Phyllis R Yale - Net Worth and Insider Trading
Phyllis R Yale Net Worth
The estimated net worth of Phyllis R Yale is at least $2 Million dollars as of 2024-11-12. Phyllis R Yale is the Director of DaVita Inc and owns about 13,110 shares of DaVita Inc (DVA) stock worth over $2 Million. Phyllis R Yale is also the Director of Kindred Healthcare Inc and owns about 44,633 shares of Kindred Healthcare Inc (KND) stock worth over $401,697. Details can be seen in Phyllis R Yale'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 Phyllis R Yale has not made any transactions after 2023-05-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Phyllis R Yale
Phyllis R Yale Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Phyllis R Yale owns 3 companies in total, including Bristol-Myers Squibb Co (BMY) , DaVita Inc (DVA) , and Kindred Healthcare Inc (KND) .
Click here to see the complete history of Phyllis R Yale’s form 4 insider trades.
Insider Ownership Summary of Phyllis R Yale
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BMY | Bristol-Myers Squibb Co | 2019-11-20 | director |
| DVA | DaVita Inc | 2023-05-12 | director |
| KND | Kindred Healthcare Inc | 2018-07-02 | director |
Phyllis R Yale Latest Holdings Summary
Phyllis R Yale currently owns a total of 2 stocks. Among these stocks, Phyllis R Yale owns 13,110 shares of DaVita Inc (DVA) as of May 12, 2023, with a value of $2 Million and a weighting of 83.45%. Phyllis R Yale also owns 44,633 shares of Kindred Healthcare Inc (KND) as of June 28, 2013, with a value of $401,697 and a weighting of 16.55%.
Latest Holdings of Phyllis R Yale
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DVA | DaVita Inc | 2023-05-12 | 13,110 | 154.48 | 2,025,233 |
| KND | Kindred Healthcare Inc | 2013-06-28 | 44,633 | 9.00 | 401,697 |
Holding Weightings of Phyllis R Yale
Phyllis R Yale Form 4 Trading Tracker
According to the SEC Form 4 filings, Phyllis R Yale has made a total of 2 transactions in DaVita Inc (DVA) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in DaVita Inc is the sale of 2,196 shares on May 12, 2023, which brought Phyllis R Yale around $209,191.
According to the SEC Form 4 filings, Phyllis R Yale has made a total of 0 transactions in Kindred Healthcare Inc (KND) over the past 5 years. The most-recent trade in Kindred Healthcare Inc is the acquisition of 8,000 shares on June 28, 2013, which cost Phyllis R Yale around $103,440.
Insider Trading History of Phyllis R Yale
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Phyllis R Yale Trading Performance
GuruFocus tracks the stock performance after each of Phyllis R Yale's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phyllis R Yale is 1.83%. GuruFocus also compares Phyllis R Yale's trading performance to market benchmark return within the same time period. The performance of stocks bought by Phyllis R Yale 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 Phyllis R Yale's insider trading performs compared to the benchmark.
Performance of Phyllis R Yale
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 13.1 | | | | | |
| Relative Return to S&P 500(%) | 7.79 | | | | | |
Phyllis R Yale Ownership Network
Ownership Network List of Phyllis R Yale
Ownership Network Relation of Phyllis R Yale
Phyllis R Yale Owned Company Details
What does Bristol-Myers Squibb Co do?
Who are the key executives at Bristol-Myers Squibb Co?
Phyllis R Yale is the director of Bristol-Myers Squibb Co. Other key executives at Bristol-Myers Squibb Co include Chief Medical Offr. & Drug Dev. Samit Hirawat , EVP & Chief Commercial Officer Christopher S. Boerner , and EVP & Corporate Affairs Cari Gallman .
Bristol-Myers Squibb Co (BMY) Insider Trades Summary
Over the past 18 months, Phyllis R Yale made no insider transaction in Bristol-Myers Squibb Co (BMY). Other recent insider transactions involving Bristol-Myers Squibb Co (BMY) include a net purchase of 5,071 shares made by Christopher S. Boerner , a net sale of 17,986 shares made by Ann Powell Judge , and a net purchase of 8,500 shares made by Samuels Theodore R. Ii .
In summary, during the past 3 months, insiders sold 700 shares of Bristol-Myers Squibb Co (BMY) in total and bought 1,830 shares, with a net purchase of 1,130 shares. During the past 18 months, 19,418 shares of Bristol-Myers Squibb Co (BMY) were sold and 15,401 shares were bought by its insiders, resulting in a net sale of 4,017 shares.
Bristol-Myers Squibb Co (BMY)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bristol-Myers Squibb Co Insider Transactions
Phyllis R Yale Mailing Address
Above is the net worth, insider trading, and ownership report for Phyllis R Yale. Currently GuruFocus does not have mailing address information for Phyllis R Yale.
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