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

To

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

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VRTS Virtus Investment Partners Inc 2011-08-05 103,271 230.75 23,829,783
PNX Phoenix Companies Inc 2003-11-07 3,198 37.49 119,893
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2021-12-21 6,455 11.98 77,331
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2021-12-21 3,685 19.16 70,605
NIE Virtus AllianzGI Equity & Convertible Income Fund 2021-12-21 2,460 21.66 53,284
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2021-12-21 2,157 22.77 49,115
NCZ Virtus Convertible & Income Fund II 2021-12-21 10,049 2.78 27,936
NCV Virtus Convertible & Income Fund 2021-12-21 8,821 3.12 27,522
DCA Virtus Total Return Fund 2013-05-30 5,000 4.37 21,850
DPG Duff & Phelps Utility & Infrastructure Fund Inc. 2013-05-30 1,200 9.43 11,316
ZTR Virtus Global Dividend & Income Fund Inc 2013-05-30 1,027 9.58 9,839
VGI Virtus Global Multi-Sector Inc 2013-05-30 1,200 7.24 8,682
ZTR Virtus Total Return Fund Inc 2013-05-30 1,027 5.38 5,525

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

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.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of George R Aylward

Average Return

-13.92%

Average return per transaction

Outperforming Transactions

45%

5 out of 11 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(%) -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

No Data

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.

To

Virtus Investment Partners Inc Insider Transactions

No Available Data

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.

Discussions on George R Aylward

No discussions yet.