Scott A Estes - Net Worth and Insider Trading
Scott A Estes Net Worth
The estimated net worth of Scott A Estes is at least $18 Million dollars as of 2024-09-22. Scott A Estes is the EVP and CFO of Welltower Inc and owns about 117,607 shares of Welltower Inc (WELL) stock worth over $15 Million. Scott A Estes is the Director of Essential Properties Realty Trust Inc and owns about 60,617 shares of Essential Properties Realty Trust Inc (EPRT) stock worth over $2 Million. Scott A Estes is also the Director of JBG SMITH Properties and owns about 50,000 shares of JBG SMITH Properties (JBGS) stock worth over $902,500. Details can be seen in Scott A Estes'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 Scott A Estes has not made any transactions after 2022-08-23 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Scott A Estes
Scott A Estes Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Scott A Estes owns 4 companies in total, including JBG SMITH Properties (JBGS) , Essential Properties Realty Trust Inc (EPRT) , and Welltower Inc (WELL) among others .
Click here to see the complete history of Scott A Estes’s form 4 insider trades.
Insider Ownership Summary of Scott A Estes
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| JBGS | JBG SMITH Properties | 2022-08-23 | director |
| EPRT | Essential Properties Realty Trust Inc | 2020-03-19 | director |
| WELL | Welltower Inc | 2017-03-01 | Vice President-Finance |
 | | 2022-08-30 | director |
Scott A Estes Latest Holdings Summary
Scott A Estes currently owns a total of 3 stocks. Among these stocks, Scott A Estes owns 117,607 shares of Welltower Inc (WELL) as of March 1, 2017, with a value of $15 Million and a weighting of 83.22%. Scott A Estes owns 60,617 shares of Essential Properties Realty Trust Inc (EPRT) as of March 19, 2020, with a value of $2 Million and a weighting of 11.68%. Scott A Estes also owns 50,000 shares of JBG SMITH Properties (JBGS) as of August 23, 2022, with a value of $902,500 and a weighting of 5.1%.
Latest Holdings of Scott A Estes
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WELL | Welltower Inc | 2017-03-01 | 117,607 | 125.27 | 14,732,629 |
| EPRT | Essential Properties Realty Trust Inc | 2020-03-19 | 60,617 | 34.10 | 2,067,040 |
| JBGS | JBG SMITH Properties | 2022-08-23 | 50,000 | 18.05 | 902,500 |
Holding Weightings of Scott A Estes
Scott A Estes Form 4 Trading Tracker
According to the SEC Form 4 filings, Scott A Estes has made a total of 0 transactions in Welltower Inc (WELL) over the past 5 years. The most-recent trade in Welltower Inc is the sale of 26,968 shares on March 1, 2017, which brought Scott A Estes around $2 Million.
According to the SEC Form 4 filings, Scott A Estes has made a total of 1 transactions in Essential Properties Realty Trust Inc (EPRT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Essential Properties Realty Trust Inc is the acquisition of 40,000 shares on March 19, 2020, which cost Scott A Estes around $314,000.
According to the SEC Form 4 filings, Scott A Estes has made a total of 2 transactions in JBG SMITH Properties (JBGS) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in JBG SMITH Properties is the acquisition of 10,000 shares on August 23, 2022, which cost Scott A Estes around $231,500.
Insider Trading History of Scott A Estes
- 1
Scott A Estes Trading Performance
GuruFocus tracks the stock performance after each of Scott A Estes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Scott A Estes is 12.83%. GuruFocus also compares Scott A Estes's trading performance to market benchmark return within the same time period. The performance of stocks bought by Scott A Estes within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Scott A Estes's insider trading performs compared to the benchmark.
Performance of Scott A Estes
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.46 | | | | | |
| Relative Return to S&P 500(%) | -3.76 | | | | | |
Scott A Estes Ownership Network
Scott A Estes Owned Company Details
What does JBG SMITH Properties do?
Who are the key executives at JBG SMITH Properties?
Scott A Estes is the director of JBG SMITH Properties. Other key executives at JBG SMITH Properties include Co-Chief Development Officer Kevin Reynolds , director & Executive Vice Chairman Robert Alexander Stewart , and EVP & HEAD OF CAPITAL MARKETS Madhumita Moina Banerjee .
JBG SMITH Properties (JBGS) Insider Trades Summary
Over the past 18 months, Scott A Estes made no insider transaction in JBG SMITH Properties (JBGS). Other recent insider transactions involving JBG SMITH Properties (JBGS) include a net sale of 36,000 shares made by Kevin Reynolds , a net purchase of 30,000 shares made by Robert Alexander Stewart , and a net sale of 16,901 shares made by Madhumita Moina Banerjee .
In summary, during the past 3 months, insiders sold 27,525 shares of JBG SMITH Properties (JBGS) in total and bought 0 shares, with a net sale of 27,525 shares. During the past 18 months, 72,426 shares of JBG SMITH Properties (JBGS) were sold and 30,000 shares were bought by its insiders, resulting in a net sale of 42,426 shares.
JBG SMITH Properties (JBGS)'s detailed insider trading history can be found in Insider Trading Tracker table.
JBG SMITH Properties Insider Transactions
Scott A Estes Mailing Address
Above is the net worth, insider trading, and ownership report for Scott A Estes. You might contact Scott A Estes via mailing address: Welltower Inc., 4500 Dorr Street, Toledo Oh 43615.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
