Financial Group Svb - Net Worth and Insider Trading

Financial Group Svb Net Worth

The estimated net worth of Financial Group Svb is at least $59 Million dollars as of 2024-11-13. Financial Group Svb is the 10% Owner of Root Inc and owns about 783,013 shares of Root Inc (ROOT) stock worth over $59 Million. Details can be seen in Financial Group Svb'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 Financial Group Svb has not made any transactions after 2020-10-30 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Financial Group Svb

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Financial Group Svb Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Financial Group Svb owns 2 companies in total, including Achieve Life Sciences Inc (ACHV) , and Root Inc (ROOT) .

Click here to see the complete history of Financial Group Svb’s form 4 insider trades.

Insider Ownership Summary of Financial Group Svb

Ticker Comapny Transaction Date Type of Owner
ACHV Achieve Life Sciences Inc 2021-12-22 10 percent owner
ROOT Root Inc 2020-10-30 10 percent owner

Financial Group Svb Latest Holdings Summary

Financial Group Svb currently owns a total of 1 stock. Financial Group Svb owns 783,013 shares of Root Inc (ROOT) as of October 30, 2020, with a value of $59 Million.

Latest Holdings of Financial Group Svb

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ROOT Root Inc 2020-10-30 783,013 74.88 58,632,013

Holding Weightings of Financial Group Svb


Financial Group Svb Form 4 Trading Tracker

According to the SEC Form 4 filings, Financial Group Svb has made a total of 1 transactions in Root Inc (ROOT) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Root Inc is the sale of 120,251 shares on October 30, 2020, which brought Financial Group Svb around $55 Million.

Insider Trading History of Financial Group Svb

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Financial Group Svb Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Financial Group Svb Ownership Network

Ownership Network List of Financial Group Svb

No Data

Ownership Network Relation of Financial Group Svb

Insider Network Chart

Financial Group Svb Owned Company Details

What does Achieve Life Sciences Inc do?

Who are the key executives at Achieve Life Sciences Inc?

Financial Group Svb is the 10 percent owner of Achieve Life Sciences Inc. Other key executives at Achieve Life Sciences Inc include CFO and PFO John Bencich , director & President & CEO Richard Alistair Stewart , and 10 percent owner Dialectic Life Sciences Spv Llc .

Achieve Life Sciences Inc (ACHV) Insider Trades Summary

Over the past 18 months, Financial Group Svb made no insider transaction in Achieve Life Sciences Inc (ACHV). Other recent insider transactions involving Achieve Life Sciences Inc (ACHV) include a net purchase of 15,000 shares made by John Bencich , and a net purchase of 10,000 shares made by Richard Alistair Stewart .

In summary, during the past 3 months, insiders sold 0 shares of Achieve Life Sciences Inc (ACHV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Achieve Life Sciences Inc (ACHV) were sold and 25,000 shares were bought by its insiders, resulting in a net purchase of 25,000 shares.

Achieve Life Sciences Inc (ACHV)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Achieve Life Sciences Inc Insider Transactions

No Available Data

Financial Group Svb Mailing Address

Above is the net worth, insider trading, and ownership report for Financial Group Svb. You might contact Financial Group Svb via mailing address: 2270 Sand Hill Road, Menlo Park Ca 94025.