David J. Oberto - Net Worth and Insider Trading

David J. Oberto Net Worth

The estimated net worth of David J. Oberto is at least $28,474 dollars as of 2024-09-22. David J. Oberto is the Portfolio Manager of Virtus Convertible & Income 2024 Target Term Fund and owns about 3,100 shares of Virtus Convertible & Income 2024 Target Term Fund (CBH) stock worth over $28,474. Details can be seen in David J. Oberto'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 David J. Oberto has not made any transactions after 2017-10-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of David J. Oberto

David J. Oberto Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David J. Oberto owns 7 companies in total, including Virtus Convertible & Income 2024 Target Term Fund (CBH) , Virtus Convertible & Income Fund (NCVpA.PFD) , and Virtus Convertible & Income Fund II (NCZ) among others .

Click here to see the complete history of David J. Oberto’s form 4 insider trades.

Insider Ownership Summary of David J. Oberto

Ticker	Comapny	Transaction Date	Type of Owner
CBH	Virtus Convertible & Income 2024 Target Term Fund	2017-10-26	other: Portfolio Manager
NCVpA.PFD	Virtus Convertible & Income Fund	2022-03-01	Portfolio Manager
NCZ	Virtus Convertible & Income Fund II	2022-03-01	Portfolio Manager
		2022-03-01	Portfolio Manager
		2022-03-01	Portfolio Manager
		2022-02-01	Portfolio Manager
		2022-03-01	Portfolio Manager

David J. Oberto Latest Holdings Summary

David J. Oberto currently owns a total of 1 stock. David J. Oberto owns 3,100 shares of Virtus Convertible & Income 2024 Target Term Fund (CBH) as of October 26, 2017, with a value of $28,474.

Latest Holdings of David J. Oberto

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
CBH	Virtus Convertible & Income 2024 Target Term Fund	2017-10-26	3,100	9.19	28,474

Holding Weightings of David J. Oberto

David J. Oberto Form 4 Trading Tracker

According to the SEC Form 4 filings, David J. Oberto has made a total of 0 transactions in Virtus Convertible & Income 2024 Target Term Fund (CBH) over the past 5 years. The most-recent trade in Virtus Convertible & Income 2024 Target Term Fund is the acquisition of 2,000 shares on October 26, 2017, which cost David J. Oberto around $19,340.

Insider Trading History of David J. Oberto

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

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.

David J. Oberto Trading Performance

GuruFocus tracks the stock performance after each of David J. Oberto's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David J. Oberto is -3.42%. GuruFocus also compares David J. Oberto's trading performance to market benchmark return within the same time period. The performance of stocks bought by David J. Oberto within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how David J. Oberto'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 David J. Oberto

Average Return

Average return per transaction

Outperforming Transactions

0 out of 1 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(%)	-5.7
Relative Return to S&P 500(%)	-7.34

David J. Oberto Ownership Network

Ownership Network List of David J. Oberto

No Data

Ownership Network Relation of David J. Oberto

David J. Oberto Owned Company Details

What does Virtus Convertible & Income 2024 Target Term Fund do?

Who are the key executives at Virtus Convertible & Income 2024 Target Term Fund?

David J. Oberto is the other: Portfolio Manager of Virtus Convertible & Income 2024 Target Term Fund. Other key executives at Virtus Convertible & Income 2024 Target Term Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .

Virtus Convertible & Income 2024 Target Term Fund (CBH) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Virtus Convertible & Income 2024 Target Term Fund (CBH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Convertible & Income 2024 Target Term Fund (CBH) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Virtus Convertible & Income 2024 Target Term Fund (CBH)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus Convertible & Income 2024 Target Term Fund Insider Transactions

No Available Data

What does Virtus Convertible & Income Fund do?

Who are the key executives at Virtus Convertible & Income Fund?

David J. Oberto is the Portfolio Manager of Virtus Convertible & Income Fund. Other key executives at Virtus Convertible & Income Fund include 10 percent owner Metlife Investment Management, Llc , other: Subadviser to the issuer Voya Investment Management Co , and other: CIO-Subadviser to the issuer Paul Zemsky .

