David J. Adelman - Net Worth and Insider Trading

David J. Adelman Net Worth

The estimated net worth of David J. Adelman is at least $25 Million dollars as of 2024-04-26. David J. Adelman is the Director of FS KKR Capital Corp and owns about 1,154,851 shares of FS KKR Capital Corp (FSK) stock worth over $22 Million. David J. Adelman is the Investment Adviser Affiliate of FS Credit Opp Corp. and owns about 321,821 shares of FS Credit Opp Corp. (FSCO) stock worth over $2 Million. David J. Adelman is also the Director of Wheels Up Experience Inc and owns about 200,230 shares of Wheels Up Experience Inc (UP) stock worth over $462,531. Besides these, David J. Adelman also holds Actua Corp (ACTA) . Details can be seen in David J. Adelman's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David J. Adelman has not made any transactions after 2023-06-09 and currently still holds the listed stock(s).

Transaction Summary of David J. Adelman

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David J. Adelman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David J. Adelman owns 7 companies in total, including FS KKR Capital Corp (FSK) , Actua Corp (ACTA) , and SandRidge Energy Inc (SD) among others .

Click here to see the complete history of David J. Adelman’s form 4 insider trades.

Insider Ownership Summary of David J. Adelman

Ticker Comapny Transaction Date Type of Owner
FSK FS KKR Capital Corp 2018-03-22 director
ACTA Actua Corp 2018-01-23 director
SD SandRidge Energy Inc 2016-10-04 10 percent owner
KODK Eastman Kodak Co 2013-09-03 10 percent owner
FSKR FS KKR Capital Corp II 2012-06-18 director
UP Wheels Up Experience Inc 2022-06-01 director
FSCO FS Credit Opp Corp. 2023-06-09 other: Investment Adviser Affiliate

David J. Adelman Latest Holdings Summary

David J. Adelman currently owns a total of 4 stocks. Among these stocks, David J. Adelman owns 1,154,851 shares of FS KKR Capital Corp (FSK) as of March 22, 2018, with a value of $22 Million and a weighting of 90.24%. David J. Adelman owns 321,821 shares of FS Credit Opp Corp. (FSCO) as of June 9, 2023, with a value of $2 Million and a weighting of 7.62%. David J. Adelman also owns 200,230 shares of Wheels Up Experience Inc (UP) as of June 1, 2022, with a value of $462,531 and a weighting of 1.88%. The other 1 stocks Actua Corp (ACTA) have a combined weighting of 0.26% among all his current holdings.

Latest Holdings of David J. Adelman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FSK FS KKR Capital Corp 2018-03-22 1,154,851 19.23 22,207,785
FSCO FS Credit Opp Corp. 2023-06-09 321,821 5.83 1,876,216
UP Wheels Up Experience Inc 2022-06-01 200,230 2.31 462,531
ACTA Actua Corp 2015-05-07 63,267 1.00 63,267

Holding Weightings of David J. Adelman


David J. Adelman Form 4 Trading Tracker

According to the SEC Form 4 filings, David J. Adelman has made a total of 0 transactions in FS KKR Capital Corp (FSK) over the past 5 years. The most-recent trade in FS KKR Capital Corp is the acquisition of 8,943 shares on March 22, 2018, which cost David J. Adelman around $63,048.

According to the SEC Form 4 filings, David J. Adelman has made a total of 4 transactions in FS Credit Opp Corp. (FSCO) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in FS Credit Opp Corp. is the acquisition of 15,458 shares on June 9, 2023, which cost David J. Adelman around $70,798.

According to the SEC Form 4 filings, David J. Adelman has made a total of 4 transactions in Wheels Up Experience Inc (UP) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Wheels Up Experience Inc is the acquisition of 25,000 shares on June 1, 2022, which cost David J. Adelman around $650,000.

More details on David J. Adelman's insider transactions can be found in the Insider Trading History of David J. Adelman table.

Insider Trading History of David J. Adelman

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.

David J. Adelman Trading Performance

GuruFocus tracks the stock performance after each of David J. Adelman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David J. Adelman is -2.14%. GuruFocus also compares David J. Adelman's trading performance to market benchmark return within the same time period. The performance of stocks bought by David J. Adelman within 3 months outperforms 11 times out of 37 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how David J. Adelman'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 David J. Adelman

Average Return

-10.21%

Average return per transaction

Outperforming Transactions

33%

11 out of 33 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(%) -3.16 -2.14 -7.04 -10.21 -17.14 -14
Relative Return to S&P 500(%) -2.36 -4.4 -9.99 -17.76 -27.31 -24.4

David J. Adelman Ownership Network

Ownership Network List of David J. Adelman

No Data

Ownership Network Relation of David J. Adelman


David J. Adelman Owned Company Details

What does FS KKR Capital Corp do?

Who are the key executives at FS KKR Capital Corp?

David J. Adelman is the director of FS KKR Capital Corp. Other key executives at FS KKR Capital Corp include Chief Investment Officer Daniel Pietrzak , President & other: Investment Committee Member Brian Gerson , and director & President and CEO Michael C. Forman .

FS KKR Capital Corp (FSK) Insider Trades Summary

Over the past 18 months, David J. Adelman made no insider transaction in FS KKR Capital Corp (FSK). Other recent insider transactions involving FS KKR Capital Corp (FSK) include a net purchase of 21,000 shares made by Daniel Pietrzak , a net purchase of 4,500 shares made by Elizabeth Sandler , and a net purchase of 1,806 shares made by Jerel A Hopkins .

In summary, during the past 3 months, insiders sold 0 shares of FS KKR Capital Corp (FSK) in total and bought 11,000 shares, with a net purchase of 11,000 shares. During the past 18 months, 10,090 shares of FS KKR Capital Corp (FSK) were sold and 39,138 shares were bought by its insiders, resulting in a net purchase of 29,048 shares.

FS KKR Capital Corp (FSK)'s detailed insider trading history can be found in Insider Trading Tracker table.

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FS KKR Capital Corp Insider Transactions

No Available Data

David J. Adelman Mailing Address

Above is the net worth, insider trading, and ownership report for David J. Adelman. You might contact David J. Adelman via mailing address: Cira Centre, 2929 Arch Street, Suite 675, Philadelphia Pa 19104-2867.

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