Brian M Levitt - Net Worth and Insider Trading
Brian M Levitt Net Worth
The estimated net worth of Brian M Levitt is at least $260,165 dollars as of 2024-11-08. Brian M Levitt is the Director of TD Ameritrade Holding Corp and owns about 6,509 shares of TD Ameritrade Holding Corp (AMTD) stock worth over $260,165. Details can be seen in Brian M Levitt'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 Brian M Levitt has not made any transactions after 2016-10-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Brian M Levitt
Brian M Levitt Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brian M Levitt owns 3 companies in total, including Charles Schwab Corp (SCHW) , TD Ameritrade Holding Corp (AMTD) , and Domtar Corp (UFS) .
Click here to see the complete history of Brian M Levitt’s form 4 insider trades.
Insider Ownership Summary of Brian M Levitt
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SCHW | Charles Schwab Corp | 2023-05-17 | director |
| AMTD | TD Ameritrade Holding Corp | 2020-10-06 | director |
| UFS | Domtar Corp | 2007-03-07 | director |
Brian M Levitt Latest Holdings Summary
Brian M Levitt currently owns a total of 1 stock. Brian M Levitt owns 6,509 shares of TD Ameritrade Holding Corp (AMTD) as of October 26, 2016, with a value of $260,165.
Latest Holdings of Brian M Levitt
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AMTD | TD Ameritrade Holding Corp | 2016-10-26 | 6,509 | 39.97 | 260,165 |
Holding Weightings of Brian M Levitt
Brian M Levitt Form 4 Trading Tracker
According to the SEC Form 4 filings, Brian M Levitt has made a total of 0 transactions in TD Ameritrade Holding Corp (AMTD) over the past 5 years. The most-recent trade in TD Ameritrade Holding Corp is the acquisition of 5,000 shares on October 26, 2016, which cost Brian M Levitt around $169,350.
Insider Trading History of Brian M Levitt
- 1
Brian M Levitt Trading Performance
GuruFocus tracks the stock performance after each of Brian M Levitt's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian M Levitt is 37.58%. GuruFocus also compares Brian M Levitt's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian M Levitt 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 Brian M Levitt's insider trading performs compared to the benchmark.
Performance of Brian M Levitt
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 19.92 | | | | | |
| Relative Return to S&P 500(%) | 16.46 | | | | | |
Brian M Levitt Ownership Network
Ownership Network List of Brian M Levitt
Ownership Network Relation of Brian M Levitt
Brian M Levitt Owned Company Details
What does Charles Schwab Corp do?
Who are the key executives at Charles Schwab Corp?
Brian M Levitt is the director of Charles Schwab Corp. Other key executives at Charles Schwab Corp include director & Co-Chairman Charles R. Schwab , President Richard A Wurster , and EVP/COO - Individual Investor Walter W Bettinger .
Charles Schwab Corp (SCHW) Insider Trades Summary
Over the past 18 months, Brian M Levitt made no insider transaction in Charles Schwab Corp (SCHW). Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 186,351 shares made by Carolyn Schwab-pomerantz , a net sale of 1,041,545 shares made by Charles R. Schwab , and a net sale of 45,483 shares made by Peter B. Crawford .
In summary, during the past 3 months, insiders sold 139,690 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 139,690 shares. During the past 18 months, 1,623,021 shares of Charles Schwab Corp (SCHW) were sold and 35,833 shares were bought by its insiders, resulting in a net sale of 1,587,188 shares.
Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.
Charles Schwab Corp Insider Transactions
Brian M Levitt Mailing Address
Above is the net worth, insider trading, and ownership report for Brian M Levitt. You might contact Brian M Levitt via mailing address: C/o Domtar Corporation, 234 Kingsley Park Drive, Fort Mill Sc 29715.
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