Allen David Stephen - Net Worth and Insider Trading
Allen David Stephen Net Worth
The estimated net worth of Allen David Stephen is at least $703,186 dollars as of 2024-09-22. Allen David Stephen is the Senior Officer of Canadian Western Bank and owns about 12,880 shares of Canadian Western Bank (TSX:CWB) stock worth over $688,694. Allen David Stephen is also the Senior Officer of Bitcoin Well Inc and owns about 170,500 shares of Bitcoin Well Inc (TSXV:BTCW) stock worth over $14,493. Details can be seen in Allen David Stephen'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 Allen David Stephen has not made any transactions after 2023-02-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Allen David Stephen
Allen David Stephen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Allen David Stephen owns 2 companies in total, including Canadian Western Bank (TSX:CWB) , and Bitcoin Well Inc (TSXV:BTCW) .
Click here to see the complete history of Allen David Stephen’s form 4 insider trades.
Insider Ownership Summary of Allen David Stephen
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| TSX:CWB | Canadian Western Bank | 2019-05-31 | Senior Officer |
| TSXV:BTCW | Bitcoin Well Inc | 2023-02-17 | Senior Officer |
Allen David Stephen Latest Holdings Summary
Allen David Stephen currently owns a total of 2 stocks. Among these stocks, Allen David Stephen owns 12,880 shares of Canadian Western Bank (TSX:CWB) as of May 31, 2019, with a value of $688,694 and a weighting of 97.94%. Allen David Stephen also owns 170,500 shares of Bitcoin Well Inc (TSXV:BTCW) as of February 17, 2023, with a value of $14,493 and a weighting of 2.06%.
Latest Holdings of Allen David Stephen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| TSX:CWB | Canadian Western Bank | 2019-05-31 | 12,880 | 53.47 | 688,694 |
| TSXV:BTCW | Bitcoin Well Inc | 2023-02-17 | 170,500 | 0.09 | 14,493 |
Holding Weightings of Allen David Stephen
Allen David Stephen Form 4 Trading Tracker
According to the SEC Form 4 filings, Allen David Stephen has made a total of 0 transactions in Canadian Western Bank (TSX:CWB) over the past 5 years. The most-recent trade in Canadian Western Bank is the acquisition of 600 shares on May 31, 2019, which cost Allen David Stephen around $16,800.
According to the SEC Form 4 filings, Allen David Stephen has made a total of 3 transactions in Bitcoin Well Inc (TSXV:BTCW) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Bitcoin Well Inc is the acquisition of 90,000 shares on February 17, 2023, which cost Allen David Stephen around $3,600.
Insider Trading History of Allen David Stephen
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Allen David Stephen Trading Performance
GuruFocus tracks the stock performance after each of Allen David Stephen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Allen David Stephen is -14.83%. GuruFocus also compares Allen David Stephen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Allen David Stephen within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Allen David Stephen's insider trading performs compared to the benchmark.
Performance of Allen David Stephen
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -6.69 | | | | | |
| Relative Return to S&P 500(%) | -6.5 | | | | | |
Allen David Stephen Ownership Network
Allen David Stephen Owned Company Details
What does Canadian Western Bank do?
Who are the key executives at Canadian Western Bank?
Allen David Stephen is the Senior Officer of Canadian Western Bank. Other key executives at Canadian Western Bank include Senior Officer Trent Albert Erickson , Senior Officer Supriya Anna Maria James , and Senior Officer Mark Stafford .
Canadian Western Bank (TSX:CWB) Insider Trades Summary
Over the past 18 months, Allen David Stephen made no insider transaction in Canadian Western Bank (TSX:CWB). Other recent insider transactions involving Canadian Western Bank (TSX:CWB) include a net sale of 5,658 shares made by Trent Albert Erickson , a net purchase of 2,088 shares made by Blaine Michael Forer , and a net purchase of 1,625 shares made by Robin Matthew Rudd .
In summary, during the past 3 months, insiders sold 3,958 shares of Canadian Western Bank (TSX:CWB) in total and bought 0 shares, with a net sale of 3,958 shares. During the past 18 months, 15,619 shares of Canadian Western Bank (TSX:CWB) were sold and 6,363 shares were bought by its insiders, resulting in a net sale of 9,256 shares.
Canadian Western Bank (TSX:CWB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Canadian Western Bank Insider Transactions
Allen David Stephen Mailing Address
Above is the net worth, insider trading, and ownership report for Allen David Stephen. Currently GuruFocus does not have mailing address information for Allen David Stephen.
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