William Bradford Haines Financial Services Trust - Net Worth and Insider Trading
William Bradford Haines Financial Services Trust Net Worth
The estimated net worth of William Bradford Haines Financial Services Trust is at least $68 Million dollars as of 2024-09-23. William Bradford Haines Financial Services Trust is the 10% Owner of Bank7 Corp and owns about 1,778,701 shares of Bank7 Corp (BSVN) stock worth over $68 Million. William Bradford Haines Financial Services Trust is also the 10% Owner of Balsam Ventures Inc and owns about 3,224,065 shares of Balsam Ventures Inc (BSVN) stock worth over $0. Details can be seen in William Bradford 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 William Bradford Haines Financial Services Trust has not made any transactions after 2021-12-27 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of William Bradford Haines Financial Services Trust
William Bradford Haines Financial Services Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, William Bradford Haines Financial Services Trust owns 1 companies in total, including Bank7 Corp (BSVN) .
Insider Ownership Summary of William Bradford Haines Financial Services Trust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BSVN | Bank7 Corp | 2021-12-27 | 10 percent owner |
William Bradford Haines Financial Services Trust Latest Holdings Summary
William Bradford Haines Financial Services Trust currently owns a total of 2 stocks. Among these stocks, William Bradford Haines Financial Services Trust owns 1,778,701 shares of Bank7 Corp (BSVN) as of December 27, 2021, with a value of $68 Million and a weighting of 100%. William Bradford Haines Financial Services Trust also owns 3,224,065 shares of Balsam Ventures Inc (BSVN) as of October 17, 2018, with a value of $0 and a weighting of 0%.
Latest Holdings of William Bradford Haines Financial Services Trust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BSVN | Bank7 Corp | 2021-12-27 | 1,778,701 | 38.34 | 68,195,396 |
| BSVN | Balsam Ventures Inc | 2018-10-17 | 3,224,065 | 0.00 | 0 |
Holding Weightings of William Bradford Haines Financial Services Trust
William Bradford Haines Financial Services Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, William Bradford Haines Financial Services Trust has made a total of 3 transactions in Bank7 Corp (BSVN) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Bank7 Corp is the sale of 117,811 shares on December 27, 2021, which brought William Bradford Haines Financial Services Trust around $2 Million.
According to the SEC Form 4 filings, William Bradford 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 187,135 shares on October 17, 2018, which brought William Bradford Haines Financial Services Trust around $3 Million.
Insider Trading History of William Bradford Haines Financial Services Trust
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William Bradford Haines Financial Services Trust Trading Performance
William Bradford Haines Financial Services Trust Ownership Network
William Bradford Haines Financial Services Trust Owned Company Details
What does Bank7 Corp do?
Who are the key executives at Bank7 Corp?
William Bradford Haines Financial Services Trust is the 10 percent owner of Bank7 Corp. Other key executives at Bank7 Corp include director & 10 percent owner & Sr. EVP & COO & Secretary John T Phillips , Executive Vice President; CCO Jason E Estes , and 10 percent owner & EVP; Chief Marketing Officer Lisa K. Haines .
Bank7 Corp (BSVN) Insider Trades Summary
Over the past 18 months, William Bradford 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 56,000 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 46,749 shares of Bank7 Corp (BSVN) in total and bought 0 shares, with a net sale of 46,749 shares. During the past 18 months, 110,749 shares of Bank7 Corp (BSVN) were sold and 1,000 shares were bought by its insiders, resulting in a net sale of 109,749 shares.
Bank7 Corp (BSVN)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bank7 Corp Insider Transactions
William Bradford Haines Financial Services Trust Mailing Address
Above is the net worth, insider trading, and ownership report for William Bradford Haines Financial Services Trust. You might contact William Bradford Haines Financial Services Trust via mailing address: 1039 Nw 63rd Street, Oklahoma City Ok 73116.
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