Julie G Castle - Net Worth and Insider Trading
Julie G Castle Net Worth
The estimated net worth of Julie G Castle is at least $584,969 dollars as of 2024-08-27. Julie G Castle is the President, Financial Services of First Interstate BancSystem Inc and owns about 13,532 shares of First Interstate BancSystem Inc (FIBK) stock worth over $416,515. Julie G Castle is the Director of Sierra Bancorp and owns about 5,100 shares of Sierra Bancorp (BSRR) stock worth over $149,685. Julie G Castle is also the Executive Vice President of Zions Bancorp NA and owns about 385 shares of Zions Bancorp NA (ZION) stock worth over $18,769. Details can be seen in Julie G Castle'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 Julie G Castle has not made any transactions after 2024-07-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Julie G Castle
Julie G Castle Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Julie G Castle owns 3 companies in total, including Zions Bancorp NA (ZION) , First Interstate BancSystem Inc (FIBK) , and Sierra Bancorp (BSRR) .
Click here to see the complete history of Julie G Castle’s form 4 insider trades.
Insider Ownership Summary of Julie G Castle
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ZION | Zions Bancorp NA | 2016-04-28 | Executive Vice President |
| FIBK | First Interstate BancSystem Inc | 2011-05-19 | President & Financial Services |
| BSRR | Sierra Bancorp | 2024-07-26 | director |
Julie G Castle Latest Holdings Summary
Julie G Castle currently owns a total of 3 stocks. Among these stocks, Julie G Castle owns 13,532 shares of First Interstate BancSystem Inc (FIBK) as of May 19, 2011, with a value of $416,515 and a weighting of 71.2%. Julie G Castle owns 5,100 shares of Sierra Bancorp (BSRR) as of July 26, 2024, with a value of $149,685 and a weighting of 25.59%. Julie G Castle also owns 385 shares of Zions Bancorp NA (ZION) as of April 28, 2016, with a value of $18,769 and a weighting of 3.21%.
Latest Holdings of Julie G Castle
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FIBK | First Interstate BancSystem Inc | 2011-05-19 | 13,532 | 30.78 | 416,515 |
| BSRR | Sierra Bancorp | 2024-07-26 | 5,100 | 29.35 | 149,685 |
| ZION | Zions Bancorp NA | 2016-04-28 | 385 | 48.75 | 18,769 |
Holding Weightings of Julie G Castle
Julie G Castle Form 4 Trading Tracker
According to the SEC Form 4 filings, Julie G Castle has made a total of 0 transactions in First Interstate BancSystem Inc (FIBK) over the past 5 years. The most-recent trade in First Interstate BancSystem Inc is the sale of 207 shares on May 19, 2011, which brought Julie G Castle around $2,832.
According to the SEC Form 4 filings, Julie G Castle has made a total of 4 transactions in Sierra Bancorp (BSRR) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Sierra Bancorp is the sale of 1,235 shares on July 26, 2024, which brought Julie G Castle around $36,260.
According to the SEC Form 4 filings, Julie G Castle has made a total of 0 transactions in Zions Bancorp NA (ZION) over the past 5 years. The most-recent trade in Zions Bancorp NA is the sale of 10,171 shares on April 28, 2016, which brought Julie G Castle around $281,432.
Insider Trading History of Julie G Castle
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Julie G Castle Trading Performance
GuruFocus tracks the stock performance after each of Julie G Castle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Julie G Castle is 29.22%. GuruFocus also compares Julie G Castle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Julie G Castle within 3 months outperforms 3 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Julie G Castle's insider trading performs compared to the benchmark.
Performance of Julie G Castle
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 10.71 | | | | | |
| Relative Return to S&P 500(%) | 8.05 | | | | | |
Julie G Castle Ownership Network
Julie G Castle Owned Company Details
What does Zions Bancorp NA do?
Who are the key executives at Zions Bancorp NA?
Julie G Castle is the Executive Vice President of Zions Bancorp NA. Other key executives at Zions Bancorp NA include Exec VP and & Pres. of Subsidiary Bruce K Alexander , EVP & Chief Banking Officer Terry Alan Shirey , and Executive Vice President Scott J Mclean .
Zions Bancorp NA (ZION) Insider Trades Summary
Over the past 18 months, Julie G Castle made no insider transaction in Zions Bancorp NA (ZION). Other recent insider transactions involving Zions Bancorp NA (ZION) include a net sale of 83,519 shares made by Scott J Mclean , a net purchase of 27,600 shares made by Harris H Simmons , and a net sale of 5,928 shares made by Mark Richard Young .
In summary, during the past 3 months, insiders sold 127,073 shares of Zions Bancorp NA (ZION) in total and bought 0 shares, with a net sale of 127,073 shares. During the past 18 months, 154,318 shares of Zions Bancorp NA (ZION) were sold and 118,600 shares were bought by its insiders, resulting in a net sale of 35,718 shares.
Zions Bancorp NA (ZION)'s detailed insider trading history can be found in Insider Trading Tracker table.
Zions Bancorp NA Insider Transactions
Julie G Castle Mailing Address
Above is the net worth, insider trading, and ownership report for Julie G Castle. You might contact Julie G Castle via mailing address: 86 North Main Street, Porterville Ca 93257.
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