The estimated Net Worth of Ulrich E. Jr Keller is at least $8.68 Milión dollars as of 29 February 2024. Mr Keller owns over 854 units of First Foundation Inc stock worth over $138,720 and over the last 8 years he sold FFWM stock worth over $7,584,934. In addition, he makes $960,000 as Exec. Chairman at First Foundation Inc.
Mr has made over 62 trades of the First Foundation Inc stock since 2016, according to the Form 4 filled with the SEC. Most recently he exercised 854 units of FFWM stock worth $6,772 on 29 February 2024.
The largest trade he's ever made was selling 37,337 units of First Foundation Inc stock on 6 December 2019 worth over $614,940. On average, Mr trades about 8,776 units every 38 days since 2016. As of 29 February 2024 he still owns at least 21,675 units of First Foundation Inc stock.
You can see the complete history of Mr Keller stock trades at the bottom of the page.
Ulrich Emanuel Keller Jr., CFP, CFP is the Exec. Chairman at First Foundation Inc.
As the Exec. Chairman of First Foundation Inc, the total compensation of Mr CFP at First Foundation Inc is $960,000. There are 4 executives at First Foundation Inc getting paid more, with Scott Kavanaugh having the highest compensation of $1,968,000.
Mr CFP is 65, he's been the Exec. Chairman of First Foundation Inc since . There are 2 older and 13 younger executives at First Foundation Inc. The oldest executive at First Foundation Inc is Diane Rubin, 68, who is the Independent Director.
Ulrich's mailing address filed with the SEC is 200 CRESCENT COURT, STE 1400, DALLAS, TX, 75201.
Over the last 10 years, insiders at First Foundation Inc have traded over $13,138,572 worth of First Foundation Inc stock and bought 573,318 units worth $9,741,276 . The most active insiders traders include Scott F Kavanaugh, Ulrich E. Jr Keller a John Hakopian. On average, First Foundation Inc executives and independent directors trade stock every 14 days with the average trade being worth of $75,693. The most recent stock trade was executed by James Britton on 29 August 2024, trading 4,000 units of FFWM stock currently worth $27,760.
first foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. the company is headquartered in orange county, california with offices in california, nevada, and hawaii. our goal is to offer clients a single source to handle all of their financial needs. our mission is to enhance the wealth and well-being of our clients through integrated services including: •investment management •wealth planning •consulting •trust services •banking •insurance services our values first foundation colleague's goals are to act with integrity and: listen - we listen to our clients to understand their needs. respect - we treat our clients with understanding and compassion. collaborate - we dialogue with our clients while achieving their goals. innovate - we seek and support new ideas to better serve our clients. serve - we focus on being timely and proactive in responding to our clients.
First Foundation Inc executives and other stock owners filed with the SEC include: