Jeffrey M Levy - Net Worth and Insider Trading
Jeffrey M Levy Net Worth
The estimated net worth of Jeffrey M Levy is at least $2 Million dollars as of 2024-04-27. Jeffrey M Levy is the EVP/ Pres Commercial Banking of NBT Bancorp Inc and owns about 55,099 shares of NBT Bancorp Inc (NBTB) stock worth over $2 Million. Jeffrey M Levy is also the President, Commercial Banking of Community Bank System Inc and owns about 9,125 shares of Community Bank System Inc (CBU) stock worth over $407,340. Details can be seen in Jeffrey M Levy's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jeffrey M Levy has not made any transactions after 2023-10-27 and currently still holds the listed stock(s).
Transaction Summary of Jeffrey M Levy
Jeffrey M Levy Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey M Levy owns 2 companies in total, including NBT Bancorp Inc (NBTB) , and Community Bank System Inc (CBU) .
Click here to see the complete history of Jeffrey M Levy’s form 4 insider trades.
Insider Ownership Summary of Jeffrey M Levy
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| NBTB | NBT Bancorp Inc | 2016-07-27 | President Commercial Banking |
| CBU | Community Bank System Inc | 2023-10-27 | President & Commercial Banking |
Jeffrey M Levy Latest Holdings Summary
Jeffrey M Levy currently owns a total of 2 stocks. Among these stocks, Jeffrey M Levy owns 55,099 shares of NBT Bancorp Inc (NBTB) as of July 27, 2016, with a value of $2 Million and a weighting of 82.95%. Jeffrey M Levy also owns 9,125 shares of Community Bank System Inc (CBU) as of October 27, 2023, with a value of $407,340 and a weighting of 17.05%.
Latest Holdings of Jeffrey M Levy
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| NBTB | NBT Bancorp Inc | 2016-07-27 | 55,099 | 35.97 | 1,981,911 |
| CBU | Community Bank System Inc | 2023-10-27 | 9,125 | 44.64 | 407,340 |
Holding Weightings of Jeffrey M Levy
Jeffrey M Levy Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey M Levy has made a total of 0 transactions in NBT Bancorp Inc (NBTB) over the past 5 years. The most-recent trade in NBT Bancorp Inc is the sale of 31,000 shares on July 27, 2016, which brought Jeffrey M Levy around $924,730.
According to the SEC Form 4 filings, Jeffrey M Levy has made a total of 2 transactions in Community Bank System Inc (CBU) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Community Bank System Inc is the acquisition of 1,300 shares on October 27, 2023, which cost Jeffrey M Levy around $50,180.
Insider Trading History of Jeffrey M Levy
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Jeffrey M Levy Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey M Levy's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey M Levy is 16.02%. GuruFocus also compares Jeffrey M Levy's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey M Levy within 3 months outperforms 3 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffrey M Levy's insider trading performs compared to the benchmark.
Performance of Jeffrey M Levy
Average Return
-5.31%
Outperforming Transactions
0%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 7.49 | 16.02 | 12.85 | -5.31 | -0.51 | 2.61 |
| Relative Return to S&P 500(%) | 5.24 | 5.35 | 1.79 | 12.88 | -1.4 | -4.58 |
Jeffrey M Levy Ownership Network
Ownership Network List of Jeffrey M Levy
Ownership Network Relation of Jeffrey M Levy
Jeffrey M Levy Owned Company Details
What does NBT Bancorp Inc do?
Who are the key executives at NBT Bancorp Inc?
Jeffrey M Levy is the President Commercial Banking of NBT Bancorp Inc. Other key executives at NBT Bancorp Inc include EVP & Chief Risk and Credit Amy Wiles , EVP & Chief Financial Officer Scott Allen Kingsley , and EVP/Strategic Integration Cantele Richard J Jr .
NBT Bancorp Inc (NBTB) Insider Trades Summary
Over the past 18 months, Jeffrey M Levy made no insider transaction in NBT Bancorp Inc (NBTB). Other recent insider transactions involving NBT Bancorp Inc (NBTB) include a net purchase of 4,310 shares made by Scott Allen Kingsley , a net purchase of 1,650 shares made by Jason David Brown , and a net sale of 2,641 shares made by Amy Wiles .
In summary, during the past 3 months, insiders sold 8,641 shares of NBT Bancorp Inc (NBTB) in total and bought 1,000 shares, with a net sale of 7,641 shares. During the past 18 months, 10,641 shares of NBT Bancorp Inc (NBTB) were sold and 46,710 shares were bought by its insiders, resulting in a net purchase of 36,069 shares.
NBT Bancorp Inc (NBTB)'s detailed insider trading history can be found in Insider Trading Tracker table.
NBT Bancorp Inc Insider Transactions
Jeffrey M Levy Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey M Levy. You might contact Jeffrey M Levy via mailing address: 52 South Broad Street, Norwich Ny 13815.
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