Matthew Potere - Net Worth and Insider Trading
Matthew Potere Net Worth
The estimated net worth of Matthew Potere is at least $861 dollars as of 2024-12-25. Matthew Potere is the CEO of Sunlight Financial Holdings Inc and owns about 71,131 shares of Sunlight Financial Holdings Inc (SUNLQ) stock worth over $861. Details can be seen in Matthew Potere's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Matthew Potere has not made any transactions after 2022-10-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Matthew Potere
Matthew Potere Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Matthew Potere owns 1 companies in total, including Sunlight Financial Holdings Inc (SUNLQ) .
Click here to see the complete history of Matthew Potere’s form 4 insider trades.
Insider Ownership Summary of Matthew Potere
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SUNLQ | Sunlight Financial Holdings Inc | 2022-10-03 | director & Chief Executive Officer |
Matthew Potere Latest Holdings Summary
Matthew Potere currently owns a total of 1 stock. Matthew Potere owns 71,131 shares of Sunlight Financial Holdings Inc (SUNLQ) as of October 3, 2022, with a value of $861.
Latest Holdings of Matthew Potere
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SUNLQ | Sunlight Financial Holdings Inc | 2022-10-03 | 71,131 | 0.01 | 861 |
Holding Weightings of Matthew Potere
Matthew Potere Form 4 Trading Tracker
According to the SEC Form 4 filings, Matthew Potere has made a total of 3 transactions in Sunlight Financial Holdings Inc (SUNLQ) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Sunlight Financial Holdings Inc is the acquisition of 188 shares on October 3, 2022, which cost Matthew Potere around $10,002.
Insider Trading History of Matthew Potere
- 1
Matthew Potere Trading Performance
GuruFocus tracks the stock performance after each of Matthew Potere's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Matthew Potere is -14.52%. GuruFocus also compares Matthew Potere's trading performance to market benchmark return within the same time period. The performance of stocks bought by Matthew Potere 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 Matthew Potere's insider trading performs compared to the benchmark.
Performance of Matthew Potere
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.3 | | | | | |
| Relative Return to S&P 500(%) | -4.16 | | | | | |
Matthew Potere Ownership Network
Matthew Potere Owned Company Details
What does Sunlight Financial Holdings Inc do?
Who are the key executives at Sunlight Financial Holdings Inc?
Matthew Potere is the director & Chief Executive Officer of Sunlight Financial Holdings Inc. Other key executives at Sunlight Financial Holdings Inc include Chief Financial Officer Rodney Yoder , EVP and COO Timothy Parsons , and 10 percent owner Aph Holdings, L.p. .
Sunlight Financial Holdings Inc (SUNLQ) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Sunlight Financial Holdings Inc (SUNLQ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Sunlight Financial Holdings Inc (SUNLQ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Sunlight Financial Holdings Inc (SUNLQ)'s detailed insider trading history can be found in Insider Trading Tracker table.
Sunlight Financial Holdings Inc Insider Transactions
Matthew Potere Mailing Address
Above is the net worth, insider trading, and ownership report for Matthew Potere. You might contact Matthew Potere via mailing address: 101 N. Tryon Street, Ste. 1000, Charlotte Nc 28246.
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