Chung David H S - Net Worth and Insider Trading
Chung David H S Net Worth
The estimated net worth of Chung David H S is at least $1 Million dollars as of 2024-05-23. Chung David H S is the Director of Avantax Inc and owns about 39,192 shares of Avantax Inc (AVTA) stock worth over $1 Million. Details can be seen in Chung David H S's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Chung David H S has not made any transactions after 2015-11-09 and currently still holds the listed stock(s).
Transaction Summary of Chung David H S
Chung David H S Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Chung David H S owns 5 companies in total, including Avantax Inc (AVTA) , Pathfinder Acquisition Corp (PFDRU) , and Pathfinder Acquisition Corp (PFDR) among others .
Click here to see the complete history of Chung David H S’s form 4 insider trades.
Insider Ownership Summary of Chung David H S
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVTA | Avantax Inc | 2015-11-09 | director |
| PFDRU | Pathfinder Acquisition Corp | 2021-02-16 | director & 10 percent owner & Chief Executive Officer |
| PFDR | Pathfinder Acquisition Corp | 2021-02-16 | director & 10 percent owner & Chief Executive Officer |
 | | 2022-08-23 | director |
| | 2023-02-10 | director |
Chung David H S Latest Holdings Summary
Chung David H S currently owns a total of 1 stock. Chung David H S owns 39,192 shares of Avantax Inc (AVTA) as of November 9, 2015, with a value of $1 Million.
Latest Holdings of Chung David H S
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVTA | Avantax Inc | 2015-11-09 | 39,192 | 25.99 | 1,018,600 |
Holding Weightings of Chung David H S
Chung David H S Form 4 Trading Tracker
According to the SEC Form 4 filings, Chung David H S has made a total of 0 transactions in Avantax Inc (AVTA) over the past 5 years. The most-recent trade in Avantax Inc is the acquisition of 10,000 shares on November 9, 2015, which cost Chung David H S around $101,400.
Insider Trading History of Chung David H S
- 1
Chung David H S Trading Performance
GuruFocus tracks the stock performance after each of Chung David H S's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Chung David H S is -25.98%. GuruFocus also compares Chung David H S's trading performance to market benchmark return within the same time period. The performance of stocks bought by Chung David H S 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 Chung David H S's insider trading performs compared to the benchmark.
Performance of Chung David H S
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.63 | | | | | |
| Relative Return to S&P 500(%) | -2.14 | | | | | |
Chung David H S Ownership Network
Chung David H S Owned Company Details
What does Avantax Inc do?
Who are the key executives at Avantax Inc?
Chung David H S is the director of Avantax Inc. Other key executives at Avantax Inc include Principal Accounting Officer Stacy Murray , Chief Legal Officer & Corp Sec Tabitha Bailey , and Chief Financial Officer Marc Mehlman .
Avantax Inc (AVTA) Insider Trades Summary
Over the past 18 months, Chung David H S made no insider transaction in Avantax Inc (AVTA). Other recent insider transactions involving Avantax Inc (AVTA) include a net sale of 8,494 shares made by Stacy Murray ,
In summary, during the past 3 months, insiders sold 0 shares of Avantax Inc (AVTA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 8,494 shares of Avantax Inc (AVTA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 8,494 shares.
Avantax Inc (AVTA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Avantax Inc Insider Transactions
Chung David H S Mailing Address
Above is the net worth, insider trading, and ownership report for Chung David H S. You might contact Chung David H S via mailing address: 10900 Ne 8th Street, Suite 800, Bellevue Wa 98004.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
