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
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
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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.
Performance of Thomas J Otterbein
Average Return
8.73%
Outperforming Transactions
78%
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
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.
PIMCO Dynamic Credit & Mortgage Income Fund Insider Transactions
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.