Richard Carleton - Net Worth and Insider Trading

Richard Carleton Net Worth

The estimated net worth of Richard Carleton is at least $190,918 dollars as of 2024-02-21. Richard Carleton is the Director of SHF Holdings Inc and owns about 180,128 shares of SHF Holdings Inc (SHFS) stock worth over $190,918. Details can be seen in Richard Carleton's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Richard Carleton has not made any transactions after 2023-12-01 and currently still holds the listed stock(s).

Transaction Summary of Richard Carleton

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Richard Carleton Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Richard Carleton owns 1 companies in total, including SHF Holdings Inc () .

Click here to see the complete history of Richard Carleton’s form 4 insider trades.

Insider Ownership Summary of Richard Carleton

Ticker Comapny Transaction Date Type of Owner
SHF Holdings Inc 2023-12-01 director

Richard Carleton Latest Holdings Summary

Richard Carleton currently owns a total of 1 stock. Richard Carleton owns 180,128 shares of SHF Holdings Inc (SHFS) as of December 1, 2023, with a value of $190,918.

Latest Holdings of Richard Carleton

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SHFS SHF Holdings Inc 2023-12-01 180,128 1.06 190,918

Holding Weightings of Richard Carleton


Richard Carleton Form 4 Trading Tracker

According to the SEC Form 4 filings, Richard Carleton has made a total of 2 transactions in SHF Holdings Inc (SHFS) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in SHF Holdings Inc is the acquisition of 45,000 shares on December 1, 2023, which cost Richard Carleton around $36,000.

Insider Trading History of Richard Carleton

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.

Richard Carleton Trading Performance

GuruFocus tracks the stock performance after each of Richard Carleton's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Richard Carleton is 8.4%. GuruFocus also compares Richard Carleton's trading performance to market benchmark return within the same time period. The performance of stocks bought by Richard Carleton 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 Richard Carleton'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 Richard Carleton

Average Relative Return

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(%) 47.67 8.4 51.98
Relative Return to S&P 500(%) 44.3 1.87 43.56

Richard Carleton Ownership Network

Ownership Network List of Richard Carleton

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Ownership Network Relation of Richard Carleton


Richard Carleton Owned Company Details

What does SHF Holdings Inc do?

Who are the key executives at SHF Holdings Inc?

Richard Carleton is the director of SHF Holdings Inc. Other key executives at SHF Holdings Inc include Chief Executive Officer Sundie Seefried , EVP / Chief Operating Officer Dan Roda , and Chief Legal Officer Donald Emmi .

SHF Holdings Inc () Insider Trades Summary

Over the past 18 months, Richard Carleton made 2 insider transaction in SHF Holdings Inc () with a net purchase of 100,000. Other recent insider transactions involving SHF Holdings Inc () include a net purchase of 94,839 shares made by Sundie Seefried , a net purchase of 252,512 shares made by Donald Emmi , and a net purchase of 73,000 shares made by Doug Fagan .

In summary, during the past 3 months, insiders sold 0 shares of SHF Holdings Inc () in total and bought 245,839 shares, with a net purchase of 245,839 shares. During the past 18 months, 0 shares of SHF Holdings Inc () were sold and 730,721 shares were bought by its insiders, resulting in a net purchase of 730,721 shares.

SHF Holdings Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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SHF Holdings Inc Insider Transactions

No Available Data

Richard Carleton Mailing Address

Above is the net worth, insider trading, and ownership report for Richard Carleton. You might contact Richard Carleton via mailing address: 5269 W. 62nd Avenue, Arvada Co 80003.

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