispy Kreme Doughnuts Inc (KKD) stock worth over $2 Million. Details can be seen in James H Morgan's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that James H Morgan has not made any transactions after 2015-06-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of James H Morgan

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James H Morgan Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James H Morgan owns 3 companies in total, including Lowe's Companies Inc (LOW) , Krispy Kreme Doughnuts Inc (KKD) , and Coca-Cola Consolidated Inc (COKE) .

Click here to see the complete history of James H Morgan’s form 4 insider trades.

Insider Ownership Summary of James H Morgan

Ticker Comapny Transaction Date Type of Owner
LOW Lowe's Companies Inc 2015-01-30 director
KKD Krispy Kreme Doughnuts Inc 2016-07-26 director
COKE Coca-Cola Consolidated Inc 2008-02-27 director

James H Morgan Latest Holdings Summary

James H Morgan currently owns a total of 1 stock. James H Morgan owns 108,634 shares of Krispy Kreme Doughnuts Inc (KKD) as of June 17, 2015, with a value of $2 Million.

Latest Holdings of James H Morgan

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
KKD Krispy Kreme Doughnuts Inc 2015-06-17 108,634 21.00 2,281,314

Holding Weightings of James H Morgan


James H Morgan Form 4 Trading Tracker

According to the SEC Form 4 filings, James H Morgan has made a total of 0 transactions in Krispy Kreme Doughnuts Inc (KKD) over the past 5 years. The most-recent trade in Krispy Kreme Doughnuts Inc is the sale of 10,000 shares on June 17, 2015, which brought James H Morgan around $199,800.

Insider Trading History of James H Morgan

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.

James H Morgan Trading Performance

GuruFocus tracks the stock performance after each of James H Morgan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James H Morgan is 7.09%. GuruFocus also compares James H Morgan's trading performance to market benchmark return within the same time period. The performance of stocks bought by James H Morgan 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 James H Morgan'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 James H Morgan

Average Return

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Average return per transaction

Outperforming Transactions

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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(%) -0.48 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -8.15 LIMIT LIMIT LIMIT LIMIT LIMIT

James H Morgan Ownership Network

Ownership Network List of James H Morgan

No Data

Ownership Network Relation of James H Morgan

Insider Network Chart

James H Morgan Owned Company Details

What does Lowe's Companies Inc do?

Who are the key executives at Lowe's Companies Inc?

James H Morgan is the director of Lowe's Companies Inc. Other key executives at Lowe's Companies Inc include EVP & Pro & Home Services Quonta D Vance , EVP & Chief Information Officer Seemantini Godbole , and EVP & Stores Joseph Michael Mcfarland .

Lowe's Companies Inc (LOW) Insider Trades Summary

Over the past 18 months, James H Morgan made no insider transaction in Lowe's Companies Inc (LOW). Other recent insider transactions involving Lowe's Companies Inc (LOW) include a net sale of 53,478 shares made by Seemantini Godbole , a net sale of 8,500 shares made by Joseph Michael Mcfarland , and a net sale of 7,198 shares made by Quonta D Vance .

In summary, during the past 3 months, insiders sold 43,114 shares of Lowe's Companies Inc (LOW) in total and bought 0 shares, with a net sale of 43,114 shares. During the past 18 months, 93,282 shares of Lowe's Companies Inc (LOW) were sold and 0 shares were bought by its insiders, resulting in a net sale of 93,282 shares.

Lowe's Companies Inc (LOW)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Lowe's Companies Inc Insider Transactions

No Available Data

James H Morgan Mailing Address

Above is the net worth, insider trading, and ownership report for James H Morgan. You might contact James H Morgan via mailing address: Po Box 1012 121 W Trade Street, Ste 1500, Charlotte Nc 28201.