Allen Freedman - Net Worth and Insider Trading

Allen Freedman Net Worth

The estimated net worth of Allen Freedman is at least $149,785 dollars as of 2024-04-18. Allen Freedman is the Director of StoneMor Inc and owns about 42,432 shares of StoneMor Inc (STON) stock worth over $149,785. Allen Freedman is also the Director of Assurant Inc and owns about 0 shares of Assurant Inc (AIZ) stock worth over $0. Details can be seen in Allen Freedman's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Allen Freedman has not made any transactions after 2011-05-24 and currently still holds the listed stock(s).

Transaction Summary of Allen Freedman

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Allen Freedman Insider Ownership Reports

Insider Ownership Summary of Allen Freedman

Ticker Comapny Transaction Date Type of Owner
EMI Eaton Vance Michigan Muni Income Trust 2007-04-23 director
MIW Eaton Vance Michigan Municipal Bond Fund 2007-04-23 director
EVT EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND 2014-07-01 director
EVF Eaton Vance Senior Income Trust 2007-04-23 director
EVN Eaton Vance Municipal Income Trust 2007-04-23 director
EVY Eaton Vance NY Muni Income Trust 2014-06-30 director
EVO Eaton Vance Ohio Municipal Income Trust 2014-06-30 director
EVP Eaton Vance PA Muni Income Trust 2007-04-23 director
MMV Eaton Vance MA Muni Income Trust 2007-04-23 director
EVJ Eaton Vance NJ Muni Income Trust 2007-04-23 director
CEV Eaton Vance CA Muni Income Trust 2007-04-23 director
EIM Eaton Vance Municipal Bond Fund 2007-04-23 director
EVM Eaton Vance California Municipal Bond Fund 2007-04-23 director
ENX Eaton Vance New York Municipal Bond Fund 2007-04-23 director
EIV Eaton Vance Municipal Bond Fund II 2007-04-23 director
EIA Eaton Vance California Municipal Bond Fund II 2007-04-23 director
MAB Eaton Vance Massachusetts Municipal Bond Fund 2007-04-23 director
EMJ Eaton Vance New Jersey Municipal Bond Fund 2007-04-23 director
NYH Eaton Vance New York Municipal Bond Fund II 2007-04-23 director
EIO Eaton Vance Ohio Municipal Bond Fund 2007-04-23 director
EIP Eaton Vance Pennsylvania Municipal Bond Fund 2007-04-23 director
EVV Eaton Vance Ltd Duration Income Fund 2007-04-23 director
EFR Eaton Vance Senior Floating Rate Trust 2007-04-23 director
ETG Eaton Vance Tax Advgd Gbl Div Inc Fd 2007-04-23 director
ETO Eaton Vance Tax-advtgd Global Divid Oppo 2014-06-30 director
EVG Eaton Vance Short Duration Diversified Income Fund 2007-04-23 director
EFT Eaton Vance Floating-rate Income Trust 2007-04-23 director
EOI Eaton Vance Enhanced Equity Income Fund 2007-04-23 director
EOS Eaton Vance Enhanced Equity Income Fund II 2014-06-30 director
ETB Eaton Vance Tax-Managed Buy-Write Income Fund 2007-04-23 director
ETW Eaton Vance Tax-mangd Glo Buy-write Oppo 2007-04-23 director
ETV Eaton Vance Tax-Managed Buy-Write Opp 2007-04-23 director
ETY Eaton Vance Tax-mgd Dvsf Eq Inc Fd 2007-04-23 director
EXG Eaton Vance Tax-Mgd Glbl Div Eq Inc 2007-04-23 director
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund 2007-07-27 director
EOT Eaton Vance National Municipal Opportunities Trust 2009-05-29 director
EXD Eaton Vance Tax-Managed Buy-Write Strategy Fund 2010-06-24 director
ETX Eaton Vance Municipal Income 2028 Term Trust 2013-03-25 other: Trustee
EFF EV Floating-Rate Income Plus Fund 2013-06-25 other: Trustee
AIZ Assurant Inc 2011-03-04 director

Allen Freedman Latest Holdings Summary

Allen Freedman currently owns a total of 2 stocks. Among these stocks, Allen Freedman owns 42,432 shares of StoneMor Inc (STON) as of May 24, 2011, with a value of $149,785 and a weighting of 100%. Allen Freedman also owns 0 shares of Assurant Inc (AIZ) as of March 4, 2011, with a value of $0 and a weighting of 0%.

Latest Holdings of Allen Freedman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
STON StoneMor Inc 2011-05-24 42,432 3.53 149,785
AIZ Assurant Inc 2011-03-04 0 171.18 0

Holding Weightings of Allen Freedman


Allen Freedman Form 4 Trading Tracker

According to the SEC Form 4 filings, Allen Freedman has made a total of 0 transactions in StoneMor Inc (STON) over the past 5 years. The most-recent trade in StoneMor Inc is the acquisition of 10,000 shares on May 24, 2011, which cost Allen Freedman around $235,700.

According to the SEC Form 4 filings, Allen Freedman has made a total of 0 transactions in Assurant Inc (AIZ) over the past 5 years. The most-recent trade in Assurant Inc is the sale of 15,219 shares on March 4, 2011, which brought Allen Freedman around $597,346.

Insider Trading History of Allen Freedman

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.

Allen Freedman Trading Performance

GuruFocus tracks the stock performance after each of Allen Freedman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Allen Freedman is 4.94%. GuruFocus also compares Allen Freedman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Allen Freedman within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Allen Freedman'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 Allen Freedman

Average Relative Return

-6.6%

Average relative return per transaction

Outperforming Transactions

50%

2 out of 4 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 6.83 4.94 -0.44 -6.6 11.15 16.1
Relative Return to S&P 500(%) 6.72 7.85 7.3 10.76 10.54 11.65

Allen Freedman Ownership Network

Ownership Network List of Allen Freedman

No Data

Ownership Network Relation of Allen Freedman


Allen Freedman Owned Company Details

What does Eaton Vance Michigan Muni Income Trust do?

Who are the key executives at Eaton Vance Michigan Muni Income Trust?

Allen Freedman is the director of Eaton Vance Michigan Muni Income Trust. Other key executives at Eaton Vance Michigan Muni Income Trust include other: Trustee Marcus L. Smith , other: Trustee Keith Quinton , and Chief Compliance Officer Froio Richard F Sr .

Eaton Vance Michigan Muni Income Trust (EMI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Michigan Muni Income Trust (EMI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Michigan Muni Income Trust (EMI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Eaton Vance Michigan Muni Income Trust (EMI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Eaton Vance Michigan Muni Income Trust Insider Transactions

No Available Data

Allen Freedman Mailing Address

Above is the net worth, insider trading, and ownership report for Allen Freedman. You might contact Allen Freedman via mailing address: Charlotte Valley Farms, 525 County Highway, Charlottesville Ny 12036-9603.

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