Francis G Waltman - Net Worth and Insider Trading

Francis G Waltman Net Worth

The estimated net worth of Francis G Waltman is at least $4 Million dollars as of 2024-04-25. Francis G Waltman is the EVP, Product Management of Virtus Investment Partners Inc and owns about 17,845 shares of Virtus Investment Partners Inc (VRTS) stock worth over $4 Million. Details can be seen in Francis G Waltman's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Francis G Waltman has not made any transactions after 2020-08-13 and currently still holds the listed stock(s).

Transaction Summary of Francis G Waltman

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Francis G Waltman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Francis G Waltman owns 11 companies in total, including Virtus Investment Partners Inc (VRTS) , Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) , and Virtus Global Multi-Sector Inc (VGI) among others .

Click here to see the complete history of Francis G Waltman’s form 4 insider trades.

Insider Ownership Summary of Francis G Waltman

Ticker Comapny Transaction Date Type of Owner
VRTS Virtus Investment Partners Inc 2020-08-13 EVP & Product Management
DSE Duff & Phelps Select MLP & Midstream Energy Fund I 2014-06-19 other: Director of the Adviser
VGI Virtus Global Multi-Sector Inc 2012-02-23 Senior VP of the Issuer & other: Director of the Adviser
NCVpA.PFD Virtus Convertible & Income Fund 2021-02-01 EVP
NCZ Virtus Convertible & Income Fund II 2021-02-01 EVP
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2021-02-01 EVP
NIE Virtus AllianzGI Equity & Convertible Income Fund 2021-02-01 EVP
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2021-02-01 EVP
CBH Virtus Convertible & Income 2024 Target Term Fund 2021-02-01 EVP
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2021-02-01 EVP
NCV Virtus Convertible & Income Fund 2021-02-01 EVP

Francis G Waltman Latest Holdings Summary

Francis G Waltman currently owns a total of 1 stock. Francis G Waltman owns 17,845 shares of Virtus Investment Partners Inc (VRTS) as of August 13, 2020, with a value of $4 Million.

Latest Holdings of Francis G Waltman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VRTS Virtus Investment Partners Inc 2020-08-13 17,845 230.75 4,117,734

Holding Weightings of Francis G Waltman


Francis G Waltman Form 4 Trading Tracker

According to the SEC Form 4 filings, Francis G Waltman has made a total of 1 transactions in Virtus Investment Partners Inc (VRTS) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Virtus Investment Partners Inc is the sale of 20,000 shares on August 13, 2020, which brought Francis G Waltman around $3 Million.

Insider Trading History of Francis G Waltman

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.
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  • 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.

Francis G Waltman Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Francis G Waltman Ownership Network

Ownership Network List of Francis G Waltman

No Data

Ownership Network Relation of Francis G Waltman


Francis G Waltman Owned Company Details

What does Virtus Investment Partners Inc do?

Who are the key executives at Virtus Investment Partners Inc?

Francis G Waltman is the EVP & Product Management of Virtus Investment Partners Inc. Other key executives at Virtus Investment Partners Inc include EVP & Chief Financial Officer Michael A Angerthal , EVP & Human Resources Mardelle W Pena , and EVP & Head of Distribution Barry M. Mandinach .

Virtus Investment Partners Inc (VRTS) Insider Trades Summary

Over the past 18 months, Francis G Waltman made no insider transaction in Virtus Investment Partners Inc (VRTS). Other recent insider transactions involving Virtus Investment Partners Inc (VRTS) include a net sale of 8,049 shares made by Michael A Angerthal , and a net sale of 2,150 shares made by Stephen T Zarrilli .

In summary, during the past 3 months, insiders sold 10,199 shares of Virtus Investment Partners Inc (VRTS) in total and bought 0 shares, with a net sale of 10,199 shares. During the past 18 months, 10,199 shares of Virtus Investment Partners Inc (VRTS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 10,199 shares.

Virtus Investment Partners Inc (VRTS)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Virtus Investment Partners Inc Insider Transactions

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Francis G Waltman Mailing Address

Above is the net worth, insider trading, and ownership report for Francis G Waltman. You might contact Francis G Waltman via mailing address: C/o Virtus Investment Partners, Inc., 100 Pearl Street, Hartford Ct 06103.

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