Kelly Potes - Net Worth and Insider Trading
Kelly Potes Net Worth
The estimated net worth of Kelly Potes is at least $2 Million dollars as of 2024-11-07. Kelly Potes is the CEO of ChoiceOne Financial Services Inc and owns about 45,349 shares of ChoiceOne Financial Services Inc (COFS) stock worth over $2 Million. Details can be seen in Kelly Potes'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 Kelly Potes has not made any transactions after 2024-08-05 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Kelly Potes
Kelly Potes Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Kelly Potes owns 1 companies in total, including ChoiceOne Financial Services Inc (COFS) .
Click here to see the complete history of Kelly Potes’s form 4 insider trades.
Insider Ownership Summary of Kelly Potes
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| COFS | ChoiceOne Financial Services Inc | 2024-08-05 | V.P. - ChoiceOne Insur. (Sub.) |
Kelly Potes Latest Holdings Summary
Kelly Potes currently owns a total of 1 stock. Kelly Potes owns 45,349 shares of ChoiceOne Financial Services Inc (COFS) as of August 5, 2024, with a value of $2 Million.
Latest Holdings of Kelly Potes
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| COFS | ChoiceOne Financial Services Inc | 2024-08-05 | 45,349 | 35.86 | 1,626,215 |
Holding Weightings of Kelly Potes
Kelly Potes Form 4 Trading Tracker
According to the SEC Form 4 filings, Kelly Potes has made a total of 5 transactions in ChoiceOne Financial Services Inc (COFS) over the past 5 years, including 4 buys and 1 sells. The most-recent trade in ChoiceOne Financial Services Inc is the acquisition of 2,000 shares on August 5, 2024, which cost Kelly Potes around $53,460.
Insider Trading History of Kelly Potes
- 1
Kelly Potes Trading Performance
GuruFocus tracks the stock performance after each of Kelly Potes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kelly Potes is 13.5%. GuruFocus also compares Kelly Potes's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kelly Potes within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Kelly Potes's insider trading performs compared to the benchmark.
Performance of Kelly Potes
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 10.64 | | | | | |
| Relative Return to S&P 500(%) | 7.88 | | | | | |
Kelly Potes Ownership Network
Ownership Network List of Kelly Potes
Ownership Network Relation of Kelly Potes
Kelly Potes Owned Company Details
What does ChoiceOne Financial Services Inc do?
Who are the key executives at ChoiceOne Financial Services Inc?
Kelly Potes is the V.P. - ChoiceOne Insur. (Sub.) of ChoiceOne Financial Services Inc. Other key executives at ChoiceOne Financial Services Inc include director & President Burke Michael J Jr , S.V.P. - ChoiceOne Bank (Sub.) Adom Greenland , and VP-ChoiceOne Bank (Subsidiary) Lee A Braford .
ChoiceOne Financial Services Inc (COFS) Insider Trades Summary
Over the past 18 months, Kelly Potes made 2 insider transaction in ChoiceOne Financial Services Inc (COFS) with a net purchase of 4,000. Other recent insider transactions involving ChoiceOne Financial Services Inc (COFS) include a net purchase of 10,964 shares made by Greg L. Armock , a net purchase of 2,500 shares made by Burke Michael J Jr , and a net purchase of 16,693 shares made by Essex Bruce John Jr .
In summary, during the past 3 months, insiders sold 0 shares of ChoiceOne Financial Services Inc (COFS) in total and bought 500 shares, with a net purchase of 500 shares. During the past 18 months, 0 shares of ChoiceOne Financial Services Inc (COFS) were sold and 68,542 shares were bought by its insiders, resulting in a net purchase of 68,542 shares.
ChoiceOne Financial Services Inc (COFS)'s detailed insider trading history can be found in Insider Trading Tracker table.
ChoiceOne Financial Services Inc Insider Transactions
Kelly Potes Mailing Address
Above is the net worth, insider trading, and ownership report for Kelly Potes. You might contact Kelly Potes via mailing address: 109 East Division Street, Sparta Mi 49345.
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