Stephen L Isaacs - Net Worth and Insider Trading
Stephen L Isaacs Net Worth
The estimated net worth of Stephen L Isaacs is at least $12,258 dollars as of 2024-09-21. 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 $10,021. 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 $2,237. 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.
Transaction Summary of Stephen L Isaacs
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 |
 | | 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 $10,021 and a weighting of 81.75%. Stephen L Isaacs owns 234 shares of Royce Micro-Cap Trust Inc (RMT) as of November 30, 2011, with a value of $2,237 and a weighting of 18.25%. 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 | 15.44 | 10,021 |
| RMT | Royce Micro-Cap Trust Inc | 2011-11-30 | 234 | 9.56 | 2,237 |
| FUND | Sprott Focus Trust Inc | 2011-11-30 | 0 | 7.64 | 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
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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.
Performance of Stephen L Isaacs
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.56 | | | | | |
| Relative Return to S&P 500(%) | -0.93 | | | | | |
Stephen L Isaacs Ownership Network
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.
Royce Value Trust Inc Insider Transactions
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.
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