Joseph A Sullivan - Net Worth and Insider Trading
Joseph A Sullivan Net Worth
The estimated net worth of Joseph A Sullivan is at least $62 Million dollars as of 2024-11-08. Joseph A Sullivan is the Chairman, President & CEO of Legg Mason Inc and owns about 709,309 shares of Legg Mason Inc (LM) stock worth over $35 Million. Joseph A Sullivan is also the Director of Stifel Financial Corp and owns about 236,250 shares of Stifel Financial Corp (SF) stock worth over $27 Million. Details can be seen in Joseph A Sullivan'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 Joseph A Sullivan has not made any transactions after 2020-06-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Joseph A Sullivan
Joseph A Sullivan Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joseph A Sullivan owns 2 companies in total, including ClearBridge Energy Midstream Opportunity Fund Inc (EMO) , and Stifel Financial Corp (SF) .
Click here to see the complete history of Joseph A Sullivan’s form 4 insider trades.
Insider Ownership Summary of Joseph A Sullivan
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc | 2011-06-09 | other: Director of Subadviser |
| SF | Stifel Financial Corp | 2006-01-17 | director & Director |
Joseph A Sullivan Latest Holdings Summary
Joseph A Sullivan currently owns a total of 2 stocks. Among these stocks, Joseph A Sullivan owns 709,309 shares of Legg Mason Inc (LM) as of June 10, 2020, with a value of $35 Million and a weighting of 56.82%. Joseph A Sullivan also owns 236,250 shares of Stifel Financial Corp (SF) as of January 17, 2006, with a value of $27 Million and a weighting of 43.18%.
Latest Holdings of Joseph A Sullivan
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| LM | Legg Mason Inc | 2020-06-10 | 709,309 | 49.99 | 35,458,357 |
| SF | Stifel Financial Corp | 2006-01-17 | 236,250 | 114.05 | 26,944,313 |
Holding Weightings of Joseph A Sullivan
Joseph A Sullivan Form 4 Trading Tracker
According to the SEC Form 4 filings, Joseph A Sullivan has made a total of 4 transactions in Legg Mason Inc (LM) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Legg Mason Inc is the sale of 648,178 shares on June 10, 2020, which brought Joseph A Sullivan around $32 Million.
According to the SEC Form 4 filings, Joseph A Sullivan has made a total of 0 transactions in Stifel Financial Corp (SF) over the past 5 years. The most-recent trade in Stifel Financial Corp is the acquisition of 270,000 shares on January 17, 2006, which cost Joseph A Sullivan around $2 Million.
Insider Trading History of Joseph A Sullivan
- 1
Joseph A Sullivan Trading Performance
GuruFocus tracks the stock performance after each of Joseph A Sullivan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joseph A Sullivan is 9.66%. GuruFocus also compares Joseph A Sullivan's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joseph A Sullivan within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Joseph A Sullivan's insider trading performs compared to the benchmark.
Performance of Joseph A Sullivan
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.37 | | | | | |
| Relative Return to S&P 500(%) | -3.7 | | | | | |
Joseph A Sullivan Ownership Network
Ownership Network List of Joseph A Sullivan
Ownership Network Relation of Joseph A Sullivan
Joseph A Sullivan Owned Company Details
What does ClearBridge Energy Midstream Opportunity Fund Inc do?
Who are the key executives at ClearBridge Energy Midstream Opportunity Fund Inc?
Joseph A Sullivan is the other: Director of Subadviser of ClearBridge Energy Midstream Opportunity Fund Inc. Other key executives at ClearBridge Energy Midstream Opportunity Fund Inc include other: Portfolio Manager Chris Eades , 10 percent owner Saba Capital Management, L.p. , and other: See Remarks Variable Annuity Life Insurance Co /tx/ .
ClearBridge Energy Midstream Opportunity Fund Inc (EMO) Insider Trades Summary
Over the past 18 months, Joseph A Sullivan made no insider transaction in ClearBridge Energy Midstream Opportunity Fund Inc (EMO). Other recent insider transactions involving ClearBridge Energy Midstream Opportunity Fund Inc (EMO) include a net purchase of 928,949 shares made by Saba Capital Management, L.p. , a net sale of 37,000 shares made by Franklin Resources Inc , and a net sale of 23,500 shares made by Chris Eades .
In summary, during the past 3 months, insiders sold 60,500 shares of ClearBridge Energy Midstream Opportunity Fund Inc (EMO) in total and bought 0 shares, with a net sale of 60,500 shares. During the past 18 months, 60,500 shares of ClearBridge Energy Midstream Opportunity Fund Inc (EMO) were sold and 928,949 shares were bought by its insiders, resulting in a net purchase of 868,449 shares.
ClearBridge Energy Midstream Opportunity Fund Inc (EMO)'s detailed insider trading history can be found in Insider Trading Tracker table.
ClearBridge Energy Midstream Opportunity Fund Inc Insider Transactions
Joseph A Sullivan Mailing Address
Above is the net worth, insider trading, and ownership report for Joseph A Sullivan. You might contact Joseph A Sullivan via mailing address: Legg Mason, Inc., 100 International Drive, Baltimore Md 21202.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
