Robert Bartlein - Net Worth and Insider Trading
Robert Bartlein Net Worth
The estimated net worth of Robert Bartlein is at least $19 Million dollars as of 2024-09-20. Robert Bartlein is the Director of Community West Bancshares and owns about 540,450 shares of Community West Bancshares (CWBC) stock worth over $10 Million. Robert Bartlein is also the Director of Community West Bancshares and owns about 430,056 shares of Community West Bancshares (CWBC) stock worth over $9 Million. Details can be seen in Robert Bartlein'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 Robert Bartlein has not made any transactions after 2024-05-23 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Robert Bartlein
Robert Bartlein Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Robert Bartlein owns 1 companies in total, including Community West Bancshares (CWBC) .
Click here to see the complete history of Robert Bartlein’s form 4 insider trades.
Insider Ownership Summary of Robert Bartlein
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CWBC | Community West Bancshares | 2023-05-09 | director |
Robert Bartlein Latest Holdings Summary
Robert Bartlein currently owns a total of 2 stocks. Among these stocks, Robert Bartlein owns 540,450 shares of Community West Bancshares (CWBC) as of May 9, 2023, with a value of $10 Million and a weighting of 51.89%. Robert Bartlein also owns 430,056 shares of Community West Bancshares (CWBC) as of May 23, 2024, with a value of $9 Million and a weighting of 48.11%.
Latest Holdings of Robert Bartlein
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CWBC | Community West Bancshares | 2023-05-09 | 540,450 | 17.86 | 9,652,437 |
| CWBC | Community West Bancshares | 2024-05-23 | 430,056 | 20.81 | 8,949,465 |
Holding Weightings of Robert Bartlein
Robert Bartlein Form 4 Trading Tracker
According to the SEC Form 4 filings, Robert Bartlein has made a total of 10 transactions in Community West Bancshares (CWBC) over the past 5 years, including 10 buys and 0 sells. The most-recent trade in Community West Bancshares is the acquisition of 2,000 shares on May 9, 2023, which cost Robert Bartlein around $21,800.
According to the SEC Form 4 filings, Robert Bartlein has made a total of 2 transactions in Community West Bancshares (CWBC) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Community West Bancshares is the acquisition of 1,000 shares on May 23, 2024, which cost Robert Bartlein around $16,950.
Insider Trading History of Robert Bartlein
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Robert Bartlein Trading Performance
GuruFocus tracks the stock performance after each of Robert Bartlein's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert Bartlein is -2.11%. GuruFocus also compares Robert Bartlein's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert Bartlein within 3 months outperforms 17 times out of 45 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Robert Bartlein's insider trading performs compared to the benchmark.
Performance of Robert Bartlein
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.96 | | | | | |
| Relative Return to S&P 500(%) | -0.33 | | | | | |
Robert Bartlein Ownership Network
Robert Bartlein Owned Company Details
What does Community West Bancshares do?
Who are the key executives at Community West Bancshares?
Robert Bartlein is the director of Community West Bancshares. Other key executives at Community West Bancshares include other: CWB Bank Director Suzanne Marie Chadwick , CEO Martin E Plourd , and Chief Operating Officer Timothy Joseph Stronks .
Community West Bancshares (CWBC) Insider Trades Summary
Over the past 18 months, Robert Bartlein made 1 insider transaction in Community West Bancshares (CWBC) with a net purchase of 2,000. Other recent insider transactions involving Community West Bancshares (CWBC) include a net purchase of 17,025 shares made by William R Peeples , a net purchase of 1,755 shares made by Kirk Stovesand , and a net sale of 2,000 shares made by John D Illgen .
In summary, during the past 3 months, insiders sold 0 shares of Community West Bancshares (CWBC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 2,000 shares of Community West Bancshares (CWBC) were sold and 20,817 shares were bought by its insiders, resulting in a net purchase of 18,817 shares.
Community West Bancshares (CWBC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Community West Bancshares Insider Transactions
Robert Bartlein Mailing Address
Above is the net worth, insider trading, and ownership report for Robert Bartlein. You might contact Robert Bartlein via mailing address: 5827 Hollister Avenue, Goleta Ca 93117.
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