David W Wallace - Net Worth and Insider Trading

David W Wallace Net Worth

The estimated net worth of David W Wallace is at least $27 Million dollars as of 2024-03-29. David W Wallace is the 10% Owner of Washington Trust Bancorp Inc and owns about 1,022,000 shares of Washington Trust Bancorp Inc (WASH) stock worth over $27 Million. Details can be seen in David W Wallace's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David W Wallace has not made any transactions after 2013-06-21 and currently still holds the listed stock(s).

Transaction Summary of David W Wallace

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David W Wallace Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David W Wallace owns 1 companies in total, including Washington Trust Bancorp Inc () .

Click here to see the complete history of David W Wallace’s form 4 insider trades.

Insider Ownership Summary of David W Wallace

Ticker Comapny Transaction Date Type of Owner
Washington Trust Bancorp Inc 2013-06-21 10 percent owner

David W Wallace Latest Holdings Summary

David W Wallace currently owns a total of 1 stock. David W Wallace owns 1,022,000 shares of Washington Trust Bancorp Inc (WASH) as of June 21, 2013, with a value of $27 Million.

Latest Holdings of David W Wallace

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
WASH Washington Trust Bancorp Inc 2013-06-21 1,022,000 26.86 27,450,920

Holding Weightings of David W Wallace


David W Wallace Form 4 Trading Tracker

According to the SEC Form 4 filings, David W Wallace has made a total of 0 transactions in Washington Trust Bancorp Inc (WASH) over the past 5 years. The most-recent trade in Washington Trust Bancorp Inc is the acquisition of 11,000 shares on June 21, 2013, which cost David W Wallace around $305,140.

Insider Trading History of David W Wallace

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.

David W Wallace Trading Performance

GuruFocus tracks the stock performance after each of David W Wallace's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David W Wallace is 2.74%. GuruFocus also compares David W Wallace's trading performance to market benchmark return within the same time period. The performance of stocks bought by David W Wallace within 3 months outperforms 36 times out of 73 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how David W Wallace'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 David W Wallace

Average Relative Return

-0.68%

Average relative return per transaction

Outperforming Transactions

44%

32 out of 73 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 1.15 2.74 1.25 -0.68 -1.82 -4.14
Relative Return to S&P 500(%) 0.44 0.75 -3.02 -8.63 -11.36 -4.41

David W Wallace Ownership Network

Ownership Network List of David W Wallace

No Data

Ownership Network Relation of David W Wallace


David W Wallace Owned Company Details

What does Washington Trust Bancorp Inc do?

Who are the key executives at Washington Trust Bancorp Inc?

David W Wallace is the 10 percent owner of Washington Trust Bancorp Inc. Other key executives at Washington Trust Bancorp Inc include SVP Retail Lending Mary E. Noons , EVP and Chief Retail Lend Off Rolando A Lora , and EVP Human Resources Kristen L Disanto .

Washington Trust Bancorp Inc () Insider Trades Summary

Over the past 18 months, David W Wallace made no insider transaction in Washington Trust Bancorp Inc (). Other recent insider transactions involving Washington Trust Bancorp Inc () include a net purchase of 1,250 shares made by Howes Constance A , a net sale of 100 shares made by Edwin J Santos , and a net sale of 1 shares made by Ronald S. Ohsberg .

In summary, during the past 3 months, insiders sold 0 shares of Washington Trust Bancorp Inc () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 103 shares of Washington Trust Bancorp Inc () were sold and 1,250 shares were bought by its insiders, resulting in a net purchase of 1,147 shares.

Washington Trust Bancorp Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Washington Trust Bancorp Inc Insider Transactions

No Available Data

David W Wallace Mailing Address

Above is the net worth, insider trading, and ownership report for David W Wallace. You might contact David W Wallace via mailing address: 680 Steamboat Road, Greenwich Ct 06830.

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