Oliver Thomas W Jr - Net Worth and Insider Trading

Oliver Thomas W Jr Net Worth

The estimated net worth of Oliver Thomas W Jr is at least $89,600 dollars as of 2024-09-21. Oliver Thomas W Jr is the Affiliated Person of Virtus Dividend, Interest & Premium Strategy Fund and owns about 7,000 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock worth over $89,600. Details can be seen in Oliver Thomas W Jr'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 Oliver Thomas W Jr has not made any transactions after 2020-03-13 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 Oliver Thomas W Jr

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Oliver Thomas W Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Oliver Thomas W Jr owns 23 companies in total, including Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Pcm Fund Inc (PCM) , and PIMCO Strategic Income Fund, Inc. (RCS) among others .

Click here to see the complete history of Oliver Thomas W Jr’s form 4 insider trades.

Insider Ownership Summary of Oliver Thomas W Jr

Ticker Comapny Transaction Date Type of Owner
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2020-03-13 other: AFFILIATED PERSON
PCM Pcm Fund Inc 2011-11-11 other: Affiliated Person
RCS PIMCO Strategic Income Fund, Inc. 2011-11-11 other: Affiliated Person
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LIMIT LIMIT 2011-11-11 other: Affiliated Person
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LIMIT LIMIT 2011-11-11 other: Affiliated Person

Oliver Thomas W Jr Latest Holdings Summary

Oliver Thomas W Jr currently owns a total of 1 stock. Oliver Thomas W Jr owns 7,000 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) as of March 13, 2020, with a value of $89,600.

Latest Holdings of Oliver Thomas W Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2020-03-13 7,000 12.80 89,600

Holding Weightings of Oliver Thomas W Jr


Oliver Thomas W Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Oliver Thomas W Jr 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 2,000 shares on March 13, 2020, which cost Oliver Thomas W Jr around $18,280.

Insider Trading History of Oliver Thomas W Jr

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.

Oliver Thomas W Jr Trading Performance

GuruFocus tracks the stock performance after each of Oliver Thomas W Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Oliver Thomas W Jr is 3.24%. GuruFocus also compares Oliver Thomas W Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Oliver Thomas W Jr within 3 months outperforms 1 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 Oliver Thomas W Jr'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 Oliver Thomas W Jr

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 4 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(%) 3.54 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.07 LIMIT LIMIT LIMIT LIMIT LIMIT

Oliver Thomas W Jr Ownership Network

Ownership Network List of Oliver Thomas W Jr

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Ownership Network Relation of Oliver Thomas W Jr

Insider Network Chart

Oliver Thomas W Jr Owned Company Details

What does Virtus Dividend, Interest & Premium Strategy Fund do?

Who are the key executives at Virtus Dividend, Interest & Premium Strategy Fund?

Oliver Thomas W Jr is the other: AFFILIATED PERSON of Virtus Dividend, Interest & Premium Strategy Fund. Other key executives at Virtus Dividend, Interest & Premium Strategy Fund include other: CEO - Subadviser to the issuer Christine Hurtsellers , other: CIO-Subadviser to the issuer Vincent J Costa , and other: CIO-Subadviser to the issuer Paul Zemsky .

Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Insider Trades Summary

Over the past 18 months, Oliver Thomas W Jr made no insider transaction in Virtus Dividend, Interest & Premium Strategy Fund (NFJ). Other recent insider transactions involving Virtus Dividend, Interest & Premium Strategy Fund (NFJ) include a net purchase of 1,244 shares made by Donald C Burke ,

In summary, during the past 3 months, insiders sold 0 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) were sold and 1,244 shares were bought by its insiders, resulting in a net purchase of 1,244 shares.

Virtus Dividend, Interest & Premium Strategy Fund (NFJ)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Virtus Dividend, Interest & Premium Strategy Fund Insider Transactions

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Oliver Thomas W Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Oliver Thomas W Jr. You might contact Oliver Thomas W Jr via mailing address: 2121 San Jacinto Drive, Dallas Tx 75201.

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