Karen S Lynch - Net Worth and Insider Trading
Karen S Lynch Net Worth
The estimated net worth of Karen S Lynch is at least $51 Million dollars as of 2024-04-27. Karen S Lynch is the President and CEO of CVS Health Corp and owns about 431,392 shares of CVS Health Corp (CVS) stock worth over $29 Million. Karen S Lynch is the President of Aetna Inc and owns about 64,261 shares of Aetna Inc (AET) stock worth over $14 Million. Karen S Lynch is also the President, Group Insurance of The Cigna Group and owns about 23,284 shares of The Cigna Group (CI) stock worth over $8 Million. Besides these, Karen S Lynch also holds Magellan Health Inc (MGLN) . Details can be seen in Karen S Lynch's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Karen S Lynch has not made any transactions after 2023-05-03 and currently still holds the listed stock(s).
Transaction Summary of Karen S Lynch
Karen S Lynch Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Karen S Lynch owns 4 companies in total, including U.S. Bancorp (USB) , CVS Health Corp (CVS) , and Aetna Inc (AET) among others .
Click here to see the complete history of Karen S Lynch’s form 4 insider trades.
Insider Ownership Summary of Karen S Lynch
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| USB | U.S. Bancorp | 2015-12-07 | director |
| CVS | CVS Health Corp | 2023-05-03 | EVP & Pres & Aetna Bus Unit |
| AET | Aetna Inc | 2018-11-28 | President |
| MGLN | Magellan Health Inc | 2012-03-05 | President |
Karen S Lynch Latest Holdings Summary
Karen S Lynch currently owns a total of 4 stocks. Among these stocks, Karen S Lynch owns 431,392 shares of CVS Health Corp (CVS) as of May 3, 2023, with a value of $29 Million and a weighting of 56.73%. Karen S Lynch owns 64,261 shares of Aetna Inc (AET) as of September 18, 2017, with a value of $14 Million and a weighting of 26.75%. Karen S Lynch also owns 23,284 shares of The Cigna Group (CI) as of November 16, 2005, with a value of $8 Million and a weighting of 16.15%. The other 1 stocks Magellan Health Inc (MGLN) have a combined weighting of 0.37% among all his current holdings.
Latest Holdings of Karen S Lynch
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CVS | CVS Health Corp | 2023-05-03 | 431,392 | 67.18 | 28,980,915 |
| AET | Aetna Inc | 2017-09-18 | 64,261 | 212.70 | 13,668,315 |
| CI | The Cigna Group | 2005-11-16 | 23,284 | 354.47 | 8,253,479 |
| MGLN | Magellan Health Inc | 2011-09-02 | 1,970 | 94.99 | 187,130 |
Holding Weightings of Karen S Lynch
Karen S Lynch Form 4 Trading Tracker
According to the SEC Form 4 filings, Karen S Lynch has made a total of 2 transactions in CVS Health Corp (CVS) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in CVS Health Corp is the acquisition of 14,000 shares on May 3, 2023, which cost Karen S Lynch around $976,500.
According to the SEC Form 4 filings, Karen S Lynch has made a total of 0 transactions in Aetna Inc (AET) over the past 5 years. The most-recent trade in Aetna Inc is the sale of 15,271 shares on September 18, 2017, which brought Karen S Lynch around $2 Million.
According to the SEC Form 4 filings, Karen S Lynch has made a total of 0 transactions in The Cigna Group (CI) over the past 5 years. The most-recent trade in The Cigna Group is the sale of 0 shares on November 16, 2005, which brought Karen S Lynch around $0.
More details on Karen S Lynch's insider transactions can be found in the Insider Trading History of Karen S Lynch table.Insider Trading History of Karen S Lynch
- 1
Karen S Lynch Trading Performance
GuruFocus tracks the stock performance after each of Karen S Lynch's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Karen S Lynch is 12.13%. GuruFocus also compares Karen S Lynch's trading performance to market benchmark return within the same time period. The performance of stocks bought by Karen S Lynch 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 Karen S Lynch's insider trading performs compared to the benchmark.
Performance of Karen S Lynch
Average Return
16.75%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.69 | 12.13 | 14.62 | 16.75 | 37.99 | 25.98 |
| Relative Return to S&P 500(%) | -4 | 3.62 | 5.23 | -3.88 | 21.4 | 18.44 |
Karen S Lynch Ownership Network
Ownership Network List of Karen S Lynch
Ownership Network Relation of Karen S Lynch
Karen S Lynch Owned Company Details
What does U.S. Bancorp do?
Who are the key executives at U.S. Bancorp?
Karen S Lynch is the director of U.S. Bancorp. Other key executives at U.S. Bancorp include EVP & General Counsel & and Sec. James L Chosy , Vice Chairman Andrew Cecere , and EVP & Controller Terrance R Dolan .
U.S. Bancorp (USB) Insider Trades Summary
Over the past 18 months, Karen S Lynch made no insider transaction in U.S. Bancorp (USB). Other recent insider transactions involving U.S. Bancorp (USB) include a net sale of 102,339 shares made by Terrance R Dolan , a net purchase of 17,619 shares made by James B Kelligrew , and a net sale of 44,916 shares made by Timothy A Welsh .
In summary, during the past 3 months, insiders sold 141,531 shares of U.S. Bancorp (USB) in total and bought 0 shares, with a net sale of 141,531 shares. During the past 18 months, 386,723 shares of U.S. Bancorp (USB) were sold and 80,328 shares were bought by its insiders, resulting in a net sale of 306,395 shares.
U.S. Bancorp (USB)'s detailed insider trading history can be found in Insider Trading Tracker table.
U.S. Bancorp Insider Transactions
Karen S Lynch Mailing Address
Above is the net worth, insider trading, and ownership report for Karen S Lynch. You might contact Karen S Lynch via mailing address: 151 Farmington Avenue, Rw61, Hartford Ct 06156.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
