Jeffrey M Levy - Net Worth and Insider Trading
Jeffrey M Levy Net Worth
The estimated net worth of Jeffrey M Levy is at least $3 Million dollars as of 2025-04-18. Jeffrey M Levy is the EVP/ Pres Commercial Banking of NBT Bancorp Inc and owns about 55,099 shares of NBT Bancorp Inc (NBTB) stock worth over $2 Million. Jeffrey M Levy is also the SVP & Chief Banking Officer of Community Financial System Inc and owns about 11,733 shares of Community Financial System Inc (CBU) stock worth over $626,308. Details can be seen in Jeffrey M Levy'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 Jeffrey M Levy has not made any transactions after 2025-01-24 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jeffrey M Levy
Jeffrey M Levy Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey M Levy owns 2 companies in total, including NBT Bancorp Inc (NBTB) , and Community Financial System Inc (CBU) .
Click here to see the complete history of Jeffrey M Levy’s form 4 insider trades.
Insider Ownership Summary of Jeffrey M Levy
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| NBTB | NBT Bancorp Inc | 2016-07-27 | President Commercial Banking |
| CBU | Community Financial System Inc | 2025-01-24 | President & Commercial Banking |
Jeffrey M Levy Latest Holdings Summary
Jeffrey M Levy currently owns a total of 2 stocks. Among these stocks, Jeffrey M Levy owns 55,099 shares of NBT Bancorp Inc (NBTB) as of July 27, 2016, with a value of $2 Million and a weighting of 77.77%. Jeffrey M Levy also owns 11,733 shares of Community Financial System Inc (CBU) as of January 24, 2025, with a value of $626,308 and a weighting of 22.23%.
Latest Holdings of Jeffrey M Levy
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| NBTB | NBT Bancorp Inc | 2016-07-27 | 55,099 | 39.76 | 2,190,736 |
| CBU | Community Financial System Inc | 2025-01-24 | 11,733 | 53.38 | 626,308 |
Holding Weightings of Jeffrey M Levy
Jeffrey M Levy Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey M Levy has made a total of 0 transactions in NBT Bancorp Inc (NBTB) over the past 5 years. The most-recent trade in NBT Bancorp Inc is the sale of 31,000 shares on July 27, 2016, which brought Jeffrey M Levy around $924,730.
According to the SEC Form 4 filings, Jeffrey M Levy has made a total of 3 transactions in Community Financial System Inc (CBU) over the past 5 years, including 1 buys and 2 sells. The most-recent trade in Community Financial System Inc is the sale of 1,136 shares on January 24, 2025, which brought Jeffrey M Levy around $74,953.
Insider Trading History of Jeffrey M Levy
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Jeffrey M Levy Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey M Levy's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey M Levy is 16.02%. GuruFocus also compares Jeffrey M Levy's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey M Levy within 3 months outperforms 3 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 Jeffrey M Levy's insider trading performs compared to the benchmark.
Performance of Jeffrey M Levy
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 7.49 | | | | | |
| Relative Return to S&P 500(%) | 5.24 | | | | | |
Jeffrey M Levy Ownership Network
Ownership Network List of Jeffrey M Levy
Ownership Network Relation of Jeffrey M Levy
Jeffrey M Levy Owned Company Details
What does NBT Bancorp Inc do?
Who are the key executives at NBT Bancorp Inc?
Jeffrey M Levy is the President Commercial Banking of NBT Bancorp Inc. Other key executives at NBT Bancorp Inc include EVP & Chief Financial Officer Scott Allen Kingsley , EVP/President Comm Banking Sarah A Halliday , and EVP & Chief Risk and Credit Amy Wiles .
NBT Bancorp Inc (NBTB) Insider Trades Summary
Over the past 18 months, Jeffrey M Levy made no insider transaction in NBT Bancorp Inc (NBTB). Other recent insider transactions involving NBT Bancorp Inc (NBTB) include a net sale of 2,697 shares made by Amy Wiles , a net sale of 150,194 shares made by Robinson V Daniel Ii , and a net purchase of 4,000 shares made by Scott Allen Kingsley .
In summary, during the past 3 months, insiders sold 5,000 shares of NBT Bancorp Inc (NBTB) in total and bought 2,678 shares, with a net sale of 2,322 shares. During the past 18 months, 248,216 shares of NBT Bancorp Inc (NBTB) were sold and 5,028 shares were bought by its insiders, resulting in a net sale of 243,188 shares.
NBT Bancorp Inc (NBTB)'s detailed insider trading history can be found in Insider Trading Tracker table.
NBT Bancorp Inc Insider Transactions
Jeffrey M Levy Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey M Levy. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Jeffrey M Levy's mailing address is: Norwich Ny 13815.
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