Adams John K Jr - Net Worth and Insider Trading
Adams John K Jr Net Worth
The estimated net worth of Adams John K Jr is at least $3 Million dollars as of 2024-09-20. Adams John K Jr is the Director of Charles Schwab Corp and owns about 44,451 shares of Charles Schwab Corp (SCHW) stock worth over $3 Million. Details can be seen in Adams John K Jr'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 Adams John K Jr has not made any transactions after 2024-03-22 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Adams John K Jr
Adams John K Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Adams John K Jr owns 2 companies in total, including Charles Schwab Corp (SCHW) , and Navient Corp (NAVI) .
Click here to see the complete history of Adams John K Jr’s form 4 insider trades.
Insider Ownership Summary of Adams John K Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-03-22 | director |
| NAVI | Navient Corp | 2014-11-14 | director |
Adams John K Jr Latest Holdings Summary
Adams John K Jr currently owns a total of 1 stock. Adams John K Jr owns 44,451 shares of Charles Schwab Corp (SCHW) as of March 22, 2024, with a value of $3 Million.
Latest Holdings of Adams John K Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SCHW | Charles Schwab Corp | 2024-03-22 | 44,451 | 65.10 | 2,893,760 |
Holding Weightings of Adams John K Jr
Adams John K Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Adams John K Jr has made a total of 3 transactions in Charles Schwab Corp (SCHW) over the past 5 years, including 1 buys and 2 sells. The most-recent trade in Charles Schwab Corp is the sale of 15,701 shares on March 22, 2024, which brought Adams John K Jr around $1 Million.
Insider Trading History of Adams John K Jr
- 1
Adams John K Jr Trading Performance
GuruFocus tracks the stock performance after each of Adams John K Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Adams John K Jr is 4.05%. GuruFocus also compares Adams John K Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Adams John K Jr within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Adams John K Jr's insider trading performs compared to the benchmark.
Performance of Adams John K Jr
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -11.32 | | | | | |
| Relative Return to S&P 500(%) | -13.96 | | | | | |
Adams John K Jr Ownership Network
Adams John K Jr Owned Company Details
What does Charles Schwab Corp do?
Who are the key executives at Charles Schwab Corp?
Adams John K Jr 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, Adams John K Jr made 2 insider transaction in Charles Schwab Corp (SCHW) with a net sale of 31,402. Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 147,551 shares made by Carolyn Schwab-pomerantz , a net sale of 961,975 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 99,636 shares of Charles Schwab Corp (SCHW) in total and bought 35,000 shares, with a net sale of 64,636 shares. During the past 18 months, 1,504,651 shares of Charles Schwab Corp (SCHW) were sold and 40,833 shares were bought by its insiders, resulting in a net sale of 1,463,818 shares.
Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.
Charles Schwab Corp Insider Transactions
Adams John K Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Adams John K Jr. You might contact Adams John K Jr via mailing address: 300 Continental Drive, Newark De 19713.
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