Stephen A Walsh - Net Worth and Insider Trading

Stephen A Walsh Net Worth

The estimated net worth of Stephen A Walsh is at least $1 Million dollars as of 2024-11-11. Stephen A Walsh is the CIO of Subadviser of Western Asset Inflation-Linked Opportunities and Income Fund and owns about 60,100 shares of Western Asset Inflation-Linked Opportunities and Income Fund (WIW) stock worth over $527,678. Stephen A Walsh is the Man. Dir. & CIO of Subadviser of Western Asset Mortgage Defined Opportunity Fund Inc and owns about 32,800 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) stock worth over $402,784. Stephen A Walsh is also the CIO of Subadviser of Western Asset High Income Oppor Fd Inc and owns about 68,155 shares of Western Asset High Income Oppor Fd Inc (HIO) stock worth over $273,983. Besides these, Stephen A Walsh also holds Western Asset Global High Inc Fd Inc (EHI) , Western Asset Variable Rate Strategic Fd Inc. (GFY) , Western Asset Global Corp Defined Opp (GDO) , Western Asset Invstm Grd Dfnd Opp Tr Inc (IGI) , Western Asset Inflation Linked Income Fund (WIA) , Western Asset Premier Bond Fund (WEA) , Western Asset Mu Defined Opp Tr Inc (MTT) . Details can be seen in Stephen A Walsh'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 Stephen A Walsh has not made any transactions after 2013-07-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Stephen A Walsh

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Stephen A Walsh Insider Ownership Reports

Insider Ownership Summary of Stephen A Walsh

Ticker Comapny Transaction Date Type of Owner
HIO Western Asset High Income Oppor Fd Inc 2013-07-10 other: Deputy CIO of Subadviser
DMO Western Asset Mortgage Defined Opportunity Fund Inc 2013-07-08 other: CIO of Subadviser
GDO Western Asset Global Corp Defined Opp 2013-04-04 other: CIO of Subadviser
LIMIT LIMIT 2012-10-09 other: CIO of Subadviser
LIMIT LIMIT 2012-09-24 other: Investment Adviser Employee
LIMIT LIMIT 2012-07-11 other: CIO of Subadviser
LIMIT LIMIT 2012-02-27 other: CIO of Subadvisor
LIMIT LIMIT 2012-01-03 other: CIO of Subadviser
LIMIT LIMIT 2011-06-03 other: CIO of Subadviser
LIMIT LIMIT 2010-10-26 other: CIO of Subadviser
LIMIT LIMIT 2010-02-05 other: Deputy CIO of Subadviser
LIMIT LIMIT 2006-08-01 other: Deputy CIO of Sub-Advisor
LIMIT LIMIT 2006-08-01 other: Deputy CIO of Sub-Advisor
LIMIT LIMIT 2006-08-01 other: Deputy CIO of Sub-Advisor
LIMIT LIMIT 2006-08-01 other: Deputy CIO of Sub-Advisor
LIMIT LIMIT 2006-08-01 other: Deputy CIO of Sub-Advisor
LIMIT LIMIT 2006-08-01 other: Deputy CIO of Sub-Advisor

Stephen A Walsh Latest Holdings Summary

Stephen A Walsh currently owns a total of 10 stocks. Among these stocks, Stephen A Walsh owns 60,100 shares of Western Asset Inflation-Linked Opportunities and Income Fund (WIW) as of September 24, 2012, with a value of $527,678 and a weighting of 37.13%. Stephen A Walsh owns 32,800 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) as of July 8, 2013, with a value of $402,784 and a weighting of 28.34%. Stephen A Walsh also owns 68,155 shares of Western Asset High Income Oppor Fd Inc (HIO) as of July 10, 2013, with a value of $273,983 and a weighting of 19.28%. The other 7 stocks Western Asset Global High Inc Fd Inc (EHI) , Western Asset Variable Rate Strategic Fd Inc. (GFY) , Western Asset Global Corp Defined Opp (GDO) , Western Asset Invstm Grd Dfnd Opp Tr Inc (IGI) , Western Asset Inflation Linked Income Fund (WIA) , Western Asset Premier Bond Fund (WEA) , Western Asset Mu Defined Opp Tr Inc (MTT) have a combined weighting of 15.24% among all his current holdings.

