John W Ballantine - Net Worth and Insider Trading
John W Ballantine Net Worth
The estimated net worth of John W Ballantine is at least $48,204 dollars as of 2024-11-11. John W Ballantine is the Director of DWS Municipal Income Trust and owns about 2,460 shares of DWS Municipal Income Trust (KTF) stock worth over $24,551. John W Ballantine is also the Director of DWS Strategic Municipal Income Trust and owns about 2,335 shares of DWS Strategic Municipal Income Trust (KSM) stock worth over $23,654. Details can be seen in John W Ballantine'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 John W Ballantine has not made any transactions after 2019-08-09 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of John W Ballantine
John W Ballantine Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John W Ballantine owns 6 companies in total, including Portland General Electric Co (POR) , DWS Municipal Income Trust (KTF) , and DWS Strategic Municipal Income Trust (KSM) among others .
Click here to see the complete history of John W Ballantine’s form 4 insider trades.
Insider Ownership Summary of John W Ballantine
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| POR | Portland General Electric Co | 2006-07-13 | director |
| KTF | DWS Municipal Income Trust | 2019-08-09 | director |
| KSM | DWS Strategic Municipal Income Trust | 2019-08-09 | director |
 | | 2005-01-20 | director |
| | 2006-11-21 | director |
| | 2003-10-10 | director |
John W Ballantine Latest Holdings Summary
John W Ballantine currently owns a total of 2 stocks. Among these stocks, John W Ballantine owns 2,460 shares of DWS Municipal Income Trust (KTF) as of August 9, 2019, with a value of $24,551 and a weighting of 50.93%. John W Ballantine also owns 2,335 shares of DWS Strategic Municipal Income Trust (KSM) as of August 9, 2019, with a value of $23,654 and a weighting of 49.07%.
Latest Holdings of John W Ballantine
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| KTF | DWS Municipal Income Trust | 2019-08-09 | 2,460 | 9.98 | 24,551 |
| KSM | DWS Strategic Municipal Income Trust | 2019-08-09 | 2,335 | 10.13 | 23,654 |
Holding Weightings of John W Ballantine
John W Ballantine Form 4 Trading Tracker
According to the SEC Form 4 filings, John W Ballantine has made a total of 0 transactions in DWS Municipal Income Trust (KTF) over the past 5 years. The most-recent trade in DWS Municipal Income Trust is the acquisition of 2,460 shares on August 9, 2019, which cost John W Ballantine around $28,561.
According to the SEC Form 4 filings, John W Ballantine has made a total of 0 transactions in DWS Strategic Municipal Income Trust (KSM) over the past 5 years. The most-recent trade in DWS Strategic Municipal Income Trust is the acquisition of 2,335 shares on August 9, 2019, which cost John W Ballantine around $28,627.
Insider Trading History of John W Ballantine
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John W Ballantine Trading Performance
GuruFocus tracks the stock performance after each of John W Ballantine's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John W Ballantine is -1.22%. GuruFocus also compares John W Ballantine's trading performance to market benchmark return within the same time period. The performance of stocks bought by John W Ballantine within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how John W Ballantine's insider trading performs compared to the benchmark.
Performance of John W Ballantine
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.46 | | | | | |
| Relative Return to S&P 500(%) | -1.6 | | | | | |
John W Ballantine Ownership Network
Ownership Network List of John W Ballantine
Ownership Network Relation of John W Ballantine
John W Ballantine Owned Company Details
What does Portland General Electric Co do?
Who are the key executives at Portland General Electric Co?
John W Ballantine is the director of Portland General Electric Co. Other key executives at Portland General Electric Co include Sr. Vice President Larry Neal Bekkedahl , EVP & COO Benjamin Felton , and V. P. & General Counsel Maria Angelica Espinosa .
Portland General Electric Co (POR) Insider Trades Summary
Over the past 18 months, John W Ballantine made no insider transaction in Portland General Electric Co (POR). Other recent insider transactions involving Portland General Electric Co (POR) include a net sale of 12,402 shares made by Anne Frances Mersereau , a net sale of 5,375 shares made by Benjamin Felton , and a net sale of 4,500 shares made by Maria Angelica Espinosa .
In summary, during the past 3 months, insiders sold 6,439 shares of Portland General Electric Co (POR) in total and bought 11 shares, with a net sale of 6,428 shares. During the past 18 months, 77,637 shares of Portland General Electric Co (POR) were sold and 11 shares were bought by its insiders, resulting in a net sale of 77,626 shares.
Portland General Electric Co (POR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Portland General Electric Co Insider Transactions
John W Ballantine Mailing Address
Above is the net worth, insider trading, and ownership report for John W Ballantine. You might contact John W Ballantine via mailing address: C/o Oak Brook Bank, 1400 Sixteenth St, Oak Brook Il 60523.
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