Philip R Mcloughlin - Net Worth and Insider Trading

Philip R Mcloughlin Net Worth

The estimated net worth of Philip R Mcloughlin is at least $366,398 dollars as of 2024-09-21. 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 $180,615. 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 $68,043. 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.

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Transaction Summary of Philip R Mcloughlin

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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
LIMIT LIMIT 2012-06-01 director
LIMIT LIMIT 2012-06-01 director
LIMIT LIMIT 2011-07-08 director
LIMIT LIMIT 2022-01-01 director
LIMIT LIMIT 2021-02-01 director
LIMIT LIMIT 2021-02-01 director
LIMIT LIMIT 2022-02-25 director
LIMIT LIMIT 2022-04-08 director
LIMIT LIMIT 2022-04-08 director
LIMIT LIMIT 2021-02-01 director
LIMIT LIMIT 2022-01-01 director
LIMIT LIMIT 2022-02-25 director
LIMIT LIMIT 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 $180,615 and a weighting of 49.29%. Philip R Mcloughlin owns 11,100 shares of Virtus Total Return Fund Inc (ZTR) as of September 21, 2022, with a value of $68,043 and a weighting of 18.57%. 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 7.16%. 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 24.98% 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 9.86 180,615
ZTR Virtus Total Return Fund Inc 2022-09-21 11,100 6.13 68,043
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 8.05 16,100
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 11.30 12,362
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2022-02-25 500 21.57 10,785
NIE Virtus AllianzGI Equity & Convertible Income Fund 2022-02-25 400 22.79 9,116
NCV Virtus Convertible & Income Fund 2022-02-25 2,100 3.45 7,245

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

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.

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 -7.5%. 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 1 times out of 10 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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Philip R Mcloughlin

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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3 out of 10 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(%) -1.51 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1.99 LIMIT LIMIT LIMIT LIMIT LIMIT

Philip R Mcloughlin Ownership Network

Ownership Network List of Philip R Mcloughlin

No Data

Ownership Network Relation of Philip R Mcloughlin

Insider Network Chart

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.

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Virtus Global Dividend & Income Fund Inc Insider Transactions

No Available Data

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.

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