Kelly Hefner Barrett - Net Worth and Insider Trading

Kelly Hefner Barrett Net Worth

The estimated net worth of Kelly Hefner Barrett is at least $947,163 dollars as of 2024-04-28. Kelly Hefner Barrett is the Director of Piedmont Office Realty Trust Inc and owns about 45,762 shares of Piedmont Office Realty Trust Inc (PDM) stock worth over $307,063. Kelly Hefner Barrett is the Trustee of Americold Realty Trust Inc and owns about 11,839 shares of Americold Realty Trust Inc (COLD) stock worth over $263,299. Kelly Hefner Barrett is also the Director of State Bank Financial Corp and owns about 7,000 shares of State Bank Financial Corp (STBZ) stock worth over $151,130. Besides these, Kelly Hefner Barrett also holds PROG Holdings Inc (PRG) , The Aarons Co Inc (AAN) . Details can be seen in Kelly Hefner Barrett's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Kelly Hefner Barrett has not made any transactions after 2023-03-20 and currently still holds the listed stock(s).

Transaction Summary of Kelly Hefner Barrett

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Kelly Hefner Barrett Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Kelly Hefner Barrett owns 6 companies in total, including PROG Holdings Inc (PRG) , Americold Realty Trust Inc (COLD) , and Piedmont Office Realty Trust Inc (PDM) among others .

Click here to see the complete history of Kelly Hefner Barrett’s form 4 insider trades.

Insider Ownership Summary of Kelly Hefner Barrett

Ticker Comapny Transaction Date Type of Owner
PRG PROG Holdings Inc 2020-06-18 director
COLD Americold Realty Trust Inc 2021-11-08 director
PDM Piedmont Office Realty Trust Inc 2023-03-20 director
STBZ State Bank Financial Corp 2015-05-27 director
EVTC Evertec Inc 2021-05-27 director
AAN The Aarons Co Inc 2021-11-04 director

Kelly Hefner Barrett Latest Holdings Summary

Kelly Hefner Barrett currently owns a total of 5 stocks. Among these stocks, Kelly Hefner Barrett owns 45,762 shares of Piedmont Office Realty Trust Inc (PDM) as of March 20, 2023, with a value of $307,063 and a weighting of 32.42%. Kelly Hefner Barrett owns 11,839 shares of Americold Realty Trust Inc (COLD) as of November 8, 2021, with a value of $263,299 and a weighting of 27.8%. Kelly Hefner Barrett also owns 7,000 shares of State Bank Financial Corp (STBZ) as of November 2, 2012, with a value of $151,130 and a weighting of 15.96%. The other 2 stocks PROG Holdings Inc (PRG) , The Aarons Co Inc (AAN) have a combined weighting of 23.83% among all his current holdings.

Latest Holdings of Kelly Hefner Barrett

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PDM Piedmont Office Realty Trust Inc 2023-03-20 45,762 6.71 307,063
COLD Americold Realty Trust Inc 2021-11-08 11,839 22.24 263,299
STBZ State Bank Financial Corp 2012-11-02 7,000 21.59 151,130
PRG PROG Holdings Inc 2019-07-29 4,144 34.02 140,979
AAN The Aarons Co Inc 2021-11-04 11,979 7.07 84,692

Holding Weightings of Kelly Hefner Barrett


Kelly Hefner Barrett Form 4 Trading Tracker

According to the SEC Form 4 filings, Kelly Hefner Barrett has made a total of 1 transactions in Piedmont Office Realty Trust Inc (PDM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Piedmont Office Realty Trust Inc is the acquisition of 10,000 shares on March 20, 2023, which cost Kelly Hefner Barrett around $70,500.

According to the SEC Form 4 filings, Kelly Hefner Barrett has made a total of 2 transactions in Americold Realty Trust Inc (COLD) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Americold Realty Trust Inc is the acquisition of 3,000 shares on November 8, 2021, which cost Kelly Hefner Barrett around $87,570.

According to the SEC Form 4 filings, Kelly Hefner Barrett has made a total of 0 transactions in State Bank Financial Corp (STBZ) over the past 5 years. The most-recent trade in State Bank Financial Corp is the acquisition of 6,000 shares on November 2, 2012, which cost Kelly Hefner Barrett around $94,140.

More details on Kelly Hefner Barrett's insider transactions can be found in the Insider Trading History of Kelly Hefner Barrett table.

Insider Trading History of Kelly Hefner Barrett

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.

Kelly Hefner Barrett Trading Performance

GuruFocus tracks the stock performance after each of Kelly Hefner Barrett's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kelly Hefner Barrett is 1.94%. GuruFocus also compares Kelly Hefner Barrett's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kelly Hefner Barrett within 3 months outperforms 2 times out of 7 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Kelly Hefner Barrett'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 Kelly Hefner Barrett

Average Return

-7.58%

Average return per transaction

Outperforming Transactions

43%

3 out of 7 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(%) 0.52 1.94 -5.57 -7.58 -9.76 -5.4
Relative Return to S&P 500(%) -0.54 -1.86 -10.36 -15.55 -20.13 -19.36

Kelly Hefner Barrett Ownership Network

Ownership Network List of Kelly Hefner Barrett

No Data

Ownership Network Relation of Kelly Hefner Barrett


Kelly Hefner Barrett Owned Company Details

What does PROG Holdings Inc do?

Who are the key executives at PROG Holdings Inc?

Kelly Hefner Barrett is the director of PROG Holdings Inc. Other key executives at PROG Holdings Inc include Chief Legal and Compliance Off Michael Todd King , General Counsel and Corp Sec Thomas Eugene Vin Iv , and Chief Financial Officer Brian Garner .

PROG Holdings Inc (PRG) Insider Trades Summary

Over the past 18 months, Kelly Hefner Barrett made no insider transaction in PROG Holdings Inc (PRG). Other recent insider transactions involving PROG Holdings Inc (PRG) include a net purchase of 618 shares made by Thomas Eugene Vin Iv ,

In summary, during the past 3 months, insiders sold 0 shares of PROG Holdings Inc (PRG) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PROG Holdings Inc (PRG) were sold and 618 shares were bought by its insiders, resulting in a net purchase of 618 shares.

PROG Holdings Inc (PRG)'s detailed insider trading history can be found in Insider Trading Tracker table.

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PROG Holdings Inc Insider Transactions

No Available Data

Kelly Hefner Barrett Mailing Address

Above is the net worth, insider trading, and ownership report for Kelly Hefner Barrett. You might contact Kelly Hefner Barrett via mailing address: 4630 Wynmeade Park, Marietta Ga 30067.

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