Mark T Haley - Net Worth and Insider Trading
Mark T Haley Net Worth
The estimated net worth of Mark T Haley is at least $1 Million dollars as of 2024-04-30. Mark T Haley is the President of Liberty All Star Equity Fund and owns about 127,029 shares of Liberty All Star Equity Fund (USA) stock worth over $852,365. Mark T Haley is also the President of Liberty All Star Growth Fund Inc and owns about 121,595 shares of Liberty All Star Growth Fund Inc (ASG) stock worth over $626,214. Details can be seen in Mark T Haley's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Mark T Haley has not made any transactions after 2024-03-20 and currently still holds the listed stock(s).
Transaction Summary of Mark T Haley
Mark T Haley Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mark T Haley owns 2 companies in total, including Liberty All Star Equity Fund (USA) , and Liberty All Star Growth Fund Inc (ASG) .
Click here to see the complete history of Mark T Haley’s form 4 insider trades.
Insider Ownership Summary of Mark T Haley
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| USA | Liberty All Star Equity Fund | 2023-12-08 | Senior Vice President |
| ASG | Liberty All Star Growth Fund Inc | 2024-03-20 | Vice President |
Mark T Haley Latest Holdings Summary
Mark T Haley currently owns a total of 2 stocks. Among these stocks, Mark T Haley owns 127,029 shares of Liberty All Star Equity Fund (USA) as of December 8, 2023, with a value of $852,365 and a weighting of 57.65%. Mark T Haley also owns 121,595 shares of Liberty All Star Growth Fund Inc (ASG) as of March 20, 2024, with a value of $626,214 and a weighting of 42.35%.
Latest Holdings of Mark T Haley
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| USA | Liberty All Star Equity Fund | 2023-12-08 | 127,029 | 6.71 | 852,365 |
| ASG | Liberty All Star Growth Fund Inc | 2024-03-20 | 121,595 | 5.15 | 626,214 |
Holding Weightings of Mark T Haley
Mark T Haley Form 4 Trading Tracker
According to the SEC Form 4 filings, Mark T Haley has made a total of 4 transactions in Liberty All Star Equity Fund (USA) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Liberty All Star Equity Fund is the acquisition of 1,600 shares on December 8, 2023, which cost Mark T Haley around $9,696.
According to the SEC Form 4 filings, Mark T Haley has made a total of 7 transactions in Liberty All Star Growth Fund Inc (ASG) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in Liberty All Star Growth Fund Inc is the acquisition of 1,000 shares on March 20, 2024, which cost Mark T Haley around $5,400.
Insider Trading History of Mark T Haley
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Mark T Haley Trading Performance
GuruFocus tracks the stock performance after each of Mark T Haley's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mark T Haley is 10.46%. GuruFocus also compares Mark T Haley's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mark T Haley within 3 months outperforms 10 times out of 22 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Mark T Haley's insider trading performs compared to the benchmark.
Performance of Mark T Haley
Average Return
27.96%
Outperforming Transactions
80%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.68 | 10.46 | 18.47 | 27.96 | 15.91 | 12.6 |
| Relative Return to S&P 500(%) | 0.37 | 0.55 | 2.67 | 7.77 | 1.23 | -2.69 |
Mark T Haley Ownership Network
Ownership Network List of Mark T Haley
Ownership Network Relation of Mark T Haley
Mark T Haley Owned Company Details
What does Liberty All Star Equity Fund do?
Who are the key executives at Liberty All Star Equity Fund?
Mark T Haley is the Senior Vice President of Liberty All Star Equity Fund. Other key executives at Liberty All Star Equity Fund include other: Trustee Maureen K Usifer , Vice President of the Funds Robert Milas , and other: Trustee Milton M Irvin .
Liberty All Star Equity Fund (USA) Insider Trades Summary
Over the past 18 months, Mark T Haley made 2 insider transaction in Liberty All Star Equity Fund (USA) with a net purchase of 2,100. Other recent insider transactions involving Liberty All Star Equity Fund (USA) include a net purchase of 2,450 shares made by Robert Milas , a net purchase of 6,500 shares made by Edmund J Burke , and a net sale of 34,931 shares made by Parmentier William R Jr .
In summary, during the past 3 months, insiders sold 0 shares of Liberty All Star Equity Fund (USA) in total and bought 7,650 shares, with a net purchase of 7,650 shares. During the past 18 months, 34,931 shares of Liberty All Star Equity Fund (USA) were sold and 14,250 shares were bought by its insiders, resulting in a net sale of 20,681 shares.
Liberty All Star Equity Fund (USA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Liberty All Star Equity Fund Insider Transactions
Mark T Haley Mailing Address
Above is the net worth, insider trading, and ownership report for Mark T Haley. You might contact Mark T Haley via mailing address: C/o Liberty All-star Funds, 1290 Broadway, Suite 1100, Denver Co 80203.
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