Lisa K. Haines Financial Services Trust - Net Worth and Insider Trading

Lisa K. Haines Financial Services Trust Net Worth

The estimated net worth of Lisa K. Haines Financial Services Trust is at least $0 dollars as of 2024-11-11. Lisa K. Haines Financial Services Trust is the 10% Owner of Balsam Ventures Inc and owns about 1,595,550 shares of Balsam Ventures Inc (BSVN) stock worth over $0. Details can be seen in Lisa K. Haines Financial Services Trust'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 Lisa K. Haines Financial Services Trust has not made any transactions after 2018-10-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Lisa K. Haines Financial Services Trust

Lisa K. Haines Financial Services Trust Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Lisa K. Haines Financial Services Trust owns 1 companies in total, including Bank7 Corp (BSVN) .

Click here to see the complete history of Lisa K. Haines Financial Services Trust’s form 4 insider trades.

Insider Ownership Summary of Lisa K. Haines Financial Services Trust

Ticker	Comapny	Transaction Date	Type of Owner
BSVN	Bank7 Corp	2018-09-19	10 percent owner

Lisa K. Haines Financial Services Trust Latest Holdings Summary

Lisa K. Haines Financial Services Trust currently owns a total of 1 stock. Lisa K. Haines Financial Services Trust owns 1,595,550 shares of Balsam Ventures Inc (BSVN) as of October 17, 2018, with a value of $0.

Latest Holdings of Lisa K. Haines Financial Services Trust

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
BSVN	Balsam Ventures Inc	2018-10-17	1,595,550	0.00	0

Holding Weightings of Lisa K. Haines Financial Services Trust

Lisa K. Haines Financial Services Trust Form 4 Trading Tracker

According to the SEC Form 4 filings, Lisa K. Haines Financial Services Trust has made a total of 0 transactions in Balsam Ventures Inc (BSVN) over the past 5 years. The most-recent trade in Balsam Ventures Inc is the sale of 92,600 shares on October 17, 2018, which brought Lisa K. Haines Financial Services Trust around $2 Million.

Insider Trading History of Lisa K. Haines Financial Services Trust

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

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.

Lisa K. Haines Financial Services Trust Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Lisa K. Haines Financial Services Trust Ownership Network

Ownership Network List of Lisa K. Haines Financial Services Trust

No Data

Ownership Network Relation of Lisa K. Haines Financial Services Trust

Lisa K. Haines Financial Services Trust Owned Company Details

What does Bank7 Corp do?

Who are the key executives at Bank7 Corp?

Lisa K. Haines Financial Services Trust is the 10 percent owner of Bank7 Corp. Other key executives at Bank7 Corp include director & President & CEO Thomas L Travis , director & 10 percent owner & Sr. EVP & COO & Secretary John T Phillips , and Executive Vice President; CCO Jason E Estes .

Bank7 Corp (BSVN) Insider Trades Summary

Over the past 18 months, Lisa K. Haines Financial Services Trust made no insider transaction in Bank7 Corp (BSVN). Other recent insider transactions involving Bank7 Corp (BSVN) include a net sale of 91,128 shares made by Thomas L Travis , a net sale of 8,750 shares made by Henry Litchfield , and a net sale of 16,500 shares made by Jason E Estes .

In summary, during the past 3 months, insiders sold 37,500 shares of Bank7 Corp (BSVN) in total and bought 0 shares, with a net sale of 37,500 shares. During the past 18 months, 145,877 shares of Bank7 Corp (BSVN) were sold and 1,000 shares were bought by its insiders, resulting in a net sale of 144,877 shares.

Bank7 Corp (BSVN)'s detailed insider trading history can be found in Insider Trading Tracker table.

Bank7 Corp Insider Transactions

No Available Data

Lisa K. Haines Financial Services Trust Mailing Address

Above is the net worth, insider trading, and ownership report for Lisa K. Haines Financial Services Trust. You might contact Lisa K. Haines Financial Services Trust via mailing address: 1039 Nw 63rd Street, Oklahoma City Ok 73116.

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