Allen David Stephen - Net Worth and Insider Trading

Allen David Stephen Net Worth

The estimated net worth of Allen David Stephen is at least $770,198 dollars as of 2024-11-07. 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 $742,918. 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 $27,280. 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.

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Transaction Summary of Allen David Stephen

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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 $742,918 and a weighting of 96.46%. Allen David Stephen also owns 170,500 shares of Bitcoin Well Inc (TSXV:BTCW) as of February 17, 2023, with a value of $27,280 and a weighting of 3.54%.

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 57.68 742,918
TSXV:BTCW Bitcoin Well Inc 2023-02-17 170,500 0.16 27,280

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

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.

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.

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

Performance of Allen David Stephen

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 5 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(%) -6.69 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -6.5 LIMIT LIMIT LIMIT LIMIT LIMIT

Allen David Stephen Ownership Network

Ownership Network List of Allen David Stephen

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Ownership Network Relation of Allen David Stephen

Insider Network Chart

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 5,113 shares were bought by its insiders, resulting in a net sale of 10,506 shares.

Canadian Western Bank (TSX:CWB)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Canadian Western Bank Insider Transactions

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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.