Kevin B Klotzbach - Net Worth and Insider Trading

Kevin B Klotzbach Net Worth

The estimated net worth of Kevin B Klotzbach is at least $748,216 dollars as of 2024-09-13. Kevin B Klotzbach is the EVP & CFO of Financial Institutions Inc and owns about 29,411 shares of Financial Institutions Inc (FISI) stock worth over $748,216. Details can be seen in Kevin B Klotzbach'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 Kevin B Klotzbach has not made any transactions after 2017-11-21 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 Kevin B Klotzbach

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Kevin B Klotzbach Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Kevin B Klotzbach owns 1 companies in total, including Financial Institutions Inc (FISI) .

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

Insider Ownership Summary of Kevin B Klotzbach

Ticker Comapny Transaction Date Type of Owner
FISI Financial Institutions Inc 2017-11-21 Senior VP & Treasurrer

Kevin B Klotzbach Latest Holdings Summary

Kevin B Klotzbach currently owns a total of 1 stock. Kevin B Klotzbach owns 29,411 shares of Financial Institutions Inc (FISI) as of November 21, 2017, with a value of $748,216.

Latest Holdings of Kevin B Klotzbach

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FISI Financial Institutions Inc 2017-11-21 29,411 25.44 748,216

Holding Weightings of Kevin B Klotzbach


Kevin B Klotzbach Form 4 Trading Tracker

According to the SEC Form 4 filings, Kevin B Klotzbach has made a total of 0 transactions in Financial Institutions Inc (FISI) over the past 5 years. The most-recent trade in Financial Institutions Inc is the acquisition of 500 shares on November 21, 2017, which cost Kevin B Klotzbach around $16,020.

Insider Trading History of Kevin B Klotzbach

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.

Kevin B Klotzbach Trading Performance

GuruFocus tracks the stock performance after each of Kevin B Klotzbach's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kevin B Klotzbach is 6.59%. GuruFocus also compares Kevin B Klotzbach's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kevin B Klotzbach within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Kevin B Klotzbach'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 Kevin B Klotzbach

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 2 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(%) 1.75 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.35 LIMIT LIMIT LIMIT LIMIT LIMIT

Kevin B Klotzbach Ownership Network

Ownership Network List of Kevin B Klotzbach

No Data

Ownership Network Relation of Kevin B Klotzbach

Insider Network Chart

Kevin B Klotzbach Owned Company Details

What does Financial Institutions Inc do?

Who are the key executives at Financial Institutions Inc?

Kevin B Klotzbach is the Senior VP & Treasurrer of Financial Institutions Inc. Other key executives at Financial Institutions Inc include Senior Vice President Martin Kearney Birmingham , Senior Vice President Burruano Samuel J Jr , and Chief Financial Officer Plants William Jack Ii .

Financial Institutions Inc (FISI) Insider Trades Summary

Over the past 18 months, Kevin B Klotzbach made no insider transaction in Financial Institutions Inc (FISI). Other recent insider transactions involving Financial Institutions Inc (FISI) include a net purchase of 10,000 shares made by Robert N Latella , a net purchase of 2,000 shares made by Samuel M Gullo , and a net purchase of 1,500 shares made by Plants William Jack Ii .

In summary, during the past 3 months, insiders sold 0 shares of Financial Institutions Inc (FISI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Financial Institutions Inc (FISI) were sold and 20,390 shares were bought by its insiders, resulting in a net purchase of 20,390 shares.

Financial Institutions Inc (FISI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Financial Institutions Inc Insider Transactions

No Available Data

Kevin B Klotzbach Mailing Address

Above is the net worth, insider trading, and ownership report for Kevin B Klotzbach. You might contact Kevin B Klotzbach via mailing address: 220 Liberty Street, Warsaw Ny 14569.

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