Edmund J Burke - Net Worth and Insider Trading

Edmund J Burke Net Worth

The estimated net worth of Edmund J Burke is at least $75,292 dollars as of 2024-04-25. Edmund J Burke is the Trustee of Liberty All Star Equity Fund and owns about 6,500 shares of Liberty All Star Equity Fund (USA) stock worth over $43,225. Edmund J Burke is also the Trustee of Liberty All Star Growth Fund Inc and owns about 6,300 shares of Liberty All Star Growth Fund Inc (ASG) stock worth over $32,067. Details can be seen in Edmund J Burke's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Edmund J Burke has not made any transactions after 2024-03-26 and currently still holds the listed stock(s).

Transaction Summary of Edmund J Burke

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Edmund J Burke Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Edmund J Burke owns 11 companies in total, including SRH Total Return Fund, Inc. (STEW) , DST Systems Inc (DST) , and Rivernorth Opportunities Fund Inc (RIV) among others .

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

Insider Ownership Summary of Edmund J Burke

Ticker Comapny Transaction Date Type of Owner
STEW SRH Total Return Fund, Inc. 2018-06-01 other: Officer of Investment Adviser
DST DST Systems Inc 2018-04-16 President of Subsidiary
RIV Rivernorth Opportunities Fund Inc 2015-12-23 other: Officer of Investment Adviser
PGZ Principal Real Estate Income Fund 2013-06-25 director
UTG Reaves Utility Income Fund 2004-02-24 President
ASG Liberty All Star Growth Fund Inc 2024-03-26 director
USA Liberty All Star Equity Fund 2024-03-26 director
GLO Clough Global Opportunities Fund 2006-03-15 President
GLQ Clough Global Equity Fund 2005-03-23 President
GLV Clough Global Dividend and Income Fund 2004-07-20 President
BIOF Blue Biofuels Inc 2021-03-01 director

Edmund J Burke Latest Holdings Summary

Edmund J Burke currently owns a total of 2 stocks. Among these stocks, Edmund J Burke owns 6,500 shares of Liberty All Star Equity Fund (USA) as of March 26, 2024, with a value of $43,225 and a weighting of 57.41%. Edmund J Burke also owns 6,300 shares of Liberty All Star Growth Fund Inc (ASG) as of March 26, 2024, with a value of $32,067 and a weighting of 42.59%.

Latest Holdings of Edmund J Burke

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
USA Liberty All Star Equity Fund 2024-03-26 6,500 6.65 43,225
ASG Liberty All Star Growth Fund Inc 2024-03-26 6,300 5.09 32,067

Holding Weightings of Edmund J Burke


Edmund J Burke Form 4 Trading Tracker

According to the SEC Form 4 filings, Edmund J Burke has made a total of 2 transactions in Liberty All Star Equity Fund (USA) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Liberty All Star Equity Fund is the acquisition of 4,000 shares on March 26, 2024, which cost Edmund J Burke around $28,360.

According to the SEC Form 4 filings, Edmund J Burke has made a total of 2 transactions in Liberty All Star Growth Fund Inc (ASG) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Liberty All Star Growth Fund Inc is the acquisition of 3,500 shares on March 26, 2024, which cost Edmund J Burke around $19,075.

Insider Trading History of Edmund J Burke

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.

Edmund J Burke Trading Performance

GuruFocus tracks the stock performance after each of Edmund J Burke's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Edmund J Burke is -1.27%. GuruFocus also compares Edmund J Burke's trading performance to market benchmark return within the same time period. The performance of stocks bought by Edmund J Burke within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Edmund J Burke'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 Edmund J Burke

Average Return

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(%) 3.64 -1.27 -3.08
Relative Return to S&P 500(%) 0.56 -5.57 -10.53

Edmund J Burke Ownership Network

Ownership Network List of Edmund J Burke

No Data

Ownership Network Relation of Edmund J Burke


Edmund J Burke Owned Company Details

What does SRH Total Return Fund, Inc. do?

Who are the key executives at SRH Total Return Fund, Inc.?

Edmund J Burke is the other: Officer of Investment Adviser of SRH Total Return Fund, Inc.. Other key executives at SRH Total Return Fund, Inc. include other: Officer of Advisor Jonathan Albro Vickery , other: Investment Adviser Advisors Paralel , and Treasurer Jill Kerschen .

SRH Total Return Fund, Inc. (STEW) Insider Trades Summary

Over the past 18 months, Edmund J Burke made no insider transaction in SRH Total Return Fund, Inc. (STEW). Other recent insider transactions involving SRH Total Return Fund, Inc. (STEW) include a net purchase of 1,534 shares made by Thomas Jack Moore ,

In summary, during the past 3 months, insiders sold 0 shares of SRH Total Return Fund, Inc. (STEW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of SRH Total Return Fund, Inc. (STEW) were sold and 1,534 shares were bought by its insiders, resulting in a net purchase of 1,534 shares.

SRH Total Return Fund, Inc. (STEW)'s detailed insider trading history can be found in Insider Trading Tracker table.

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SRH Total Return Fund, Inc. Insider Transactions

No Available Data

Edmund J Burke Mailing Address

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

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