Alan Rappaport - Net Worth and Insider Trading

Alan Rappaport Net Worth

The estimated net worth of Alan Rappaport is at least $1 Million dollars as of 2024-10-06. Alan Rappaport is the Director of Victory Capital Holdings Inc and owns about 10,000 shares of Victory Capital Holdings Inc (VCTR) stock worth over $575,800. Alan Rappaport is the Director of PIMCO Dynamic Income Opportunities Fund and owns about 5,000 shares of PIMCO Dynamic Income Opportunities Fund (PDO) stock worth over $71,750. Alan Rappaport is also the Director of PIMCO Dynamic Credit & Mortgage Income Fund and owns about 3,500 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) stock worth over $71,645. Besides these, Alan Rappaport also holds PIMCO Access Income Fund (PAXS) , Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , PIMCO Municipal Income Fund III (PMX) , PIMCO Dynamic Income Strategy Fund (PDX) , PIMCO Income Opportunity Fund (PKO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus Convertible & Income 2024 Target Term Fund (CBH) , PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Municipal Income Fund II (PML) , PIMCO Income Strategy Fund (PFL) , Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Pcm Fund Inc (PCM) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) . Details can be seen in Alan Rappaport'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 Alan Rappaport has not made any transactions after 2023-11-14 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Alan Rappaport

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Alan Rappaport Insider Ownership Reports

Insider Ownership Summary of Alan Rappaport

Ticker Comapny Transaction Date Type of Owner
VCTR Victory Capital Holdings Inc 2018-05-16 director
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2021-04-27 director
PDX PIMCO Dynamic Income Strategy Fund 2019-04-24 director
LIMIT LIMIT 2019-02-21 director
LIMIT LIMIT 2019-02-21 director
LIMIT LIMIT 2021-04-27 director
LIMIT LIMIT 2021-04-27 director
LIMIT LIMIT 2017-07-07 director
LIMIT LIMIT 2017-07-07 director
LIMIT LIMIT 2017-07-07 director
LIMIT LIMIT 2015-06-08 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2012-05-24 director
LIMIT LIMIT 2010-09-07 director
LIMIT LIMIT 2010-09-07 director
LIMIT LIMIT 2021-04-27 director
LIMIT LIMIT 2010-09-07 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2023-11-14 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2010-06-22 director
LIMIT LIMIT 2021-04-27 director
LIMIT LIMIT 2022-01-26 director
LIMIT LIMIT 2022-01-18 director

Alan Rappaport Latest Holdings Summary

Alan Rappaport currently owns a total of 18 stocks. Among these stocks, Alan Rappaport owns 10,000 shares of Victory Capital Holdings Inc (VCTR) as of May 16, 2018, with a value of $575,800 and a weighting of 56.21%. Alan Rappaport owns 5,000 shares of PIMCO Dynamic Income Opportunities Fund (PDO) as of November 14, 2023, with a value of $71,750 and a weighting of 7%. Alan Rappaport also owns 3,500 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) as of June 8, 2015, with a value of $71,645 and a weighting of 6.99%. The other 15 stocks PIMCO Access Income Fund (PAXS) , Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , PIMCO Municipal Income Fund III (PMX) , PIMCO Dynamic Income Strategy Fund (PDX) , PIMCO Income Opportunity Fund (PKO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus Convertible & Income 2024 Target Term Fund (CBH) , PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Municipal Income Fund II (PML) , PIMCO Income Strategy Fund (PFL) , Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Pcm Fund Inc (PCM) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) have a combined weighting of 29.79% among all his current holdings.

