David Near - Net Worth and Insider Trading
David Near Net Worth
The estimated net worth of David Near is at least $906,487 dollars as of 2024-05-21. David Near is the Director of Potbelly Corp and owns about 104,434 shares of Potbelly Corp (PBPB) stock worth over $906,487. Details can be seen in David Near's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David Near has not made any transactions after 2023-05-09 and currently still holds the listed stock(s).
Transaction Summary of David Near
David Near Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David Near owns 1 companies in total, including Potbelly Corp (PBPB) .
Click here to see the complete history of David Near’s form 4 insider trades.
Insider Ownership Summary of David Near
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PBPB | Potbelly Corp | 2023-05-09 | director |
David Near Latest Holdings Summary
David Near currently owns a total of 1 stock. David Near owns 104,434 shares of Potbelly Corp (PBPB) as of May 9, 2023, with a value of $906,487.
Latest Holdings of David Near
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PBPB | Potbelly Corp | 2023-05-09 | 104,434 | 8.68 | 906,487 |
Holding Weightings of David Near
David Near Form 4 Trading Tracker
According to the SEC Form 4 filings, David Near has made a total of 3 transactions in Potbelly Corp (PBPB) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Potbelly Corp is the acquisition of 3,125 shares on May 9, 2023, which cost David Near around $24,969.
Insider Trading History of David Near
- 1
David Near Trading Performance
GuruFocus tracks the stock performance after each of David Near's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David Near is 3.54%. GuruFocus also compares David Near's trading performance to market benchmark return within the same time period. The performance of stocks bought by David Near within 3 months outperforms 2 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 David Near's insider trading performs compared to the benchmark.
Performance of David Near
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.73 | | | | | |
| Relative Return to S&P 500(%) | -1.89 | | | | | |
David Near Ownership Network
David Near Owned Company Details
What does Potbelly Corp do?
Who are the key executives at Potbelly Corp?
David Near is the director of Potbelly Corp. Other key executives at Potbelly Corp include President and CEO Robert D. Wright , SVP & Chief Financial Officer Steven Cirulis , and SVP & Franchising Karen Lynette Mckee .
Potbelly Corp (PBPB) Insider Trades Summary
Over the past 18 months, David Near made 1 insider transaction in Potbelly Corp (PBPB) with a net purchase of 3,125. Other recent insider transactions involving Potbelly Corp (PBPB) include a net purchase of 8,805 shares made by Steven Cirulis , a net purchase of 12,442 shares made by Robert D. Wright , and a net sale of 11,197 shares made by Jeffrey Douglas .
In summary, during the past 3 months, insiders sold 0 shares of Potbelly Corp (PBPB) in total and bought 5,341 shares, with a net purchase of 5,341 shares. During the past 18 months, 11,197 shares of Potbelly Corp (PBPB) were sold and 28,344 shares were bought by its insiders, resulting in a net purchase of 17,147 shares.
Potbelly Corp (PBPB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Potbelly Corp Insider Transactions
David Near Mailing Address
Above is the net worth, insider trading, and ownership report for David Near. You might contact David Near via mailing address: 111 N Canal St, Suite 850, Chicago Il 60601.
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