Susan B Sweeney - Net Worth and Insider Trading

Susan B Sweeney Net Worth

The estimated net worth of Susan B Sweeney is at least $229,094 dollars as of 2024-11-07. Susan B Sweeney is the Trustee of Barings Corporate Investors and owns about 7,614 shares of Barings Corporate Investors (MCI) stock worth over $149,044. Susan B Sweeney is also the Trustee of Barings Participation Investors and owns about 4,817 shares of Barings Participation Investors (MPV) stock worth over $80,050. Details can be seen in Susan B Sweeney'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 Susan B Sweeney has not made any transactions after 2023-05-23 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 Susan B Sweeney

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Susan B Sweeney Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Susan B Sweeney owns 2 companies in total, including Barings Corporate Investors (MCI) , and Barings Participation Investors (MPV) .

Click here to see the complete history of Susan B Sweeney’s form 4 insider trades.

Insider Ownership Summary of Susan B Sweeney

Ticker Comapny Transaction Date Type of Owner
MCI Barings Corporate Investors 2023-05-23 other: Trustee
MPV Barings Participation Investors 2023-05-23 other: Trustee

Susan B Sweeney Latest Holdings Summary

Susan B Sweeney currently owns a total of 2 stocks. Among these stocks, Susan B Sweeney owns 7,614 shares of Barings Corporate Investors (MCI) as of May 23, 2023, with a value of $149,044 and a weighting of 65.06%. Susan B Sweeney also owns 4,817 shares of Barings Participation Investors (MPV) as of May 23, 2023, with a value of $80,050 and a weighting of 34.94%.

Latest Holdings of Susan B Sweeney

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MCI Barings Corporate Investors 2023-05-23 7,614 19.58 149,044
MPV Barings Participation Investors 2023-05-23 4,817 16.62 80,050

Holding Weightings of Susan B Sweeney


Susan B Sweeney Form 4 Trading Tracker

According to the SEC Form 4 filings, Susan B Sweeney has made a total of 1 transactions in Barings Corporate Investors (MCI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Barings Corporate Investors is the acquisition of 500 shares on May 23, 2023, which cost Susan B Sweeney around $7,285.

According to the SEC Form 4 filings, Susan B Sweeney has made a total of 1 transactions in Barings Participation Investors (MPV) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Barings Participation Investors is the acquisition of 500 shares on May 23, 2023, which cost Susan B Sweeney around $6,490.

Insider Trading History of Susan B Sweeney

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.

Susan B Sweeney Trading Performance

GuruFocus tracks the stock performance after each of Susan B Sweeney's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Susan B Sweeney is -0.28%. GuruFocus also compares Susan B Sweeney's trading performance to market benchmark return within the same time period. The performance of stocks bought by Susan B Sweeney within 3 months outperforms 0 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Susan B Sweeney'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 Susan B Sweeney

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 4 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(%) 0.99 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.43 LIMIT LIMIT LIMIT LIMIT LIMIT

Susan B Sweeney Ownership Network

Ownership Network List of Susan B Sweeney

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Ownership Network Relation of Susan B Sweeney

Insider Network Chart

Susan B Sweeney Owned Company Details

What does Barings Corporate Investors do?

Who are the key executives at Barings Corporate Investors?

Susan B Sweeney is the other: Trustee of Barings Corporate Investors. Other key executives at Barings Corporate Investors include other: Trustee Grace Edward P Iii , other: Trustee Barbara Ginader , and other: Adviser Board Member Eric Partlan .

Barings Corporate Investors (MCI) Insider Trades Summary

Over the past 18 months, Susan B Sweeney made 1 insider transaction in Barings Corporate Investors (MCI) with a net purchase of 500. Other recent insider transactions involving Barings Corporate Investors (MCI) include a net sale of 12,200 shares made by Grace Edward P Iii , a net purchase of 500 shares made by Barbara Ginader ,

In summary, during the past 3 months, insiders sold 0 shares of Barings Corporate Investors (MCI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 16,157 shares of Barings Corporate Investors (MCI) were sold and 4,957 shares were bought by its insiders, resulting in a net sale of 11,200 shares.

Barings Corporate Investors (MCI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Barings Corporate Investors Insider Transactions

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Susan B Sweeney Mailing Address

Above is the net worth, insider trading, and ownership report for Susan B Sweeney. You might contact Susan B Sweeney via mailing address: Barings Llc, 300 South Tryon Street, Suite 2500, Charlotte Nc 28202.