Pamela G Carlton - Net Worth and Insider Trading
Pamela G Carlton Net Worth
The estimated net worth of Pamela G Carlton is at least $1 Million dollars as of 2024-11-05. Pamela G Carlton is the Director of Evercore Inc and owns about 3,146 shares of Evercore Inc (EVR) stock worth over $848,162. Pamela G Carlton is the Director of Apollo Commercial Real Estate Finance Inc and owns about 29,525 shares of Apollo Commercial Real Estate Finance Inc (ARI) stock worth over $263,363. Pamela G Carlton is also the Director of Columbia Seligman Premium Technology Growth Fund Inc and owns about 1,406 shares of Columbia Seligman Premium Technology Growth Fund Inc (STK) stock worth over $45,906. Besides these, Pamela G Carlton also holds Tri-Continental Corp (TY) . Details can be seen in Pamela G Carlton'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 Pamela G Carlton has not made any transactions after 2024-09-06 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Pamela G Carlton
Pamela G Carlton Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Pamela G Carlton owns 4 companies in total, including Evercore Inc (EVR) , Tri-Continental Corp (TY) , and Columbia Seligman Premium Technology Growth Fund Inc (STK) among others .
Click here to see the complete history of Pamela G Carlton’s form 4 insider trades.
Insider Ownership Summary of Pamela G Carlton
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EVR | Evercore Inc | 2024-07-29 | director |
| TY | Tri-Continental Corp | 2020-02-03 | director |
| STK | Columbia Seligman Premium Technology Growth Fund Inc | 2019-06-25 | director |
 | | 2024-09-06 | director |
Pamela G Carlton Latest Holdings Summary
Pamela G Carlton currently owns a total of 4 stocks. Among these stocks, Pamela G Carlton owns 3,146 shares of Evercore Inc (EVR) as of July 29, 2024, with a value of $848,162 and a weighting of 70.75%. Pamela G Carlton owns 29,525 shares of Apollo Commercial Real Estate Finance Inc (ARI) as of September 6, 2024, with a value of $263,363 and a weighting of 21.97%. Pamela G Carlton also owns 1,406 shares of Columbia Seligman Premium Technology Growth Fund Inc (STK) as of June 25, 2019, with a value of $45,906 and a weighting of 3.83%. The other 1 stocks Tri-Continental Corp (TY) have a combined weighting of 3.45% among all his current holdings.
Latest Holdings of Pamela G Carlton
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| EVR | Evercore Inc | 2024-07-29 | 3,146 | 269.60 | 848,162 |
| ARI | Apollo Commercial Real Estate Finance Inc | 2024-09-06 | 29,525 | 8.92 | 263,363 |
| STK | Columbia Seligman Premium Technology Growth Fund Inc | 2019-06-25 | 1,406 | 32.65 | 45,906 |
| TY | Tri-Continental Corp | 2020-02-03 | 1,263 | 32.80 | 41,420 |
Holding Weightings of Pamela G Carlton
Pamela G Carlton Form 4 Trading Tracker
According to the SEC Form 4 filings, Pamela G Carlton has made a total of 5 transactions in Evercore Inc (EVR) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Evercore Inc is the sale of 534 shares on July 29, 2024, which brought Pamela G Carlton around $131,935.
According to the SEC Form 4 filings, Pamela G Carlton has made a total of 3 transactions in Apollo Commercial Real Estate Finance Inc (ARI) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Apollo Commercial Real Estate Finance Inc is the sale of 833 shares on September 6, 2024, which brought Pamela G Carlton around $8,597.
According to the SEC Form 4 filings, Pamela G Carlton has made a total of 0 transactions in Columbia Seligman Premium Technology Growth Fund Inc (STK) over the past 5 years. The most-recent trade in Columbia Seligman Premium Technology Growth Fund Inc is the acquisition of 1,300 shares on June 25, 2019, which cost Pamela G Carlton around $26,026.
More details on Pamela G Carlton's insider transactions can be found in the Insider Trading History of Pamela G Carlton table.Insider Trading History of Pamela G Carlton
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Pamela G Carlton Trading Performance
GuruFocus tracks the stock performance after each of Pamela G Carlton's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Pamela G Carlton is 4.09%. GuruFocus also compares Pamela G Carlton's trading performance to market benchmark return within the same time period. The performance of stocks bought by Pamela G Carlton within 3 months outperforms 2 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 Pamela G Carlton's insider trading performs compared to the benchmark.
Performance of Pamela G Carlton
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.87 | | | | | |
| Relative Return to S&P 500(%) | 3.41 | | | | | |
Pamela G Carlton Ownership Network
Ownership Network List of Pamela G Carlton
Ownership Network Relation of Pamela G Carlton
Pamela G Carlton Owned Company Details
What does Evercore Inc do?
Who are the key executives at Evercore Inc?
Pamela G Carlton is the director of Evercore Inc. Other key executives at Evercore Inc include Chief Financial Officer Timothy Gilbert Lalonde , General Counsel Jason Klurfeld , and Contr.,Principal Acct. Officer Paul Pensa .
Evercore Inc (EVR) Insider Trades Summary
Over the past 18 months, Pamela G Carlton made 2 insider transaction in Evercore Inc (EVR) with a net sale of 1,126. Other recent insider transactions involving Evercore Inc (EVR) include a net sale of 12,087 shares made by Timothy Gilbert Lalonde , a net sale of 6,522 shares made by Richard I Beattie , and a net sale of 5,877 shares made by Jason Klurfeld .
In summary, during the past 3 months, insiders sold 3,750 shares of Evercore Inc (EVR) in total and bought 0 shares, with a net sale of 3,750 shares. During the past 18 months, 27,152 shares of Evercore Inc (EVR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 27,152 shares.
Evercore Inc (EVR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Evercore Inc Insider Transactions
Pamela G Carlton Mailing Address
Above is the net worth, insider trading, and ownership report for Pamela G Carlton. You might contact Pamela G Carlton via mailing address: 901 S. Marquette Avenue, Minneapolis Mn 55402.
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