Philip R Mcloughlin - Net Worth and Insider Trading
Philip R Mcloughlin Net Worth
The estimated net worth of Philip R Mcloughlin is at least $354,607 dollars as of 2024-11-08. Philip R Mcloughlin is the Director of DNP Select Income Fund Inc and owns about 18,318 shares of DNP Select Income Fund Inc (DNP) stock worth over $169,808. Philip R Mcloughlin is the Director of Virtus Total Return Fund Inc and owns about 11,100 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $65,823. Philip R Mcloughlin is also the Director of Virtus Total Return Fund and owns about 6,000 shares of Virtus Total Return Fund (DCA) stock worth over $26,220. Besides these, Philip R Mcloughlin also holds Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) , Virtus Global Multi-Sector Inc (VGI) , Virtus Global Dividend & Income Fund Inc (ZTR) , DTFTax-Free Income Inc (DTF) , Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus Convertible & Income Fund (NCV) . Details can be seen in Philip R Mcloughlin'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 Philip R Mcloughlin has not made any transactions after 2024-07-08 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Philip R Mcloughlin
Philip R Mcloughlin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Philip R Mcloughlin owns 16 companies in total, including Virtus Global Dividend & Income Fund Inc (ZTR) , DNP Select Income Fund Inc (DNP) , and Virtus Total Return Fund Inc (ZTR) among others .
Click here to see the complete history of Philip R Mcloughlin’s form 4 insider trades.
Insider Ownership Summary of Philip R Mcloughlin
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
ZTR | Virtus Global Dividend & Income Fund Inc | 2019-07-09 | director |
DNP | DNP Select Income Fund Inc | 2024-07-08 | director |
ZTR | Virtus Total Return Fund Inc | 2022-09-21 | director |
2012-06-01 | director | ||
2012-06-01 | director | ||
2011-07-08 | director | ||
2022-01-01 | director | ||
2021-02-01 | director | ||
2021-02-01 | director | ||
2022-02-25 | director | ||
2022-04-08 | director | ||
2022-04-08 | director | ||
2021-02-01 | director | ||
2022-01-01 | director | ||
2022-02-25 | director | ||
2022-02-25 | director |
Philip R Mcloughlin Latest Holdings Summary
Philip R Mcloughlin currently owns a total of 10 stocks. Among these stocks, Philip R Mcloughlin owns 18,318 shares of DNP Select Income Fund Inc (DNP) as of July 8, 2024, with a value of $169,808 and a weighting of 47.89%. Philip R Mcloughlin owns 11,100 shares of Virtus Total Return Fund Inc (ZTR) as of September 21, 2022, with a value of $65,823 and a weighting of 18.56%. Philip R Mcloughlin also owns 6,000 shares of Virtus Total Return Fund (DCA) as of June 1, 2012, with a value of $26,220 and a weighting of 7.39%. The other 7 stocks Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) , Virtus Global Multi-Sector Inc (VGI) , Virtus Global Dividend & Income Fund Inc (ZTR) , DTFTax-Free Income Inc (DTF) , Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus Convertible & Income Fund (NCV) have a combined weighting of 26.16% among all his current holdings.
Latest Holdings of Philip R Mcloughlin
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
DNP | DNP Select Income Fund Inc | 2024-07-08 | 18,318 | 9.27 | 169,808 |
ZTR | Virtus Total Return Fund Inc | 2022-09-21 | 11,100 | 5.93 | 65,823 |
DCA | Virtus Total Return Fund | 2012-06-01 | 6,000 | 4.37 | 26,220 |
DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 2012-06-01 | 2,038 | 11.51 | 23,457 |
VGI | Virtus Global Multi-Sector Inc | 2012-06-01 | 2,000 | 7.97 | 15,940 |
ZTR | Virtus Global Dividend & Income Fund Inc | 2019-07-09 | 1,300 | 9.58 | 12,454 |
DTF | DTFTax-Free Income Inc | 2011-07-08 | 1,094 | 11.26 | 12,316 |
AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2022-02-25 | 500 | 23.19 | 11,595 |
NIE | Virtus AllianzGI Equity & Convertible Income Fund | 2022-02-25 | 400 | 23.90 | 9,560 |
NCV | Virtus Convertible & Income Fund | 2022-02-25 | 2,100 | 3.54 | 7,434 |
Holding Weightings of Philip R Mcloughlin
Philip R Mcloughlin Form 4 Trading Tracker
According to the SEC Form 4 filings, Philip R Mcloughlin has made a total of 1 transactions in DNP Select Income Fund Inc (DNP) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in DNP Select Income Fund Inc is the acquisition of 2,500 shares on July 8, 2024, which cost Philip R Mcloughlin around $20,825.
According to the SEC Form 4 filings, Philip R Mcloughlin has made a total of 1 transactions in Virtus Total Return Fund Inc (ZTR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Total Return Fund Inc is the acquisition of 2,775 shares on September 21, 2022, which cost Philip R Mcloughlin around $19,314.
According to the SEC Form 4 filings, Philip R Mcloughlin has made a total of 0 transactions in Virtus Total Return Fund (DCA) over the past 5 years. The most-recent trade in Virtus Total Return Fund is the acquisition of 6,000 shares on June 1, 2012, which cost Philip R Mcloughlin around $21,480.
More details on Philip R Mcloughlin's insider transactions can be found in the Insider Trading History of Philip R Mcloughlin table.Insider Trading History of Philip R Mcloughlin
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Philip R Mcloughlin Trading Performance
GuruFocus tracks the stock performance after each of Philip R Mcloughlin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Philip R Mcloughlin is -5.49%. GuruFocus also compares Philip R Mcloughlin's trading performance to market benchmark return within the same time period. The performance of stocks bought by Philip R Mcloughlin within 3 months outperforms 2 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Philip R Mcloughlin's insider trading performs compared to the benchmark.
Performance of Philip R Mcloughlin
Philip R Mcloughlin Ownership Network
Ownership Network List of Philip R Mcloughlin
Ownership Network Relation of Philip R Mcloughlin
Philip R Mcloughlin Owned Company Details
What does Virtus Global Dividend & Income Fund Inc do?
Who are the key executives at Virtus Global Dividend & Income Fund Inc?
Philip R Mcloughlin is the director of Virtus Global Dividend & Income Fund Inc. Other key executives at Virtus Global Dividend & Income Fund Inc include other: Co-CIO Grumhaus David D Jr. , SVP & PM of the Adviser David Dickerson , and SVP & Portfolio Manager Carlton Neel .
Virtus Global Dividend & Income Fund Inc (ZTR) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Virtus Global Dividend & Income Fund Inc (ZTR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Global Dividend & Income Fund Inc (ZTR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Virtus Global Dividend & Income Fund Inc (ZTR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Global Dividend & Income Fund Inc Insider Transactions
Philip R Mcloughlin Mailing Address
Above is the net worth, insider trading, and ownership report for Philip R Mcloughlin. You might contact Philip R Mcloughlin via mailing address: 800 Scudders Hill Road, Plainsboro Nj 08536.