Ellen D Harvey - Net Worth and Insider Trading
Ellen D Harvey Net Worth
The estimated net worth of Ellen D Harvey is at least $38,341 dollars as of 2024-11-08. Ellen D Harvey is the Director of Insight Select Income Fund and owns about 1,800 shares of Insight Select Income Fund (INSI) stock worth over $31,176. Ellen D Harvey is also the Director of Managed Duration Investment Grade Municipal Fund and owns about 500 shares of Managed Duration Investment Grade Municipal Fund (MZF) stock worth over $7,165. Details can be seen in Ellen D Harvey'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 Ellen D Harvey has not made any transactions after 2022-05-24 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Ellen D Harvey
Ellen D Harvey Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ellen D Harvey owns 2 companies in total, including Insight Select Income Fund (INSI) , and Managed Duration Investment Grade Municipal Fund (MZF) .
Click here to see the complete history of Ellen D Harvey’s form 4 insider trades.
Insider Ownership Summary of Ellen D Harvey
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| INSI | Insight Select Income Fund | 2022-05-24 | director |
| MZF | Managed Duration Investment Grade Municipal Fund | 2016-12-09 | director |
Ellen D Harvey Latest Holdings Summary
Ellen D Harvey currently owns a total of 2 stocks. Among these stocks, Ellen D Harvey owns 1,800 shares of Insight Select Income Fund (INSI) as of May 24, 2022, with a value of $31,176 and a weighting of 81.31%. Ellen D Harvey also owns 500 shares of Managed Duration Investment Grade Municipal Fund (MZF) as of December 9, 2016, with a value of $7,165 and a weighting of 18.69%.
Latest Holdings of Ellen D Harvey
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| INSI | Insight Select Income Fund | 2022-05-24 | 1,800 | 17.32 | 31,176 |
| MZF | Managed Duration Investment Grade Municipal Fund | 2016-12-09 | 500 | 14.33 | 7,165 |
Holding Weightings of Ellen D Harvey
Ellen D Harvey Form 4 Trading Tracker
According to the SEC Form 4 filings, Ellen D Harvey has made a total of 3 transactions in Insight Select Income Fund (INSI) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Insight Select Income Fund is the acquisition of 300 shares on May 24, 2022, which cost Ellen D Harvey around $4,947.
According to the SEC Form 4 filings, Ellen D Harvey has made a total of 0 transactions in Managed Duration Investment Grade Municipal Fund (MZF) over the past 5 years. The most-recent trade in Managed Duration Investment Grade Municipal Fund is the acquisition of 500 shares on December 9, 2016, which cost Ellen D Harvey around $6,555.
Insider Trading History of Ellen D Harvey
- 1
Ellen D Harvey Trading Performance
GuruFocus tracks the stock performance after each of Ellen D Harvey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ellen D Harvey is 5.26%. GuruFocus also compares Ellen D Harvey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ellen D Harvey within 3 months outperforms 0 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ellen D Harvey's insider trading performs compared to the benchmark.
Performance of Ellen D Harvey
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.32 | | | | | |
| Relative Return to S&P 500(%) | -2.61 | | | | | |
Ellen D Harvey Ownership Network
Ownership Network List of Ellen D Harvey
Ownership Network Relation of Ellen D Harvey
Ellen D Harvey Owned Company Details
What does Insight Select Income Fund do?
Who are the key executives at Insight Select Income Fund?
Ellen D Harvey is the director of Insight Select Income Fund. Other key executives at Insight Select Income Fund include Chief Compliance Officer Daniel Haff , Chief Compliance Officer Patrick Harris , and Chief Compliance Officer Seth Gelman .
Insight Select Income Fund (INSI) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Insight Select Income Fund (INSI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Insight Select Income Fund (INSI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Insight Select Income Fund (INSI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Insight Select Income Fund Insider Transactions
Ellen D Harvey Mailing Address
Above is the net worth, insider trading, and ownership report for Ellen D Harvey. Currently GuruFocus does not have mailing address information for Ellen D Harvey.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
