Julie G Castle - Net Worth and Insider Trading
Julie G Castle Net Worth
The estimated net worth of Julie G Castle is at least $474,107 dollars as of 2024-05-27. Julie G Castle is the President, Financial Services of First Interstate BancSystem Inc and owns about 13,532 shares of First Interstate BancSystem Inc (FIBK) stock worth over $366,853. Julie G Castle is the Director of Sierra Bancorp and owns about 4,215 shares of Sierra Bancorp (BSRR) stock worth over $90,665. Julie G Castle is also the Executive Vice President of Zions Bancorp NA and owns about 385 shares of Zions Bancorp NA (ZION) stock worth over $16,590. Details can be seen in Julie G Castle's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Julie G Castle has not made any transactions after 2023-05-02 and currently still holds the listed stock(s).
Transaction Summary of Julie G Castle
Julie G Castle Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Julie G Castle owns 3 companies in total, including Zions Bancorp NA (ZION) , First Interstate BancSystem Inc (FIBK) , and Sierra Bancorp (BSRR) .
Click here to see the complete history of Julie G Castle’s form 4 insider trades.
Insider Ownership Summary of Julie G Castle
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
ZION | Zions Bancorp NA | 2016-04-28 | Executive Vice President |
FIBK | First Interstate BancSystem Inc | 2011-05-19 | President & Financial Services |
BSRR | Sierra Bancorp | 2023-05-02 | director |
Julie G Castle Latest Holdings Summary
Julie G Castle currently owns a total of 3 stocks. Among these stocks, Julie G Castle owns 13,532 shares of First Interstate BancSystem Inc (FIBK) as of May 19, 2011, with a value of $366,853 and a weighting of 77.38%. Julie G Castle owns 4,215 shares of Sierra Bancorp (BSRR) as of May 2, 2023, with a value of $90,665 and a weighting of 19.12%. Julie G Castle also owns 385 shares of Zions Bancorp NA (ZION) as of April 28, 2016, with a value of $16,590 and a weighting of 3.5%.
Latest Holdings of Julie G Castle
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
FIBK | First Interstate BancSystem Inc | 2011-05-19 | 13,532 | 27.11 | 366,853 |
BSRR | Sierra Bancorp | 2023-05-02 | 4,215 | 21.51 | 90,665 |
ZION | Zions Bancorp NA | 2016-04-28 | 385 | 43.09 | 16,590 |
Holding Weightings of Julie G Castle
Julie G Castle Form 4 Trading Tracker
According to the SEC Form 4 filings, Julie G Castle has made a total of 0 transactions in First Interstate BancSystem Inc (FIBK) over the past 5 years. The most-recent trade in First Interstate BancSystem Inc is the sale of 207 shares on May 19, 2011, which brought Julie G Castle around $2,832.
According to the SEC Form 4 filings, Julie G Castle has made a total of 3 transactions in Sierra Bancorp (BSRR) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Sierra Bancorp is the acquisition of 1,000 shares on May 2, 2023, which cost Julie G Castle around $15,550.
According to the SEC Form 4 filings, Julie G Castle has made a total of 0 transactions in Zions Bancorp NA (ZION) over the past 5 years. The most-recent trade in Zions Bancorp NA is the sale of 10,171 shares on April 28, 2016, which brought Julie G Castle around $281,432.
Insider Trading History of Julie G Castle
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Julie G Castle Trading Performance
GuruFocus tracks the stock performance after each of Julie G Castle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Julie G Castle is 29.22%. GuruFocus also compares Julie G Castle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Julie G Castle 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 Julie G Castle's insider trading performs compared to the benchmark.
Performance of Julie G Castle
Julie G Castle Ownership Network
Ownership Network List of Julie G Castle
Ownership Network Relation of Julie G Castle
Julie G Castle Owned Company Details
What does Zions Bancorp NA do?
Who are the key executives at Zions Bancorp NA?
Julie G Castle is the Executive Vice President of Zions Bancorp NA. Other key executives at Zions Bancorp NA include Exec VP & other: Pres. of Subidiary Mark Richard Young , Executive Vice President Rebecca K Robinson , and Exec VP & Pres. Of Subsidiary Alan M Forney .
Zions Bancorp NA (ZION) Insider Trades Summary
Over the past 18 months, Julie G Castle made no insider transaction in Zions Bancorp NA (ZION). Other recent insider transactions involving Zions Bancorp NA (ZION) include a net purchase of 30,600 shares made by Harris H Simmons , a net sale of 13,760 shares made by Steven Dan Stephens , and a net sale of 5,928 shares made by Mark Richard Young .
In summary, during the past 3 months, insiders sold 7,296 shares of Zions Bancorp NA (ZION) in total and bought 0 shares, with a net sale of 7,296 shares. During the past 18 months, 46,174 shares of Zions Bancorp NA (ZION) were sold and 121,600 shares were bought by its insiders, resulting in a net purchase of 75,426 shares.
Zions Bancorp NA (ZION)'s detailed insider trading history can be found in Insider Trading Tracker table.
Zions Bancorp NA Insider Transactions
Julie G Castle Mailing Address
Above is the net worth, insider trading, and ownership report for Julie G Castle. You might contact Julie G Castle via mailing address: 86 North Main Street, Porterville Ca 93257.