David M Ratcliffe - Net Worth and Insider Trading

David M Ratcliffe Net Worth

The estimated net worth of David M Ratcliffe is at least $5 Million dollars as of 2024-11-07. David M Ratcliffe is the Director of Truist Financial Corp and owns about 43,828 shares of Truist Financial Corp (TFC) stock worth over $2 Million. David M Ratcliffe is the President, CEO & Chairman of Southern Co and owns about 18,882 shares of Southern Co (SO) stock worth over $2 Million. David M Ratcliffe is also the Director of SunTrust Banks Inc and owns about 20,000 shares of SunTrust Banks Inc (STI) stock worth over $1 Million. Details can be seen in David M Ratcliffe'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 David M Ratcliffe has not made any transactions after 2023-03-10 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 David M Ratcliffe

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David M Ratcliffe Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David M Ratcliffe owns 5 companies in total, including Truist Financial Corp (TFC) , SunTrust Banks Inc (STIpA.PFD) , and CSX Corp (CSX) among others .

Click here to see the complete history of David M Ratcliffe’s form 4 insider trades.

Insider Ownership Summary of David M Ratcliffe

Ticker Comapny Transaction Date Type of Owner
TFC Truist Financial Corp 2023-03-10 director
STIpA.PFD SunTrust Banks Inc 2011-08-09 director
CSX CSX Corp 2003-09-15 director
LIMIT LIMIT 2010-04-28 Executive Vice President
LIMIT LIMIT 2006-07-01 director

David M Ratcliffe Latest Holdings Summary

David M Ratcliffe currently owns a total of 3 stocks. Among these stocks, David M Ratcliffe owns 43,828 shares of Truist Financial Corp (TFC) as of March 10, 2023, with a value of $2 Million and a weighting of 39.93%. David M Ratcliffe owns 18,882 shares of Southern Co (SO) as of April 28, 2010, with a value of $2 Million and a weighting of 32.42%. David M Ratcliffe also owns 20,000 shares of SunTrust Banks Inc (STI) as of October 24, 2013, with a value of $1 Million and a weighting of 27.65%.

Latest Holdings of David M Ratcliffe

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
TFC Truist Financial Corp 2023-03-10 43,828 46.21 2,025,073
SO Southern Co 2010-04-28 18,882 87.09 1,644,433
STI SunTrust Banks Inc 2013-10-24 20,000 70.13 1,402,600

Holding Weightings of David M Ratcliffe


David M Ratcliffe Form 4 Trading Tracker

According to the SEC Form 4 filings, David M Ratcliffe has made a total of 2 transactions in Truist Financial Corp (TFC) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Truist Financial Corp is the acquisition of 13,125 shares on March 10, 2023, which cost David M Ratcliffe around $499,800.

According to the SEC Form 4 filings, David M Ratcliffe has made a total of 0 transactions in Southern Co (SO) over the past 5 years. The most-recent trade in Southern Co is the sale of 92,521 shares on April 28, 2010, which brought David M Ratcliffe around $3 Million.

According to the SEC Form 4 filings, David M Ratcliffe has made a total of 0 transactions in SunTrust Banks Inc (STI) over the past 5 years. The most-recent trade in SunTrust Banks Inc is the acquisition of 20,000 shares on October 24, 2013, which cost David M Ratcliffe around $666,000.

Insider Trading History of David M Ratcliffe

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.

David M Ratcliffe Trading Performance

GuruFocus tracks the stock performance after each of David M Ratcliffe's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David M Ratcliffe is -2.36%. GuruFocus also compares David M Ratcliffe's trading performance to market benchmark return within the same time period. The performance of stocks bought by David M Ratcliffe 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 David M Ratcliffe'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 David M Ratcliffe

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
1 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(%) -1.18 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -6.11 LIMIT LIMIT LIMIT LIMIT LIMIT

David M Ratcliffe Ownership Network

Ownership Network List of David M Ratcliffe

No Data

Ownership Network Relation of David M Ratcliffe

Insider Network Chart

David M Ratcliffe Owned Company Details

What does Truist Financial Corp do?

Who are the key executives at Truist Financial Corp?

David M Ratcliffe is the director of Truist Financial Corp. Other key executives at Truist Financial Corp include Corp. Controller & Sr. V.P. Cynthia B Powell , President and COO Rogers William H Jr , and President- BB&T Corporation Kelly S King .

Truist Financial Corp (TFC) Insider Trades Summary

Over the past 18 months, David M Ratcliffe made no insider transaction in Truist Financial Corp (TFC). Other recent insider transactions involving Truist Financial Corp (TFC) include a net purchase of 67,300 shares made by Rogers William H Jr , a net sale of 6,688 shares made by Cynthia B Powell , and a net sale of 3,764 shares made by Boyer K. David Jr. .

In summary, during the past 3 months, insiders sold 0 shares of Truist Financial Corp (TFC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 10,452 shares of Truist Financial Corp (TFC) were sold and 67,300 shares were bought by its insiders, resulting in a net purchase of 56,848 shares.

Truist Financial Corp (TFC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Truist Financial Corp Insider Transactions

No Available Data

David M Ratcliffe Mailing Address

Above is the net worth, insider trading, and ownership report for David M Ratcliffe. You might contact David M Ratcliffe via mailing address: 214 N Tryon Street, Charlotte Nc 28202.