Virtus Convertible & Income Fund (NCVpA.PFD) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Virtus Convertible & Income Fund (NCVpA.PFD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Convertible & Income Fund (NCVpA.PFD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Virtus Convertible & Income Fund (NCVpA.PFD)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus Convertible & Income Fund Insider Transactions

No Available Data

What does Virtus Convertible & Income Fund II do?

Who are the key executives at Virtus Convertible & Income Fund II?

David J. Oberto is the Portfolio Manager of Virtus Convertible & Income Fund II. Other key executives at Virtus Convertible & Income Fund II include 10 percent owner Metlife Investment Management, Llc , other: Subadviser to the issuer Voya Investment Management Co , and other: CIO-Subadviser to the issuer Paul Zemsky .

Virtus Convertible & Income Fund II (NCZ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Virtus Convertible & Income Fund II (NCZ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Convertible & Income Fund II (NCZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Virtus Convertible & Income Fund II (NCZ)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus Convertible & Income Fund II Insider Transactions

No Available Data

What does Virtus AllianzGI Equity & Convertible Income Fund do?

Who are the key executives at Virtus AllianzGI Equity & Convertible Income Fund?

David J. Oberto is the Portfolio Manager of Virtus AllianzGI Equity & Convertible Income Fund. Other key executives at Virtus AllianzGI Equity & Convertible Income Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .

Virtus AllianzGI Equity & Convertible Income Fund (NIE) Insider Trades Summary

Over the past 18 months, David J. Oberto made no insider transaction in Virtus AllianzGI Equity & Convertible Income Fund (NIE). Other recent insider transactions involving Virtus AllianzGI Equity & Convertible Income Fund (NIE) include a net purchase of 720 shares made by Donald C Burke ,

In summary, during the past 3 months, insiders sold 0 shares of Virtus AllianzGI Equity & Convertible Income Fund (NIE) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus AllianzGI Equity & Convertible Income Fund (NIE) were sold and 720 shares were bought by its insiders, resulting in a net purchase of 720 shares.

Virtus AllianzGI Equity & Convertible Income Fund (NIE)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus AllianzGI Equity & Convertible Income Fund Insider Transactions

No Available Data

What does Virtus AllianzGI Diversified Income & Convertible Fund do?

Who are the key executives at Virtus AllianzGI Diversified Income & Convertible Fund?

David J. Oberto is the Portfolio Manager of Virtus AllianzGI Diversified Income & Convertible Fund. Other key executives at Virtus AllianzGI Diversified Income & Convertible Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .

Virtus AllianzGI Diversified Income & Convertible Fund (ACV) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Virtus AllianzGI Diversified Income & Convertible Fund (ACV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus AllianzGI Diversified Income & Convertible Fund (ACV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Virtus AllianzGI Diversified Income & Convertible Fund (ACV)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus AllianzGI Diversified Income & Convertible Fund Insider Transactions

No Available Data

What does Virtus Artificial Intelligence & Technology Opportunities Fund do?

Who are the key executives at Virtus Artificial Intelligence & Technology Opportunities Fund?

David J. Oberto is the Portfolio Manager of Virtus Artificial Intelligence & Technology Opportunities Fund. Other key executives at Virtus Artificial Intelligence & Technology Opportunities Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trades Summary

Over the past 18 months, David J. Oberto made no insider transaction in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). Other recent insider transactions involving Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) include a net purchase of 2,925 shares made by Mcdaniel Connie D , and a net purchase of 832 shares made by Donald C Burke .

In summary, during the past 3 months, insiders sold 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) were sold and 3,757 shares were bought by its insiders, resulting in a net purchase of 3,757 shares.

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus Artificial Intelligence & Technology Opportunities Fund Insider Transactions

No Available Data

What does Virtus Convertible & Income Fund do?

Who are the key executives at Virtus Convertible & Income Fund?

Virtus Convertible & Income Fund (NCV) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Virtus Convertible & Income Fund (NCV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Convertible & Income Fund (NCV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Virtus Convertible & Income Fund (NCV)'s detailed insider trading history can be found in Insider Trading Tracker table.

Virtus Convertible & Income Fund Insider Transactions

No Available Data

David J. Oberto Mailing Address

Above is the net worth, insider trading, and ownership report for David J. Oberto. You might contact David J. Oberto via mailing address: 1633 Broadway, New York Ny 10019.

Discussions on David J. Oberto

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