Brad E Schwartz - Net Worth and Insider Trading
Brad E Schwartz Net Worth
The estimated net worth of Brad E Schwartz is at least $2 Million dollars as of 2026-09-10. Brad E Schwartz is the CEO of Monarch Financial Holdings Inc and owns about 103,951 shares of Monarch Financial Holdings Inc (MNRK) stock worth over $2 Million. Brad E Schwartz is also the EVP - CFO of First National Corp and owns about 6,470 shares of First National Corp (FXNC) stock worth over $198,435. Details can be seen in Brad E Schwartz'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 Brad E Schwartz has not made any transactions after 2026-03-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Brad E Schwartz
Brad E Schwartz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brad E Schwartz owns 1 companies in total, including First National Corp (FXNC) .
Click here to see the complete history of Brad E Schwartz’s form 4 insider trades.
Insider Ownership Summary of Brad E Schwartz
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| FXNC | First National Corp | 2026-03-04 | EVP - CFO |
Brad E Schwartz Latest Holdings Summary
Brad E Schwartz currently owns a total of 2 stocks. Among these stocks, Brad E Schwartz owns 103,951 shares of Monarch Financial Holdings Inc (MNRK) as of February 4, 2014, with a value of $2 Million and a weighting of 90.64%. Brad E Schwartz also owns 6,470 shares of First National Corp (FXNC) as of March 4, 2026, with a value of $198,435 and a weighting of 9.36%.
Latest Holdings of Brad E Schwartz
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MNRK | Monarch Financial Holdings Inc | 2014-02-04 | 103,951 | 18.49 | 1,922,054 |
| FXNC | First National Corp | 2026-03-04 | 6,470 | 30.67 | 198,435 |
Holding Weightings of Brad E Schwartz
Brad E Schwartz Form 4 Trading Tracker
According to the SEC Form 4 filings, Brad E Schwartz has made a total of 0 transactions in Monarch Financial Holdings Inc (MNRK) over the past 5 years. The most-recent trade in Monarch Financial Holdings Inc is the sale of 4,317 shares on February 4, 2014, which brought Brad E Schwartz around $49,516.
According to the SEC Form 4 filings, Brad E Schwartz has made a total of 6 transactions in First National Corp (FXNC) over the past 5 years, including 6 buys and 0 sells. The most-recent trade in First National Corp is the acquisition of 1,000 shares on March 4, 2026, which cost Brad E Schwartz around $26,910.
Insider Trading History of Brad E Schwartz
* The information on this page (including Insider Trading Shares, Share Changes, Cost, etc.) is sourced exclusively from Form 4 filings and does not incorporate any data from 13F or 13D/G filings. As a result, it may differ from the values shown on the Guru page.
- 1
Brad E Schwartz Trading Performance
GuruFocus tracks the stock performance after each of Brad E Schwartz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brad E Schwartz is 7.93%. GuruFocus also compares Brad E Schwartz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brad E Schwartz within 3 months outperforms 10 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brad E Schwartz's insider trading performs compared to the benchmark.
Performance of Brad E Schwartz
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.17 | | | | | |
| Relative Return to S&P 500(%) | 4.1 | | | | | |
Brad E Schwartz Ownership Network
Ownership Network List of Brad E Schwartz
Ownership Network Relation of Brad E Schwartz
Brad E Schwartz Owned Company Details
What does First National Corp do?
Who are the key executives at First National Corp?
Brad E Schwartz is the EVP - CFO of First National Corp. Other key executives at First National Corp include Interim EVP/CFO Bruce E Thomas , director & President/CEO Scott C Harvard , and Senior EVP/CCO Dennis A Dysart .
First National Corp (FXNC) Insider Trades Summary
Over the past 18 months, Brad E Schwartz made 6 insider transaction in First National Corp (FXNC) with a net purchase of 6,000.
In summary, during the past 3 months, insiders sold 0 shares of First National Corp (FXNC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of First National Corp (FXNC) were sold and 6,000 shares were bought by its insiders, resulting in a net purchase of 6,000 shares.
First National Corp (FXNC)'s detailed insider trading history can be found in Insider Trading Tracker table.
First National Corp Insider Transactions
Brad E Schwartz Mailing Address
Above is the net worth, insider trading, and ownership report for Brad E Schwartz. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Brad E Schwartz's mailing address is: Strasburg Va 22657.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
