Geoffrey Alan Wolpert - Net Worth and Insider Trading
Geoffrey Alan Wolpert Net Worth
The estimated net worth of Geoffrey Alan Wolpert is at least $5 Million dollars as of 2024-05-14. Geoffrey Alan Wolpert is the Director of SmartFinancial Inc and owns about 204,916 shares of SmartFinancial Inc (SMBK) stock worth over $5 Million. Details can be seen in Geoffrey Alan Wolpert's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Geoffrey Alan Wolpert has not made any transactions after 2023-06-12 and currently still holds the listed stock(s).
Transaction Summary of Geoffrey Alan Wolpert
Geoffrey Alan Wolpert Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Geoffrey Alan Wolpert owns 1 companies in total, including SmartFinancial Inc (SMBK) .
Click here to see the complete history of Geoffrey Alan Wolpert’s form 4 insider trades.
Insider Ownership Summary of Geoffrey Alan Wolpert
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SMBK | SmartFinancial Inc | 2023-06-12 | director |
Geoffrey Alan Wolpert Latest Holdings Summary
Geoffrey Alan Wolpert currently owns a total of 1 stock. Geoffrey Alan Wolpert owns 204,916 shares of SmartFinancial Inc (SMBK) as of June 12, 2023, with a value of $5 Million.
Latest Holdings of Geoffrey Alan Wolpert
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SMBK | SmartFinancial Inc | 2023-06-12 | 204,916 | 22.62 | 4,635,200 |
Holding Weightings of Geoffrey Alan Wolpert
Geoffrey Alan Wolpert Form 4 Trading Tracker
According to the SEC Form 4 filings, Geoffrey Alan Wolpert has made a total of 2 transactions in SmartFinancial Inc (SMBK) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in SmartFinancial Inc is the acquisition of 350 shares on June 12, 2023, which cost Geoffrey Alan Wolpert around $8,005.
Insider Trading History of Geoffrey Alan Wolpert
- 1
Geoffrey Alan Wolpert Trading Performance
GuruFocus tracks the stock performance after each of Geoffrey Alan Wolpert's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Geoffrey Alan Wolpert is 10.42%. GuruFocus also compares Geoffrey Alan Wolpert's trading performance to market benchmark return within the same time period. The performance of stocks bought by Geoffrey Alan Wolpert within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Geoffrey Alan Wolpert's insider trading performs compared to the benchmark.
Performance of Geoffrey Alan Wolpert
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.78 | | | | | |
| Relative Return to S&P 500(%) | 1.64 | | | | | |
Geoffrey Alan Wolpert Ownership Network
Geoffrey Alan Wolpert Owned Company Details
What does SmartFinancial Inc do?
Who are the key executives at SmartFinancial Inc?
Geoffrey Alan Wolpert is the director of SmartFinancial Inc. Other key executives at SmartFinancial Inc include Chief Credit Officer & EVP Rhett D. Jordan , Chief Risk Officer & EVP Petty Gary Wayne Jr , and director & Chairman Wesley Miller Welborn .
SmartFinancial Inc (SMBK) Insider Trades Summary
Over the past 18 months, Geoffrey Alan Wolpert made 2 insider transaction in SmartFinancial Inc (SMBK) with a net purchase of 2,850. Other recent insider transactions involving SmartFinancial Inc (SMBK) include a net sale of 2,730 shares made by Rhett D. Jordan , a net purchase of 5,468 shares made by Wesley Miller Welborn , and a net purchase of 3,000 shares made by Carroll William Young Jr. .
In summary, during the past 3 months, insiders sold 2,744 shares of SmartFinancial Inc (SMBK) in total and bought 0 shares, with a net sale of 2,744 shares. During the past 18 months, 20,124 shares of SmartFinancial Inc (SMBK) were sold and 20,371 shares were bought by its insiders, resulting in a net purchase of 247 shares.
SmartFinancial Inc (SMBK)'s detailed insider trading history can be found in Insider Trading Tracker table.
SmartFinancial Inc Insider Transactions
Geoffrey Alan Wolpert Mailing Address
Above is the net worth, insider trading, and ownership report for Geoffrey Alan Wolpert. You might contact Geoffrey Alan Wolpert via mailing address: 5401 Kingston Pike, Suite 600, Knoxville Tn 37919.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
