Julee S. Lawrence Financial Services Trust - Net Worth and Insider Trading
Julee S. Lawrence Financial Services Trust Net Worth
The estimated net worth of Julee S. Lawrence Financial Services Trust is at least $0 dollars as of 2024-11-11. Julee S. Lawrence 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 Julee S. Lawrence 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 Julee S. Lawrence 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 Julee S. Lawrence Financial Services Trust
Julee S. Lawrence Financial Services Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Julee S. Lawrence Financial Services Trust owns 1 companies in total, including Bank7 Corp (BSVN) .
Insider Ownership Summary of Julee S. Lawrence Financial Services Trust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BSVN | Bank7 Corp | 2018-09-19 | 10 percent owner |
Julee S. Lawrence Financial Services Trust Latest Holdings Summary
Julee S. Lawrence Financial Services Trust currently owns a total of 1 stock. Julee S. Lawrence Financial Services Trust owns 1,595,550 shares of Balsam Ventures Inc (BSVN) as of October 17, 2018, with a value of $0.
Latest Holdings of Julee S. Lawrence Financial Services Trust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BSVN | Balsam Ventures Inc | 2018-10-17 | 1,595,550 | 0.00 | 0 |
Holding Weightings of Julee S. Lawrence Financial Services Trust
Julee S. Lawrence Financial Services Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, Julee S. Lawrence 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 Julee S. Lawrence Financial Services Trust around $2 Million.
Insider Trading History of Julee S. Lawrence Financial Services Trust
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Julee S. Lawrence Financial Services Trust Trading Performance
Julee S. Lawrence Financial Services Trust Ownership Network
Ownership Network List of Julee S. Lawrence Financial Services Trust
Ownership Network Relation of Julee S. Lawrence Financial Services Trust
Julee S. Lawrence Financial Services Trust Owned Company Details
What does Bank7 Corp do?
Who are the key executives at Bank7 Corp?
Julee S. Lawrence 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, Julee S. Lawrence 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
Julee S. Lawrence Financial Services Trust Mailing Address
Above is the net worth, insider trading, and ownership report for Julee S. Lawrence Financial Services Trust. You might contact Julee S. Lawrence Financial Services Trust via mailing address: 1039 Nw 63rd Street, Oklahoma City Ok 73116.
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