Thomas J Otterbein - Net Worth and Insider Trading

Thomas J Otterbein Net Worth

The estimated net worth of Thomas J Otterbein is at least $2 Million dollars as of 2024-04-18. Thomas J Otterbein is the See Remarks of PIMCO Dynamic Credit & Mortgage Income Fund and owns about 30,264 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) stock worth over $619,504. Thomas J Otterbein is the SEE REMARKS of PIMCO Dynamic Income Strategy Fund and owns about 25,000 shares of PIMCO Dynamic Income Strategy Fund (PDX) stock worth over $525,500. Thomas J Otterbein is also the See Remarks of PIMCO Dynamic Income Fund and owns about 20,298 shares of PIMCO Dynamic Income Fund (PDI) stock worth over $377,137. Details can be seen in Thomas J Otterbein'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 J Otterbein has not made any transactions after 2020-06-12 and currently still holds the listed stock(s).

Transaction Summary of Thomas J Otterbein

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Thomas J Otterbein Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Thomas J Otterbein owns 21 companies in total, including PIMCO Dynamic Credit & Mortgage Income Fund (PCI) , PIMCO Dynamic Income Fund (PDI) , and PIMCO Dynamic Income Strategy Fund (PDX) among others .

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

Insider Ownership Summary of Thomas J Otterbein

Ticker Comapny Transaction Date Type of Owner
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2020-06-12 other: See Remarks
PDI PIMCO Dynamic Income Fund 2020-03-09 other: See Remarks
PDX PIMCO Dynamic Income Strategy Fund 2019-01-30 other: SEE REMARKS
PCM Pcm Fund Inc 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
RCS PIMCO Strategic Income Fund, Inc. 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PMF PIMCO Municipal Income Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PNF PIMCO New York Municipal Income Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PCQ PIMCO California Municipal Income Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PCN PIMCO Corporate & Income Strategy Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PML PIMCO Municipal Income Fund II 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PCK PIMCO CA Muni Income Fund II 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PNI PIMCO New York Municipal Income Fund II 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PZC PIMCO CA Muni Income Fund III 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PYN PIMCO New York Municipal Income Fund III 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PMX PIMCO Municipal Income Fund III 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PTY PIMCO Corporate & Income Opportunity Fds 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PHK PIMCO High Income Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PFL PIMCO Income Strategy Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PFN PIMCO Income Strategy Fund II 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PGP PIMCO Global Stocksplus & Income Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER
PKO PIMCO Income Opportunity Fund 2008-01-01 other: EXECUTIVE COMMITTEE MEMBER

Thomas J Otterbein Latest Holdings Summary

Thomas J Otterbein currently owns a total of 3 stocks. Among these stocks, Thomas J Otterbein owns 30,264 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) as of June 12, 2020, with a value of $619,504 and a weighting of 40.7%. Thomas J Otterbein owns 25,000 shares of PIMCO Dynamic Income Strategy Fund (PDX) as of January 30, 2019, with a value of $525,500 and a weighting of 34.52%. Thomas J Otterbein also owns 20,298 shares of PIMCO Dynamic Income Fund (PDI) as of March 9, 2020, with a value of $377,137 and a weighting of 24.78%.

Latest Holdings of Thomas J Otterbein

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2020-06-12 30,264 20.47 619,504
PDX PIMCO Dynamic Income Strategy Fund 2019-01-30 25,000 21.02 525,500
PDI PIMCO Dynamic Income Fund 2020-03-09 20,298 18.58 377,137

Holding Weightings of Thomas J Otterbein


Thomas J Otterbein Form 4 Trading Tracker

According to the SEC Form 4 filings, Thomas J Otterbein has made a total of 1 transactions in PIMCO Dynamic Credit & Mortgage Income Fund (PCI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in PIMCO Dynamic Credit & Mortgage Income Fund is the acquisition of 5,000 shares on June 12, 2020, which cost Thomas J Otterbein around $91,350.

According to the SEC Form 4 filings, Thomas J Otterbein has made a total of 0 transactions in PIMCO Dynamic Income Strategy Fund (PDX) over the past 5 years. The most-recent trade in PIMCO Dynamic Income Strategy Fund is the acquisition of 25,000 shares on January 30, 2019, which cost Thomas J Otterbein around $500,000.

According to the SEC Form 4 filings, Thomas J Otterbein has made a total of 1 transactions in PIMCO Dynamic Income Fund (PDI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in PIMCO Dynamic Income Fund is the acquisition of 5,000 shares on March 9, 2020, which cost Thomas J Otterbein around $145,600.

Insider Trading History of Thomas J Otterbein

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 J Otterbein Trading Performance

GuruFocus tracks the stock performance after each of Thomas J Otterbein's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Thomas J Otterbein is 2.44%. GuruFocus also compares Thomas J Otterbein's trading performance to market benchmark return within the same time period. The performance of stocks bought by Thomas J Otterbein 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 J Otterbein'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 J Otterbein

Average Return

8.73%

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(%) 0.63 2.44 3.16 8.73 -1.89 0.57
Relative Return to S&P 500(%) -0.83 -3.26 -5.76 -10.38 -17 -14.02

Thomas J Otterbein Ownership Network

Ownership Network List of Thomas J Otterbein

No Data

Ownership Network Relation of Thomas J Otterbein


Thomas J Otterbein Owned Company Details

What does PIMCO Dynamic Credit & Mortgage Income Fund do?

Who are the key executives at PIMCO Dynamic Credit & Mortgage Income Fund?

Thomas J Otterbein is the other: See Remarks of PIMCO Dynamic Credit & Mortgage Income Fund. Other key executives at PIMCO Dynamic Credit & Mortgage Income Fund include Vice President Mark Allen Jelic , other: SEE REMARKS Nadia Zakir , and Vice President Elizabeth A Duggan .

PIMCO Dynamic Credit & Mortgage Income Fund (PCI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

PIMCO Dynamic Credit & Mortgage Income Fund (PCI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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PIMCO Dynamic Credit & Mortgage Income Fund Insider Transactions

No Available Data

Thomas J Otterbein Mailing Address

Above is the net worth, insider trading, and ownership report for Thomas J Otterbein. You might contact Thomas J Otterbein via mailing address: C/o Pimco, 650 Newport Center Drive, Newport Beach Ca 92660.

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