Stefani D Carter - Net Worth and Insider Trading
Stefani D Carter Net Worth
The estimated net worth of Stefani D Carter is at least $139,036 dollars as of 2024-11-08. Stefani D Carter is the Director of Axos Financial Inc and owns about 1,000 shares of Axos Financial Inc (AX) stock worth over $80,110. Stefani D Carter is the Director of Braemar Hotels & Resorts Inc and owns about 18,300 shares of Braemar Hotels & Resorts Inc (BHR) stock worth over $58,926. Stefani D Carter is also the Director of Wheeler Real Estate Investment Trust Inc and owns about 0 shares of Wheeler Real Estate Investment Trust Inc (WHLR) stock worth over $0. Details can be seen in Stefani D Carter'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 Stefani D Carter has not made any transactions after 2022-09-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Stefani D Carter
Stefani D Carter Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stefani D Carter owns 4 companies in total, including Braemar Hotels & Resorts Inc (BHR) , Wheeler Real Estate Investment Trust Inc (WHLR) , and Axos Financial Inc (AX) among others .
Click here to see the complete history of Stefani D Carter’s form 4 insider trades.
Insider Ownership Summary of Stefani D Carter
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BHR | Braemar Hotels & Resorts Inc | 2019-08-23 | director |
| WHLR | Wheeler Real Estate Investment Trust Inc | 2021-06-02 | director |
| AX | Axos Financial Inc | 2022-09-01 | director |
 | | 2021-06-02 | director |
Stefani D Carter Latest Holdings Summary
Stefani D Carter currently owns a total of 3 stocks. Among these stocks, Stefani D Carter owns 1,000 shares of Axos Financial Inc (AX) as of September 1, 2022, with a value of $80,110 and a weighting of 57.62%. Stefani D Carter owns 18,300 shares of Braemar Hotels & Resorts Inc (BHR) as of August 23, 2019, with a value of $58,926 and a weighting of 42.38%. Stefani D Carter also owns 0 shares of Wheeler Real Estate Investment Trust Inc (WHLR) as of June 2, 2021, with a value of $0 and a weighting of 0%.
Latest Holdings of Stefani D Carter
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AX | Axos Financial Inc | 2022-09-01 | 1,000 | 80.11 | 80,110 |
| BHR | Braemar Hotels & Resorts Inc | 2019-08-23 | 18,300 | 3.22 | 58,926 |
| WHLR | Wheeler Real Estate Investment Trust Inc | 2021-06-02 | 0 | 7.42 | 0 |
Holding Weightings of Stefani D Carter
Stefani D Carter Form 4 Trading Tracker
According to the SEC Form 4 filings, Stefani D Carter has made a total of 1 transactions in Axos Financial Inc (AX) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Axos Financial Inc is the sale of 1,000 shares on September 1, 2022, which brought Stefani D Carter around $40,630.
According to the SEC Form 4 filings, Stefani D Carter has made a total of 0 transactions in Braemar Hotels & Resorts Inc (BHR) over the past 5 years. The most-recent trade in Braemar Hotels & Resorts Inc is the acquisition of 500 shares on August 23, 2019, which cost Stefani D Carter around $4,300.
According to the SEC Form 4 filings, Stefani D Carter has made a total of 1 transactions in Wheeler Real Estate Investment Trust Inc (WHLR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Wheeler Real Estate Investment Trust Inc is the acquisition of 0 shares on June 2, 2021, which cost Stefani D Carter around $8,802.
Insider Trading History of Stefani D Carter
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Stefani D Carter Trading Performance
GuruFocus tracks the stock performance after each of Stefani D Carter's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stefani D Carter is -1.99%. GuruFocus also compares Stefani D Carter's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stefani D Carter 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 Stefani D Carter's insider trading performs compared to the benchmark.
Performance of Stefani D Carter
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 17.29 | | | | | |
| Relative Return to S&P 500(%) | 13.03 | | | | | |
Stefani D Carter Ownership Network
Ownership Network List of Stefani D Carter
Ownership Network Relation of Stefani D Carter
Stefani D Carter Owned Company Details
What does Braemar Hotels & Resorts Inc do?
Who are the key executives at Braemar Hotels & Resorts Inc?
Stefani D Carter is the director of Braemar Hotels & Resorts Inc. Other key executives at Braemar Hotels & Resorts Inc include Chief Executive Officer Richard J Stockton , director & Chief Executive Officer Montgomery J Bennett , and Exec. VP & GC and Secretary Alex Rose .
Braemar Hotels & Resorts Inc (BHR) Insider Trades Summary
Over the past 18 months, Stefani D Carter made no insider transaction in Braemar Hotels & Resorts Inc (BHR). Other recent insider transactions involving Braemar Hotels & Resorts Inc (BHR) include a net purchase of 43,000 shares made by Richard J Stockton , and a net sale of 1,321 shares made by Abteen Vaziri .
In summary, during the past 3 months, insiders sold 0 shares of Braemar Hotels & Resorts Inc (BHR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,321 shares of Braemar Hotels & Resorts Inc (BHR) were sold and 43,000 shares were bought by its insiders, resulting in a net purchase of 41,679 shares.
Braemar Hotels & Resorts Inc (BHR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Braemar Hotels & Resorts Inc Insider Transactions
Stefani D Carter Mailing Address
Above is the net worth, insider trading, and ownership report for Stefani D Carter. You might contact Stefani D Carter via mailing address: 14185 Dallas Parkway, Suite 1100, Dallas Tx 75254.
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