Morgan Calvert A Jr - Net Worth and Insider Trading

Morgan Calvert A Jr Net Worth

The estimated net worth of Morgan Calvert A Jr is at least $6 Million dollars as of 2025-07-07. Morgan Calvert A Jr is the Director of Chesapeake Utilities Corp and owns about 37,350 shares of Chesapeake Utilities Corp (CPK) stock worth over $5 Million. Morgan Calvert A Jr is also the Director of WSFS Financial Corp and owns about 27,240 shares of WSFS Financial Corp (WSFS) stock worth over $2 Million. Details can be seen in Morgan Calvert A Jr'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 Morgan Calvert A Jr has not made any transactions after 2014-06-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Morgan Calvert A Jr

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Morgan Calvert A Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Morgan Calvert A Jr owns 2 companies in total, including Chesapeake Utilities Corp (CPK) , and WSFS Financial Corp (WSFS) .

Click here to see the complete history of Morgan Calvert A Jr’s form 4 insider trades.

Insider Ownership Summary of Morgan Calvert A Jr

Ticker Company Transaction Date Type of Owner
CPK Chesapeake Utilities Corp 2012-03-13 director
WSFS WSFS Financial Corp 2014-06-10 director

Morgan Calvert A Jr Latest Holdings Summary

Morgan Calvert A Jr currently owns a total of 2 stocks. Among these stocks, Morgan Calvert A Jr owns 37,350 shares of Chesapeake Utilities Corp (CPK) as of March 13, 2012, with a value of $5 Million and a weighting of 74.17%. Morgan Calvert A Jr also owns 27,240 shares of WSFS Financial Corp (WSFS) as of June 10, 2014, with a value of $2 Million and a weighting of 25.83%.

Latest Holdings of Morgan Calvert A Jr

Ticker Company Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CPK Chesapeake Utilities Corp 2012-03-13 37,350 121.83 4,550,351
WSFS WSFS Financial Corp 2014-06-10 27,240 58.17 1,584,551

Holding Weightings of Morgan Calvert A Jr


Morgan Calvert A Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Morgan Calvert A Jr has made a total of 0 transactions in Chesapeake Utilities Corp (CPK) over the past 5 years. The most-recent trade in Chesapeake Utilities Corp is the acquisition of 4,500 shares on March 13, 2012, which cost Morgan Calvert A Jr around $126,900.

According to the SEC Form 4 filings, Morgan Calvert A Jr has made a total of 0 transactions in WSFS Financial Corp (WSFS) over the past 5 years. The most-recent trade in WSFS Financial Corp is the sale of 7,500 shares on June 10, 2014, which brought Morgan Calvert A Jr around $177,625.

Insider Trading History of Morgan Calvert A Jr

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.

Morgan Calvert A Jr Trading Performance

GuruFocus tracks the stock performance after each of Morgan Calvert A Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Morgan Calvert A Jr is 0.71%. GuruFocus also compares Morgan Calvert A Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Morgan Calvert A Jr within 3 months outperforms 12 times out of 21 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Morgan Calvert A Jr'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 Morgan Calvert A Jr

Average Return

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Average return per transaction

Outperforming Transactions

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17 out of 21 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(%) 0.81 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.54 LIMIT LIMIT LIMIT LIMIT LIMIT

Morgan Calvert A Jr Ownership Network

Ownership Network List of Morgan Calvert A Jr

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Ownership Network Relation of Morgan Calvert A Jr

Insider Network Chart


Morgan Calvert A Jr Owned Company Details

What does Chesapeake Utilities Corp do?

Who are the key executives at Chesapeake Utilities Corp?

Morgan Calvert A Jr is the director of Chesapeake Utilities Corp. Other key executives at Chesapeake Utilities Corp include director & other: Chair of the Board John R Schimkaitis , Senior VP & COO Jeffery S Sylvester , and Senior VP & Chief Dev. Officer Kevin J Webber .

Chesapeake Utilities Corp (CPK) Insider Trades Summary

Over the past 18 months, Morgan Calvert A Jr made no insider transaction in Chesapeake Utilities Corp (CPK). Other recent insider transactions involving Chesapeake Utilities Corp (CPK) include a net sale of 20 shares made by John R Schimkaitis , a net sale of 17,997 shares made by Maddock Paul L Jr , and a net sale of 7 shares made by Hill Thomas P Jr .

In summary, during the past 3 months, insiders sold 0 shares of Chesapeake Utilities Corp (CPK) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 18,024 shares of Chesapeake Utilities Corp (CPK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 18,024 shares.

Chesapeake Utilities Corp (CPK)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Chesapeake Utilities Corp Insider Transactions

No Available Data

Morgan Calvert A Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Morgan Calvert A Jr. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Morgan Calvert A Jr's mailing address is: Dover De 19904.