| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Strategy Officer
1 company
Jeffery L Ward last filed a Form 4 in December 2022, as Chief Strategy Officer at FCNCA. Jeffery L Ward's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Jeffery L Ward a middling insider score of 50/100, based on 3 past trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +27.9%.
At the last filing, the largest reported position was 5,600 shares of FCNCA. Net of sales, the FCNCA filings show accumulation of 1,950 shares.
Jeffery L Ward has 5 Form 4 filings on record from March 2020 to December 2022, all as Chief Strategy Officer at First Citizens Bancshares (FCNCA), 2020–2022.
The 8 reported transactions were 4 gifts, 3 open-market purchases and 1 other transaction.
Counted by filing, the open-market trades come to 3 purchases worth about $310K and no sales.
The largest open-market purchase was 178 shares of FCNCA at an average $837.99 on March 19, 2021, about $149K. Twelve months later FCNCA was down 11%.
Shares as reported in the last Form 4 for each company; the most recent is from December 2022. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 13, 2022 | FCNCA First Citizens Bancshares Inc /de/ | Chief Strategy Officer | Buy | 1,600 | $19.93 | $31,888.00 | +40.0% | -22.4% | +94.5% | |
| Jan 31, 2022 | FCNCA First Citizens Bancshares Inc /de/ | Chief Strategy Officer | Buy | 172 | $749.66 | $128,942.04 | +45.5% | -16.6% | +0.1% | |
| Mar 19, 2021 | FCNCA First Citizens Bancshares Inc /de/ | Chief Strategy Officer | Buy | 178 | $837.99 | $149,162.22 | +89.0% | +0.6% | -10.9% |