Charles John Koch - Net Worth and Insider Trading

Charles John Koch Net Worth

The estimated net worth of Charles John Koch is at least $5 Million dollars as of 2024-05-27. Charles John Koch is the Director of Citizens Financial Group Inc and owns about 93,924 shares of Citizens Financial Group Inc (CFG) stock worth over $3 Million. Charles John Koch is also the Director of Assurant Inc and owns about 10,583 shares of Assurant Inc (AIZ) stock worth over $2 Million. Details can be seen in Charles John Koch's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charles John Koch has not made any transactions after 2020-04-22 and currently still holds the listed stock(s).

Transaction Summary of Charles John Koch

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Charles John Koch Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Charles John Koch owns 3 companies in total, including Citizens Financial Group Inc (CFG) , Assurant Inc (AIZ) , and Home Properties Inc (HME) .

Click here to see the complete history of Charles John Koch’s form 4 insider trades.

Insider Ownership Summary of Charles John Koch

Ticker Comapny Transaction Date Type of Owner
CFG Citizens Financial Group Inc 2020-04-22 director
AIZ Assurant Inc 2019-12-09 director
HME Home Properties Inc 2013-02-21 director

Charles John Koch Latest Holdings Summary

Charles John Koch currently owns a total of 2 stocks. Among these stocks, Charles John Koch owns 93,924 shares of Citizens Financial Group Inc (CFG) as of April 22, 2020, with a value of $3 Million and a weighting of 64.99%. Charles John Koch also owns 10,583 shares of Assurant Inc (AIZ) as of December 9, 2019, with a value of $2 Million and a weighting of 35.01%.

Latest Holdings of Charles John Koch

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CFG Citizens Financial Group Inc 2020-04-22 93,924 35.35 3,320,213
AIZ Assurant Inc 2019-12-09 10,583 168.99 1,788,421

Holding Weightings of Charles John Koch


Charles John Koch Form 4 Trading Tracker

According to the SEC Form 4 filings, Charles John Koch has made a total of 2 transactions in Citizens Financial Group Inc (CFG) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Citizens Financial Group Inc is the acquisition of 25,000 shares on April 22, 2020, which cost Charles John Koch around $488,250.

According to the SEC Form 4 filings, Charles John Koch has made a total of 1 transactions in Assurant Inc (AIZ) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Assurant Inc is the sale of 21,765 shares on December 9, 2019, which brought Charles John Koch around $3 Million.

Insider Trading History of Charles John Koch

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.

Charles John Koch Trading Performance

GuruFocus tracks the stock performance after each of Charles John Koch's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles John Koch is 15.46%. GuruFocus also compares Charles John Koch's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles John Koch within 3 months outperforms 4 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Charles John Koch'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 Charles John Koch

Average Return

Average return per transaction

Outperforming Transactions

2 out of 4 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 4.45
Relative Return to S&P 500(%) 3.98

Charles John Koch Ownership Network

Ownership Network List of Charles John Koch

No Data

Ownership Network Relation of Charles John Koch


Charles John Koch Owned Company Details

What does Citizens Financial Group Inc do?

Who are the key executives at Citizens Financial Group Inc?

Charles John Koch is the director of Citizens Financial Group Inc. Other key executives at Citizens Financial Group Inc include Controller (effective 8/11/18) Craig Jack Read , General Counsel Polly N. Klane , and Chief Information Officer Michael Ruttledge .

Citizens Financial Group Inc (CFG) Insider Trades Summary

Over the past 18 months, Charles John Koch made no insider transaction in Citizens Financial Group Inc (CFG). Other recent insider transactions involving Citizens Financial Group Inc (CFG) include a net sale of 171,840 shares made by Kevin Cummings , a net sale of 10,835 shares made by Craig Jack Read , and a net purchase of 2,000 shares made by Terrance J. Lillis .

In summary, during the past 3 months, insiders sold 10,835 shares of Citizens Financial Group Inc (CFG) in total and bought 0 shares, with a net sale of 10,835 shares. During the past 18 months, 182,675 shares of Citizens Financial Group Inc (CFG) were sold and 5,300 shares were bought by its insiders, resulting in a net sale of 177,375 shares.

Citizens Financial Group Inc (CFG)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Citizens Financial Group Inc Insider Transactions

No Available Data

Charles John Koch Mailing Address

Above is the net worth, insider trading, and ownership report for Charles John Koch. You might contact Charles John Koch via mailing address: Citizens Financial Group, Inc., 600 Washington Blvd., Cs119n, Stamford Ct 06901.

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