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 Thousand 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 4 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 Potes, Bruce John Jr Essex, and Eric 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.



What does ChoiceOne Services's logo look like?

ChoiceOne Financial Services, Inc. logo

Complete history of Mr Potes stock trades at ChoiceOne Services

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
5 Aug 2024 Kelly Potes
Chief Executive Officer
Buy 2,000 $26.73 $53,460
5 Aug 2024
5,000
25 Jul 2024 Kelly Potes
Chief Executive Officer
Buy 2,000 $25.00 $50,000
25 Jul 2024
40,133
15 Dec 2023 Kelly Potes
Chief Executive Officer
Option 6,000 $27.25 $163,500
15 Dec 2023
42,469
4 Dec 2023 Kelly Potes
Chief Executive Officer
Sale 2,690 $25.75 $69,268
4 Dec 2023
3,000
28 Jan 2022 Kelly Potes
Chief Executive Officer
Sale 540 $25.88 $13,975
28 Jan 2022
0
8 Dec 2021 Kelly Potes
Chief Executive Officer
Buy 3,000 $25.56 $76,680
8 Dec 2021
5,690
27 Apr 2021 Kelly Potes
Chief Executive Officer
Buy 343 $24.25 $8,318
27 Apr 2021
30,566
16 Jun 2020 Kelly Potes
Chief Executive Officer
Option 15,435 $21.01 $324,289
16 Jun 2020
31,802
10 Jun 2020 Kelly Potes
Chief Executive Officer
Option 6,000 $25.65 $153,900
10 Jun 2020
28,488


ChoiceOne Services executives and stock owners

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