Robert E Chadwick - Net Worth and Insider Trading
Robert E Chadwick Net Worth
The estimated net worth of Robert E Chadwick is at least $409,006 dollars as of 2024-11-05. Robert E Chadwick is the AFFILIATED PERSON OF INV. ADV. of Flaherty & Crumrine Pref&Inc Allocation and owns about 20,000 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) stock worth over $409,006. Details can be seen in Robert E Chadwick'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 Robert E Chadwick has not made any transactions after 2018-12-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Robert E Chadwick
Robert E Chadwick Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Robert E Chadwick 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 Robert E Chadwick’s form 4 insider trades.
Insider Ownership Summary of Robert E Chadwick
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2018-12-18 | CFO & VP & Treasurer |
| PFD | Flaherty & Crumrine Prefd Inc Fund Inc | 2005-09-28 | CFO & VP & Secretary & Treasurer |
| PFO | Flaherty & Crumrine Prfd Income Oppo | 2004-04-06 | Vice President |
 | | 2005-04-05 | CFO & VP & Treasurer & Secretary |
| | 2003-07-28 | VP & Secretary & Asst. Treasurer |
Robert E Chadwick Latest Holdings Summary
Robert E Chadwick currently owns a total of 1 stock. Robert E Chadwick owns 20,000 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) as of December 18, 2018, with a value of $409,006.
Latest Holdings of Robert E Chadwick
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2018-12-18 | 20,000 | 20.45 | 409,006 |
Holding Weightings of Robert E Chadwick
Robert E Chadwick Form 4 Trading Tracker
According to the SEC Form 4 filings, Robert E Chadwick 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 5,000 shares on December 18, 2018, which cost Robert E Chadwick around $100,000.
Insider Trading History of Robert E Chadwick
- 1
Robert E Chadwick Trading Performance
GuruFocus tracks the stock performance after each of Robert E Chadwick's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert E Chadwick is 19.39%. GuruFocus also compares Robert E Chadwick's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert E Chadwick within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Robert E Chadwick's insider trading performs compared to the benchmark.
Performance of Robert E Chadwick
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 9 | | | | | |
| Relative Return to S&P 500(%) | 4.11 | | | | | |
Robert E Chadwick Ownership Network
Ownership Network List of Robert E Chadwick
Ownership Network Relation of Robert E Chadwick
Robert E Chadwick Owned Company Details
What does Flaherty & Crumrine Pref&Inc Allocation do?
Who are the key executives at Flaherty & Crumrine Pref&Inc Allocation?
Robert E Chadwick is the CFO & VP & Treasurer of Flaherty & Crumrine Pref&Inc Allocation. Other key executives at Flaherty & Crumrine Pref&Inc Allocation include CFO and Treasurer & other: Affiliate of Inv. Adviser Bradford S Stone , 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
Robert E Chadwick Mailing Address
Above is the net worth, insider trading, and ownership report for Robert E Chadwick. You might contact Robert E Chadwick via mailing address: 301 E Colorado Blvd Ste 720, Pasadena Ca 91101.
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