Steven Samuels - Net Worth and Insider Trading

Steven Samuels Net Worth

The estimated net worth of Steven Samuels is at least $41,966 dollars as of 2024-05-06. Steven Samuels is the Investment Advisor Principal of Special Opportunities Fund Inc and owns about 3,360 shares of Special Opportunities Fund Inc (SPE) stock worth over $41,966. Details can be seen in Steven Samuels's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Steven Samuels has not made any transactions after 2012-09-17 and currently still holds the listed stock(s).

Transaction Summary of Steven Samuels

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Steven Samuels Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Steven Samuels owns 15 companies in total, including Western Asset Corporate Loan Fund Inc (TLI) , Alliance California Municipal Income Fund Inc (AKP) , and High Income Securities Fund (PCF) among others .

Click here to see the complete history of Steven Samuels’s form 4 insider trades.

Insider Ownership Summary of Steven Samuels

Ticker Comapny Transaction Date Type of Owner
TLI Western Asset Corporate Loan Fund Inc 2019-11-26 10 percent owner
AKP Alliance California Municipal Income Fund Inc 2018-08-17 10 percent owner
PCF High Income Securities Fund 2017-01-25 10 percent owner
2017-08-11 10 percent owner
2017-03-16 10 percent owner
2017-07-07 10 percent owner
2017-06-07 10 percent owner
2015-09-09 10 percent owner
2016-08-09 10 percent owner
2016-05-04 10 percent owner
2016-12-08 10 percent owner
2016-03-09 10 percent owner & other: See Explanation of Responses
2015-06-24 10 percent owner
2013-12-18 10 percent owner
2014-12-31 other: Investment Adviser Principal

Steven Samuels Latest Holdings Summary

Steven Samuels currently owns a total of 1 stock. Steven Samuels owns 3,360 shares of Special Opportunities Fund Inc (SPE) as of September 17, 2012, with a value of $41,966.

Latest Holdings of Steven Samuels

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SPE Special Opportunities Fund Inc 2012-09-17 3,360 12.49 41,966

Holding Weightings of Steven Samuels


Steven Samuels Form 4 Trading Tracker

According to the SEC Form 4 filings, Steven Samuels has made a total of 0 transactions in Special Opportunities Fund Inc (SPE) over the past 5 years. The most-recent trade in Special Opportunities Fund Inc is the acquisition of 1,000 shares on September 17, 2012, which cost Steven Samuels around $15,770.

Insider Trading History of Steven Samuels

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.

Steven Samuels Trading Performance

GuruFocus tracks the stock performance after each of Steven Samuels's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Steven Samuels is 1.56%. GuruFocus also compares Steven Samuels's trading performance to market benchmark return within the same time period. The performance of stocks bought by Steven Samuels 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 Steven Samuels'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 Steven Samuels

Average Return

Average return per transaction

Outperforming Transactions

1 out of 1 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(%) 1.47
Relative Return to S&P 500(%) 1.49

Steven Samuels Ownership Network

Ownership Network List of Steven Samuels

No Data

Ownership Network Relation of Steven Samuels


Steven Samuels Owned Company Details

What does Western Asset Corporate Loan Fund Inc do?

Who are the key executives at Western Asset Corporate Loan Fund Inc?

Steven Samuels is the 10 percent owner of Western Asset Corporate Loan Fund Inc. Other key executives at Western Asset Corporate Loan Fund Inc include other: Manager/Investment Manager Laura F Fergerson , other: Manager/Investment Manager Brian Eakes , and Secretary and Ch Lgl Officer George P. Hoyt .

Western Asset Corporate Loan Fund Inc (TLI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Western Asset Corporate Loan Fund Inc (TLI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Western Asset Corporate Loan Fund Inc (TLI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Western Asset Corporate Loan Fund Inc (TLI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Western Asset Corporate Loan Fund Inc Insider Transactions

No Available Data

Steven Samuels Mailing Address

Above is the net worth, insider trading, and ownership report for Steven Samuels. You might contact Steven Samuels via mailing address: 72 Coleytown Road, Westport Ct 06882.

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