George R Aylward - Net Worth and Insider Trading
George R Aylward Net Worth
The estimated net worth of George R Aylward is at least $23 Million dollars as of 2024-08-26. George R Aylward is the President, CEO and Director of Virtus Investment Partners Inc and owns about 103,271 shares of Virtus Investment Partners Inc (VRTS) stock worth over $22 Million. George R Aylward is the Vice President of Phoenix Companies Inc and owns about 3,198 shares of Phoenix Companies Inc (PNX) stock worth over $119,893. George R Aylward is also the President and CEO of Virtus Dividend, Interest & Premium Strategy Fund and owns about 6,455 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock worth over $83,528. Besides these, George R Aylward also holds Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) , Virtus Total Return Fund (DCA) , Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) , Virtus Global Dividend & Income Fund Inc (ZTR) , Virtus Global Multi-Sector Inc (VGI) , Virtus Total Return Fund Inc (ZTR) . Details can be seen in George R Aylward'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 George R Aylward has not made any transactions after 2021-12-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of George R Aylward
George R Aylward Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, George R Aylward owns 20 companies in total, including Virtus Investment Partners Inc (VRTS) , Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) , and Virtus Total Return Fund Inc (ZTR) among others .
Click here to see the complete history of George R Aylward’s form 4 insider trades.
Insider Ownership Summary of George R Aylward
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
VRTS | Virtus Investment Partners Inc | 2017-02-07 | director & Director & CEO and President |
DSE | Duff & Phelps Select MLP & Midstream Energy Fund I | 2014-08-15 | director & President of the Issuer & other: Director of the Adviser |
ZTR | Virtus Total Return Fund Inc | 2013-05-30 | director & President & CEO |
![]() | ![]() | 2013-05-30 | director & President & CEO |
![]() | ![]() | 2013-05-30 | director |
![]() | ![]() | 2013-05-30 | director & President |
![]() | ![]() | 2008-03-05 | Sr. EVP |
![]() | ![]() | 2005-05-06 | other: Director of Adviser |
![]() | ![]() | 2005-05-06 | other: Director of Adviser |
![]() | ![]() | 2005-05-06 | other: Director of Adviser |
![]() | ![]() | 2021-02-01 | director & President and CEO |
![]() | ![]() | 2021-12-21 | director & President and CEO |
![]() | ![]() | 2021-12-21 | director & President and CEO |
![]() | ![]() | 2021-12-21 | director & President and CEO |
![]() | ![]() | 2022-04-08 | director & President and CEO |
![]() | ![]() | 2022-04-08 | director & President and CEO |
![]() | ![]() | 2021-12-21 | director & President and CEO |
![]() | ![]() | 2021-02-01 | director & President and CEO |
![]() | ![]() | 2021-12-21 | director & President and CEO |
![]() | ![]() | 2021-12-21 | director & President and CEO |
George R Aylward Latest Holdings Summary
George R Aylward currently owns a total of 13 stocks. Among these stocks, George R Aylward owns 103,271 shares of Virtus Investment Partners Inc (VRTS) as of August 5, 2011, with a value of $22 Million and a weighting of 97.78%. George R Aylward owns 3,198 shares of Phoenix Companies Inc (PNX) as of November 7, 2003, with a value of $119,893 and a weighting of 0.53%. George R Aylward also owns 6,455 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) as of December 21, 2021, with a value of $83,528 and a weighting of 0.37%. The other 10 stocks Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) , Virtus Total Return Fund (DCA) , Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) , Virtus Global Dividend & Income Fund Inc (ZTR) , Virtus Global Multi-Sector Inc (VGI) , Virtus Total Return Fund Inc (ZTR) have a combined weighting of 1.32% among all his current holdings.
Latest Holdings of George R Aylward
Holding Weightings of George R Aylward
George R Aylward Form 4 Trading Tracker
According to the SEC Form 4 filings, George R Aylward has made a total of 0 transactions in Virtus Investment Partners Inc (VRTS) over the past 5 years. The most-recent trade in Virtus Investment Partners Inc is the acquisition of 750 shares on August 5, 2011, which cost George R Aylward around $50,715.
According to the SEC Form 4 filings, George R Aylward has made a total of 0 transactions in Phoenix Companies Inc (PNX) over the past 5 years. The most-recent trade in Phoenix Companies Inc is the acquisition of 1,000 shares on November 7, 2003, which cost George R Aylward around $10,920.
According to the SEC Form 4 filings, George R Aylward has made a total of 1 transactions in Virtus Dividend, Interest & Premium Strategy Fund (NFJ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Dividend, Interest & Premium Strategy Fund is the acquisition of 6,455 shares on December 21, 2021, which cost George R Aylward around $99,988.
More details on George R Aylward's insider transactions can be found in the Insider Trading History of George R Aylward table.Insider Trading History of George R Aylward
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George R Aylward Trading Performance
GuruFocus tracks the stock performance after each of George R Aylward's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by George R Aylward is -7.15%. GuruFocus also compares George R Aylward's trading performance to market benchmark return within the same time period. The performance of stocks bought by George R Aylward within 3 months outperforms 3 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how George R Aylward's insider trading performs compared to the benchmark.
Performance of George R Aylward
George R Aylward Ownership Network
Ownership Network List of George R Aylward
Ownership Network Relation of George R Aylward
![Insider Network Chart](https://static.gurufocus.com/insider-network.png)
George R Aylward Owned Company Details
What does Virtus Investment Partners Inc do?
Who are the key executives at Virtus Investment Partners Inc?
George R Aylward is the director & Director & CEO and President of Virtus Investment Partners Inc. Other key executives at Virtus Investment Partners Inc include EVP & Head of Distribution Barry M. Mandinach , EVP & Chief Financial Officer Michael A Angerthal , and EVP & Human Resources Mardelle W Pena .
Virtus Investment Partners Inc (VRTS) Insider Trades Summary
Over the past 18 months, George R Aylward made no insider transaction in Virtus Investment Partners Inc (VRTS). Other recent insider transactions involving Virtus Investment Partners Inc (VRTS) include a net sale of 8,049 shares made by Michael A Angerthal , a net sale of 7,963 shares made by Barry M. Mandinach , and a net sale of 2,150 shares made by Stephen T Zarrilli .
In summary, during the past 3 months, insiders sold 0 shares of Virtus Investment Partners Inc (VRTS) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 18,162 shares of Virtus Investment Partners Inc (VRTS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 18,162 shares.
Virtus Investment Partners Inc (VRTS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Investment Partners Inc Insider Transactions
George R Aylward Mailing Address
Above is the net worth, insider trading, and ownership report for George R Aylward. You might contact George R Aylward via mailing address: C/o Virtus Investment Partners, Inc., 100 Pearl Street, Hartford Ct 06103.