Brian M Levitt - Net Worth and Insider Trading

Brian M Levitt Net Worth

The estimated net worth of Brian M Levitt is at least $260,165 dollars as of 2024-04-27. Brian M Levitt is the Director of TD Ameritrade Holding Corp and owns about 6,509 shares of TD Ameritrade Holding Corp (AMTD) stock worth over $260,165. Details can be seen in Brian M Levitt's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brian M Levitt has not made any transactions after 2016-10-26 and currently still holds the listed stock(s).

Transaction Summary of Brian M Levitt

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Brian M Levitt Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Brian M Levitt owns 3 companies in total, including Charles Schwab Corp (SCHW) , TD Ameritrade Holding Corp (AMTD) , and Domtar Corp (UFS) .

Click here to see the complete history of Brian M Levitt’s form 4 insider trades.

Insider Ownership Summary of Brian M Levitt

Ticker Comapny Transaction Date Type of Owner
SCHW Charles Schwab Corp 2023-05-17 director
AMTD TD Ameritrade Holding Corp 2020-10-06 director
UFS Domtar Corp 2007-03-07 director

Brian M Levitt Latest Holdings Summary

Brian M Levitt currently owns a total of 1 stock. Brian M Levitt owns 6,509 shares of TD Ameritrade Holding Corp (AMTD) as of October 26, 2016, with a value of $260,165.

Latest Holdings of Brian M Levitt

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AMTD TD Ameritrade Holding Corp 2016-10-26 6,509 39.97 260,165

Holding Weightings of Brian M Levitt


Brian M Levitt Form 4 Trading Tracker

According to the SEC Form 4 filings, Brian M Levitt has made a total of 0 transactions in TD Ameritrade Holding Corp (AMTD) over the past 5 years. The most-recent trade in TD Ameritrade Holding Corp is the acquisition of 5,000 shares on October 26, 2016, which cost Brian M Levitt around $169,350.

Insider Trading History of Brian M Levitt

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Brian M Levitt Trading Performance

GuruFocus tracks the stock performance after each of Brian M Levitt's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian M Levitt is 37.58%. GuruFocus also compares Brian M Levitt's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian M Levitt within 3 months outperforms 1 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 Brian M Levitt's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Brian M Levitt

Average Return

49.43%

Average return per transaction

Outperforming Transactions

100%

1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 19.92 37.58 13.99 49.43 21.31 4.28
Relative Return to S&P 500(%) 16.46 30.23 2.4 29.75 9.83 -7.94

Brian M Levitt Ownership Network

Ownership Network List of Brian M Levitt

No Data

Ownership Network Relation of Brian M Levitt


Brian M Levitt Owned Company Details

What does Charles Schwab Corp do?

Who are the key executives at Charles Schwab Corp?

Brian M Levitt is the director of Charles Schwab Corp. Other key executives at Charles Schwab Corp include CFO Peter B. Crawford , director & Co-Chairman Charles R. Schwab , and General Counsel Morgan Peter J. Iii .

Charles Schwab Corp (SCHW) Insider Trades Summary

Over the past 18 months, Brian M Levitt made no insider transaction in Charles Schwab Corp (SCHW). Other recent insider transactions involving Charles Schwab Corp (SCHW) include a net sale of 1,743,559 shares made by Charles R. Schwab , a net sale of 40,483 shares made by Peter B. Crawford , and a net sale of 91,180 shares made by Carolyn Schwab-pomerantz .

In summary, during the past 3 months, insiders sold 582,597 shares of Charles Schwab Corp (SCHW) in total and bought 0 shares, with a net sale of 582,597 shares. During the past 18 months, 2,308,495 shares of Charles Schwab Corp (SCHW) were sold and 136,677 shares were bought by its insiders, resulting in a net sale of 2,171,818 shares.

Charles Schwab Corp (SCHW)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Charles Schwab Corp Insider Transactions

No Available Data

Brian M Levitt Mailing Address

Above is the net worth, insider trading, and ownership report for Brian M Levitt. You might contact Brian M Levitt via mailing address: C/o Domtar Corporation, 234 Kingsley Park Drive, Fort Mill Sc 29715.

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