Charles M Holley - Net Worth and Insider Trading
Charles M Holley Net Worth
The estimated net worth of Charles M Holley is at least $41 Million dollars as of 2023-09-21. Charles M Holley is the Executive Vice President of Walmart Inc and owns about 247,794 shares of Walmart Inc (WMT) stock worth over $40 Million. Charles M Holley is also the Director of Phillips 66 and owns about 5,853 shares of Phillips 66 (PSX) stock worth over $702,009. Details can be seen in Charles M Holley's Latest Holdings Summary section.
Transaction Summary of Charles M Holley
Charles M Holley Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles M Holley owns 4 companies in total, including Carrier Global Corp (CARR) , Amgen Inc (AMGN) , and Phillips 66 (PSX) among others .
Click here to see the complete history of Charles M Holley’s form 4 insider trades.
Insider Ownership Summary of Charles M Holley
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CARR | Carrier Global Corp | 2020-03-16 | director |
| AMGN | Amgen Inc | 2017-02-01 | director |
| PSX | Phillips 66 | 2019-10-04 | director |
| WMT | Walmart Inc | 2006-03-01 | Senior Vice President |
Charles M Holley Latest Holdings Summary
Charles M Holley currently owns a total of 2 stocks. Among these stocks, Charles M Holley owns 247,794 shares of Walmart Inc (WMT) as of November 17, 2014, with a value of $40 Million and a weighting of 98.28%. Charles M Holley also owns 5,853 shares of Phillips 66 (PSX) as of February 10, 2021, with a value of $702,009 and a weighting of 1.72%.
Latest Holdings of Charles M Holley
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WMT | Walmart Inc | 2014-11-17 | 247,794 | 161.92 | 40,122,804 |
| PSX | Phillips 66 | 2021-02-10 | 5,853 | 119.94 | 702,009 |
Holding Weightings of Charles M Holley
Charles M Holley Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles M Holley has made a total of 0 transactions in Walmart Inc (WMT) over the past 5 years. The most-recent trade in Walmart Inc is the sale of 25,000 shares on November 17, 2014, which brought Charles M Holley around $2 Million.
According to the SEC Form 4 filings, Charles M Holley has made a total of 1 transactions in Phillips 66 (PSX) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Phillips 66 is the acquisition of 77 shares on February 10, 2021, which cost Charles M Holley around $5,877.
Insider Trading History of Charles M Holley
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Charles M Holley Trading Performance
GuruFocus tracks the stock performance after each of Charles M Holley's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles M Holley is 11.56%. GuruFocus also compares Charles M Holley's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles M Holley within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles M Holley's insider trading performs compared to the benchmark.
Performance of Charles M Holley
Average Relative Return
16.61%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Relative Return(%) | 15.28 | 11.56 | -3.25 | 16.61 | 18.31 | |
| Relative Return to S&P 500(%) | 15.56 | 4.44 | -16.73 | 1.41 | 16.03 |
Charles M Holley Ownership Network
Ownership Network List of Charles M Holley
Ownership Network Relation of Charles M Holley
Charles M Holley Owned Company Details
What does Carrier Global Corp do?
Carrier Global manufactures heating, ventilation, and air conditioning, refrigeration, and fire and security products. The HVAC business serves both residential and commercial markets (HVAC segment sales mix is 60% commercial and 40% residential). Carrier's refrigeration segment consists of its transportation refrigeration, Sensitech supply chain monitoring, and commercial refrigeration businesses. The firm's fire and security business manufactures fire detection and suppression, access controls, and intrusion detection products. In April 2023, Carrier announced that it plans to divest its fire and security and commercial refrigeration businesses. The firm also announced the pending acquisition of Germany-based Viessmann for approximately $13 billion.
Who are the key executives at Carrier Global Corp?
Charles M Holley is the director of Carrier Global Corp. Other key executives at Carrier Global Corp include President & Fire & Security Jurgen Timperman , President & Refrigeration Timothy N White , and Senior Vice President & CFO Patrick P. Goris .
Carrier Global Corp (CARR) Insider Trades Summary
Over the past 18 months, Charles M Holley made no insider transaction in Carrier Global Corp (CARR). Other recent insider transactions involving Carrier Global Corp (CARR) include a net sale of 552,852 shares made by Jurgen Timperman , a net sale of 17,250 shares made by Kyle Crockett , and a net sale of 21,049 shares made by Kevin J. O'connor .
In summary, during the past 3 months, insiders sold 204,267 shares of Carrier Global Corp (CARR) in total and bought 0 shares, with a net sale of 204,267 shares. During the past 18 months, 591,151 shares of Carrier Global Corp (CARR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 591,151 shares.
Carrier Global Corp (CARR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Carrier Global Corp Insider Transactions
Charles M Holley Mailing Address
Above is the net worth, insider trading, and ownership report for Charles M Holley. Currently GuruFocus does not have mailing address information for Charles M Holley.
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