Julie Whalen - Net Worth and Insider Trading

Julie Whalen Net Worth

The estimated net worth of Julie Whalen is at least $25 Million dollars as of 2024-11-10. Julie Whalen is the EVP CHIEF FINANCIAL OFFICER of Williams-Sonoma Inc and owns about 194,692 shares of Williams-Sonoma Inc (WSM) stock worth over $25 Million. Details can be seen in Julie Whalen'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 Julie Whalen has not made any transactions after 2022-07-29 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 Julie Whalen

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Julie Whalen Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Julie Whalen owns 2 companies in total, including Williams-Sonoma Inc (WSM) , and Expedia Group Inc (EXPE) .

Click here to see the complete history of Julie Whalen’s form 4 insider trades.

Insider Ownership Summary of Julie Whalen

Ticker Comapny Transaction Date Type of Owner
WSM Williams-Sonoma Inc 2022-07-29 VP & CONTROLLER
EXPE Expedia Group Inc 2019-06-05 director

Julie Whalen Latest Holdings Summary

Julie Whalen currently owns a total of 1 stock. Julie Whalen owns 194,692 shares of Williams-Sonoma Inc (WSM) as of July 29, 2022, with a value of $25 Million.

Latest Holdings of Julie Whalen

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
WSM Williams-Sonoma Inc 2022-07-29 194,692 129.80 25,271,022

Holding Weightings of Julie Whalen


Julie Whalen Form 4 Trading Tracker

According to the SEC Form 4 filings, Julie Whalen has made a total of 6 transactions in Williams-Sonoma Inc (WSM) over the past 5 years, including 0 buys and 6 sells. The most-recent trade in Williams-Sonoma Inc is the sale of 10,000 shares on July 29, 2022, which brought Julie Whalen around $703,300.

Insider Trading History of Julie Whalen

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.

Julie Whalen Trading Performance

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

Julie Whalen Ownership Network

Ownership Network List of Julie Whalen

No Data

Ownership Network Relation of Julie Whalen

Insider Network Chart

Julie Whalen Owned Company Details

What does Williams-Sonoma Inc do?

Who are the key executives at Williams-Sonoma Inc?

Julie Whalen is the VP & CONTROLLER of Williams-Sonoma Inc. Other key executives at Williams-Sonoma Inc include PRESIDENT & POTTERY BARN BRANDS Laura Alber , EVP CHIEF TALENT OFFICER Karalyn Smith , and SVP GENERAL COUNSEL David Randolph King .

Williams-Sonoma Inc (WSM) Insider Trades Summary

Over the past 18 months, Julie Whalen made no insider transaction in Williams-Sonoma Inc (WSM). Other recent insider transactions involving Williams-Sonoma Inc (WSM) include a net sale of 260,000 shares made by Laura Alber , a net sale of 35,374 shares made by Marta Benson , and a net sale of 15,723 shares made by Karalyn Smith .

In summary, during the past 3 months, insiders sold 51,100 shares of Williams-Sonoma Inc (WSM) in total and bought 0 shares, with a net sale of 51,100 shares. During the past 18 months, 568,956 shares of Williams-Sonoma Inc (WSM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 568,956 shares.

Williams-Sonoma Inc (WSM)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Williams-Sonoma Inc Insider Transactions

No Available Data

Julie Whalen Mailing Address

Above is the net worth, insider trading, and ownership report for Julie Whalen. You might contact Julie Whalen via mailing address: 3260 Van Ness Avenue, San Francisco Ca 94109.