Daniel L Heavner - Net Worth and Insider Trading

Daniel L Heavner Net Worth

The estimated net worth of Daniel L Heavner is at least $1 Million dollars as of 2024-04-28. Daniel L Heavner is the Director of First Citizens BancShares Inc and owns about 613 shares of First Citizens BancShares Inc (FCNCA) stock worth over $1 Million. Details can be seen in Daniel L Heavner's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Daniel L Heavner has not made any transactions after 2022-12-07 and currently still holds the listed stock(s).

Transaction Summary of Daniel L Heavner

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Daniel L Heavner Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Daniel L Heavner owns 1 companies in total, including First Citizens BancShares Inc (FCNCA) .

Click here to see the complete history of Daniel L Heavner’s form 4 insider trades.

Insider Ownership Summary of Daniel L Heavner

Ticker Comapny Transaction Date Type of Owner
FCNCA First Citizens BancShares Inc 2022-12-07 director

Daniel L Heavner Latest Holdings Summary

Daniel L Heavner currently owns a total of 1 stock. Daniel L Heavner owns 613 shares of First Citizens BancShares Inc (FCNCA) as of December 7, 2022, with a value of $1 Million.

Latest Holdings of Daniel L Heavner

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FCNCA First Citizens BancShares Inc 2022-12-07 613 1,754.50 1,075,509

Holding Weightings of Daniel L Heavner


Daniel L Heavner Form 4 Trading Tracker

According to the SEC Form 4 filings, Daniel L Heavner has made a total of 1 transactions in First Citizens BancShares Inc (FCNCA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in First Citizens BancShares Inc is the sale of 27 shares on December 7, 2022, which brought Daniel L Heavner around $21,090.

Insider Trading History of Daniel L Heavner

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.

Daniel L Heavner Trading Performance

GuruFocus tracks the stock performance after each of Daniel L Heavner's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel L Heavner is -3.83%. GuruFocus also compares Daniel L Heavner's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel L Heavner 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 Daniel L Heavner'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 Daniel L Heavner

Average Return

16.33%

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(%) 0.7 -3.83 4.71 16.33 4.17 25.7
Relative Return to S&P 500(%) -0.02 -2.6 -1.98 4.41 -5.08 6.76

Daniel L Heavner Ownership Network

Ownership Network List of Daniel L Heavner

No Data

Ownership Network Relation of Daniel L Heavner


Daniel L Heavner Owned Company Details

What does First Citizens BancShares Inc do?

Who are the key executives at First Citizens BancShares Inc?

Daniel L Heavner is the director of First Citizens BancShares Inc. Other key executives at First Citizens BancShares Inc include director & Vice Chairwoman Ellen R Alemany , 10 percent owner Olivia Britton Holding , and Executive Vice President Hope Holding Connell .

First Citizens BancShares Inc (FCNCA) Insider Trades Summary

Over the past 18 months, Daniel L Heavner made 1 insider transaction in First Citizens BancShares Inc (FCNCA) with a net sale of 27. Other recent insider transactions involving First Citizens BancShares Inc (FCNCA) include a net sale of 9,500 shares made by Ellen R Alemany , a net purchase of 1,297 shares made by Holding Frank B Jr , and a net purchase of 145 shares made by Craig L Nix .

In summary, during the past 3 months, insiders sold 3,000 shares of First Citizens BancShares Inc (FCNCA) in total and bought 2,031 shares, with a net sale of 969 shares. During the past 18 months, 9,527 shares of First Citizens BancShares Inc (FCNCA) were sold and 4,451 shares were bought by its insiders, resulting in a net sale of 5,076 shares.

First Citizens BancShares Inc (FCNCA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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First Citizens BancShares Inc Insider Transactions

No Available Data

Daniel L Heavner Mailing Address

Above is the net worth, insider trading, and ownership report for Daniel L Heavner. You might contact Daniel L Heavner via mailing address: 4300 Six Forks Road, Raleigh Nc 27609.

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