Stephen M Waters - Net Worth and Insider Trading
Stephen M Waters Net Worth
The estimated net worth of Stephen M Waters is at least $433,792 dollars as of 2024-05-05. Stephen M Waters is the Director of Boston Private Financial Holdings Inc and owns about 24,093 shares of Boston Private Financial Holdings Inc (BPFH) stock worth over $355,372. Stephen M Waters is also the Director of Valero Energy Corp and owns about 500 shares of Valero Energy Corp (VLO) stock worth over $78,420. Details can be seen in Stephen M Waters's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Stephen M Waters has not made any transactions after 2019-02-20 and currently still holds the listed stock(s).
Transaction Summary of Stephen M Waters
Stephen M Waters Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen M Waters owns 2 companies in total, including Boston Private Financial Holdings Inc (BPFH) , and Valero Energy Corp (VLO) .
Click here to see the complete history of Stephen M Waters’s form 4 insider trades.
Insider Ownership Summary of Stephen M Waters
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BPFH | Boston Private Financial Holdings Inc | 2020-08-14 | director |
| VLO | Valero Energy Corp | 2019-02-20 | director |
Stephen M Waters Latest Holdings Summary
Stephen M Waters currently owns a total of 2 stocks. Among these stocks, Stephen M Waters owns 24,093 shares of Boston Private Financial Holdings Inc (BPFH) as of July 26, 2018, with a value of $355,372 and a weighting of 81.92%. Stephen M Waters also owns 500 shares of Valero Energy Corp (VLO) as of February 20, 2019, with a value of $78,420 and a weighting of 18.08%.
Latest Holdings of Stephen M Waters
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BPFH | Boston Private Financial Holdings Inc | 2018-07-26 | 24,093 | 14.75 | 355,372 |
| VLO | Valero Energy Corp | 2019-02-20 | 500 | 156.84 | 78,420 |
Holding Weightings of Stephen M Waters
Stephen M Waters Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen M Waters has made a total of 0 transactions in Boston Private Financial Holdings Inc (BPFH) over the past 5 years. The most-recent trade in Boston Private Financial Holdings Inc is the sale of 5,000 shares on July 26, 2018, which brought Stephen M Waters around $72,000.
According to the SEC Form 4 filings, Stephen M Waters has made a total of 0 transactions in Valero Energy Corp (VLO) over the past 5 years. The most-recent trade in Valero Energy Corp is the acquisition of 500 shares on February 20, 2019, which cost Stephen M Waters around $42,485.
Insider Trading History of Stephen M Waters
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Stephen M Waters Trading Performance
GuruFocus tracks the stock performance after each of Stephen M Waters's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen M Waters is -3.92%. GuruFocus also compares Stephen M Waters's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen M Waters 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 Stephen M Waters's insider trading performs compared to the benchmark.
Performance of Stephen M Waters
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.18 | | | | | |
| Relative Return to S&P 500(%) | -0.24 | | | | | |
Stephen M Waters Ownership Network
Stephen M Waters Owned Company Details
What does Boston Private Financial Holdings Inc do?
Who are the key executives at Boston Private Financial Holdings Inc?
Stephen M Waters is the director of Boston Private Financial Holdings Inc. Other key executives at Boston Private Financial Holdings Inc include EVP James Cannon Brown , EVP Maura Almy , and EVP & Chief Risk Officer W. Timothy Macdonald .
Boston Private Financial Holdings Inc (BPFH) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Boston Private Financial Holdings Inc (BPFH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Boston Private Financial Holdings Inc (BPFH) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Boston Private Financial Holdings Inc (BPFH)'s detailed insider trading history can be found in Insider Trading Tracker table.
Boston Private Financial Holdings Inc Insider Transactions
Stephen M Waters Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen M Waters. You might contact Stephen M Waters via mailing address: Ten Post Office Square, Boston Ma 02109.
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