Thomas W Brock - Net Worth and Insider Trading

Thomas W Brock Net Worth

The estimated net worth of Thomas W Brock is at least $1 Million dollars as of 2024-04-26. Thomas W Brock is the Trustee of Liberty All Star Equity Fund and owns about 85,000 shares of Liberty All Star Equity Fund (USA) stock worth over $565,250. Thomas W Brock is the Director of Liberty All Star Growth Fund Inc and owns about 60,124 shares of Liberty All Star Growth Fund Inc (ASG) stock worth over $306,031. Thomas W Brock is also the Director of Silver Bay Realty Trust Corp and owns about 7,703 shares of Silver Bay Realty Trust Corp (SBY) stock worth over $165,537. Besides these, Thomas W Brock also holds Virtus Stone Harbor Emerging Markets Income Fund (EDF) . Details can be seen in Thomas W Brock's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Thomas W Brock has not made any transactions after 2020-12-02 and currently still holds the listed stock(s).

Transaction Summary of Thomas W Brock

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Thomas W Brock Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Thomas W Brock owns 5 companies in total, including Liberty All Star Equity Fund (USA) , Liberty All Star Growth Fund Inc (ASG) , and Silver Bay Realty Trust Corp (SBY) among others .

Click here to see the complete history of Thomas W Brock’s form 4 insider trades.

Insider Ownership Summary of Thomas W Brock

Ticker Comapny Transaction Date Type of Owner
USA Liberty All Star Equity Fund 2020-12-02 director
ASG Liberty All Star Growth Fund Inc 2020-03-31 director
SBY Silver Bay Realty Trust Corp 2017-05-09 director & Chief Executive Officer
EDI Virtus Stone Harbor Emerging Markets Total Income Fund 2012-10-26 other: CEO of Adviser
EDF Virtus Stone Harbor Emerging Markets Income Fund 2011-08-08 other: Trustee

Thomas W Brock Latest Holdings Summary

Thomas W Brock currently owns a total of 4 stocks. Among these stocks, Thomas W Brock owns 85,000 shares of Liberty All Star Equity Fund (USA) as of December 2, 2020, with a value of $565,250 and a weighting of 52.67%. Thomas W Brock owns 60,124 shares of Liberty All Star Growth Fund Inc (ASG) as of March 31, 2020, with a value of $306,031 and a weighting of 28.52%. Thomas W Brock also owns 7,703 shares of Silver Bay Realty Trust Corp (SBY) as of March 7, 2013, with a value of $165,537 and a weighting of 15.42%. The other 1 stocks Virtus Stone Harbor Emerging Markets Income Fund (EDF) have a combined weighting of 3.39% among all his current holdings.

Latest Holdings of Thomas W Brock

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
USA Liberty All Star Equity Fund 2020-12-02 85,000 6.65 565,250
ASG Liberty All Star Growth Fund Inc 2020-03-31 60,124 5.09 306,031
SBY Silver Bay Realty Trust Corp 2013-03-07 7,703 21.49 165,537
EDF Virtus Stone Harbor Emerging Markets Income Fund 2011-08-08 6,882 5.29 36,406

Holding Weightings of Thomas W Brock


Thomas W Brock Form 4 Trading Tracker

According to the SEC Form 4 filings, Thomas W Brock has made a total of 4 transactions in Liberty All Star Equity Fund (USA) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Liberty All Star Equity Fund is the acquisition of 5,000 shares on December 2, 2020, which cost Thomas W Brock around $33,400.

According to the SEC Form 4 filings, Thomas W Brock has made a total of 1 transactions in Liberty All Star Growth Fund Inc (ASG) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Liberty All Star Growth Fund Inc is the acquisition of 10,024 shares on March 31, 2020, which cost Thomas W Brock around $43,504.

According to the SEC Form 4 filings, Thomas W Brock has made a total of 0 transactions in Silver Bay Realty Trust Corp (SBY) over the past 5 years. The most-recent trade in Silver Bay Realty Trust Corp is the acquisition of 5,000 shares on March 7, 2013, which cost Thomas W Brock around $96,900.

More details on Thomas W Brock's insider transactions can be found in the Insider Trading History of Thomas W Brock table.

Insider Trading History of Thomas W Brock

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.

Thomas W Brock Trading Performance

GuruFocus tracks the stock performance after each of Thomas W Brock's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Thomas W Brock is 6.41%. GuruFocus also compares Thomas W Brock's trading performance to market benchmark return within the same time period. The performance of stocks bought by Thomas W Brock within 3 months outperforms 4 times out of 9 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Thomas W Brock'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 Thomas W Brock

Average Return

18.83%

Average return per transaction

Outperforming Transactions

78%

7 out of 9 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(%) 1.38 6.41 13.32 18.83 4.13 2.8
Relative Return to S&P 500(%) 0.79 0.64 2.51 -3.74 -10.09 -10.3

Thomas W Brock Ownership Network

Ownership Network List of Thomas W Brock

No Data

Ownership Network Relation of Thomas W Brock


Thomas W Brock Owned Company Details

What does Liberty All Star Equity Fund do?

Who are the key executives at Liberty All Star Equity Fund?

Thomas W Brock is the director of Liberty All Star Equity Fund. Other key executives at Liberty All Star Equity Fund include other: Trustee Maureen K Usifer , Vice President of the Funds Robert Milas , and Senior Vice President Mark T Haley .

Liberty All Star Equity Fund (USA) Insider Trades Summary

Over the past 18 months, Thomas W Brock made no insider transaction in Liberty All Star Equity Fund (USA). Other recent insider transactions involving Liberty All Star Equity Fund (USA) include a net purchase of 2,450 shares made by Robert Milas , a net purchase of 6,500 shares made by Edmund J Burke , and a net purchase of 2,100 shares made by Mark T Haley .

In summary, during the past 3 months, insiders sold 0 shares of Liberty All Star Equity Fund (USA) in total and bought 7,650 shares, with a net purchase of 7,650 shares. During the past 18 months, 34,931 shares of Liberty All Star Equity Fund (USA) were sold and 14,250 shares were bought by its insiders, resulting in a net sale of 20,681 shares.

Liberty All Star Equity Fund (USA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Liberty All Star Equity Fund Insider Transactions

No Available Data

Thomas W Brock Mailing Address

Above is the net worth, insider trading, and ownership report for Thomas W Brock. You might contact Thomas W Brock via mailing address: 1290 Broadway, Suite 1100, Denver Co 80203.

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