Peggy Wheeler - Net Worth and Insider Trading

Peggy Wheeler Net Worth

The estimated net worth of Peggy Wheeler is at least $216,505 dollars as of 2024-12-04. Peggy Wheeler is the COO of Isabella Bank Corp and owns about 8,716 shares of Isabella Bank Corp (ISBA) stock worth over $216,505. Details can be seen in Peggy Wheeler's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Peggy Wheeler has not made any transactions after 2024-12-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Peggy Wheeler

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Peggy Wheeler Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Peggy Wheeler owns 1 companies in total, including Isabella Bank Corp (ISBA) .

Click here to see the complete history of Peggy Wheeler’s form 4 insider trades.

Insider Ownership Summary of Peggy Wheeler

Ticker Comapny Transaction Date Type of Owner
ISBA Isabella Bank Corp 2024-11-01 Senior Vice President

Peggy Wheeler Latest Holdings Summary

Peggy Wheeler currently owns a total of 1 stock. Peggy Wheeler owns 8,716 shares of Isabella Bank Corp (ISBA) as of December 2, 2024, with a value of $216,505.

Latest Holdings of Peggy Wheeler

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ISBA Isabella Bank Corp 2024-12-02 8,716 24.84 216,505

Holding Weightings of Peggy Wheeler


Peggy Wheeler Form 4 Trading Tracker

According to the SEC Form 4 filings, Peggy Wheeler has made a total of 36 transactions in Isabella Bank Corp (ISBA) over the past 5 years, including 36 buys and 0 sells. The most-recent trade in Isabella Bank Corp is the acquisition of 21 shares on December 2, 2024, which cost Peggy Wheeler around $500.

Insider Trading History of Peggy Wheeler

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Peggy Wheeler Trading Performance

GuruFocus tracks the stock performance after each of Peggy Wheeler's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Peggy Wheeler is -2.48%. GuruFocus also compares Peggy Wheeler's trading performance to market benchmark return within the same time period. The performance of stocks bought by Peggy Wheeler within 3 months outperforms 10 times out of 41 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Peggy Wheeler's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Peggy Wheeler

Average Return

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Average return per transaction

Outperforming Transactions

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8 out of 34 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.12 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1.51 LIMIT LIMIT LIMIT LIMIT LIMIT

Peggy Wheeler Ownership Network

Ownership Network List of Peggy Wheeler

No Data

Ownership Network Relation of Peggy Wheeler

Insider Network Chart

Peggy Wheeler Owned Company Details

What does Isabella Bank Corp do?

Who are the key executives at Isabella Bank Corp?

Peggy Wheeler is the Senior Vice President of Isabella Bank Corp. Other key executives at Isabella Bank Corp include Executive VP & COO Jerome E Schwind , Chief Credit Officer Jon D Catlin , and Treasurer Michael P Prisby .

Isabella Bank Corp (ISBA) Insider Trades Summary

Over the past 18 months, Peggy Wheeler made 17 insider transaction in Isabella Bank Corp (ISBA) with a net purchase of 479. Other recent insider transactions involving Isabella Bank Corp (ISBA) include a net purchase of 400 shares made by Jerome E Schwind , a net purchase of 712 shares made by Jill Bourland , and a net purchase of 481 shares made by Jon D Catlin .

In summary, during the past 3 months, insiders sold 0 shares of Isabella Bank Corp (ISBA) in total and bought 1,102 shares, with a net purchase of 1,102 shares. During the past 18 months, 0 shares of Isabella Bank Corp (ISBA) were sold and 19,058 shares were bought by its insiders, resulting in a net purchase of 19,058 shares.

Isabella Bank Corp (ISBA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Isabella Bank Corp Insider Transactions

No Available Data

Peggy Wheeler Mailing Address

Above is the net worth, insider trading, and ownership report for Peggy Wheeler. Currently GuruFocus does not have mailing address information for Peggy Wheeler.

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