Stephen Montgomery Smith - Net Worth and Insider Trading
Stephen Montgomery Smith Net Worth
The estimated net worth of Stephen Montgomery Smith is at least $1 Million dollars as of 2024-04-28. Stephen Montgomery Smith is the Director of WEX Inc and owns about 4,864 shares of WEX Inc (WEX) stock worth over $1 Million. Details can be seen in Stephen Montgomery Smith'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 Montgomery Smith has not made any transactions after 2023-10-31 and currently still holds the listed stock(s).
Transaction Summary of Stephen Montgomery Smith
Stephen Montgomery Smith Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen Montgomery Smith owns 1 companies in total, including WEX Inc (WEX) .
Click here to see the complete history of Stephen Montgomery Smith’s form 4 insider trades.
Stephen Montgomery Smith Latest Holdings Summary
Stephen Montgomery Smith currently owns a total of 1 stock. Stephen Montgomery Smith owns 4,864 shares of WEX Inc (WEX) as of October 31, 2023, with a value of $1 Million.
Stephen Montgomery Smith Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen Montgomery Smith has made a total of 1 transactions in WEX Inc (WEX) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in WEX Inc is the acquisition of 1,000 shares on October 31, 2023, which cost Stephen Montgomery Smith around $165,310.
Insider Trading History of Stephen Montgomery Smith
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Stephen Montgomery Smith Trading Performance
GuruFocus tracks the stock performance after each of Stephen Montgomery Smith's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen Montgomery Smith is 22.77%. GuruFocus also compares Stephen Montgomery Smith's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen Montgomery Smith within 3 months outperforms 1 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 Montgomery Smith's insider trading performs compared to the benchmark.
Performance of Stephen Montgomery Smith
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 9.24 | 22.77 | 30.09 | |||
| Relative Return to S&P 500(%) | -0.32 | 7.23 | 8.48 |
Stephen Montgomery Smith Ownership Network
Ownership Network List of Stephen Montgomery Smith
Ownership Network Relation of Stephen Montgomery Smith
Stephen Montgomery Smith Owned Company Details
What does WEX Inc do?
Who are the key executives at WEX Inc?
Stephen Montgomery Smith is the director of WEX Inc. Other key executives at WEX Inc include Chief Financial Officer Jagtar Narula , President & WEX Health Robert Joseph Deshaies , and Chief Risk and Compliance Ann Elena Drew .
WEX Inc (WEX) Insider Trades Summary
Over the past 18 months, Stephen Montgomery Smith made no insider transaction in WEX Inc (WEX). Other recent insider transactions involving WEX Inc (WEX) include a net sale of 6,350 shares made by Robert Joseph Deshaies , a net sale of 11,344 shares made by Melanie J Tinto , and a net sale of 95,214 shares made by Melissa D Goodwin .
In summary, during the past 3 months, insiders sold 30,141 shares of WEX Inc (WEX) in total and bought 0 shares, with a net sale of 30,141 shares. During the past 18 months, 160,154 shares of WEX Inc (WEX) were sold and 3,750 shares were bought by its insiders, resulting in a net sale of 156,404 shares.
WEX Inc (WEX)'s detailed insider trading history can be found in Insider Trading Tracker table.
WEX Inc Insider Transactions
Stephen Montgomery Smith Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen Montgomery Smith. You might contact Stephen Montgomery Smith via mailing address: C/o Wex Inc., 97 Darling Avenue, South Portland Me 04106.
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