Latest Holdings of Stephen A Walsh

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
WIW Western Asset Inflation-Linked Opportunities and Income Fund 2012-09-24 60,100 8.78 527,678
DMO Western Asset Mortgage Defined Opportunity Fund Inc 2013-07-08 32,800 12.28 402,784
HIO Western Asset High Income Oppor Fd Inc 2013-07-10 68,155 4.02 273,983
EHI Western Asset Global High Inc Fd Inc 2010-02-05 18,000 6.81 122,580
GFY Western Asset Variable Rate Strategic Fd Inc. 2012-10-09 3,410 16.29 55,549
GDO Western Asset Global Corp Defined Opp 2013-04-04 1,924 12.11 23,300
IGI Western Asset Invstm Grd Dfnd Opp Tr Inc 2011-06-03 900 16.82 15,138
WIA Western Asset Inflation Linked Income Fund 2012-02-27 0 8.32 0
WEA Western Asset Premier Bond Fund 2012-01-03 0 11.24 0
MTT Western Asset Mu Defined Opp Tr Inc 2012-07-11 0 21.19 0

Holding Weightings of Stephen A Walsh


Stephen A Walsh Form 4 Trading Tracker

According to the SEC Form 4 filings, Stephen A Walsh has made a total of 0 transactions in Western Asset Inflation-Linked Opportunities and Income Fund (WIW) over the past 5 years. The most-recent trade in Western Asset Inflation-Linked Opportunities and Income Fund is the sale of 10,000 shares on September 24, 2012, which brought Stephen A Walsh around $132,800.

According to the SEC Form 4 filings, Stephen A Walsh has made a total of 0 transactions in Western Asset Mortgage Defined Opportunity Fund Inc (DMO) over the past 5 years. The most-recent trade in Western Asset Mortgage Defined Opportunity Fund Inc is the acquisition of 2,000 shares on July 8, 2013, which cost Stephen A Walsh around $43,540.

According to the SEC Form 4 filings, Stephen A Walsh has made a total of 0 transactions in Western Asset High Income Oppor Fd Inc (HIO) over the past 5 years. The most-recent trade in Western Asset High Income Oppor Fd Inc is the acquisition of 7,455 shares on July 10, 2013, which cost Stephen A Walsh around $43,314.

More details on Stephen A Walsh's insider transactions can be found in the Insider Trading History of Stephen A Walsh table.

Insider Trading History of Stephen A Walsh

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
  • 1
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.

Stephen A Walsh Trading Performance

GuruFocus tracks the stock performance after each of Stephen A Walsh's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen A Walsh is 4.61%. GuruFocus also compares Stephen A Walsh's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen A Walsh within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Stephen A Walsh'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 Stephen A Walsh

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
5 out of 5 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(%) 3.93 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.43 LIMIT LIMIT LIMIT LIMIT LIMIT

Stephen A Walsh Ownership Network

Ownership Network List of Stephen A Walsh

No Data

Ownership Network Relation of Stephen A Walsh

Insider Network Chart

Stephen A Walsh Owned Company Details

What does Western Asset High Income Oppor Fd Inc do?

Who are the key executives at Western Asset High Income Oppor Fd Inc?

Stephen A Walsh is the other: Deputy CIO of Subadviser of Western Asset High Income Oppor Fd Inc. Other key executives at Western Asset High Income Oppor Fd Inc include Secretary/Chief Legal Officer Oliveira Marc De , other: Secretary/GC Subadviser Hoffmann Courtney A. , and other: COO/Subadviser Andrew J. Bowden .

Western Asset High Income Oppor Fd Inc (HIO) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Western Asset High Income Oppor Fd Inc (HIO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Western Asset High Income Oppor Fd Inc (HIO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Western Asset High Income Oppor Fd Inc (HIO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Western Asset High Income Oppor Fd Inc Insider Transactions

No Available Data

Stephen A Walsh Mailing Address

Above is the net worth, insider trading, and ownership report for Stephen A Walsh. Currently GuruFocus does not have mailing address information for Stephen A Walsh.