David B Lewis - Net Worth and Insider Trading
David B Lewis Net Worth
The estimated net worth of David B Lewis is at least $11 Million dollars as of 2024-11-13. David B Lewis is the Director of The Kroger Co and owns about 82,245 shares of The Kroger Co (KR) stock worth over $5 Million. David B Lewis is the Director of H&R Block Inc and owns about 74,083 shares of H&R Block Inc (HRB) stock worth over $4 Million. David B Lewis is also the Director of Steris PLC and owns about 6,684 shares of Steris PLC (STE) stock worth over $1 Million. Details can be seen in David B Lewis'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 David B Lewis has not made any transactions after 2020-12-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of David B Lewis
David B Lewis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David B Lewis owns 4 companies in total, including H&R Block Inc (HRB) , Steris PLC (STE) , and The Kroger Co (KR) among others .
Click here to see the complete history of David B Lewis’s form 4 insider trades.
Insider Ownership Summary of David B Lewis
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HRB | H&R Block Inc | 2017-06-19 | director |
| STE | Steris PLC | 2020-12-01 | director |
| KR | The Kroger Co | 2014-01-21 | director |
 | | 2003-08-01 | director |
David B Lewis Latest Holdings Summary
David B Lewis currently owns a total of 3 stocks. Among these stocks, David B Lewis owns 82,245 shares of The Kroger Co (KR) as of January 21, 2014, with a value of $5 Million and a weighting of 45.28%. David B Lewis owns 74,083 shares of H&R Block Inc (HRB) as of June 19, 2017, with a value of $4 Million and a weighting of 40.98%. David B Lewis also owns 6,684 shares of Steris PLC (STE) as of December 1, 2020, with a value of $1 Million and a weighting of 13.73%.
Latest Holdings of David B Lewis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| KR | The Kroger Co | 2014-01-21 | 82,245 | 59.68 | 4,908,382 |
| HRB | H&R Block Inc | 2017-06-19 | 74,083 | 59.96 | 4,442,017 |
| STE | Steris PLC | 2020-12-01 | 6,684 | 222.73 | 1,488,727 |
Holding Weightings of David B Lewis
David B Lewis Form 4 Trading Tracker
According to the SEC Form 4 filings, David B Lewis has made a total of 0 transactions in The Kroger Co (KR) over the past 5 years. The most-recent trade in The Kroger Co is the sale of 10,000 shares on January 21, 2014, which brought David B Lewis around $185,000.
According to the SEC Form 4 filings, David B Lewis has made a total of 0 transactions in H&R Block Inc (HRB) over the past 5 years. The most-recent trade in H&R Block Inc is the sale of 8,000 shares on June 19, 2017, which brought David B Lewis around $240,080.
According to the SEC Form 4 filings, David B Lewis has made a total of 2 transactions in Steris PLC (STE) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Steris PLC is the sale of 1,560 shares on December 1, 2020, which brought David B Lewis around $302,312.
Insider Trading History of David B Lewis
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David B Lewis Trading Performance
GuruFocus tracks the stock performance after each of David B Lewis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David B Lewis is -6.85%. GuruFocus also compares David B Lewis's trading performance to market benchmark return within the same time period. The performance of stocks bought by David B Lewis 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 David B Lewis's insider trading performs compared to the benchmark.
Performance of David B Lewis
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.91 | | | | | |
| Relative Return to S&P 500(%) | -3.37 | | | | | |
David B Lewis Ownership Network
Ownership Network List of David B Lewis
Ownership Network Relation of David B Lewis
David B Lewis Owned Company Details
What does H&R Block Inc do?
Who are the key executives at H&R Block Inc?
David B Lewis is the director of H&R Block Inc. Other key executives at H&R Block Inc include VP & Chief Acct Officer Kellie J Logerwell , President & CEO - Designate Jones Jeffrey J Ii , and Chief Legal Officer Dara S Redler .
H&R Block Inc (HRB) Insider Trades Summary
Over the past 18 months, David B Lewis made no insider transaction in H&R Block Inc (HRB). Other recent insider transactions involving H&R Block Inc (HRB) include a net sale of 246,748 shares made by Jones Jeffrey J Ii , a net sale of 25,846 shares made by Kellie J Logerwell , and a net sale of 126,151 shares made by Tony G Bowen .
In summary, during the past 3 months, insiders sold 115,927 shares of H&R Block Inc (HRB) in total and bought 0 shares, with a net sale of 115,927 shares. During the past 18 months, 407,845 shares of H&R Block Inc (HRB) were sold and 10,000 shares were bought by its insiders, resulting in a net sale of 397,845 shares.
H&R Block Inc (HRB)'s detailed insider trading history can be found in Insider Trading Tracker table.
H&R Block Inc Insider Transactions
David B Lewis Mailing Address
Above is the net worth, insider trading, and ownership report for David B Lewis. Currently GuruFocus does not have mailing address information for David B Lewis.
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