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.
Transaction Summary of Stephen A Walsh
Stephen A Walsh Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen A Walsh owns 17 companies in total, including Western Asset High Income Oppor Fd Inc (HIO) , Western Asset Mortgage Defined Opportunity Fund Inc (DMO) , and Western Asset Global Corp Defined Opp (GDO) among others .
Click here to see the complete history of Stephen A Walsh’s form 4 insider trades.
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 |
2012-10-09 | other: CIO of Subadviser | ||
2012-09-24 | other: Investment Adviser Employee | ||
2012-07-11 | other: CIO of Subadviser | ||
2012-02-27 | other: CIO of Subadvisor | ||
2012-01-03 | other: CIO of Subadviser | ||
2011-06-03 | other: CIO of Subadviser | ||
2010-10-26 | other: CIO of Subadviser | ||
2010-02-05 | other: Deputy CIO of Subadviser | ||
2006-08-01 | other: Deputy CIO of Sub-Advisor | ||
2006-08-01 | other: Deputy CIO of Sub-Advisor | ||
2006-08-01 | other: Deputy CIO of Sub-Advisor | ||
2006-08-01 | other: Deputy CIO of Sub-Advisor | ||
2006-08-01 | other: Deputy CIO of Sub-Advisor | ||
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
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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.
Performance of Stephen A Walsh
Stephen A Walsh Ownership Network
Ownership Network List of Stephen A Walsh
Ownership Network Relation of Stephen A Walsh
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.
Western Asset High Income Oppor Fd Inc Insider Transactions
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.