Phyllis O Bonanno - Net Worth and Insider Trading
Phyllis O Bonanno Net Worth
The estimated net worth of Phyllis O Bonanno is at least $2 Million dollars as of 2024-04-28. Phyllis O Bonanno is the Director of Mohawk Industries Inc and owns about 7,941 shares of Mohawk Industries Inc (MHK) stock worth over $916,788. Phyllis O Bonanno is the Director of BorgWarner Inc and owns about 21,461 shares of BorgWarner Inc (BWA) stock worth over $712,291. Phyllis O Bonanno is also the Director of Adams Diversified Equity Fund Inc and owns about 5,377 shares of Adams Diversified Equity Fund Inc (ADX) stock worth over $102,055. Details can be seen in Phyllis O Bonanno's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Phyllis O Bonanno has not made any transactions after 2014-09-11 and currently still holds the listed stock(s).
Transaction Summary of Phyllis O Bonanno
Phyllis O Bonanno Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Phyllis O Bonanno owns 4 companies in total, including Adams Diversified Equity Fund Inc (ADX) , Adams Natural Resources Fund Inc (PEO) , and BorgWarner Inc (BWA) among others .
Click here to see the complete history of Phyllis O Bonanno’s form 4 insider trades.
Insider Ownership Summary of Phyllis O Bonanno
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ADX | Adams Diversified Equity Fund Inc | 2009-01-21 | director |
| PEO | Adams Natural Resources Fund Inc | 2003-11-19 | director |
| BWA | BorgWarner Inc | 2014-09-11 | director |
| MHK | Mohawk Industries Inc | 2013-03-04 | director |
Phyllis O Bonanno Latest Holdings Summary
Phyllis O Bonanno currently owns a total of 3 stocks. Among these stocks, Phyllis O Bonanno owns 7,941 shares of Mohawk Industries Inc (MHK) as of March 4, 2013, with a value of $916,788 and a weighting of 52.96%. Phyllis O Bonanno owns 21,461 shares of BorgWarner Inc (BWA) as of September 11, 2014, with a value of $712,291 and a weighting of 41.15%. Phyllis O Bonanno also owns 5,377 shares of Adams Diversified Equity Fund Inc (ADX) as of January 21, 2009, with a value of $102,055 and a weighting of 5.9%.
Latest Holdings of Phyllis O Bonanno
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MHK | Mohawk Industries Inc | 2013-03-04 | 7,941 | 115.45 | 916,788 |
| BWA | BorgWarner Inc | 2014-09-11 | 21,461 | 33.19 | 712,291 |
| ADX | Adams Diversified Equity Fund Inc | 2009-01-21 | 5,377 | 18.98 | 102,055 |
Holding Weightings of Phyllis O Bonanno
Phyllis O Bonanno Form 4 Trading Tracker
According to the SEC Form 4 filings, Phyllis O Bonanno has made a total of 0 transactions in Mohawk Industries Inc (MHK) over the past 5 years. The most-recent trade in Mohawk Industries Inc is the sale of 2,500 shares on March 4, 2013, which brought Phyllis O Bonanno around $268,175.
According to the SEC Form 4 filings, Phyllis O Bonanno has made a total of 0 transactions in BorgWarner Inc (BWA) over the past 5 years. The most-recent trade in BorgWarner Inc is the sale of 20,000 shares on September 11, 2014, which brought Phyllis O Bonanno around $1 Million.
According to the SEC Form 4 filings, Phyllis O Bonanno has made a total of 0 transactions in Adams Diversified Equity Fund Inc (ADX) over the past 5 years. The most-recent trade in Adams Diversified Equity Fund Inc is the acquisition of 1,200 shares on January 21, 2009, which cost Phyllis O Bonanno around $9,228.
Insider Trading History of Phyllis O Bonanno
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Phyllis O Bonanno Trading Performance
GuruFocus tracks the stock performance after each of Phyllis O Bonanno's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phyllis O Bonanno is 3.47%. GuruFocus also compares Phyllis O Bonanno's trading performance to market benchmark return within the same time period. The performance of stocks bought by Phyllis O Bonanno within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Phyllis O Bonanno's insider trading performs compared to the benchmark.
Performance of Phyllis O Bonanno
Average Return
17.79%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -6.35 | 3.47 | 5.02 | 17.79 | 9.59 | 6.3 |
| Relative Return to S&P 500(%) | -4.39 | -2.14 | -4.01 | -4.77 | -6.92 | -6.96 |
Phyllis O Bonanno Ownership Network
Ownership Network List of Phyllis O Bonanno
Ownership Network Relation of Phyllis O Bonanno
Phyllis O Bonanno Owned Company Details
What does Adams Diversified Equity Fund Inc do?
Who are the key executives at Adams Diversified Equity Fund Inc?
Phyllis O Bonanno is the director of Adams Diversified Equity Fund Inc. Other key executives at Adams Diversified Equity Fund Inc include CEO Mark E. Stoeckle , Gen Counsel,Corp Sec & CCO Janis F. Kerns , and E.V.P. Swindell Douglas Cotton .
Adams Diversified Equity Fund Inc (ADX) Insider Trades Summary
Over the past 18 months, Phyllis O Bonanno made no insider transaction in Adams Diversified Equity Fund Inc (ADX). Other recent insider transactions involving Adams Diversified Equity Fund Inc (ADX) include a net purchase of 3,585 shares made by Jane Musser Nelson , and a net purchase of 1,940 shares made by Mary Christine Gay .
In summary, during the past 3 months, insiders sold 0 shares of Adams Diversified Equity Fund Inc (ADX) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Adams Diversified Equity Fund Inc (ADX) were sold and 5,525 shares were bought by its insiders, resulting in a net purchase of 5,525 shares.
Adams Diversified Equity Fund Inc (ADX)'s detailed insider trading history can be found in Insider Trading Tracker table.
Adams Diversified Equity Fund Inc Insider Transactions
Phyllis O Bonanno Mailing Address
Above is the net worth, insider trading, and ownership report for Phyllis O Bonanno. You might contact Phyllis O Bonanno via mailing address: 3850 Hamlin Rd., Auburn Hills Mi 48326.
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