Chad Conwell - Net Worth and Insider Trading
Chad Conwell Net Worth
The estimated net worth of Chad Conwell is at least $85,080 dollars as of 2024-05-13. Chad Conwell is the CCO, VP and Secretary of Flaherty & Crumrine Pref&Inc Allocation and owns about 2,500 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) stock worth over $46,500. Chad Conwell is the CCO, VP and Secretary of Flaherty & Crumrine Preferred and Income Securities Fund Incorporated and owns about 1,500 shares of Flaherty & Crumrine Preferred and Income Securities Fund Incorporated (FFC) stock worth over $21,690. Chad Conwell is also the CCO, VP and Secretary of Flaherty & Crumrine Total Return Fund Inc and owns about 500 shares of Flaherty & Crumrine Total Return Fund Inc (FLC) stock worth over $7,605. Besides these, Chad Conwell also holds Flaherty & Crumrine Prefd Inc Fund Inc (PFD) , Flaherty & Crumrine Prfd Income Oppo (PFO) . Details can be seen in Chad Conwell's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Chad Conwell has not made any transactions after 2015-06-29 and currently still holds the listed stock(s).
Transaction Summary of Chad Conwell
Chad Conwell Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Chad Conwell owns 5 companies in total, including Flaherty & Crumrine Prefd Inc Fund Inc (PFD) , Flaherty & Crumrine Prfd Income Oppo (PFO) , and Flaherty & Crumrine Preferred and Income Securities Fund Incorporated (FFC) among others .
Click here to see the complete history of Chad Conwell’s form 4 insider trades.
Insider Ownership Summary of Chad Conwell
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PFD | Flaherty & Crumrine Prefd Inc Fund Inc | 2013-06-03 | VP & Asst. Compliance Officer |
| PFO | Flaherty & Crumrine Prfd Income Oppo | 2013-06-03 | VP & Asst. Compliance Officer |
| FFC | Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | 2015-06-29 | VP & Asst. Compliance Officer |
 | | 2013-06-03 | VP & Asst. Compliance Officer |
| | 2015-06-29 | CCO & VP and Secretary |
Chad Conwell Latest Holdings Summary
Chad Conwell currently owns a total of 5 stocks. Among these stocks, Chad Conwell owns 2,500 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) as of June 29, 2015, with a value of $46,500 and a weighting of 54.65%. Chad Conwell owns 1,500 shares of Flaherty & Crumrine Preferred and Income Securities Fund Incorporated (FFC) as of June 29, 2015, with a value of $21,690 and a weighting of 25.49%. Chad Conwell also owns 500 shares of Flaherty & Crumrine Total Return Fund Inc (FLC) as of June 3, 2013, with a value of $7,605 and a weighting of 8.94%. The other 2 stocks Flaherty & Crumrine Prefd Inc Fund Inc (PFD) , Flaherty & Crumrine Prfd Income Oppo (PFO) have a combined weighting of 10.91% among all his current holdings.
Latest Holdings of Chad Conwell
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2015-06-29 | 2,500 | 18.60 | 46,500 |
| FFC | Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | 2015-06-29 | 1,500 | 14.46 | 21,690 |
| FLC | Flaherty & Crumrine Total Return Fund Inc | 2013-06-03 | 500 | 15.21 | 7,605 |
| PFD | Flaherty & Crumrine Prefd Inc Fund Inc | 2013-06-03 | 500 | 10.30 | 5,150 |
| PFO | Flaherty & Crumrine Prfd Income Oppo | 2013-06-03 | 500 | 8.27 | 4,135 |
Holding Weightings of Chad Conwell
Chad Conwell Form 4 Trading Tracker
According to the SEC Form 4 filings, Chad Conwell has made a total of 0 transactions in Flaherty & Crumrine Pref&Inc Allocation (DFP) over the past 5 years. The most-recent trade in Flaherty & Crumrine Pref&Inc Allocation is the acquisition of 500 shares on June 29, 2015, which cost Chad Conwell around $10,985.
According to the SEC Form 4 filings, Chad Conwell has made a total of 0 transactions in Flaherty & Crumrine Preferred and Income Securities Fund Incorporated (FFC) over the past 5 years. The most-recent trade in Flaherty & Crumrine Preferred and Income Securities Fund Incorporated is the acquisition of 1,000 shares on June 29, 2015, which cost Chad Conwell around $18,370.
According to the SEC Form 4 filings, Chad Conwell has made a total of 0 transactions in Flaherty & Crumrine Total Return Fund Inc (FLC) over the past 5 years. The most-recent trade in Flaherty & Crumrine Total Return Fund Inc is the acquisition of 500 shares on June 3, 2013, which cost Chad Conwell around $9,720.
More details on Chad Conwell's insider transactions can be found in the Insider Trading History of Chad Conwell table.Insider Trading History of Chad Conwell
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Chad Conwell Trading Performance
GuruFocus tracks the stock performance after each of Chad Conwell's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Chad Conwell is -8.08%. GuruFocus also compares Chad Conwell's trading performance to market benchmark return within the same time period. The performance of stocks bought by Chad Conwell within 3 months outperforms 0 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 Chad Conwell's insider trading performs compared to the benchmark.
Performance of Chad Conwell
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.65 | | | | | |
| Relative Return to S&P 500(%) | -1.13 | | | | | |
Chad Conwell Ownership Network
Chad Conwell Owned Company Details
What does Flaherty & Crumrine Prefd Inc Fund Inc do?
Who are the key executives at Flaherty & Crumrine Prefd Inc Fund Inc?
Chad Conwell is the VP & Asst. Compliance Officer of Flaherty & Crumrine Prefd Inc Fund Inc. Other key executives at Flaherty & Crumrine Prefd Inc Fund Inc include President Robert M Ettinger , director & Chairman of the Board Donald F Crumrine , and CFO & VP & Secretary & Treasurer Robert E Chadwick .
Flaherty & Crumrine Prefd Inc Fund Inc (PFD) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Flaherty & Crumrine Prefd Inc Fund Inc (PFD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Flaherty & Crumrine Prefd Inc Fund Inc (PFD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Flaherty & Crumrine Prefd Inc Fund Inc (PFD)'s detailed insider trading history can be found in Insider Trading Tracker table.
Flaherty & Crumrine Prefd Inc Fund Inc Insider Transactions
Chad Conwell Mailing Address
Above is the net worth, insider trading, and ownership report for Chad Conwell. You might contact Chad Conwell via mailing address: 301 E. Colorado Blvd., Suite 720, Pasadena Ca 91101.
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