Mona Sutphen - Net Worth and Insider Trading
Mona Sutphen Net Worth
The estimated net worth of Mona Sutphen is at least $3,770 dollars as of 2024-11-13. Mona Sutphen is the Director of Putnam Master Intermediate Income Trust and owns about 298 shares of Putnam Master Intermediate Income Trust (PIM) stock worth over $970. Mona Sutphen is the Director of Putnam Premier Income Trust and owns about 268 shares of Putnam Premier Income Trust (PPT) stock worth over $951. Mona Sutphen is also the Director of Putnam Managed Municipal Income Trust and owns about 149 shares of Putnam Managed Municipal Income Trust (PMM) stock worth over $927. Besides these, Mona Sutphen also holds Putnam Municipal Opportunities Trust (PMO) . Details can be seen in Mona Sutphen'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 Mona Sutphen has not made any transactions after 2022-12-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Mona Sutphen
Mona Sutphen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mona Sutphen owns 5 companies in total, including Putnam Premier Income Trust (PPT) , Putnam Master Intermediate Income Trust (PIM) , and Putnam Managed Municipal Income Trust (PMM) among others .
Click here to see the complete history of Mona Sutphen’s form 4 insider trades.
Insider Ownership Summary of Mona Sutphen
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PPT | Putnam Premier Income Trust | 2022-12-01 | director |
| PIM | Putnam Master Intermediate Income Trust | 2022-12-01 | director |
| PMM | Putnam Managed Municipal Income Trust | 2022-12-01 | director |
 | | 2022-12-01 | director |
| | 2015-06-29 | director |
Mona Sutphen Latest Holdings Summary
Mona Sutphen currently owns a total of 4 stocks. Among these stocks, Mona Sutphen owns 298 shares of Putnam Master Intermediate Income Trust (PIM) as of December 1, 2022, with a value of $970 and a weighting of 25.72%. Mona Sutphen owns 268 shares of Putnam Premier Income Trust (PPT) as of December 1, 2022, with a value of $951 and a weighting of 25.24%. Mona Sutphen also owns 149 shares of Putnam Managed Municipal Income Trust (PMM) as of December 1, 2022, with a value of $927 and a weighting of 24.58%. The other 1 stocks Putnam Municipal Opportunities Trust (PMO) have a combined weighting of 24.46% among all his current holdings.
Latest Holdings of Mona Sutphen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PIM | Putnam Master Intermediate Income Trust | 2022-12-01 | 298 | 3.25 | 970 |
| PPT | Putnam Premier Income Trust | 2022-12-01 | 268 | 3.55 | 951 |
| PMM | Putnam Managed Municipal Income Trust | 2022-12-01 | 149 | 6.22 | 927 |
| PMO | Putnam Municipal Opportunities Trust | 2022-12-01 | 89 | 10.36 | 922 |
Holding Weightings of Mona Sutphen
Mona Sutphen Form 4 Trading Tracker
According to the SEC Form 4 filings, Mona Sutphen has made a total of 1 transactions in Putnam Master Intermediate Income Trust (PIM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Putnam Master Intermediate Income Trust is the acquisition of 298 shares on December 1, 2022, which cost Mona Sutphen around $998.
According to the SEC Form 4 filings, Mona Sutphen has made a total of 1 transactions in Putnam Premier Income Trust (PPT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Putnam Premier Income Trust is the acquisition of 268 shares on December 1, 2022, which cost Mona Sutphen around $997.
According to the SEC Form 4 filings, Mona Sutphen has made a total of 1 transactions in Putnam Managed Municipal Income Trust (PMM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Putnam Managed Municipal Income Trust is the acquisition of 149 shares on December 1, 2022, which cost Mona Sutphen around $994.
More details on Mona Sutphen's insider transactions can be found in the Insider Trading History of Mona Sutphen table.Insider Trading History of Mona Sutphen
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Mona Sutphen Trading Performance
GuruFocus tracks the stock performance after each of Mona Sutphen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mona Sutphen is 0.24%. GuruFocus also compares Mona Sutphen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mona Sutphen within 3 months outperforms 3 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 Mona Sutphen's insider trading performs compared to the benchmark.
Performance of Mona Sutphen
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.58 | | | | | |
| Relative Return to S&P 500(%) | 2.24 | | | | | |
Mona Sutphen Ownership Network
Ownership Network List of Mona Sutphen
Ownership Network Relation of Mona Sutphen
Mona Sutphen Owned Company Details
What does Putnam Premier Income Trust do?
Who are the key executives at Putnam Premier Income Trust?
Mona Sutphen is the director of Putnam Premier Income Trust. Other key executives at Putnam Premier Income Trust include Head HR- Diversity & Inclusion & other: Putnam Investments Stephen R Denny , Portfolio Manager/Putnam.Inv. Michael V Salm , and Head of Product and Strategy & other: Putnam Investments Carlo Forcione .
Putnam Premier Income Trust (PPT) Insider Trades Summary
Over the past 18 months, Mona Sutphen made no insider transaction in Putnam Premier Income Trust (PPT). Other recent insider transactions involving Putnam Premier Income Trust (PPT) include a net purchase of 276 shares made by Manoj P Singh ,
In summary, during the past 3 months, insiders sold 0 shares of Putnam Premier Income Trust (PPT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Putnam Premier Income Trust (PPT) were sold and 276 shares were bought by its insiders, resulting in a net purchase of 276 shares.
Putnam Premier Income Trust (PPT)'s detailed insider trading history can be found in Insider Trading Tracker table.
Putnam Premier Income Trust Insider Transactions
Mona Sutphen Mailing Address
Above is the net worth, insider trading, and ownership report for Mona Sutphen. You might contact Mona Sutphen via mailing address: 777 Hidden Ridge, Irving Tx 75038.
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