Joseph Stilwell - Net Worth and Insider Trading

Joseph Stilwell Net Worth

The estimated net worth of Joseph Stilwell is at least $118 Million dollars as of 2024-12-27. Joseph Stilwell is the Director, 10% Owner of Kingsway Financial Services Inc and owns about 6,863,027 shares of Kingsway Financial Services Inc (KFS) stock worth over $58 Million. Joseph Stilwell is the 10% Owner of Sound Financial Bancorp Inc and owns about 408,716 shares of Sound Financial Bancorp Inc (SFBC) stock worth over $22 Million. Joseph Stilwell is also the 10% Owner of Provident Bancorp Inc and owns about 1,756,467 shares of Provident Bancorp Inc (PVBC) stock worth over $20 Million. Besides these, Joseph Stilwell also holds Peoples Financial Corp (PFBX) , American Coastal Insurance Corp (ACIC) , Wheeler Real Estate Investment Trust Inc (WHLR) . Details can be seen in Joseph Stilwell'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 Joseph Stilwell has not made any transactions after 2024-12-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Joseph Stilwell

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Joseph Stilwell Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Joseph Stilwell owns 7 companies in total, including Sound Financial Bancorp Inc (SFBC) , Wheeler Real Estate Investment Trust Inc (WHLR) , and Kingsway Financial Services Inc (KFS) among others .

Click here to see the complete history of Joseph Stilwell’s form 4 insider trades.

Insider Ownership Summary of Joseph Stilwell

Ticker Comapny Transaction Date Type of Owner
SFBC Sound Financial Bancorp Inc 2024-01-03 10 percent owner
WHLR Wheeler Real Estate Investment Trust Inc 2023-12-21 director & 10 percent owner
KFS Kingsway Financial Services Inc 2024-12-19 director & 10 percent owner
LIMIT LIMIT 2012-10-22 10 percent owner
LIMIT LIMIT 2020-03-30 director & 10 percent owner
LIMIT LIMIT 2024-11-22 10 percent owner
LIMIT LIMIT 2024-06-04 10 percent owner

Joseph Stilwell Latest Holdings Summary

Joseph Stilwell currently owns a total of 6 stocks. Among these stocks, Joseph Stilwell owns 6,863,027 shares of Kingsway Financial Services Inc (KFS) as of December 19, 2024, with a value of $58 Million and a weighting of 49.15%. Joseph Stilwell owns 408,716 shares of Sound Financial Bancorp Inc (SFBC) as of January 3, 2024, with a value of $22 Million and a weighting of 18.6%. Joseph Stilwell also owns 1,756,467 shares of Provident Bancorp Inc (PVBC) as of June 4, 2024, with a value of $20 Million and a weighting of 17.3%. The other 3 stocks Peoples Financial Corp (PFBX) , American Coastal Insurance Corp (ACIC) , Wheeler Real Estate Investment Trust Inc (WHLR) have a combined weighting of 14.95% among all his current holdings.

Latest Holdings of Joseph Stilwell

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
KFS Kingsway Financial Services Inc 2024-12-19 6,863,027 8.44 57,923,948
SFBC Sound Financial Bancorp Inc 2024-01-03 408,716 53.63 21,919,439
PVBC Provident Bancorp Inc 2024-06-04 1,756,467 11.61 20,392,582
PFBX Peoples Financial Corp 2024-11-22 647,264 19.50 12,621,648
ACIC American Coastal Insurance Corp 2012-10-22 357,716 13.65 4,882,823
WHLR Wheeler Real Estate Investment Trust Inc 2023-12-21 28,988 3.80 110,154

Holding Weightings of Joseph Stilwell


Joseph Stilwell Form 4 Trading Tracker

According to the SEC Form 4 filings, Joseph Stilwell has made a total of 68 transactions in Kingsway Financial Services Inc (KFS) over the past 5 years, including 62 buys and 6 sells. The most-recent trade in Kingsway Financial Services Inc is the sale of 590,000 shares on December 19, 2024, which brought Joseph Stilwell around $5 Million.

According to the SEC Form 4 filings, Joseph Stilwell has made a total of 59 transactions in Sound Financial Bancorp Inc (SFBC) over the past 5 years, including 59 buys and 0 sells. The most-recent trade in Sound Financial Bancorp Inc is the acquisition of 500 shares on January 3, 2024, which cost Joseph Stilwell around $19,715.

According to the SEC Form 4 filings, Joseph Stilwell has made a total of 20 transactions in Provident Bancorp Inc (PVBC) over the past 5 years, including 19 buys and 1 sells. The most-recent trade in Provident Bancorp Inc is the sale of 75,000 shares on June 4, 2024, which brought Joseph Stilwell around $721,500.

More details on Joseph Stilwell's insider transactions can be found in the Insider Trading History of Joseph Stilwell table.

Insider Trading History of Joseph Stilwell

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Joseph Stilwell Trading Performance

GuruFocus tracks the stock performance after each of Joseph Stilwell's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joseph Stilwell is 8.09%. GuruFocus also compares Joseph Stilwell's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joseph Stilwell within 3 months outperforms 135 times out of 309 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Joseph Stilwell's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Joseph Stilwell

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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219 out of 298 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 3.2 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 2.05 LIMIT LIMIT LIMIT LIMIT LIMIT

Joseph Stilwell Ownership Network

Ownership Network List of Joseph Stilwell

No Data

Ownership Network Relation of Joseph Stilwell

Insider Network Chart

Joseph Stilwell Owned Company Details

What does Sound Financial Bancorp Inc do?

Who are the key executives at Sound Financial Bancorp Inc?

Joseph Stilwell is the 10 percent owner of Sound Financial Bancorp Inc. Other key executives at Sound Financial Bancorp Inc include director & other: Vice Chairman of the Board Haddad David S Jr , SVP & Chief Credit Officer Brandon Lance , and Sr. VP & Chief Acct. Officer Jennifer L Mallon .

Sound Financial Bancorp Inc (SFBC) Insider Trades Summary

Over the past 18 months, Joseph Stilwell made 44 insider transaction in Sound Financial Bancorp Inc (SFBC) with a net purchase of 50,394. Other recent insider transactions involving Sound Financial Bancorp Inc (SFBC) include a net sale of 1,700 shares made by Haddad David S Jr , a net sale of 5,500 shares made by James E Sweeney , and a net sale of 2,925 shares made by Robert F Carney .

In summary, during the past 3 months, insiders sold 3,200 shares of Sound Financial Bancorp Inc (SFBC) in total and bought 0 shares, with a net sale of 3,200 shares. During the past 18 months, 10,125 shares of Sound Financial Bancorp Inc (SFBC) were sold and 50,394 shares were bought by its insiders, resulting in a net purchase of 40,269 shares.

Sound Financial Bancorp Inc (SFBC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Sound Financial Bancorp Inc Insider Transactions

No Available Data

Joseph Stilwell Mailing Address

Above is the net worth, insider trading, and ownership report for Joseph Stilwell. You might contact Joseph Stilwell via mailing address: 111 Broadway, 12th Floor, New York Ny 10006.

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