George R Aylward - Net Worth and Insider Trading
George R Aylward Net Worth
The estimated net worth of George R Aylward is at least $24 Million dollars as of 2024-04-26. George R Aylward is the President, CEO and Director of Virtus Investment Partners Inc and owns about 103,271 shares of Virtus Investment Partners Inc (VRTS) stock worth over $24 Million. George R Aylward is the Vice President of Phoenix Companies Inc and owns about 3,198 shares of Phoenix Companies Inc (PNX) stock worth over $119,893. George R Aylward is also the President and CEO of Virtus Dividend, Interest & Premium Strategy Fund and owns about 6,455 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock worth over $77,331. Besides these, George R Aylward also holds Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus Convertible & Income Fund II (NCZ) , Virtus Convertible & Income Fund (NCV) , Virtus Total Return Fund (DCA) , Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) , Virtus Global Dividend & Income Fund Inc (ZTR) , Virtus Global Multi-Sector Inc (VGI) , Virtus Total Return Fund Inc (ZTR) . Details can be seen in George R Aylward's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that George R Aylward has not made any transactions after 2021-12-21 and currently still holds the listed stock(s).
Transaction Summary of George R Aylward
George R Aylward Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, George R Aylward owns 20 companies in total, including Virtus Investment Partners Inc (VRTS) , Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) , and Virtus Total Return Fund Inc (ZTR) among others .
Click here to see the complete history of George R Aylward’s form 4 insider trades.
Insider Ownership Summary of George R Aylward
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
VRTS | Virtus Investment Partners Inc | 2017-02-07 | director & Director & CEO and President |
DSE | Duff & Phelps Select MLP & Midstream Energy Fund I | 2014-08-15 | director & President of the Issuer & other: Director of the Adviser |
ZTR | Virtus Total Return Fund Inc | 2013-05-30 | director & President & CEO |
ZTR | Virtus Global Dividend & Income Fund Inc | 2013-05-30 | director & President & CEO |
DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 2013-05-30 | director |
VGI | Virtus Global Multi-Sector Inc | 2013-05-30 | director & President |
PNX | Phoenix Companies Inc | 2008-03-05 | Sr. EVP |
DNP | DNP Select Income Fund Inc | 2005-05-06 | other: Director of Adviser |
DTF | DTFTax-Free Income Inc | 2005-05-06 | other: Director of Adviser |
DUC | DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC | 2005-05-06 | other: Director of Adviser |
NCVpA.PFD | Virtus Convertible & Income Fund | 2021-02-01 | director & President and CEO |
NCZ | Virtus Convertible & Income Fund II | 2021-12-21 | director & President and CEO |
NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 2021-12-21 | director & President and CEO |
NIE | Virtus AllianzGI Equity & Convertible Income Fund | 2021-12-21 | director & President and CEO |
EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2022-04-08 | director & President and CEO |
EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2022-04-08 | director & President and CEO |
ACV | Virtus AllianzGI Diversified Income & Convertible Fund | 2021-12-21 | director & President and CEO |
CBH | Virtus Convertible & Income 2024 Target Term Fund | 2021-02-01 | director & President and CEO |
AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2021-12-21 | director & President and CEO |
NCV | Virtus Convertible & Income Fund | 2021-12-21 | director & President and CEO |
George R Aylward Latest Holdings Summary
George R Aylward currently owns a total of 13 stocks. Among these stocks, George R Aylward owns 103,271 shares of Virtus Investment Partners Inc (VRTS) as of August 5, 2011, with a value of $24 Million and a weighting of 98.01%. George R Aylward owns 3,198 shares of Phoenix Companies Inc (PNX) as of November 7, 2003, with a value of $119,893 and a weighting of 0.49%. George R Aylward also owns 6,455 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) as of December 21, 2021, with a value of $77,331 and a weighting of 0.32%. The other 10 stocks Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus Convertible & Income Fund II (NCZ) , Virtus Convertible & Income Fund (NCV) , Virtus Total Return Fund (DCA) , Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) , Virtus Global Dividend & Income Fund Inc (ZTR) , Virtus Global Multi-Sector Inc (VGI) , Virtus Total Return Fund Inc (ZTR) have a combined weighting of 1.17% among all his current holdings.
Latest Holdings of George R Aylward
Holding Weightings of George R Aylward
George R Aylward Form 4 Trading Tracker
According to the SEC Form 4 filings, George R Aylward has made a total of 0 transactions in Virtus Investment Partners Inc (VRTS) over the past 5 years. The most-recent trade in Virtus Investment Partners Inc is the acquisition of 750 shares on August 5, 2011, which cost George R Aylward around $50,715.
According to the SEC Form 4 filings, George R Aylward has made a total of 0 transactions in Phoenix Companies Inc (PNX) over the past 5 years. The most-recent trade in Phoenix Companies Inc is the acquisition of 1,000 shares on November 7, 2003, which cost George R Aylward around $10,920.
According to the SEC Form 4 filings, George R Aylward has made a total of 1 transactions in Virtus Dividend, Interest & Premium Strategy Fund (NFJ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Dividend, Interest & Premium Strategy Fund is the acquisition of 6,455 shares on December 21, 2021, which cost George R Aylward around $99,988.
More details on George R Aylward's insider transactions can be found in the Insider Trading History of George R Aylward table.Insider Trading History of George R Aylward
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George R Aylward Trading Performance
GuruFocus tracks the stock performance after each of George R Aylward's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by George R Aylward is -7.15%. GuruFocus also compares George R Aylward's trading performance to market benchmark return within the same time period. The performance of stocks bought by George R Aylward within 3 months outperforms 3 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how George R Aylward's insider trading performs compared to the benchmark.
Performance of George R Aylward
Average Return
-13.92%
Outperforming Transactions
45%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -6.93 | -7.15 | -12.97 | -13.92 | 0.04 | 17.31 |
Relative Return to S&P 500(%) | -3.86 | -6.7 | -7.29 | -11.34 | -6.48 | 6.74 |
George R Aylward Ownership Network
Ownership Network List of George R Aylward
Ownership Network Relation of George R Aylward
George R Aylward Owned Company Details
What does Virtus Investment Partners Inc do?
Who are the key executives at Virtus Investment Partners Inc?
George R Aylward is the director & Director & CEO and President of Virtus Investment Partners Inc. Other key executives at Virtus Investment Partners Inc include EVP & Chief Financial Officer Michael A Angerthal , EVP & Human Resources Mardelle W Pena , and EVP & Head of Distribution Barry M. Mandinach .
Virtus Investment Partners Inc (VRTS) Insider Trades Summary
Over the past 18 months, George R Aylward made no insider transaction in Virtus Investment Partners Inc (VRTS). Other recent insider transactions involving Virtus Investment Partners Inc (VRTS) include a net sale of 8,049 shares made by Michael A Angerthal , and a net sale of 2,150 shares made by Stephen T Zarrilli .
In summary, during the past 3 months, insiders sold 10,199 shares of Virtus Investment Partners Inc (VRTS) in total and bought 0 shares, with a net sale of 10,199 shares. During the past 18 months, 10,199 shares of Virtus Investment Partners Inc (VRTS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 10,199 shares.
Virtus Investment Partners Inc (VRTS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Investment Partners Inc Insider Transactions
George R Aylward Mailing Address
Above is the net worth, insider trading, and ownership report for George R Aylward. You might contact George R Aylward via mailing address: C/o Virtus Investment Partners, Inc., 100 Pearl Street, Hartford Ct 06103.