Martin Bernard Davis - Net Worth and Insider Trading
Martin Bernard Davis Net Worth
The estimated net worth of Martin Bernard Davis is at least $6 Million dollars as of 2024-04-27. Martin Bernard Davis is the EVP and CIO of Southern Co and owns about 72,756 shares of Southern Co (SO) stock worth over $5 Million. Martin Bernard Davis is also the Director of SouthState Corp and owns about 2,570 shares of SouthState Corp (SSB) stock worth over $200,332. Details can be seen in Martin Bernard Davis's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Martin Bernard Davis has not made any transactions after 2023-09-05 and currently still holds the listed stock(s).
Transaction Summary of Martin Bernard Davis
Martin Bernard Davis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Martin Bernard Davis owns 2 companies in total, including SouthState Corp (SSB) , and Southern Co (SO) .
Click here to see the complete history of Martin Bernard Davis’s form 4 insider trades.
Insider Ownership Summary of Martin Bernard Davis
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SSB | SouthState Corp | 2018-08-01 | director |
| SO | Southern Co | 2023-09-05 | EVP and CIO |
Martin Bernard Davis Latest Holdings Summary
Martin Bernard Davis currently owns a total of 2 stocks. Among these stocks, Martin Bernard Davis owns 72,756 shares of Southern Co (SO) as of September 5, 2023, with a value of $5 Million and a weighting of 96.38%. Martin Bernard Davis also owns 2,570 shares of SouthState Corp (SSB) as of August 1, 2018, with a value of $200,332 and a weighting of 3.62%.
Latest Holdings of Martin Bernard Davis
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SO | Southern Co | 2023-09-05 | 72,756 | 73.21 | 5,326,467 |
| SSB | SouthState Corp | 2018-08-01 | 2,570 | 77.95 | 200,332 |
Holding Weightings of Martin Bernard Davis
Martin Bernard Davis Form 4 Trading Tracker
According to the SEC Form 4 filings, Martin Bernard Davis has made a total of 5 transactions in Southern Co (SO) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Southern Co is the sale of 1,490 shares on September 5, 2023, which brought Martin Bernard Davis around $99,905.
According to the SEC Form 4 filings, Martin Bernard Davis has made a total of 0 transactions in SouthState Corp (SSB) over the past 5 years. The most-recent trade in SouthState Corp is the acquisition of 1,000 shares on August 1, 2018, which cost Martin Bernard Davis around $84,030.
Insider Trading History of Martin Bernard Davis
- 1
Martin Bernard Davis Trading Performance
GuruFocus tracks the stock performance after each of Martin Bernard Davis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Martin Bernard Davis is -19.48%. GuruFocus also compares Martin Bernard Davis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Martin Bernard Davis 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 Martin Bernard Davis's insider trading performs compared to the benchmark.
Performance of Martin Bernard Davis
Average Return
-8.54%
Outperforming Transactions
0%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.96 | -19.48 | -20.55 | -8.54 | -24.72 | -6.46 |
| Relative Return to S&P 500(%) | -5.09 | -16.89 | -16.75 | -13.52 | -32.55 | -22.51 |
Martin Bernard Davis Ownership Network
Ownership Network List of Martin Bernard Davis
Ownership Network Relation of Martin Bernard Davis
Martin Bernard Davis Owned Company Details
What does SouthState Corp do?
Who are the key executives at SouthState Corp?
Martin Bernard Davis is the director of SouthState Corp. Other key executives at SouthState Corp include Chief Credit Officer Daniel E Bockhorst , President Richard Iv Murray , and President of SSB Greg A Lapointe .
SouthState Corp (SSB) Insider Trades Summary
Over the past 18 months, Martin Bernard Davis made no insider transaction in SouthState Corp (SSB). Other recent insider transactions involving SouthState Corp (SSB) include a net sale of 49,685 shares made by John C Pollok , a net sale of 10,230 shares made by Greg A Lapointe , and a net purchase of 22,933 shares made by Page G Ruffner Jr .
In summary, during the past 3 months, insiders sold 14,925 shares of SouthState Corp (SSB) in total and bought 0 shares, with a net sale of 14,925 shares. During the past 18 months, 124,245 shares of SouthState Corp (SSB) were sold and 22,933 shares were bought by its insiders, resulting in a net sale of 101,312 shares.
SouthState Corp (SSB)'s detailed insider trading history can be found in Insider Trading Tracker table.
SouthState Corp Insider Transactions
Martin Bernard Davis Mailing Address
Above is the net worth, insider trading, and ownership report for Martin Bernard Davis. You might contact Martin Bernard Davis via mailing address: 520 Gervais Street, C/o South State Corp, Columbia Sc 29201.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
