Jeffrey R. Balser's Net Worth

-$50.5 Thousand

Estimate Recalculated Sep 8, 2024 07:31PM EST

Who is Jeffrey R. Balser?

Jeffrey R. Balser does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include VARIAN MEDICAL SYSTEMS INC, and CVS HEALTH Corp.

SEC CIK

Jeffrey R. Balser's CIK is 0001751633

Past Insider Trading and Trends

2019 was Jeffrey R. Balser's most active year for acquiring shares with 2 total transactions. Jeffrey R. Balser's most active month to acquire stocks was the month of January. 2021 was Jeffrey R. Balser's most active year for disposing of shares, totalling 3 transactions. Jeffrey R. Balser's most active month to dispose stocks was the month of January. 2024 saw Jeffrey R. Balser paying a total of $125,623.68 for 2,184 shares, this is the most they've acquired in one year. In 2021 Jeffrey R. Balser cashed out on 5,071 shares for a total of $0.00, their largest year based on trade value.

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VARIAN MEDICAL SYSTEMS INC No price found

Investor

Jeffrey R. Balser used to own units in Common Stock but no longer holds any shares there. In the year 2019 Jeffrey R. Balser acquired a total of 2,824 shares in VARIAN MEDICAL SYSTEMS INC, Jeffrey also disposed a total of 2,824 shares of VARIAN MEDICAL SYSTEMS INC.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-100.00%
-2.82K
—
—
0
Apr 15
Form 4
+76.61%
1.23K
—
—
2.82K
Feb 16
Form 4
—
0
—
—
0
Feb 11
Form 4
—
0
—
—
0
Feb 14
Form 4
+349.16%
1.24K
—
—
1.6K
Feb 13
Form 4
∞
356
—
—
356
Nov 15
Form 4
—
0
—
—
0
Feb 15
Form 4
—
0
—
—
0
Nov 15
Form 3
—
0
—
—
0
No matching records found

CVS HEALTH Corp (CVS) Snapshot price: $57.5

Investor

Jeffrey R. Balser owns 7,277 units of Common Stock which is worth $418,427.50. From 2022 to 2024 Jeffrey R. Balser acquired a total of 7,059 shares in CVS HEALTH Corp at a cost of $468,938.27.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+42.88%
2.18K
$57.52
$125,623.68
7.28K
May 16
Form 4
+55.46%
1.82K
$69.13
$125,609.21
5.09K
Nov 15
Form 4
+68.26%
1.33K
$69.31
$92,112.99
3.28K
May 18
Form 4
+212.02%
1.32K
$94.93
$125,592.39
1.95K
Nov 17
Form 4
+186.24%
406
—
—
624
Sep 12
Form 3
—
0
—
—
0
No matching records found