John R Mallin - Net Worth and Insider Trading
John R Mallin Net Worth
The estimated net worth of John R Mallin is at least $206,868 dollars as of 2024-11-10. John R Mallin is the Director of Virtus Global Dividend & Income Fund Inc and owns about 10,435 shares of Virtus Global Dividend & Income Fund Inc (ZTR) stock worth over $99,967. John R Mallin is the Director of Virtus Total Return Fund Inc and owns about 13,914 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $83,206. John R Mallin is also the Director of Virtus Stone Harbor Emerging Markets Income Fund and owns about 2,515 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) stock worth over $12,952. Besides these, John R Mallin also holds Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) . Details can be seen in John R Mallin'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 John R Mallin has not made any transactions after 2022-11-30 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of John R Mallin
John R Mallin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John R Mallin owns 5 companies in total, including Virtus Global Dividend & Income Fund Inc (ZTR) , Virtus Global Multi-Sector Inc (VGI) , and Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) among others .
Click here to see the complete history of John R Mallin’s form 4 insider trades.
Insider Ownership Summary of John R Mallin
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ZTR | Virtus Global Dividend & Income Fund Inc | 2020-03-10 | director |
| VGI | Virtus Global Multi-Sector Inc | 2020-01-01 | director |
| DSE | Duff & Phelps Select MLP & Midstream Energy Fund I | 2020-01-01 | director |
 | | 2022-11-30 | director |
| | 2022-11-30 | director |
John R Mallin Latest Holdings Summary
John R Mallin currently owns a total of 4 stocks. Among these stocks, John R Mallin owns 10,435 shares of Virtus Global Dividend & Income Fund Inc (ZTR) as of March 10, 2020, with a value of $99,967 and a weighting of 48.32%. John R Mallin owns 13,914 shares of Virtus Total Return Fund Inc (ZTR) as of September 21, 2022, with a value of $83,206 and a weighting of 40.22%. John R Mallin also owns 2,515 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of November 30, 2022, with a value of $12,952 and a weighting of 6.26%. The other 1 stocks Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) have a combined weighting of 5.19% among all his current holdings.
Latest Holdings of John R Mallin
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ZTR | Virtus Global Dividend & Income Fund Inc | 2020-03-10 | 10,435 | 9.58 | 99,967 |
| ZTR | Virtus Total Return Fund Inc | 2022-09-21 | 13,914 | 5.98 | 83,206 |
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2022-11-30 | 2,515 | 5.15 | 12,952 |
| EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2022-11-30 | 2,140 | 5.02 | 10,743 |
Holding Weightings of John R Mallin
John R Mallin Form 4 Trading Tracker
According to the SEC Form 4 filings, John R Mallin has made a total of 1 transactions in Virtus Global Dividend & Income Fund Inc (ZTR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Global Dividend & Income Fund Inc is the acquisition of 9,425 shares on March 10, 2020, which cost John R Mallin around $90,951.
According to the SEC Form 4 filings, John R Mallin 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 3,479 shares on September 21, 2022, which cost John R Mallin around $24,214.
According to the SEC Form 4 filings, John R Mallin has made a total of 1 transactions in Virtus Stone Harbor Emerging Markets Income Fund (EDF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Stone Harbor Emerging Markets Income Fund is the acquisition of 2,515 shares on November 30, 2022, which cost John R Mallin around $10,387.
More details on John R Mallin's insider transactions can be found in the Insider Trading History of John R Mallin table.Insider Trading History of John R Mallin
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John R Mallin Trading Performance
GuruFocus tracks the stock performance after each of John R Mallin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John R Mallin is 5.13%. GuruFocus also compares John R Mallin's trading performance to market benchmark return within the same time period. The performance of stocks bought by John R Mallin within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how John R Mallin's insider trading performs compared to the benchmark.
Performance of John R Mallin
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -7.25 | | | | | |
| Relative Return to S&P 500(%) | -3.25 | | | | | |
John R Mallin Ownership Network
Ownership Network List of John R Mallin
Ownership Network Relation of John R Mallin
John R Mallin Owned Company Details
What does Virtus Global Dividend & Income Fund Inc do?
Who are the key executives at Virtus Global Dividend & Income Fund Inc?
John R Mallin 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
John R Mallin Mailing Address
Above is the net worth, insider trading, and ownership report for John R Mallin. You might contact John R Mallin via mailing address: C/o Virtus Investment Partners, Inc., One Financial Plaza, 26th Fl., Hartford Ct 06103.
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