Nicholas Iii Carosi - Net Worth and Insider Trading
Nicholas Iii Carosi Net Worth
The estimated net worth of Nicholas Iii Carosi is at least $337,590 dollars as of 2024-11-13. Nicholas Iii Carosi is the Director of Burke & Herbert Financial Services Corp and owns about 4,840 shares of Burke & Herbert Financial Services Corp (BHRB) stock worth over $337,590. Details can be seen in Nicholas Iii Carosi'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 Nicholas Iii Carosi has not made any transactions after 2023-08-30 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Nicholas Iii Carosi
Nicholas Iii Carosi Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Nicholas Iii Carosi owns 1 companies in total, including Burke & Herbert Financial Services Corp (BHRB) .
Click here to see the complete history of Nicholas Iii Carosi’s form 4 insider trades.
Insider Ownership Summary of Nicholas Iii Carosi
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp | 2023-08-30 | director |
Nicholas Iii Carosi Latest Holdings Summary
Nicholas Iii Carosi currently owns a total of 1 stock. Nicholas Iii Carosi owns 4,840 shares of Burke & Herbert Financial Services Corp (BHRB) as of August 30, 2023, with a value of $337,590.
Latest Holdings of Nicholas Iii Carosi
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp | 2023-08-30 | 4,840 | 69.75 | 337,590 |
Holding Weightings of Nicholas Iii Carosi
Nicholas Iii Carosi Form 4 Trading Tracker
According to the SEC Form 4 filings, Nicholas Iii Carosi has made a total of 1 transactions in Burke & Herbert Financial Services Corp (BHRB) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Burke & Herbert Financial Services Corp is the acquisition of 400 shares on August 30, 2023, which cost Nicholas Iii Carosi around $19,960.
Insider Trading History of Nicholas Iii Carosi
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Nicholas Iii Carosi Trading Performance
GuruFocus tracks the stock performance after each of Nicholas Iii Carosi's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Nicholas Iii Carosi is -5.58%. GuruFocus also compares Nicholas Iii Carosi's trading performance to market benchmark return within the same time period. The performance of stocks bought by Nicholas Iii Carosi 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 Nicholas Iii Carosi's insider trading performs compared to the benchmark.
Performance of Nicholas Iii Carosi
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -7.75 | | | | | |
| Relative Return to S&P 500(%) | -2.73 | | | | | |
Nicholas Iii Carosi Ownership Network
Ownership Network List of Nicholas Iii Carosi
Ownership Network Relation of Nicholas Iii Carosi
Nicholas Iii Carosi Owned Company Details
What does Burke & Herbert Financial Services Corp do?
Who are the key executives at Burke & Herbert Financial Services Corp?
Nicholas Iii Carosi is the director of Burke & Herbert Financial Services Corp. Other key executives at Burke & Herbert Financial Services Corp include director & Chair & President & & CEO David P Boyle , EVP & Chief Credit Officer Jeffrey A. Welch , and EVP & Chief Financial Officer Roy Eugene Halyama .
Burke & Herbert Financial Services Corp (BHRB) Insider Trades Summary
Over the past 18 months, Nicholas Iii Carosi made 1 insider transaction in Burke & Herbert Financial Services Corp (BHRB) with a net purchase of 400. Other recent insider transactions involving Burke & Herbert Financial Services Corp (BHRB) include a net purchase of 19,305 shares made by Gary L Hinkle , a net purchase of 31,663 shares made by Barnwell Julian Forrest Jr. , and a net purchase of 8,250 shares made by Shawn Patrick Mclaughlin .
In summary, during the past 3 months, insiders sold 2,000 shares of Burke & Herbert Financial Services Corp (BHRB) in total and bought 6,200 shares, with a net purchase of 4,200 shares. During the past 18 months, 4,000 shares of Burke & Herbert Financial Services Corp (BHRB) were sold and 73,144 shares were bought by its insiders, resulting in a net purchase of 69,144 shares.
Burke & Herbert Financial Services Corp (BHRB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Burke & Herbert Financial Services Corp Insider Transactions
Nicholas Iii Carosi Mailing Address
Above is the net worth, insider trading, and ownership report for Nicholas Iii Carosi. You might contact Nicholas Iii Carosi via mailing address: 22900 Shaw Road, Suite 111, Sterling Va 20166.
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