Jason W. Allen - Net Worth and Insider Trading
Jason W. Allen Net Worth
The estimated net worth of Jason W. Allen is at least $6,902 dollars as of 2024-11-08. Jason W. Allen is the Director of Eagle Capital Growth Fund Inc and owns about 680 shares of Eagle Capital Growth Fund Inc (GRF) stock worth over $6,902. Details can be seen in Jason W. Allen'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 Jason W. Allen has not made any transactions after 2021-04-27 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jason W. Allen
Jason W. Allen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jason W. Allen owns 1 companies in total, including Eagle Capital Growth Fund Inc (GRF) .
Click here to see the complete history of Jason W. Allen’s form 4 insider trades.
Insider Ownership Summary of Jason W. Allen
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| GRF | Eagle Capital Growth Fund Inc | 2021-04-27 | director |
Jason W. Allen Latest Holdings Summary
Jason W. Allen currently owns a total of 1 stock. Jason W. Allen owns 680 shares of Eagle Capital Growth Fund Inc (GRF) as of April 27, 2021, with a value of $6,902.
Latest Holdings of Jason W. Allen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| GRF | Eagle Capital Growth Fund Inc | 2021-04-27 | 680 | 10.15 | 6,902 |
Holding Weightings of Jason W. Allen
Jason W. Allen Form 4 Trading Tracker
According to the SEC Form 4 filings, Jason W. Allen has made a total of 1 transactions in Eagle Capital Growth Fund Inc (GRF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Eagle Capital Growth Fund Inc is the acquisition of 680 shares on April 27, 2021, which cost Jason W. Allen around $5,977.
Insider Trading History of Jason W. Allen
- 1
Jason W. Allen Trading Performance
GuruFocus tracks the stock performance after each of Jason W. Allen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jason W. Allen is 2.67%. GuruFocus also compares Jason W. Allen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jason W. Allen 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 Jason W. Allen's insider trading performs compared to the benchmark.
Performance of Jason W. Allen
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.55 | | | | | |
| Relative Return to S&P 500(%) | 4.21 | | | | | |
Jason W. Allen Ownership Network
Ownership Network List of Jason W. Allen
Ownership Network Relation of Jason W. Allen
Jason W. Allen Owned Company Details
What does Eagle Capital Growth Fund Inc do?
Who are the key executives at Eagle Capital Growth Fund Inc?
Jason W. Allen is the director of Eagle Capital Growth Fund Inc. Other key executives at Eagle Capital Growth Fund Inc include chief compliance officer David C Sims , other: Investment Club Mutual Investment Club Of Detroit , and Chairman Thomas E Ohara .
Eagle Capital Growth Fund Inc (GRF) Insider Trades Summary
Over the past 18 months, Jason W. Allen made no insider transaction in Eagle Capital Growth Fund Inc (GRF). Other recent insider transactions involving Eagle Capital Growth Fund Inc (GRF) include a net sale of 298,271 shares made by Luke E Sims , a net purchase of 23,318 shares made by David C Sims , and a net purchase of 600 shares made by Robert M Bilkie .
In summary, during the past 3 months, insiders sold 0 shares of Eagle Capital Growth Fund Inc (GRF) in total and bought 7,615 shares, with a net purchase of 7,615 shares. During the past 18 months, 300,271 shares of Eagle Capital Growth Fund Inc (GRF) were sold and 25,918 shares were bought by its insiders, resulting in a net sale of 274,353 shares.
Eagle Capital Growth Fund Inc (GRF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Eagle Capital Growth Fund Inc Insider Transactions
Jason W. Allen Mailing Address
Above is the net worth, insider trading, and ownership report for Jason W. Allen. You might contact Jason W. Allen via mailing address: 225 E. Mason Street, Suite 802, Milwaukee Wi 53202.
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