Ogden William B Iv - Net Worth and Insider Trading

Ogden William B Iv Net Worth

The estimated net worth of Ogden William B Iv is at least $70,727 dollars as of 2024-04-26. Ogden William B Iv is the Director of PIMCO Municipal Income Fund II and owns about 4,600 shares of PIMCO Municipal Income Fund II (PML) stock worth over $37,352. Ogden William B Iv is also the Director of PIMCO Municipal Income Fund and owns about 3,750 shares of PIMCO Municipal Income Fund (PMF) stock worth over $33,375. Details can be seen in Ogden William B Iv's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Ogden William B Iv has not made any transactions after 2015-11-10 and currently still holds the listed stock(s).

Transaction Summary of Ogden William B Iv

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Ogden William B Iv Insider Ownership Reports

Insider Ownership Summary of Ogden William B Iv

Ticker Comapny Transaction Date Type of Owner
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2019-10-25 director
PDX PIMCO Dynamic Income Strategy Fund 2019-01-29 director
CBH Virtus Convertible & Income 2024 Target Term Fund 2017-06-27 director
PMF PIMCO Municipal Income Fund 2015-11-10 director
PML PIMCO Municipal Income Fund II 2015-11-10 director
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2015-05-21 director
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2013-01-28 director
PDI PIMCO Dynamic Income Fund 2012-05-24 director
RCS PIMCO Strategic Income Fund, Inc. 2008-06-10 director
PCM Pcm Fund Inc 2008-04-24 director
PKO PIMCO Income Opportunity Fund 2008-03-12 director
NIE Virtus AllianzGI Equity & Convertible Income Fund 2007-09-11 director
PNF PIMCO New York Municipal Income Fund 2006-09-12 director
PCQ PIMCO California Municipal Income Fund 2006-09-12 director
PCN PIMCO Corporate & Income Strategy Fund 2006-09-12 director
PCK PIMCO CA Muni Income Fund II 2006-09-12 director
PNI PIMCO New York Municipal Income Fund II 2006-09-12 director
PZC PIMCO CA Muni Income Fund III 2006-09-12 director
PYN PIMCO New York Municipal Income Fund III 2006-09-12 director
PMX PIMCO Municipal Income Fund III 2006-09-12 director
PTY PIMCO Corporate & Income Opportunity Fds 2006-09-12 director
NCV Virtus Convertible & Income Fund 2006-09-12 director
PHK PIMCO High Income Fund 2006-09-12 director
NCZ Virtus Convertible & Income Fund II 2006-09-12 director
PFL PIMCO Income Strategy Fund 2006-09-12 director
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2006-09-12 director
PFN PIMCO Income Strategy Fund II 2006-09-12 director
PGP PIMCO Global Stocksplus & Income Fund 2006-09-12 director
NCVpA.PFD Virtus Convertible & Income Fund 2006-09-12 director
PAXS PIMCO Access Income Fund 2022-01-26 director
PDO PIMCO Dynamic Income Opportunities Fund 2021-01-26 director

Ogden William B Iv Latest Holdings Summary

Ogden William B Iv currently owns a total of 2 stocks. Among these stocks, Ogden William B Iv owns 4,600 shares of PIMCO Municipal Income Fund II (PML) as of November 10, 2015, with a value of $37,352 and a weighting of 52.81%. Ogden William B Iv also owns 3,750 shares of PIMCO Municipal Income Fund (PMF) as of November 10, 2015, with a value of $33,375 and a weighting of 47.19%.

Latest Holdings of Ogden William B Iv

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PML PIMCO Municipal Income Fund II 2015-11-10 4,600 8.12 37,352
PMF PIMCO Municipal Income Fund 2015-11-10 3,750 8.90 33,375

Holding Weightings of Ogden William B Iv


Ogden William B Iv Form 4 Trading Tracker

According to the SEC Form 4 filings, Ogden William B Iv has made a total of 0 transactions in PIMCO Municipal Income Fund II (PML) over the past 5 years. The most-recent trade in PIMCO Municipal Income Fund II is the acquisition of 4,600 shares on November 10, 2015, which cost Ogden William B Iv around $55,292.

According to the SEC Form 4 filings, Ogden William B Iv has made a total of 0 transactions in PIMCO Municipal Income Fund (PMF) over the past 5 years. The most-recent trade in PIMCO Municipal Income Fund is the acquisition of 3,750 shares on November 10, 2015, which cost Ogden William B Iv around $55,200.

Insider Trading History of Ogden William B Iv

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.

Ogden William B Iv Trading Performance

GuruFocus tracks the stock performance after each of Ogden William B Iv's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ogden William B Iv is 9.5%. GuruFocus also compares Ogden William B Iv's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ogden William B Iv within 3 months outperforms 1 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 Ogden William B Iv'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 Ogden William B Iv

Average Return

3.19%

Average return per transaction

Outperforming Transactions

100%

1 out of 1 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(%) 2.86 9.5 14.89 3.19 5.44 2.25
Relative Return to S&P 500(%) 4.28 20.54 14.76 -0.92 -5.92 -7.89

Ogden William B Iv Ownership Network

Ownership Network List of Ogden William B Iv

No Data

Ownership Network Relation of Ogden William B Iv


Ogden William B Iv Owned Company Details

What does Virtus Artificial Intelligence & Technology Opportunities Fund do?

Who are the key executives at Virtus Artificial Intelligence & Technology Opportunities Fund?

Ogden William B Iv is the director of Virtus Artificial Intelligence & Technology Opportunities Fund. Other key executives at Virtus Artificial Intelligence & Technology Opportunities Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trades Summary

Over the past 18 months, Ogden William B Iv made no insider transaction in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). Other recent insider transactions involving Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) include a net purchase of 2,925 shares made by Mcdaniel Connie D , and a net purchase of 832 shares made by Donald C Burke .

In summary, during the past 3 months, insiders sold 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) were sold and 3,757 shares were bought by its insiders, resulting in a net purchase of 3,757 shares.

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Virtus Artificial Intelligence & Technology Opportunities Fund Insider Transactions

No Available Data

Ogden William B Iv Mailing Address

Above is the net worth, insider trading, and ownership report for Ogden William B Iv. You might contact Ogden William B Iv via mailing address: 1633 Broadway, New York Ny 10019.

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