John S Clendening - Net Worth and Insider Trading
John S Clendening Net Worth
The estimated net worth of John S Clendening is at least $22 Million dollars as of 2024-11-08. John S Clendening is the President and CEO of Avantax Inc and owns about 643,467 shares of Avantax Inc (AVTA) stock worth over $17 Million. John S Clendening is the EVP - Investor Services of Charles Schwab Corp and owns about 70,140 shares of Charles Schwab Corp (SCHW) stock worth over $5 Million. John S Clendening is also the Director of SVB Financial Group and owns about 1,729 shares of SVB Financial Group (SIVBQ) stock worth over $10. Details can be seen in John S Clendening'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 John S Clendening has not made any transactions after 2019-12-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of John S Clendening
John S Clendening Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John S Clendening owns 3 companies in total, including SVB Financial Group (SIVBQ) , Avantax Inc (AVTA) , and Charles Schwab Corp (SCHW) .
Click here to see the complete history of John S Clendening’s form 4 insider trades.
Insider Ownership Summary of John S Clendening
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SIVBQ | SVB Financial Group | 2019-05-24 | director |
| AVTA | Avantax Inc | 2019-12-16 | director & President and CEO |
| SCHW | Charles Schwab Corp | 2014-08-13 | EVP-Shared Strategic Services |
John S Clendening Latest Holdings Summary
John S Clendening currently owns a total of 3 stocks. Among these stocks, John S Clendening owns 643,467 shares of Avantax Inc (AVTA) as of December 16, 2019, with a value of $17 Million and a weighting of 76.52%. John S Clendening owns 70,140 shares of Charles Schwab Corp (SCHW) as of August 13, 2014, with a value of $5 Million and a weighting of 23.48%. John S Clendening also owns 1,729 shares of SVB Financial Group (SIVBQ) as of May 24, 2019, with a value of $10 and a weighting of 0%.
Latest Holdings of John S Clendening
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVTA | Avantax Inc | 2019-12-16 | 643,467 | 25.99 | 16,723,707 |
| SCHW | Charles Schwab Corp | 2014-08-13 | 70,140 | 73.17 | 5,132,144 |
| SIVBQ | SVB Financial Group | 2019-05-24 | 1,729 | 0.01 | 10 |
Holding Weightings of John S Clendening
John S Clendening Form 4 Trading Tracker
According to the SEC Form 4 filings, John S Clendening has made a total of 1 transactions in Avantax Inc (AVTA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Avantax Inc is the sale of 14,250 shares on December 16, 2019, which brought John S Clendening around $355,110.
According to the SEC Form 4 filings, John S Clendening has made a total of 0 transactions in Charles Schwab Corp (SCHW) over the past 5 years. The most-recent trade in Charles Schwab Corp is the sale of 1,500 shares on August 13, 2014, which brought John S Clendening around $41,505.
According to the SEC Form 4 filings, John S Clendening has made a total of 0 transactions in SVB Financial Group (SIVBQ) over the past 5 years. The most-recent trade in SVB Financial Group is the acquisition of 900 shares on May 24, 2019, which cost John S Clendening around $199,008.
Insider Trading History of John S Clendening
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John S Clendening Trading Performance
GuruFocus tracks the stock performance after each of John S Clendening's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John S Clendening is -16.54%. GuruFocus also compares John S Clendening's trading performance to market benchmark return within the same time period. The performance of stocks bought by John S Clendening within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how John S Clendening's insider trading performs compared to the benchmark.
Performance of John S Clendening
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -4.66 | | | | | |
| Relative Return to S&P 500(%) | -8.88 | | | | | |
John S Clendening Ownership Network
Ownership Network List of John S Clendening
Ownership Network Relation of John S Clendening
John S Clendening Owned Company Details
What does SVB Financial Group do?
Who are the key executives at SVB Financial Group?
John S Clendening is the director of SVB Financial Group. Other key executives at SVB Financial Group include Interim CFO Nicholas Grossi , Chief Restructuring Officer William C Kosturos , and President and CEO Gregory W Becker .
SVB Financial Group (SIVBQ) Insider Trades Summary
Over the past 18 months, John S Clendening made no insider transaction in SVB Financial Group (SIVBQ). Other recent insider transactions involving SVB Financial Group (SIVBQ) include a net sale of 0 shares made by Richard Devon Daniels ,
In summary, during the past 3 months, insiders sold 0 shares of SVB Financial Group (SIVBQ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 500 shares of SVB Financial Group (SIVBQ) were sold and 500 shares were bought by its insiders, resulting in a net sale of 0 shares.
SVB Financial Group (SIVBQ)'s detailed insider trading history can be found in Insider Trading Tracker table.
SVB Financial Group Insider Transactions
John S Clendening Mailing Address
Above is the net worth, insider trading, and ownership report for John S Clendening. You might contact John S Clendening via mailing address: C/o The Charles Schwab Corporation, 120 Kearny Street, San Francisco Ca 94108.
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