Daniel R Phillips - Net Worth and Insider Trading
Daniel R Phillips Net Worth
The estimated net worth of Daniel R Phillips is at least $572,737 dollars as of 2024-10-17. Daniel R Phillips is the Senior Vice President of Pathfinder Bancorp Inc and owns about 35,376 shares of Pathfinder Bancorp Inc (PBHC) stock worth over $572,737. Details can be seen in Daniel R Phillips'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 Daniel R Phillips has not made any transactions after 2024-09-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Daniel R Phillips
Daniel R Phillips Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel R Phillips owns 1 companies in total, including Pathfinder Bancorp Inc (PBHC) .
Click here to see the complete history of Daniel R Phillips’s form 4 insider trades.
Insider Ownership Summary of Daniel R Phillips
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PBHC | Pathfinder Bancorp Inc | 2024-09-16 | SVP |
Daniel R Phillips Latest Holdings Summary
Daniel R Phillips currently owns a total of 1 stock. Daniel R Phillips owns 35,376 shares of Pathfinder Bancorp Inc (PBHC) as of September 16, 2024, with a value of $572,737.
Latest Holdings of Daniel R Phillips
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PBHC | Pathfinder Bancorp Inc | 2024-09-16 | 35,376 | 16.19 | 572,737 |
Holding Weightings of Daniel R Phillips
Daniel R Phillips Form 4 Trading Tracker
According to the SEC Form 4 filings, Daniel R Phillips has made a total of 2 transactions in Pathfinder Bancorp Inc (PBHC) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Pathfinder Bancorp Inc is the sale of 5,000 shares on September 16, 2024, which brought Daniel R Phillips around $78,200.
Insider Trading History of Daniel R Phillips
- 1
Daniel R Phillips Trading Performance
GuruFocus tracks the stock performance after each of Daniel R Phillips's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel R Phillips is -2.11%. GuruFocus also compares Daniel R Phillips's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel R Phillips within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Daniel R Phillips's insider trading performs compared to the benchmark.
Performance of Daniel R Phillips
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.68 | | | | | |
| Relative Return to S&P 500(%) | 1.13 | | | | | |
Daniel R Phillips Ownership Network
Daniel R Phillips Owned Company Details
What does Pathfinder Bancorp Inc do?
Who are the key executives at Pathfinder Bancorp Inc?
Daniel R Phillips is the SVP of Pathfinder Bancorp Inc. Other key executives at Pathfinder Bancorp Inc include SVP and CFO James A. Dowd , Vice President Finance Walter Rusnak , and First Vice President Butkowski Robert G. Jr. .
Pathfinder Bancorp Inc (PBHC) Insider Trades Summary
Over the past 18 months, Daniel R Phillips made 2 insider transaction in Pathfinder Bancorp Inc (PBHC) with a net sale of 6,055. Other recent insider transactions involving Pathfinder Bancorp Inc (PBHC) include a net purchase of 12,733 shares made by Walter Rusnak , a net purchase of 2,877 shares made by George P Joyce , and a net purchase of 1,445 shares made by James A. Dowd .
In summary, during the past 3 months, insiders sold 6,055 shares of Pathfinder Bancorp Inc (PBHC) in total and bought 0 shares, with a net sale of 6,055 shares. During the past 18 months, 19,055 shares of Pathfinder Bancorp Inc (PBHC) were sold and 21,815 shares were bought by its insiders, resulting in a net purchase of 2,760 shares.
Pathfinder Bancorp Inc (PBHC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Pathfinder Bancorp Inc Insider Transactions
Daniel R Phillips Mailing Address
Above is the net worth, insider trading, and ownership report for Daniel R Phillips. You might contact Daniel R Phillips via mailing address: 214 West First Street, Oswego Ny 13126.
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