Charles W Shivery - Net Worth and Insider Trading
Charles W Shivery Net Worth
The estimated net worth of Charles W Shivery is at least $38 Million dollars as of 2024-11-13. Charles W Shivery is the Trustee of Eversource Energy and owns about 616,962 shares of Eversource Energy (ES) stock worth over $38 Million. Charles W Shivery is also the Director of Webster Financial Corp and owns about 2,561 shares of Webster Financial Corp (WBS) stock worth over $153,250. Details can be seen in Charles W Shivery'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 Charles W Shivery has not made any transactions after 2012-03-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Charles W Shivery
Charles W Shivery Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles W Shivery owns 3 companies in total, including Portland General Electric Co (POR) , Webster Financial Corp (WBS) , and Eversource Energy (ES) .
Click here to see the complete history of Charles W Shivery’s form 4 insider trades.
Insider Ownership Summary of Charles W Shivery
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| POR | Portland General Electric Co | 2014-02-20 | director |
| WBS | Webster Financial Corp | 2009-08-03 | director |
| ES | Eversource Energy | 2012-03-16 | Chair. of Bd. & Pres & CEO & other: & Trustee |
Charles W Shivery Latest Holdings Summary
Charles W Shivery currently owns a total of 2 stocks. Among these stocks, Charles W Shivery owns 616,962 shares of Eversource Energy (ES) as of March 16, 2012, with a value of $38 Million and a weighting of 99.59%. Charles W Shivery also owns 2,561 shares of Webster Financial Corp (WBS) as of August 3, 2009, with a value of $153,250 and a weighting of 0.41%.
Latest Holdings of Charles W Shivery
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ES | Eversource Energy | 2012-03-16 | 616,962 | 60.84 | 37,535,968 |
| WBS | Webster Financial Corp | 2009-08-03 | 2,561 | 59.84 | 153,250 |
Holding Weightings of Charles W Shivery
Charles W Shivery Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles W Shivery has made a total of 0 transactions in Eversource Energy (ES) over the past 5 years. The most-recent trade in Eversource Energy is the sale of 29,024 shares on March 16, 2012, which brought Charles W Shivery around $1 Million.
According to the SEC Form 4 filings, Charles W Shivery has made a total of 0 transactions in Webster Financial Corp (WBS) over the past 5 years. The most-recent trade in Webster Financial Corp is the acquisition of 1,000 shares on August 3, 2009, which cost Charles W Shivery around $11,960.
Insider Trading History of Charles W Shivery
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Charles W Shivery Trading Performance
GuruFocus tracks the stock performance after each of Charles W Shivery's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles W Shivery is -4.6%. GuruFocus also compares Charles W Shivery's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles W Shivery within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles W Shivery's insider trading performs compared to the benchmark.
Performance of Charles W Shivery
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.08 | | | | | |
| Relative Return to S&P 500(%) | -0.14 | | | | | |
Charles W Shivery Ownership Network
Ownership Network List of Charles W Shivery
Ownership Network Relation of Charles W Shivery
Charles W Shivery Owned Company Details
What does Portland General Electric Co do?
Who are the key executives at Portland General Electric Co?
Charles W Shivery is the director of Portland General Electric Co. Other key executives at Portland General Electric Co include Sr. Vice President Larry Neal Bekkedahl , EVP & COO Benjamin Felton , and V. P. & General Counsel Maria Angelica Espinosa .
Portland General Electric Co (POR) Insider Trades Summary
Over the past 18 months, Charles W Shivery made no insider transaction in Portland General Electric Co (POR). Other recent insider transactions involving Portland General Electric Co (POR) include a net sale of 12,402 shares made by Anne Frances Mersereau , a net sale of 5,375 shares made by Benjamin Felton , and a net sale of 4,500 shares made by Maria Angelica Espinosa .
In summary, during the past 3 months, insiders sold 6,439 shares of Portland General Electric Co (POR) in total and bought 11 shares, with a net sale of 6,428 shares. During the past 18 months, 77,637 shares of Portland General Electric Co (POR) were sold and 11 shares were bought by its insiders, resulting in a net sale of 77,626 shares.
Portland General Electric Co (POR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Portland General Electric Co Insider Transactions
Charles W Shivery Mailing Address
Above is the net worth, insider trading, and ownership report for Charles W Shivery. You might contact Charles W Shivery via mailing address: Portland General Electric - Bocci, 121 Sw Salmon Street 1wtc1301, Portland Or 97209.
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