Stefani D Carter - Net Worth and Insider Trading
Stefani D Carter Net Worth
The estimated net worth of Stefani D Carter is at least $114,476 dollars as of 2024-05-15. Stefani D Carter is the Director of Axos Financial Inc and owns about 1,000 shares of Axos Financial Inc (AX) stock worth over $61,750. Stefani D Carter is the Director of Braemar Hotels & Resorts Inc and owns about 18,300 shares of Braemar Hotels & Resorts Inc (BHR) stock worth over $52,704. Stefani D Carter is also the Director of Wheeler Real Estate Investment Trust Inc and owns about 180 shares of Wheeler Real Estate Investment Trust Inc (WHLR) stock worth over $22. Details can be seen in Stefani D Carter's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Stefani D Carter has not made any transactions after 2022-09-01 and currently still holds the listed stock(s).
Transaction Summary of Stefani D Carter
Stefani D Carter Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stefani D Carter owns 4 companies in total, including Braemar Hotels & Resorts Inc (BHR) , Wheeler Real Estate Investment Trust Inc (WHLR) , and Axos Financial Inc (AX) among others .
Click here to see the complete history of Stefani D Carter’s form 4 insider trades.
Insider Ownership Summary of Stefani D Carter
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BHR | Braemar Hotels & Resorts Inc | 2019-08-23 | director |
| WHLR | Wheeler Real Estate Investment Trust Inc | 2021-06-02 | director |
| AX | Axos Financial Inc | 2022-09-01 | director |
 | | 2021-06-02 | director |
Stefani D Carter Latest Holdings Summary
Stefani D Carter currently owns a total of 3 stocks. Among these stocks, Stefani D Carter owns 1,000 shares of Axos Financial Inc (AX) as of September 1, 2022, with a value of $61,750 and a weighting of 53.94%. Stefani D Carter owns 18,300 shares of Braemar Hotels & Resorts Inc (BHR) as of August 23, 2019, with a value of $52,704 and a weighting of 46.04%. Stefani D Carter also owns 180 shares of Wheeler Real Estate Investment Trust Inc (WHLR) as of June 2, 2021, with a value of $22 and a weighting of 0.02%.
Latest Holdings of Stefani D Carter
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AX | Axos Financial Inc | 2022-09-01 | 1,000 | 61.75 | 61,750 |
| BHR | Braemar Hotels & Resorts Inc | 2019-08-23 | 18,300 | 2.88 | 52,704 |
| WHLR | Wheeler Real Estate Investment Trust Inc | 2021-06-02 | 180 | 0.12 | 22 |
Holding Weightings of Stefani D Carter
Stefani D Carter Form 4 Trading Tracker
According to the SEC Form 4 filings, Stefani D Carter has made a total of 1 transactions in Axos Financial Inc (AX) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Axos Financial Inc is the sale of 1,000 shares on September 1, 2022, which brought Stefani D Carter around $40,630.
According to the SEC Form 4 filings, Stefani D Carter has made a total of 1 transactions in Braemar Hotels & Resorts Inc (BHR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Braemar Hotels & Resorts Inc is the acquisition of 500 shares on August 23, 2019, which cost Stefani D Carter around $4,300.
According to the SEC Form 4 filings, Stefani D Carter has made a total of 1 transactions in Wheeler Real Estate Investment Trust Inc (WHLR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Wheeler Real Estate Investment Trust Inc is the acquisition of 180 shares on June 2, 2021, which cost Stefani D Carter around $8,802.
Insider Trading History of Stefani D Carter
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Stefani D Carter Trading Performance
GuruFocus tracks the stock performance after each of Stefani D Carter's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stefani D Carter is -1.99%. GuruFocus also compares Stefani D Carter's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stefani D Carter 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 Stefani D Carter's insider trading performs compared to the benchmark.
Performance of Stefani D Carter
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 17.29 | | | | | |
| Relative Return to S&P 500(%) | 13.03 | | | | | |
Stefani D Carter Ownership Network
Stefani D Carter Owned Company Details
What does Braemar Hotels & Resorts Inc do?
Who are the key executives at Braemar Hotels & Resorts Inc?
Stefani D Carter is the director of Braemar Hotels & Resorts Inc. Other key executives at Braemar Hotels & Resorts Inc include Chief Executive Officer Richard J Stockton , director & Chief Executive Officer Montgomery J Bennett , and Exec. VP & GC and Secretary Alex Rose .
Braemar Hotels & Resorts Inc (BHR) Insider Trades Summary
Over the past 18 months, Stefani D Carter made no insider transaction in Braemar Hotels & Resorts Inc (BHR). Other recent insider transactions involving Braemar Hotels & Resorts Inc (BHR) include a net sale of 417,491 shares made by Montgomery J Bennett , a net purchase of 43,000 shares made by Richard J Stockton , and a net purchase of 2,750 shares made by Mary Candace Evans .
In summary, during the past 3 months, insiders sold 0 shares of Braemar Hotels & Resorts Inc (BHR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 418,812 shares of Braemar Hotels & Resorts Inc (BHR) were sold and 45,750 shares were bought by its insiders, resulting in a net sale of 373,062 shares.
Braemar Hotels & Resorts Inc (BHR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Braemar Hotels & Resorts Inc Insider Transactions
Stefani D Carter Mailing Address
Above is the net worth, insider trading, and ownership report for Stefani D Carter. You might contact Stefani D Carter via mailing address: 14185 Dallas Parkway, Suite 1100, Dallas Tx 75254.
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