Deborah D Mcwhinney - Net Worth and Insider Trading
Deborah D Mcwhinney Net Worth
The estimated net worth of Deborah D Mcwhinney is at least $2 Million dollars as of 2024-04-27. Deborah D Mcwhinney is the EVP - Schwab Institutional of Charles Schwab Corp and owns about 17,120 shares of Charles Schwab Corp (SCHW) stock worth over $1 Million. Deborah D Mcwhinney is the Director of Focus Financial Partners Inc and owns about 3,000 shares of Focus Financial Partners Inc (FOCS) stock worth over $158,970. Deborah D Mcwhinney is also the Director of Fluor Corp and owns about 3,425 shares of Fluor Corp (FLR) stock worth over $140,254. Besides these, Deborah D Mcwhinney also holds BorgWarner Inc (BWA) . Details can be seen in Deborah D Mcwhinney's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Deborah D Mcwhinney has not made any transactions after 2018-12-19 and currently still holds the listed stock(s).
Transaction Summary of Deborah D Mcwhinney
Deborah D Mcwhinney Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Deborah D Mcwhinney owns 7 companies in total, including BorgWarner Inc (BWA) , Markit Ltd (MRKT) , and Focus Financial Partners Inc (FOCS) among others .
Click here to see the complete history of Deborah D Mcwhinney’s form 4 insider trades.
Insider Ownership Summary of Deborah D Mcwhinney
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
BWA | BorgWarner Inc | 2018-12-19 | director |
MRKT | Markit Ltd | 2020-04-16 | director |
FOCS | Focus Financial Partners Inc | 2018-07-30 | director |
FLR | Fluor Corp | 2015-08-26 | director |
HIS | BlackRock High Income Shares Shs Ben Int | 2016-07-12 | director |
SCHW | Charles Schwab Corp | 2007-04-27 | EVP - Schwab Institutional |
SPGI | S&P Global Inc | 2023-01-03 | director |
Deborah D Mcwhinney Latest Holdings Summary
Deborah D Mcwhinney currently owns a total of 4 stocks. Among these stocks, Deborah D Mcwhinney owns 17,120 shares of Charles Schwab Corp (SCHW) as of April 27, 2007, with a value of $1 Million and a weighting of 76.84%. Deborah D Mcwhinney owns 3,000 shares of Focus Financial Partners Inc (FOCS) as of July 30, 2018, with a value of $158,970 and a weighting of 9.51%. Deborah D Mcwhinney also owns 3,425 shares of Fluor Corp (FLR) as of August 26, 2015, with a value of $140,254 and a weighting of 8.39%. The other 1 stocks BorgWarner Inc (BWA) have a combined weighting of 5.25% among all his current holdings.
Latest Holdings of Deborah D Mcwhinney
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
SCHW | Charles Schwab Corp | 2007-04-27 | 17,120 | 74.99 | 1,283,829 |
FOCS | Focus Financial Partners Inc | 2018-07-30 | 3,000 | 52.99 | 158,970 |
FLR | Fluor Corp | 2015-08-26 | 3,425 | 40.95 | 140,254 |
BWA | BorgWarner Inc | 2018-12-19 | 2,642 | 33.19 | 87,688 |
Holding Weightings of Deborah D Mcwhinney
Deborah D Mcwhinney Form 4 Trading Tracker
According to the SEC Form 4 filings, Deborah D Mcwhinney has made a total of 0 transactions in Charles Schwab Corp (SCHW) over the past 5 years. The most-recent trade in Charles Schwab Corp is the sale of 2,121 shares on April 27, 2007, which brought Deborah D Mcwhinney around $41,763.
According to the SEC Form 4 filings, Deborah D Mcwhinney has made a total of 0 transactions in Focus Financial Partners Inc (FOCS) over the past 5 years. The most-recent trade in Focus Financial Partners Inc is the acquisition of 3,000 shares on July 30, 2018, which cost Deborah D Mcwhinney around $99,000.
According to the SEC Form 4 filings, Deborah D Mcwhinney has made a total of 0 transactions in Fluor Corp (FLR) over the past 5 years. The most-recent trade in Fluor Corp is the acquisition of 2,352 shares on August 26, 2015, which cost Deborah D Mcwhinney around $99,960.
More details on Deborah D Mcwhinney's insider transactions can be found in the Insider Trading History of Deborah D Mcwhinney table.Insider Trading History of Deborah D Mcwhinney
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Deborah D Mcwhinney Trading Performance
GuruFocus tracks the stock performance after each of Deborah D Mcwhinney's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Deborah D Mcwhinney is 4.96%. GuruFocus also compares Deborah D Mcwhinney's trading performance to market benchmark return within the same time period. The performance of stocks bought by Deborah D Mcwhinney within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Deborah D Mcwhinney's insider trading performs compared to the benchmark.
Performance of Deborah D Mcwhinney
Average Return
7.76%
Outperforming Transactions
75%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 4.68 | 4.96 | 0.4 | 7.76 | -2.81 | 7.92 |
Relative Return to S&P 500(%) | 2.1 | 1.18 | -4.47 | -7 | -15.48 | -10.02 |
Deborah D Mcwhinney Ownership Network
Ownership Network List of Deborah D Mcwhinney
Ownership Network Relation of Deborah D Mcwhinney
Deborah D Mcwhinney Owned Company Details
What does BorgWarner Inc do?
Who are the key executives at BorgWarner Inc?
Deborah D Mcwhinney is the director of BorgWarner Inc. Other key executives at BorgWarner Inc include Vice President Stefan Demmerle , Vice President Volker Weng , and Vice President Frederic Lissalde .
BorgWarner Inc (BWA) Insider Trades Summary
Over the past 18 months, Deborah D Mcwhinney made no insider transaction in BorgWarner Inc (BWA). Other recent insider transactions involving BorgWarner Inc (BWA) include a net sale of 18,000 shares made by Stefan Demmerle , a net sale of 62,823 shares made by Tonit M Calaway , and a net sale of 37,592 shares made by Joseph F. Fadool .
In summary, during the past 3 months, insiders sold 287,503 shares of BorgWarner Inc (BWA) in total and bought 0 shares, with a net sale of 287,503 shares. During the past 18 months, 543,488 shares of BorgWarner Inc (BWA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 543,488 shares.
BorgWarner Inc (BWA)'s detailed insider trading history can be found in Insider Trading Tracker table.
BorgWarner Inc Insider Transactions
Deborah D Mcwhinney Mailing Address
Above is the net worth, insider trading, and ownership report for Deborah D Mcwhinney. You might contact Deborah D Mcwhinney via mailing address: Po Box 40 East Broadway, Butte Mt 59701.