David B Westrate - Net Worth and Insider Trading

David B Westrate Net Worth

The estimated net worth of David B Westrate is at least $2 Million dollars as of 2024-11-13. David B Westrate is the Director of Citizens Community Bancorp Inc and owns about 113,488 shares of Citizens Community Bancorp Inc (CZWI) stock worth over $2 Million. Details can be seen in David B Westrate'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 David B Westrate has not made any transactions after 2017-09-08 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 David B Westrate

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David B Westrate Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David B Westrate owns 1 companies in total, including Citizens Community Bancorp Inc (CZWI) .

Click here to see the complete history of David B Westrate’s form 4 insider trades.

Insider Ownership Summary of David B Westrate

Ticker Comapny Transaction Date Type of Owner
CZWI Citizens Community Bancorp Inc 2017-09-08 director

David B Westrate Latest Holdings Summary

David B Westrate currently owns a total of 1 stock. David B Westrate owns 113,488 shares of Citizens Community Bancorp Inc (CZWI) as of September 8, 2017, with a value of $2 Million.

Latest Holdings of David B Westrate

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CZWI Citizens Community Bancorp Inc 2017-09-08 113,488 14.80 1,679,622

Holding Weightings of David B Westrate


David B Westrate Form 4 Trading Tracker

According to the SEC Form 4 filings, David B Westrate has made a total of 0 transactions in Citizens Community Bancorp Inc (CZWI) over the past 5 years. The most-recent trade in Citizens Community Bancorp Inc is the acquisition of 1,200 shares on September 8, 2017, which cost David B Westrate around $16,332.

Insider Trading History of David B Westrate

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.

David B Westrate Trading Performance

GuruFocus tracks the stock performance after each of David B Westrate's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David B Westrate is 2.08%. GuruFocus also compares David B Westrate's trading performance to market benchmark return within the same time period. The performance of stocks bought by David B Westrate 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 David B Westrate'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 David B Westrate

Average Return

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Average return per transaction

Outperforming Transactions

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5 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(%) 6.97 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 7.44 LIMIT LIMIT LIMIT LIMIT LIMIT

David B Westrate Ownership Network

Ownership Network List of David B Westrate

No Data

Ownership Network Relation of David B Westrate

Insider Network Chart

David B Westrate Owned Company Details

What does Citizens Community Bancorp Inc do?

Who are the key executives at Citizens Community Bancorp Inc?

David B Westrate is the director of Citizens Community Bancorp Inc. Other key executives at Citizens Community Bancorp Inc include CEO and President Stephen M Bianchi , Chief Financial Officer James S Broucek , and other: Director of Subsidiary Kathleen Skarvan .

Citizens Community Bancorp Inc (CZWI) Insider Trades Summary

Over the past 18 months, David B Westrate made no insider transaction in Citizens Community Bancorp Inc (CZWI). Other recent insider transactions involving Citizens Community Bancorp Inc (CZWI) include a net purchase of 3,173 shares made by Stephen M Bianchi , a net purchase of 1,412 shares made by James S Broucek , and a net purchase of 4,000 shares made by Timothy L Olson .

In summary, during the past 3 months, insiders sold 0 shares of Citizens Community Bancorp Inc (CZWI) in total and bought 573 shares, with a net purchase of 573 shares. During the past 18 months, 0 shares of Citizens Community Bancorp Inc (CZWI) were sold and 9,561 shares were bought by its insiders, resulting in a net purchase of 9,561 shares.

Citizens Community Bancorp Inc (CZWI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Citizens Community Bancorp Inc Insider Transactions

No Available Data

David B Westrate Mailing Address

Above is the net worth, insider trading, and ownership report for David B Westrate. You might contact David B Westrate via mailing address: C/o Citizens Community Bancorp, 2174 Eastridge Center, Eau Claire Wi 54701.