Bradford S Stone - Net Worth and Insider Trading
Bradford S Stone Net Worth
The estimated net worth of Bradford S Stone is at least $586,603 dollars as of 2024-11-05. Bradford S Stone is the AFFILIATED PERSON OF INV. ADV. of Flaherty & Crumrine Pref&Inc Allocation and owns about 26,677 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) stock worth over $544,478. Bradford S Stone is also the VP and Asst. Treasurer of Flaherty & Crumrine Total Return Fund Inc and owns about 2,500 shares of Flaherty & Crumrine Total Return Fund Inc (FLC) stock worth over $42,125. Details can be seen in Bradford S Stone'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 Bradford S Stone has not made any transactions after 2018-12-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Bradford S Stone
Bradford S Stone Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bradford S Stone owns 5 companies in total, including Flaherty & Crumrine Pref&Inc Allocation (DFP) , Flaherty & Crumrine Prefd Inc Fund Inc (PFD) , and Flaherty & Crumrine Prfd Income Oppo (PFO) among others .
Click here to see the complete history of Bradford S Stone’s form 4 insider trades.
Insider Ownership Summary of Bradford S Stone
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2018-12-20 | CFO and Treasurer & other: Affiliate of Inv. Adviser |
| PFD | Flaherty & Crumrine Prefd Inc Fund Inc | 2003-07-18 | Vice President & Asst Treasurer |
| PFO | Flaherty & Crumrine Prfd Income Oppo | 2003-07-18 | Vice President & Asst Treasurer |
 | | 2003-07-18 | Vice President & Asst Treasurer |
| | 2013-06-03 | Vice President & Asst Treasurer |
Bradford S Stone Latest Holdings Summary
Bradford S Stone currently owns a total of 2 stocks. Among these stocks, Bradford S Stone owns 26,677 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) as of December 20, 2018, with a value of $544,478 and a weighting of 92.82%. Bradford S Stone also owns 2,500 shares of Flaherty & Crumrine Total Return Fund Inc (FLC) as of June 3, 2013, with a value of $42,125 and a weighting of 7.18%.
Latest Holdings of Bradford S Stone
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2018-12-20 | 26,677 | 20.41 | 544,478 |
| FLC | Flaherty & Crumrine Total Return Fund Inc | 2013-06-03 | 2,500 | 16.85 | 42,125 |
Holding Weightings of Bradford S Stone
Bradford S Stone Form 4 Trading Tracker
According to the SEC Form 4 filings, Bradford S Stone has made a total of 0 transactions in Flaherty & Crumrine Pref&Inc Allocation (DFP) over the past 5 years. The most-recent trade in Flaherty & Crumrine Pref&Inc Allocation is the acquisition of 2,500 shares on December 20, 2018, which cost Bradford S Stone around $48,750.
According to the SEC Form 4 filings, Bradford S Stone has made a total of 0 transactions in Flaherty & Crumrine Total Return Fund Inc (FLC) over the past 5 years. The most-recent trade in Flaherty & Crumrine Total Return Fund Inc is the acquisition of 1,500 shares on June 3, 2013, which cost Bradford S Stone around $29,250.
Insider Trading History of Bradford S Stone
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Bradford S Stone Trading Performance
GuruFocus tracks the stock performance after each of Bradford S Stone's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bradford S Stone is 12.28%. GuruFocus also compares Bradford S Stone's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bradford S Stone within 3 months outperforms 3 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bradford S Stone's insider trading performs compared to the benchmark.
Performance of Bradford S Stone
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.62 | | | | | |
| Relative Return to S&P 500(%) | 3.16 | | | | | |
Bradford S Stone Ownership Network
Ownership Network List of Bradford S Stone
Ownership Network Relation of Bradford S Stone
Bradford S Stone Owned Company Details
What does Flaherty & Crumrine Pref&Inc Allocation do?
Who are the key executives at Flaherty & Crumrine Pref&Inc Allocation?
Bradford S Stone is the CFO and Treasurer & other: Affiliate of Inv. Adviser of Flaherty & Crumrine Pref&Inc Allocation. Other key executives at Flaherty & Crumrine Pref&Inc Allocation include CFO & VP & Treasurer Robert E Chadwick , CCO & VP and Secretary Chad Conwell , and President Robert M Ettinger .
Flaherty & Crumrine Pref&Inc Allocation (DFP) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Flaherty & Crumrine Pref&Inc Allocation (DFP)'s detailed insider trading history can be found in Insider Trading Tracker table.
Flaherty & Crumrine Pref&Inc Allocation Insider Transactions
Bradford S Stone Mailing Address
Above is the net worth, insider trading, and ownership report for Bradford S Stone. You might contact Bradford S Stone via mailing address: 47 Maple St. Suite 403, Summit Nj 07901.
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