Last updated: 6 August 2024 at 11:48am EST

Kelly J. Potes CFP Net Worth




The estimated Net Worth of Kelly Potes is at least 740 千$ dollars as of 5 August 2024. Mr Potes owns over 2,000 units of ChoiceOne Services stock worth over 150,600$ and over the last 5 years he sold COFS stock worth over 83,243$. In addition, he makes 505,807$ as CEO & Director at ChoiceOne Services.

Mr CFP COFS stock SEC Form 4 insiders trading

Mr has made over 9 trades of the ChoiceOne Services stock since 2020, according to the Form 4 filled with the SEC. Most recently he bought 2,000 units of COFS stock worth 53,460$ on 5 August 2024.

The largest trade he's ever made was exercising 15,435 units of ChoiceOne Services stock on 16 June 2020 worth over 324,289$. On average, Mr trades about 2,376 units every 95 days since 2020. As of 5 August 2024 he still owns at least 5,000 units of ChoiceOne Services stock.

You can see the complete history of Mr Potes stock trades at the bottom of the page.





Mr. Kelly J. Potes CFP biography

Kelly J. Potes CFP is the CEO & Director at ChoiceOne Services.

What is the salary of Mr CFP?

As the CEO & Director of ChoiceOne Services, the total compensation of Mr CFP at ChoiceOne Services is 505,807$. There are no executives at ChoiceOne Services getting paid more.



How old is Mr CFP?

Mr CFP is 59, he's been the CEO & Director of ChoiceOne Services since . There are 11 older and 15 younger executives at ChoiceOne Services. The oldest executive at ChoiceOne Financial Services, Inc. is James Bosserd, 70, who is the Independent Director.

What's Mr CFP's mailing address?

Kelly's mailing address filed with the SEC is 109, East Division Street, Sparta, Sparta Township, Kent County, Michigan, 49345, United States.

Insiders trading at ChoiceOne Services

Over the last 5 years, insiders at ChoiceOne Services have traded over 419,271$ worth of ChoiceOne Services stock and bought 111,469 units worth 2,641,897$ . The most active insiders traders include Kelly PotesBruce John Jr EssexEric E Burrough. On average, ChoiceOne Services executives and independent directors trade stock every 30 days with the average trade being worth of 92,107$. The most recent stock trade was executed by Michael J Jr Burke on 9 August 2024, trading 500 units of COFS stock currently worth 13,375$.



What does ChoiceOne Services do?

ChoiceOne Financial Services, Inc. operates as the bank holding company for ChoiceOne Bank that provides community banking services to corporations, partnerships, and individuals in Michigan. The company offers various deposit products, including time, savings, and demand deposits, safe deposit, and automated transaction machine services. It also provides commercial loans, such as business, industry, agricultural, construction, inventory, and real estate loans; and consumer loans comprising direct and indirect loans to consumers and purchasers of residential and real properties. In addition, the company offers safe deposit and automated transaction machine services; and alternative investment products, including annuities and mutual funds, as well as sells insurance policies, such as life and health for commercial and consumer clients. It operates 32 full-service offices in Kent, Muskegon, Newaygo, and Ottawa, Lapeer, Macomb, and St. Clair counties, Michigan. The company also operates three loan production offices. ChoiceOne Financial Services, Inc. was founded in 1898 and is headquartered in Sparta, Michigan.



Complete history of Mr Potes stock trades at ChoiceOne Services

インサイダー
取引
取引
合計金額
Kelly Potes
Chief Executive Officer
購入する 53,460$
5 Aug 2024
Kelly Potes
Chief Executive Officer
購入する 50,000$
25 Jul 2024
Kelly Potes
Chief Executive Officer
オプション行使 163,500$
15 Dec 2023
Kelly Potes
Chief Executive Officer
販売 69,268$
4 Dec 2023
Kelly Potes
Chief Executive Officer
販売 13,975$
28 Jan 2022
Kelly Potes
Chief Executive Officer
購入する 76,680$
8 Dec 2021
Kelly Potes
Chief Executive Officer
購入する 8,318$
27 Apr 2021
Kelly Potes
Chief Executive Officer
オプション行使 324,289$
16 Jun 2020
Kelly Potes
Chief Executive Officer
オプション行使 153,900$
10 Jun 2020


ChoiceOne Services executives and stock owners

ChoiceOne Services executives and other stock owners filed with the SEC include: