Brett Levi Wait - Net Worth and Insider Trading

Brett Levi Wait Net Worth

The estimated net worth of Brett Levi Wait is at least $437,376 dollars as of 2024-11-13. Brett Levi Wait is the SVP & CIO of Five Star Bancorp and owns about 13,284 shares of Five Star Bancorp (FSBC) stock worth over $437,376. Details can be seen in Brett Levi Wait'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 Brett Levi Wait has not made any transactions after 2023-11-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

GuruFocus Premium Membership
30 Years of Financial Data on One Screen
Unlimited Filters in All-in-One Stock Screener
Exclusive Earnings Calls & Stock Analysis
Customizable Stock Dashboard
Real-Time Insider Trading Alerts
8,000+ Institutional Investors’ 13F Holdings
Excel & Google Sheets Integration
Downloadable Data
Quick Customer Support
And Much More...

Transaction Summary of Brett Levi Wait

To

Brett Levi Wait Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Brett Levi Wait owns 1 companies in total, including Five Star Bancorp (FSBC) .

Click here to see the complete history of Brett Levi Wait’s form 4 insider trades.

Insider Ownership Summary of Brett Levi Wait

Ticker Comapny Transaction Date Type of Owner
FSBC Five Star Bancorp 2023-11-02 SVP & CIO

Brett Levi Wait Latest Holdings Summary

Brett Levi Wait currently owns a total of 1 stock. Brett Levi Wait owns 13,284 shares of Five Star Bancorp (FSBC) as of November 2, 2023, with a value of $437,376.

Latest Holdings of Brett Levi Wait

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FSBC Five Star Bancorp 2023-11-02 13,284 32.93 437,376

Holding Weightings of Brett Levi Wait


Brett Levi Wait Form 4 Trading Tracker

According to the SEC Form 4 filings, Brett Levi Wait has made a total of 3 transactions in Five Star Bancorp (FSBC) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Five Star Bancorp is the acquisition of 1,750 shares on November 2, 2023, which cost Brett Levi Wait around $33,688.

Insider Trading History of Brett Levi Wait

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.

Brett Levi Wait Trading Performance

GuruFocus tracks the stock performance after each of Brett Levi Wait's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brett Levi Wait is 10.45%. GuruFocus also compares Brett Levi Wait's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brett Levi Wait within 3 months outperforms 2 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 Brett Levi Wait's insider trading performs compared to the benchmark.

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

Performance of Brett Levi Wait

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
3 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 3.3 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.37 LIMIT LIMIT LIMIT LIMIT LIMIT

Brett Levi Wait Ownership Network

Ownership Network List of Brett Levi Wait

No Data

Ownership Network Relation of Brett Levi Wait

Insider Network Chart

Brett Levi Wait Owned Company Details

What does Five Star Bancorp do?

Who are the key executives at Five Star Bancorp?

Brett Levi Wait is the SVP & CIO of Five Star Bancorp. Other key executives at Five Star Bancorp include SVP & Chief Regulatory Officer Michael Eugene Lee , SVP & COO & Chief DE&I Officer Lydia Ann Ramirez-medina , and director & President & CEO James Eugene Beckwith .

Five Star Bancorp (FSBC) Insider Trades Summary

Over the past 18 months, Brett Levi Wait made no insider transaction in Five Star Bancorp (FSBC). Other recent insider transactions involving Five Star Bancorp (FSBC) include a net purchase of 81,650 shares made by Robert Truxtun Perry-smith , a net sale of 4,500 shares made by Michael Eugene Lee , and a net sale of 1,000 shares made by Lydia Ann Ramirez-medina .

In summary, during the past 3 months, insiders sold 21,174 shares of Five Star Bancorp (FSBC) in total and bought 0 shares, with a net sale of 21,174 shares. During the past 18 months, 24,674 shares of Five Star Bancorp (FSBC) were sold and 263,528 shares were bought by its insiders, resulting in a net purchase of 238,854 shares.

Five Star Bancorp (FSBC)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Five Star Bancorp Insider Transactions

No Available Data

Brett Levi Wait Mailing Address

Above is the net worth, insider trading, and ownership report for Brett Levi Wait. You might contact Brett Levi Wait via mailing address: 3100 Zinfandel Drive, Suite 100, Rancho Cordova Ca 95670.