Steven K Norgaard - Net Worth and Insider Trading
Steven K Norgaard Net Worth
The estimated net worth of Steven K Norgaard is at least $110,562 dollars as of 2024-09-30. Steven K Norgaard is the Director of SRH Total Return Fund, Inc. and owns about 5,809 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $91,782. Steven K Norgaard is the Director of Denali Fund Common and owns about 500 shares of Denali Fund Common (DNY) stock worth over $10,610. Steven K Norgaard is also the Director of Valkyrie Bitcoin and Ether Strategy ETF and owns about 500 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) stock worth over $8,170. Details can be seen in Steven K Norgaard'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 Steven K Norgaard has not made any transactions after 2017-08-23 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Steven K Norgaard
Steven K Norgaard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Steven K Norgaard owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of Steven K Norgaard’s form 4 insider trades.
Insider Ownership Summary of Steven K Norgaard
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2017-08-23 | director |
Steven K Norgaard Latest Holdings Summary
Steven K Norgaard currently owns a total of 3 stocks. Among these stocks, Steven K Norgaard owns 5,809 shares of SRH Total Return Fund, Inc. (STEW) as of August 23, 2017, with a value of $91,782 and a weighting of 83.01%. Steven K Norgaard owns 500 shares of Denali Fund Common (DNY) as of May 16, 2012, with a value of $10,610 and a weighting of 9.6%. Steven K Norgaard also owns 500 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) as of May 16, 2012, with a value of $8,170 and a weighting of 7.39%.
Latest Holdings of Steven K Norgaard
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2017-08-23 | 5,809 | 15.80 | 91,782 |
| DNY | Denali Fund Common | 2012-05-16 | 500 | 21.22 | 10,610 |
| BTF | Valkyrie Bitcoin and Ether Strategy ETF | 2012-05-16 | 500 | 16.34 | 8,170 |
Holding Weightings of Steven K Norgaard
Steven K Norgaard Form 4 Trading Tracker
According to the SEC Form 4 filings, Steven K Norgaard has made a total of 0 transactions in SRH Total Return Fund, Inc. (STEW) over the past 5 years. The most-recent trade in SRH Total Return Fund, Inc. is the acquisition of 2,030 shares on August 23, 2017, which cost Steven K Norgaard around $19,996.
According to the SEC Form 4 filings, Steven K Norgaard has made a total of 0 transactions in Denali Fund Common (DNY) over the past 5 years. The most-recent trade in Denali Fund Common is the acquisition of 500 shares on May 16, 2012, which cost Steven K Norgaard around $7,265.
According to the SEC Form 4 filings, Steven K Norgaard has made a total of 0 transactions in Valkyrie Bitcoin and Ether Strategy ETF (BTF) over the past 5 years. The most-recent trade in Valkyrie Bitcoin and Ether Strategy ETF is the acquisition of 500 shares on May 16, 2012, which cost Steven K Norgaard around $8,195.
Insider Trading History of Steven K Norgaard
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Steven K Norgaard Trading Performance
GuruFocus tracks the stock performance after each of Steven K Norgaard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steven K Norgaard is 6.93%. GuruFocus also compares Steven K Norgaard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steven K Norgaard within 3 months outperforms 1 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 Steven K Norgaard's insider trading performs compared to the benchmark.
Performance of Steven K Norgaard
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.16 | | | | | |
| Relative Return to S&P 500(%) | -2.34 | | | | | |
Steven K Norgaard Ownership Network
Steven K Norgaard Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Steven K Norgaard is the director of SRH Total Return Fund, Inc.. Other key executives at SRH Total Return Fund, Inc. include other: Officer of Advisor Jonathan Albro Vickery , other: Investment Adviser Advisors Paralel , and Treasurer Jill Kerschen .
SRH Total Return Fund, Inc. (STEW) Insider Trades Summary
Over the past 18 months, Steven K Norgaard made no insider transaction in SRH Total Return Fund, Inc. (STEW). Other recent insider transactions involving SRH Total Return Fund, Inc. (STEW) include a net purchase of 4,386 shares made by Thomas Jack Moore ,
In summary, during the past 3 months, insiders sold 0 shares of SRH Total Return Fund, Inc. (STEW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of SRH Total Return Fund, Inc. (STEW) were sold and 4,386 shares were bought by its insiders, resulting in a net purchase of 4,386 shares.
SRH Total Return Fund, Inc. (STEW)'s detailed insider trading history can be found in Insider Trading Tracker table.
SRH Total Return Fund, Inc. Insider Transactions
Steven K Norgaard Mailing Address
Above is the net worth, insider trading, and ownership report for Steven K Norgaard. You might contact Steven K Norgaard via mailing address: 2344 Spruce Street, Suite A, Boulder Co 80302.
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