David L Holmes - Net Worth and Insider Trading
David L Holmes Net Worth
The estimated net worth of David L Holmes is at least $218 Million dollars as of 2024-05-02. David L Holmes is the Trustee of U-Haul Holding Co and owns about 3,394,260 shares of U-Haul Holding Co (UHAL) stock worth over $218 Million. Details can be seen in David L Holmes's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David L Holmes has not made any transactions after 2017-05-30 and currently still holds the listed stock(s).
Transaction Summary of David L Holmes
David L Holmes Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David L Holmes owns 2 companies in total, including U-Haul Holding Co (UHAL) , and U-Haul Holding Co (UHAL.B) .
Click here to see the complete history of David L Holmes’s form 4 insider trades.
Insider Ownership Summary of David L Holmes
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UHAL | U-Haul Holding Co | 2017-05-30 | 10 percent owner & other: Trustee |
| UHAL.B | U-Haul Holding Co | 2016-02-01 | 10 percent owner & other: Trustee |
David L Holmes Latest Holdings Summary
David L Holmes currently owns a total of 1 stock. David L Holmes owns 3,394,260 shares of U-Haul Holding Co (UHAL) as of May 30, 2017, with a value of $218 Million.
Latest Holdings of David L Holmes
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UHAL | U-Haul Holding Co | 2017-05-30 | 3,394,260 | 64.24 | 218,047,262 |
Holding Weightings of David L Holmes
David L Holmes Form 4 Trading Tracker
According to the SEC Form 4 filings, David L Holmes has made a total of 0 transactions in U-Haul Holding Co (UHAL) over the past 5 years. The most-recent trade in U-Haul Holding Co is the acquisition of 20,000 shares on May 30, 2017, which cost David L Holmes around $705,740.
Insider Trading History of David L Holmes
- 1
David L Holmes Trading Performance
GuruFocus tracks the stock performance after each of David L Holmes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David L Holmes is 3.41%. GuruFocus also compares David L Holmes's trading performance to market benchmark return within the same time period. The performance of stocks bought by David L Holmes 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 David L Holmes's insider trading performs compared to the benchmark.
Performance of David L Holmes
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.38 | | | | | |
| Relative Return to S&P 500(%) | 1.94 | | | | | |
David L Holmes Ownership Network
David L Holmes Owned Company Details
What does U-Haul Holding Co do?
Who are the key executives at U-Haul Holding Co?
David L Holmes is the 10 percent owner & other: Trustee of U-Haul Holding Co. Other key executives at U-Haul Holding Co include 10 percent owner Clarendon Strategies, Llc , director & 10 percent owner & President Edward J Shoen , and 10 percent owner Mark V Shoen .
U-Haul Holding Co (UHAL) Insider Trades Summary
Over the past 18 months, David L Holmes made no insider transaction in U-Haul Holding Co (UHAL). Other recent insider transactions involving U-Haul Holding Co (UHAL) include a net purchase of 1,348,900 shares made by Mark V Shoen , a net purchase of 1,348,900 shares made by Willow Grove Holdings Lp , and a net purchase of 1,348,900 shares made by Edward J Shoen .
In summary, during the past 3 months, insiders sold 3,000 shares of U-Haul Holding Co (UHAL) in total and bought 100 shares, with a net sale of 2,900 shares. During the past 18 months, 138,500 shares of U-Haul Holding Co (UHAL) were sold and 4,181,965 shares were bought by its insiders, resulting in a net purchase of 4,043,465 shares.
U-Haul Holding Co (UHAL)'s detailed insider trading history can be found in Insider Trading Tracker table.
U-Haul Holding Co Insider Transactions
David L Holmes Mailing Address
Above is the net worth, insider trading, and ownership report for David L Holmes. You might contact David L Holmes via mailing address: 4040 S. Westpoint Dr., Reno Nv 89509.
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