Latest Holdings of Alan Rappaport

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VCTR Victory Capital Holdings Inc 2018-05-16 10,000 57.58 575,800
PDO PIMCO Dynamic Income Opportunities Fund 2023-11-14 5,000 14.35 71,750
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2015-06-08 3,500 20.47 71,645
PAXS PIMCO Access Income Fund 2023-11-14 3,500 17.03 59,605
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2021-04-27 1,500 22.08 33,120
PMX PIMCO Municipal Income Fund III 2023-11-14 4,000 8.28 33,120
PDX PIMCO Dynamic Income Strategy Fund 2019-04-24 1,000 23.97 23,970
PKO PIMCO Income Opportunity Fund 2019-02-21 1,000 23.77 23,770
NIE Virtus AllianzGI Equity & Convertible Income Fund 2017-07-07 1,000 23.01 23,010
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2017-07-07 1,000 21.30 21,295
CBH Virtus Convertible & Income 2024 Target Term Fund 2021-04-27 2,000 9.19 18,370
PCN PIMCO Corporate & Income Strategy Fund 2010-09-07 1,000 14.30 14,300
PML PIMCO Municipal Income Fund II 2010-09-07 1,500 9.34 14,010
PFL PIMCO Income Strategy Fund 2010-09-07 1,500 8.72 13,080
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2017-07-07 1,000 12.79 12,790
PCM Pcm Fund Inc 2019-02-21 1,000 8.05 8,050
NCV Virtus Convertible & Income Fund 2010-09-07 1,000 3.49 3,490
NCZ Virtus Convertible & Income Fund II 2017-07-07 1,000 3.11 3,110

Holding Weightings of Alan Rappaport


Alan Rappaport Form 4 Trading Tracker

According to the SEC Form 4 filings, Alan Rappaport has made a total of 0 transactions in Victory Capital Holdings Inc (VCTR) over the past 5 years. The most-recent trade in Victory Capital Holdings Inc is the acquisition of 10,000 shares on May 16, 2018, which cost Alan Rappaport around $101,800.

According to the SEC Form 4 filings, Alan Rappaport has made a total of 2 transactions in PIMCO Dynamic Income Opportunities Fund (PDO) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in PIMCO Dynamic Income Opportunities Fund is the acquisition of 2,500 shares on November 14, 2023, which cost Alan Rappaport around $29,150.

According to the SEC Form 4 filings, Alan Rappaport has made a total of 0 transactions in PIMCO Dynamic Credit & Mortgage Income Fund (PCI) over the past 5 years. The most-recent trade in PIMCO Dynamic Credit & Mortgage Income Fund is the acquisition of 1,000 shares on June 8, 2015, which cost Alan Rappaport around $20,540.

More details on Alan Rappaport's insider transactions can be found in the Insider Trading History of Alan Rappaport table.

Insider Trading History of Alan Rappaport

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Alan Rappaport Trading Performance

GuruFocus tracks the stock performance after each of Alan Rappaport's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Alan Rappaport is -0.57%. GuruFocus also compares Alan Rappaport's trading performance to market benchmark return within the same time period. The performance of stocks bought by Alan Rappaport within 3 months outperforms 3 times out of 15 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Alan Rappaport's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Alan Rappaport

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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6 out of 12 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 0.65 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1.47 LIMIT LIMIT LIMIT LIMIT LIMIT

Alan Rappaport Ownership Network

Ownership Network List of Alan Rappaport

No Data

Ownership Network Relation of Alan Rappaport

Insider Network Chart

Alan Rappaport Owned Company Details

What does Victory Capital Holdings Inc do?

Who are the key executives at Victory Capital Holdings Inc?

Alan Rappaport is the director of Victory Capital Holdings Inc. Other key executives at Victory Capital Holdings Inc include Chairman and CEO David Craig Brown , See Remarks Kelly Stevenson Cliff , and director & 10 percent owner Milton R. Berlinski .

Victory Capital Holdings Inc (VCTR) Insider Trades Summary

Over the past 18 months, Alan Rappaport made no insider transaction in Victory Capital Holdings Inc (VCTR). Other recent insider transactions involving Victory Capital Holdings Inc (VCTR) include a net sale of 350,000 shares made by David Craig Brown ,

In summary, during the past 3 months, insiders sold 0 shares of Victory Capital Holdings Inc (VCTR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 350,000 shares of Victory Capital Holdings Inc (VCTR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 350,000 shares.

Victory Capital Holdings Inc (VCTR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Victory Capital Holdings Inc Insider Transactions

No Available Data

Alan Rappaport Mailing Address

Above is the net worth, insider trading, and ownership report for Alan Rappaport. You might contact Alan Rappaport via mailing address: C/o Pimco, 650 Newport Center Drive, Newport Beach Ca 92660.

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