Joellen Legg - Net Worth and Insider Trading
Joellen Legg Net Worth
The estimated net worth of Joellen Legg is at least $74,790 dollars as of 2024-10-06. Joellen Legg is the Director of Reaves Utility Income Fund and owns about 2,265 shares of Reaves Utility Income Fund (UTG) stock worth over $74,790. Details can be seen in Joellen Legg'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 Joellen Legg has not made any transactions after 2024-09-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Joellen Legg
Joellen Legg Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joellen Legg owns 5 companies in total, including Reaves Utility Income Fund (UTG) , Virtus Stone Harbor Emerging Markets Income Fund (EDF) , and Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) among others .
Click here to see the complete history of Joellen Legg’s form 4 insider trades.
Insider Ownership Summary of Joellen Legg
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UTG | Reaves Utility Income Fund | 2024-09-17 | Secretary |
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2010-12-21 | Assistant Secretary |
| EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2012-10-26 | Assistant Secretary |
 | | 2009-09-09 | other: Officer of Investment Adviser |
| | 2009-09-09 | other: Officer of Investment Adviser |
Joellen Legg Latest Holdings Summary
Joellen Legg currently owns a total of 1 stock. Joellen Legg owns 2,265 shares of Reaves Utility Income Fund (UTG) as of September 17, 2024, with a value of $74,790.
Latest Holdings of Joellen Legg
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UTG | Reaves Utility Income Fund | 2024-09-17 | 2,265 | 33.02 | 74,790 |
Holding Weightings of Joellen Legg
Joellen Legg Form 4 Trading Tracker
According to the SEC Form 4 filings, Joellen Legg has made a total of 2 transactions in Reaves Utility Income Fund (UTG) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Reaves Utility Income Fund is the acquisition of 310 shares on September 17, 2024, which cost Joellen Legg around $9,824.
Insider Trading History of Joellen Legg
- 1
Joellen Legg Trading Performance
GuruFocus tracks the stock performance after each of Joellen Legg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joellen Legg is 4.69%. GuruFocus also compares Joellen Legg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joellen Legg 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 Joellen Legg's insider trading performs compared to the benchmark.
Performance of Joellen Legg
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.83 | | | | | |
| Relative Return to S&P 500(%) | 2.42 | | | | | |
Joellen Legg Ownership Network
Joellen Legg Owned Company Details
What does Reaves Utility Income Fund do?
Who are the key executives at Reaves Utility Income Fund?
Joellen Legg is the Secretary of Reaves Utility Income Fund. Other key executives at Reaves Utility Income Fund include other: Officer of Investment Advisor Thomas Michael Grimes , other: Officer of Investment Advisor Reaves W H & Co Inc , and other: Officer of Investment Advisor Rhame Joseph Burns Iii .
Reaves Utility Income Fund (UTG) Insider Trades Summary
Over the past 18 months, Joellen Legg made 2 insider transaction in Reaves Utility Income Fund (UTG) with a net purchase of 2,200. Other recent insider transactions involving Reaves Utility Income Fund (UTG) include a net sale of 15,223 shares made by Thomas Michael Grimes ,
In summary, during the past 3 months, insiders sold 0 shares of Reaves Utility Income Fund (UTG) in total and bought 310 shares, with a net purchase of 310 shares. During the past 18 months, 15,223 shares of Reaves Utility Income Fund (UTG) were sold and 2,200 shares were bought by its insiders, resulting in a net sale of 13,023 shares.
Reaves Utility Income Fund (UTG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Reaves Utility Income Fund Insider Transactions
Joellen Legg Mailing Address
Above is the net worth, insider trading, and ownership report for Joellen Legg. You might contact Joellen Legg via mailing address: 1290 Broadway, Suite 1100, Denver Co 80203.
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