Jerry L Ocheltree - Net Worth and Insider Trading
Jerry L Ocheltree Net Worth
The estimated net worth of Jerry L Ocheltree is at least $1 Million dollars as of 2024-09-23. Jerry L Ocheltree is the President of First Bancorp and owns about 24,211 shares of First Bancorp (FBNC) stock worth over $1 Million. Jerry L Ocheltree is also the President & CEO of Carolina Trust BancShares Inc and owns about 32,912 shares of Carolina Trust BancShares Inc (CART) stock worth over $429,502. Details can be seen in Jerry L Ocheltree'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 Jerry L Ocheltree has not made any transactions after 2019-08-23 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jerry L Ocheltree
Jerry L Ocheltree Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jerry L Ocheltree owns 2 companies in total, including Carolina Trust BancShares Inc (CART) , and First Bancorp (FBNC) .
Click here to see the complete history of Jerry L Ocheltree’s form 4 insider trades.
Insider Ownership Summary of Jerry L Ocheltree
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CART | Carolina Trust BancShares Inc | 2019-12-31 | director & President & CEO |
| FBNC | First Bancorp | 2013-05-23 | President |
Jerry L Ocheltree Latest Holdings Summary
Jerry L Ocheltree currently owns a total of 2 stocks. Among these stocks, Jerry L Ocheltree owns 24,211 shares of First Bancorp (FBNC) as of May 23, 2013, with a value of $1 Million and a weighting of 70.91%. Jerry L Ocheltree also owns 32,912 shares of Carolina Trust BancShares Inc (CART) as of August 23, 2019, with a value of $429,502 and a weighting of 29.09%.
Latest Holdings of Jerry L Ocheltree
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FBNC | First Bancorp | 2013-05-23 | 24,211 | 43.24 | 1,046,884 |
| CART | Carolina Trust BancShares Inc | 2019-08-23 | 32,912 | 13.05 | 429,502 |
Holding Weightings of Jerry L Ocheltree
Jerry L Ocheltree Form 4 Trading Tracker
According to the SEC Form 4 filings, Jerry L Ocheltree has made a total of 0 transactions in First Bancorp (FBNC) over the past 5 years. The most-recent trade in First Bancorp is the sale of 755 shares on May 23, 2013, which brought Jerry L Ocheltree around $10,744.
According to the SEC Form 4 filings, Jerry L Ocheltree has made a total of 0 transactions in Carolina Trust BancShares Inc (CART) over the past 5 years. The most-recent trade in Carolina Trust BancShares Inc is the acquisition of 1,302 shares on August 23, 2019, which cost Jerry L Ocheltree around $13,020.
Insider Trading History of Jerry L Ocheltree
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Jerry L Ocheltree Trading Performance
GuruFocus tracks the stock performance after each of Jerry L Ocheltree's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jerry L Ocheltree is 6.14%. GuruFocus also compares Jerry L Ocheltree's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jerry L Ocheltree within 3 months outperforms 4 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jerry L Ocheltree's insider trading performs compared to the benchmark.
Performance of Jerry L Ocheltree
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.18 | | | | | |
| Relative Return to S&P 500(%) | 3.37 | | | | | |
Jerry L Ocheltree Ownership Network
Jerry L Ocheltree Owned Company Details
What does Carolina Trust BancShares Inc do?
Who are the key executives at Carolina Trust BancShares Inc?
Jerry L Ocheltree is the director & President & CEO of Carolina Trust BancShares Inc.
Carolina Trust BancShares Inc (CART) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Carolina Trust BancShares Inc (CART) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Carolina Trust BancShares Inc (CART) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Carolina Trust BancShares Inc (CART)'s detailed insider trading history can be found in Insider Trading Tracker table.
Carolina Trust BancShares Inc Insider Transactions
Jerry L Ocheltree Mailing Address
Above is the net worth, insider trading, and ownership report for Jerry L Ocheltree. You might contact Jerry L Ocheltree via mailing address: 901 East Main Street, Lincolnton Nc 28092.
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