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

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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

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.

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.

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

Performance of Deborah D Mcwhinney

Average Return

7.76%

Average return per transaction

Outperforming Transactions

75%

3 out of 4 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(%) 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

No Data

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.

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BorgWarner Inc Insider Transactions

No Available Data

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.

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