Stephen L Isaacs - Net Worth and Insider Trading

Stephen L Isaacs Net Worth

The estimated net worth of Stephen L Isaacs is at least $13,124 dollars as of 2024-11-09. Stephen L Isaacs is the Director of Royce Value Trust Inc and owns about 649 shares of Royce Value Trust Inc (RVT) stock worth over $10,734. Stephen L Isaacs is the Director of Royce Micro-Cap Trust Inc and owns about 234 shares of Royce Micro-Cap Trust Inc (RMT) stock worth over $2,389. Stephen L Isaacs is also the Director of Sprott Focus Trust Inc and owns about 0 shares of Sprott Focus Trust Inc (FUND) stock worth over $0. Details can be seen in Stephen L Isaacs'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 Stephen L Isaacs has not made any transactions after 2018-07-09 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 Stephen L Isaacs

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Stephen L Isaacs Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Stephen L Isaacs owns 4 companies in total, including Royce Value Trust Inc (RVT) , Sprott Focus Trust Inc (FUND) , and Royce Global Value Trust Inc (RGT) among others .

Click here to see the complete history of Stephen L Isaacs’s form 4 insider trades.

Insider Ownership Summary of Stephen L Isaacs

Ticker Comapny Transaction Date Type of Owner
RVT Royce Value Trust Inc 2018-07-09 director
FUND Sprott Focus Trust Inc 2015-03-06 director
RGT Royce Global Value Trust Inc 2013-10-18 director
LIMIT LIMIT 2011-11-30 director

Stephen L Isaacs Latest Holdings Summary

Stephen L Isaacs currently owns a total of 3 stocks. Among these stocks, Stephen L Isaacs owns 649 shares of Royce Value Trust Inc (RVT) as of July 9, 2018, with a value of $10,734 and a weighting of 81.8%. Stephen L Isaacs owns 234 shares of Royce Micro-Cap Trust Inc (RMT) as of November 30, 2011, with a value of $2,389 and a weighting of 18.2%. Stephen L Isaacs also owns 0 shares of Sprott Focus Trust Inc (FUND) as of November 30, 2011, with a value of $0 and a weighting of 0%.

Latest Holdings of Stephen L Isaacs

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
RVT Royce Value Trust Inc 2018-07-09 649 16.54 10,734
RMT Royce Micro-Cap Trust Inc 2011-11-30 234 10.21 2,389
FUND Sprott Focus Trust Inc 2011-11-30 0 8.05 0

Holding Weightings of Stephen L Isaacs


Stephen L Isaacs Form 4 Trading Tracker

According to the SEC Form 4 filings, Stephen L Isaacs has made a total of 0 transactions in Royce Value Trust Inc (RVT) over the past 5 years. The most-recent trade in Royce Value Trust Inc is the acquisition of 59 shares on July 9, 2018, which cost Stephen L Isaacs around $904.

According to the SEC Form 4 filings, Stephen L Isaacs has made a total of 0 transactions in Royce Micro-Cap Trust Inc (RMT) over the past 5 years. The most-recent trade in Royce Micro-Cap Trust Inc is the sale of 117 shares on November 30, 2011, which brought Stephen L Isaacs around $975.

According to the SEC Form 4 filings, Stephen L Isaacs has made a total of 0 transactions in Sprott Focus Trust Inc (FUND) over the past 5 years. The most-recent trade in Sprott Focus Trust Inc is the sale of 1,610 shares on November 30, 2011, which brought Stephen L Isaacs around $10,594.

Insider Trading History of Stephen L Isaacs

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.

Stephen L Isaacs Trading Performance

GuruFocus tracks the stock performance after each of Stephen L Isaacs's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen L Isaacs is -4.19%. GuruFocus also compares Stephen L Isaacs's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen L Isaacs within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Stephen L Isaacs'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 Stephen L Isaacs

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 1 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(%) 1.56 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.93 LIMIT LIMIT LIMIT LIMIT LIMIT

Stephen L Isaacs Ownership Network

Ownership Network List of Stephen L Isaacs

No Data

Ownership Network Relation of Stephen L Isaacs

Insider Network Chart

Stephen L Isaacs Owned Company Details

What does Royce Value Trust Inc do?

Who are the key executives at Royce Value Trust Inc?

Stephen L Isaacs is the director of Royce Value Trust Inc. Other key executives at Royce Value Trust Inc include Vice President & other: President - Investment Advisor Christopher D Clark , Vice President Francis Gannon , and Treasurer & other: CFO Investment Advisor Peter K Hoglund .

Royce Value Trust Inc (RVT) Insider Trades Summary

Over the past 18 months, Stephen L Isaacs made no insider transaction in Royce Value Trust Inc (RVT). Other recent insider transactions involving Royce Value Trust Inc (RVT) include a net purchase of 6,700 shares made by Christopher D Clark , and a net purchase of 4,000 shares made by Francis Gannon .

In summary, during the past 3 months, insiders sold 0 shares of Royce Value Trust Inc (RVT) in total and bought 3,400 shares, with a net purchase of 3,400 shares. During the past 18 months, 0 shares of Royce Value Trust Inc (RVT) were sold and 10,700 shares were bought by its insiders, resulting in a net purchase of 10,700 shares.

Royce Value Trust Inc (RVT)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Royce Value Trust Inc Insider Transactions

No Available Data

Stephen L Isaacs Mailing Address

Above is the net worth, insider trading, and ownership report for Stephen L Isaacs. You might contact Stephen L Isaacs via mailing address: C/o Royce & Associates, Llc, 745 Fifth Avenue, New York Ny 10151.