Daniel R Phillips - Net Worth and Insider Trading
Daniel R Phillips Net Worth
The estimated net worth of Daniel R Phillips is at least $263,263 dollars as of 2024-04-28. Daniel R Phillips is the Senior Vice President of Pathfinder Bancorp Inc and owns about 20,796 shares of Pathfinder Bancorp Inc (PBHC) stock worth over $263,263. Details can be seen in Daniel R Phillips's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Daniel R Phillips has not made any transactions after 2019-07-31 and currently still holds the listed stock(s).
Transaction Summary of Daniel R Phillips
Daniel R Phillips Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel R Phillips owns 1 companies in total, including Pathfinder Bancorp Inc (PBHC) .
Click here to see the complete history of Daniel R Phillips’s form 4 insider trades.
Insider Ownership Summary of Daniel R Phillips
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PBHC | Pathfinder Bancorp Inc | 2019-07-31 | SVP |
Daniel R Phillips Latest Holdings Summary
Daniel R Phillips currently owns a total of 1 stock. Daniel R Phillips owns 20,796 shares of Pathfinder Bancorp Inc (PBHC) as of July 31, 2019, with a value of $263,263.
Latest Holdings of Daniel R Phillips
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PBHC | Pathfinder Bancorp Inc | 2019-07-31 | 20,796 | 12.66 | 263,263 |
Holding Weightings of Daniel R Phillips
Daniel R Phillips Form 4 Trading Tracker
According to the SEC Form 4 filings, Daniel R Phillips has made a total of 1 transactions in Pathfinder Bancorp Inc (PBHC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Pathfinder Bancorp Inc is the acquisition of 1,000 shares on July 31, 2019, which cost Daniel R Phillips around $13,940.
Insider Trading History of Daniel R Phillips
- 1
Daniel R Phillips Trading Performance
GuruFocus tracks the stock performance after each of Daniel R Phillips's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel R Phillips is -2.11%. GuruFocus also compares Daniel R Phillips's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel R Phillips within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Daniel R Phillips's insider trading performs compared to the benchmark.
Performance of Daniel R Phillips
Average Return
-29.9%
Outperforming Transactions
0%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.68 | -2.11 | 5.12 | -29.9 | 9.76 | 13.54 |
| Relative Return to S&P 500(%) | 1.13 | -4.03 | -3.11 | -39.63 | -11.68 | 2.04 |
Daniel R Phillips Ownership Network
Ownership Network List of Daniel R Phillips
Ownership Network Relation of Daniel R Phillips
Daniel R Phillips Owned Company Details
What does Pathfinder Bancorp Inc do?
Who are the key executives at Pathfinder Bancorp Inc?
Daniel R Phillips is the SVP of Pathfinder Bancorp Inc. Other key executives at Pathfinder Bancorp Inc include SVP and CFO James A. Dowd , Vice President Finance Walter Rusnak , and First Vice President Butkowski Robert G. Jr. .
Pathfinder Bancorp Inc (PBHC) Insider Trades Summary
Over the past 18 months, Daniel R Phillips made no insider transaction in Pathfinder Bancorp Inc (PBHC). Other recent insider transactions involving Pathfinder Bancorp Inc (PBHC) include a net purchase of 14,733 shares made by Walter Rusnak , a net purchase of 2,877 shares made by George P Joyce , and a net purchase of 1,445 shares made by James A. Dowd .
In summary, during the past 3 months, insiders sold 0 shares of Pathfinder Bancorp Inc (PBHC) in total and bought 8,125 shares, with a net purchase of 8,125 shares. During the past 18 months, 13,000 shares of Pathfinder Bancorp Inc (PBHC) were sold and 23,555 shares were bought by its insiders, resulting in a net purchase of 10,555 shares.
Pathfinder Bancorp Inc (PBHC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Pathfinder Bancorp Inc Insider Transactions
Daniel R Phillips Mailing Address
Above is the net worth, insider trading, and ownership report for Daniel R Phillips. You might contact Daniel R Phillips via mailing address: 214 West First Street, Oswego Ny 13126.
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