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
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
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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.
Performance of Brian M Levitt
Average Return
49.43%
Outperforming Transactions
100%
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
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.
Charles Schwab Corp Insider Transactions
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.