Mona Sutphen - Net Worth and Insider Trading

Mona Sutphen Net Worth

The estimated net worth of Mona Sutphen is at least $3,584 dollars as of 2024-04-30. Mona Sutphen is the Director of Putnam Master Intermediate Income Trust and owns about 298 shares of Putnam Master Intermediate Income Trust (PIM) stock worth over $924. Mona Sutphen is the Director of Putnam Premier Income Trust and owns about 268 shares of Putnam Premier Income Trust (PPT) stock worth over $919. Mona Sutphen is also the Director of Putnam Managed Municipal Income Trust and owns about 149 shares of Putnam Managed Municipal Income Trust (PMM) stock worth over $875. Besides these, Mona Sutphen also holds Putnam Municipal Opportunities Trust (PMO) . Details can be seen in Mona Sutphen's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Mona Sutphen has not made any transactions after 2022-12-01 and currently still holds the listed stock(s).

Transaction Summary of Mona Sutphen

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Mona Sutphen Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Mona Sutphen owns 5 companies in total, including Putnam Premier Income Trust (PPT) , Putnam Master Intermediate Income Trust (PIM) , and Putnam Managed Municipal Income Trust (PMM) among others .

Click here to see the complete history of Mona Sutphen’s form 4 insider trades.

Insider Ownership Summary of Mona Sutphen

Ticker Comapny Transaction Date Type of Owner
PPT Putnam Premier Income Trust 2022-12-01 director
PIM Putnam Master Intermediate Income Trust 2022-12-01 director
PMM Putnam Managed Municipal Income Trust 2022-12-01 director
PMO Putnam Municipal Opportunities Trust 2022-12-01 director
PXD Pioneer Natural Resources Co 2015-06-29 director

Mona Sutphen Latest Holdings Summary

Mona Sutphen currently owns a total of 4 stocks. Among these stocks, Mona Sutphen owns 298 shares of Putnam Master Intermediate Income Trust (PIM) as of December 1, 2022, with a value of $924 and a weighting of 25.78%. Mona Sutphen owns 268 shares of Putnam Premier Income Trust (PPT) as of December 1, 2022, with a value of $919 and a weighting of 25.65%. Mona Sutphen also owns 149 shares of Putnam Managed Municipal Income Trust (PMM) as of December 1, 2022, with a value of $875 and a weighting of 24.43%. The other 1 stocks Putnam Municipal Opportunities Trust (PMO) have a combined weighting of 24.14% among all his current holdings.

Latest Holdings of Mona Sutphen

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PIM Putnam Master Intermediate Income Trust 2022-12-01 298 3.10 924
PPT Putnam Premier Income Trust 2022-12-01 268 3.43 919
PMM Putnam Managed Municipal Income Trust 2022-12-01 149 5.88 875
PMO Putnam Municipal Opportunities Trust 2022-12-01 89 9.72 865

Holding Weightings of Mona Sutphen


Mona Sutphen Form 4 Trading Tracker

According to the SEC Form 4 filings, Mona Sutphen has made a total of 1 transactions in Putnam Master Intermediate Income Trust (PIM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Putnam Master Intermediate Income Trust is the acquisition of 298 shares on December 1, 2022, which cost Mona Sutphen around $998.

According to the SEC Form 4 filings, Mona Sutphen has made a total of 1 transactions in Putnam Premier Income Trust (PPT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Putnam Premier Income Trust is the acquisition of 268 shares on December 1, 2022, which cost Mona Sutphen around $997.

According to the SEC Form 4 filings, Mona Sutphen has made a total of 1 transactions in Putnam Managed Municipal Income Trust (PMM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Putnam Managed Municipal Income Trust is the acquisition of 149 shares on December 1, 2022, which cost Mona Sutphen around $994.

More details on Mona Sutphen's insider transactions can be found in the Insider Trading History of Mona Sutphen table.

Insider Trading History of Mona Sutphen

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.

Mona Sutphen Trading Performance

GuruFocus tracks the stock performance after each of Mona Sutphen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mona Sutphen is 0.24%. GuruFocus also compares Mona Sutphen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mona Sutphen within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Mona Sutphen'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 Mona Sutphen

Average Return

-8.92%

Average return per transaction

Outperforming Transactions

0%

0 out of 4 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(%) -3.58 0.24 -7.57 -8.92
Relative Return to S&P 500(%) 2.24 3.31 -11.11 -21.63

Mona Sutphen Ownership Network

Ownership Network List of Mona Sutphen

No Data

Ownership Network Relation of Mona Sutphen


Mona Sutphen Owned Company Details

What does Putnam Premier Income Trust do?

Who are the key executives at Putnam Premier Income Trust?

Mona Sutphen is the director of Putnam Premier Income Trust. Other key executives at Putnam Premier Income Trust include Head HR- Diversity & Inclusion & other: Putnam Investments Stephen R Denny , Portfolio Manager/Putnam.Inv. Michael V Salm , and Head of Product and Strategy & other: Putnam Investments Carlo Forcione .

Putnam Premier Income Trust (PPT) Insider Trades Summary

Over the past 18 months, Mona Sutphen made 1 insider transaction in Putnam Premier Income Trust (PPT) with a net purchase of 268. Other recent insider transactions involving Putnam Premier Income Trust (PPT) include a net sale of 180,000 shares made by Michael V Salm , a net purchase of 276 shares made by Manoj P Singh , and a net purchase of 272 shares made by Jennifer Murphy .

In summary, during the past 3 months, insiders sold 0 shares of Putnam Premier Income Trust (PPT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 180,000 shares of Putnam Premier Income Trust (PPT) were sold and 816 shares were bought by its insiders, resulting in a net sale of 179,184 shares.

Putnam Premier Income Trust (PPT)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Putnam Premier Income Trust Insider Transactions

No Available Data

Mona Sutphen Mailing Address

Above is the net worth, insider trading, and ownership report for Mona Sutphen. You might contact Mona Sutphen via mailing address: 777 Hidden Ridge, Irving Tx 75038.

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