Nelson Joseph - Net Worth and Insider Trading
Nelson Joseph Net Worth
The estimated net worth of Nelson Joseph is at least $20,475 dollars as of 2024-11-06. Nelson Joseph is the PFO, PAO & Treasurer of Carlyle Credit Income Fund and owns about 2,500 shares of Carlyle Credit Income Fund (CCIF) stock worth over $20,475. Details can be seen in Nelson Joseph'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 Nelson Joseph has not made any transactions after 2023-12-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Nelson Joseph
Nelson Joseph Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Nelson Joseph owns 2 companies in total, including Carlyle Secured Lending Inc (CGBD) , and Carlyle Credit Income Fund (CCIF) .
Click here to see the complete history of Nelson Joseph’s form 4 insider trades.
Insider Ownership Summary of Nelson Joseph
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CGBD | Carlyle Secured Lending Inc | 2023-03-22 | PAO |
| CCIF | Carlyle Credit Income Fund | 2023-12-21 | PFO & PAO & Treasurer |
Nelson Joseph Latest Holdings Summary
Nelson Joseph currently owns a total of 1 stock. Nelson Joseph owns 2,500 shares of Carlyle Credit Income Fund (CCIF) as of December 21, 2023, with a value of $20,475.
Latest Holdings of Nelson Joseph
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CCIF | Carlyle Credit Income Fund | 2023-12-21 | 2,500 | 8.19 | 20,475 |
Holding Weightings of Nelson Joseph
Nelson Joseph Form 4 Trading Tracker
According to the SEC Form 4 filings, Nelson Joseph has made a total of 1 transactions in Carlyle Credit Income Fund (CCIF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Carlyle Credit Income Fund is the acquisition of 2,500 shares on December 21, 2023, which cost Nelson Joseph around $19,500.
Insider Trading History of Nelson Joseph
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Nelson Joseph Trading Performance
GuruFocus tracks the stock performance after each of Nelson Joseph's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Nelson Joseph is 1.02%. GuruFocus also compares Nelson Joseph's trading performance to market benchmark return within the same time period. The performance of stocks bought by Nelson Joseph 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 Nelson Joseph's insider trading performs compared to the benchmark.
Performance of Nelson Joseph
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.38 |  | | | | |
| Relative Return to S&P 500(%) | -2.34 | | | | | |
Nelson Joseph Ownership Network
Ownership Network List of Nelson Joseph
Ownership Network Relation of Nelson Joseph
Nelson Joseph Owned Company Details
What does Carlyle Secured Lending Inc do?
Who are the key executives at Carlyle Secured Lending Inc?
Nelson Joseph is the PAO of Carlyle Secured Lending Inc. Other key executives at Carlyle Secured Lending Inc include CFO Thomas M Hennigan , VP and Head of Illiquid Credit Alexander Popov , and VP and Head of Underwriting Michael Hadley .
Carlyle Secured Lending Inc (CGBD) Insider Trades Summary
Over the past 18 months, Nelson Joseph made no insider transaction in Carlyle Secured Lending Inc (CGBD). Other recent insider transactions involving Carlyle Secured Lending Inc (CGBD) include a net purchase of 7,762 shares made by Aren C. Leekong , a net purchase of 350 shares made by Thomas M Hennigan , and a net purchase of 5,000 shares made by Alexander Popov .
In summary, during the past 3 months, insiders sold 0 shares of Carlyle Secured Lending Inc (CGBD) in total and bought 4,800 shares, with a net purchase of 4,800 shares. During the past 18 months, 3,550 shares of Carlyle Secured Lending Inc (CGBD) were sold and 21,462 shares were bought by its insiders, resulting in a net purchase of 17,912 shares.
Carlyle Secured Lending Inc (CGBD)'s detailed insider trading history can be found in Insider Trading Tracker table.
Carlyle Secured Lending Inc Insider Transactions
Nelson Joseph Mailing Address
Above is the net worth, insider trading, and ownership report for Nelson Joseph. You might contact Nelson Joseph via mailing address: One Vanderbilt Avenue, Suite 3400, New York Ny 10017.
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