Brett Levi Wait - Net Worth and Insider Trading
Brett Levi Wait Net Worth
The estimated net worth of Brett Levi Wait is at least $288,927 dollars as of 2024-04-27. Brett Levi Wait is the SVP & CIO of Five Star Bancorp and owns about 13,284 shares of Five Star Bancorp (FSBC) stock worth over $288,927. Details can be seen in Brett Levi Wait's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brett Levi Wait has not made any transactions after 2023-11-02 and currently still holds the listed stock(s).
Transaction Summary of Brett Levi Wait
Brett Levi Wait Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brett Levi Wait owns 1 companies in total, including Five Star Bancorp (FSBC) .
Click here to see the complete history of Brett Levi Wait’s form 4 insider trades.
Insider Ownership Summary of Brett Levi Wait
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FSBC | Five Star Bancorp | 2023-11-02 | SVP & CIO |
Brett Levi Wait Latest Holdings Summary
Brett Levi Wait currently owns a total of 1 stock. Brett Levi Wait owns 13,284 shares of Five Star Bancorp (FSBC) as of November 2, 2023, with a value of $288,927.
Latest Holdings of Brett Levi Wait
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FSBC | Five Star Bancorp | 2023-11-02 | 13,284 | 21.75 | 288,927 |
Holding Weightings of Brett Levi Wait
Brett Levi Wait Form 4 Trading Tracker
According to the SEC Form 4 filings, Brett Levi Wait has made a total of 3 transactions in Five Star Bancorp (FSBC) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Five Star Bancorp is the acquisition of 1,750 shares on November 2, 2023, which cost Brett Levi Wait around $33,688.
Insider Trading History of Brett Levi Wait
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Brett Levi Wait Trading Performance
GuruFocus tracks the stock performance after each of Brett Levi Wait's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brett Levi Wait is 10.45%. GuruFocus also compares Brett Levi Wait's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brett Levi Wait within 3 months outperforms 2 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 Brett Levi Wait's insider trading performs compared to the benchmark.
Performance of Brett Levi Wait
Average Return
6.39%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.3 | 10.45 | 7.12 | 6.39 | -11.11 | |
| Relative Return to S&P 500(%) | -0.37 | -0.14 | -0.97 | -3.48 | -11.73 |
Brett Levi Wait Ownership Network
Ownership Network List of Brett Levi Wait
Ownership Network Relation of Brett Levi Wait
Brett Levi Wait Owned Company Details
What does Five Star Bancorp do?
Who are the key executives at Five Star Bancorp?
Brett Levi Wait is the SVP & CIO of Five Star Bancorp. Other key executives at Five Star Bancorp include director & 10 percent owner Larry Eugene Allbaugh , SVP & Chief Marketing Officer Shelley Ronan Wetton , and SVP & Chief Banking Officer Michael Anthony Rizzo .
Five Star Bancorp (FSBC) Insider Trades Summary
Over the past 18 months, Brett Levi Wait made 2 insider transaction in Five Star Bancorp (FSBC) with a net purchase of 3,000. Other recent insider transactions involving Five Star Bancorp (FSBC) include a net purchase of 91,700 shares made by Robert Truxtun Perry-smith , a net purchase of 2,798 shares made by Donna Lucas , and a net purchase of 137,931 shares made by Larry Eugene Allbaugh .
In summary, during the past 3 months, insiders sold 0 shares of Five Star Bancorp (FSBC) in total and bought 256,373 shares, with a net purchase of 256,373 shares. During the past 18 months, 500 shares of Five Star Bancorp (FSBC) were sold and 284,116 shares were bought by its insiders, resulting in a net purchase of 283,616 shares.
Five Star Bancorp (FSBC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Five Star Bancorp Insider Transactions
Brett Levi Wait Mailing Address
Above is the net worth, insider trading, and ownership report for Brett Levi Wait. You might contact Brett Levi Wait via mailing address: 3100 Zinfandel Drive, Suite 100, Rancho Cordova Ca 95670.
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