Pamela G Carlton - Net Worth and Insider Trading
Pamela G Carlton Net Worth
The estimated net worth of Pamela G Carlton is at least $870,954 dollars as of 2024-04-27. Pamela G Carlton is the Director of Evercore Inc and owns about 3,041 shares of Evercore Inc (EVR) stock worth over $560,426. Pamela G Carlton is the Director of Apollo Commercial Real Estate Finance Inc and owns about 21,218 shares of Apollo Commercial Real Estate Finance Inc (ARI) stock worth over $229,154. Pamela G Carlton is also the Director of Columbia Seligman Premium Technology Growth Fund Inc and owns about 1,406 shares of Columbia Seligman Premium Technology Growth Fund Inc (STK) stock worth over $43,825. Besides these, Pamela G Carlton also holds Tri-Continental Corp (TY) . Details can be seen in Pamela G Carlton's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Pamela G Carlton has not made any transactions after 2023-08-17 and currently still holds the listed stock(s).
Transaction Summary of Pamela G Carlton
Pamela G Carlton Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Pamela G Carlton owns 4 companies in total, including Evercore Inc (EVR) , Tri-Continental Corp (TY) , and Columbia Seligman Premium Technology Growth Fund Inc (STK) among others .
Click here to see the complete history of Pamela G Carlton’s form 4 insider trades.
Insider Ownership Summary of Pamela G Carlton
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EVR | Evercore Inc | 2023-08-14 | director |
| TY | Tri-Continental Corp | 2020-02-03 | director |
| STK | Columbia Seligman Premium Technology Growth Fund Inc | 2019-06-25 | director |
| ARI | Apollo Commercial Real Estate Finance Inc | 2023-08-17 | director |
Pamela G Carlton Latest Holdings Summary
Pamela G Carlton currently owns a total of 4 stocks. Among these stocks, Pamela G Carlton owns 3,041 shares of Evercore Inc (EVR) as of August 14, 2023, with a value of $560,426 and a weighting of 64.35%. Pamela G Carlton owns 21,218 shares of Apollo Commercial Real Estate Finance Inc (ARI) as of August 17, 2023, with a value of $229,154 and a weighting of 26.31%. Pamela G Carlton also owns 1,406 shares of Columbia Seligman Premium Technology Growth Fund Inc (STK) as of June 25, 2019, with a value of $43,825 and a weighting of 5.03%. The other 1 stocks Tri-Continental Corp (TY) have a combined weighting of 4.31% among all his current holdings.
Latest Holdings of Pamela G Carlton
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| EVR | Evercore Inc | 2023-08-14 | 3,041 | 184.29 | 560,426 |
| ARI | Apollo Commercial Real Estate Finance Inc | 2023-08-17 | 21,218 | 10.80 | 229,154 |
| STK | Columbia Seligman Premium Technology Growth Fund Inc | 2019-06-25 | 1,406 | 31.17 | 43,825 |
| TY | Tri-Continental Corp | 2020-02-03 | 1,263 | 29.73 | 37,549 |
Holding Weightings of Pamela G Carlton
Pamela G Carlton Form 4 Trading Tracker
According to the SEC Form 4 filings, Pamela G Carlton has made a total of 4 transactions in Evercore Inc (EVR) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in Evercore Inc is the sale of 592 shares on August 14, 2023, which brought Pamela G Carlton around $80,921.
According to the SEC Form 4 filings, Pamela G Carlton has made a total of 2 transactions in Apollo Commercial Real Estate Finance Inc (ARI) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Apollo Commercial Real Estate Finance Inc is the sale of 833 shares on August 17, 2023, which brought Pamela G Carlton around $8,672.
According to the SEC Form 4 filings, Pamela G Carlton has made a total of 1 transactions in Columbia Seligman Premium Technology Growth Fund Inc (STK) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Columbia Seligman Premium Technology Growth Fund Inc is the acquisition of 1,300 shares on June 25, 2019, which cost Pamela G Carlton around $26,026.
More details on Pamela G Carlton's insider transactions can be found in the Insider Trading History of Pamela G Carlton table.Insider Trading History of Pamela G Carlton
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Pamela G Carlton Trading Performance
GuruFocus tracks the stock performance after each of Pamela G Carlton's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Pamela G Carlton is 4.09%. GuruFocus also compares Pamela G Carlton's trading performance to market benchmark return within the same time period. The performance of stocks bought by Pamela G Carlton within 3 months outperforms 2 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 Pamela G Carlton's insider trading performs compared to the benchmark.
Performance of Pamela G Carlton
Average Return
14.68%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.87 | 4.09 | 13.2 | 14.68 | 23.66 | 11.17 |
| Relative Return to S&P 500(%) | 3.41 | 3.56 | 5.23 | 3.4 | 5.03 | -1.8 |
Pamela G Carlton Ownership Network
Ownership Network List of Pamela G Carlton
Ownership Network Relation of Pamela G Carlton
Pamela G Carlton Owned Company Details
What does Evercore Inc do?
Who are the key executives at Evercore Inc?
Pamela G Carlton is the director of Evercore Inc. Other key executives at Evercore Inc include Chief Financial Officer Timothy Gilbert Lalonde , General Counsel Jason Klurfeld , and Contr.,Principal Acct. Officer Paul Pensa .
Evercore Inc (EVR) Insider Trades Summary
Over the past 18 months, Pamela G Carlton made 1 insider transaction in Evercore Inc (EVR) with a net sale of 592. Other recent insider transactions involving Evercore Inc (EVR) include a net sale of 15,977 shares made by Jason Klurfeld , a net sale of 8,337 shares made by Timothy Gilbert Lalonde , and a net sale of 3,765 shares made by Paul Pensa .
In summary, during the past 3 months, insiders sold 13,254 shares of Evercore Inc (EVR) in total and bought 0 shares, with a net sale of 13,254 shares. During the past 18 months, 35,193 shares of Evercore Inc (EVR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 35,193 shares.
Evercore Inc (EVR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Evercore Inc Insider Transactions
Pamela G Carlton Mailing Address
Above is the net worth, insider trading, and ownership report for Pamela G Carlton. You might contact Pamela G Carlton via mailing address: 901 S. Marquette Avenue, Minneapolis Mn 55402.
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