Donald C Burke - Net Worth and Insider Trading

Donald C Burke Net Worth

The estimated net worth of Donald C Burke is at least $1 Million dollars as of 2024-05-11. Donald C Burke is the Director of Avista Corp and owns about 25,605 shares of Avista Corp (AVA) stock worth over $983,744. Donald C Burke is the Director of Virtus Artificial Intelligence & Technology Opportunities Fund and owns about 832 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stock worth over $16,557. Donald C Burke is also the Director of Virtus AllianzGI Equity & Convertible Income Fund and owns about 720 shares of Virtus AllianzGI Equity & Convertible Income Fund (NIE) stock worth over $15,962. Besides these, Donald C Burke also holds Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Virtus Total Return Fund Inc (ZTR) , Virtus Stone Harbor Emerging Markets Income Fund (EDF) , Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) . Details can be seen in Donald C Burke's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Donald C Burke has not made any transactions after 2023-12-01 and currently still holds the listed stock(s).

Transaction Summary of Donald C Burke

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Donald C Burke Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Donald C Burke owns 69 companies in total, including Avista Corp (AVA) , Virtus Global Dividend & Income Fund Inc (ZTR) , and Virtus Global Multi-Sector Inc (VGI) among others .

Click here to see the complete history of Donald C Burke’s form 4 insider trades.

Insider Ownership Summary of Donald C Burke

Ticker Comapny Transaction Date Type of Owner
AVA Avista Corp 2023-12-01 director
ZTR Virtus Global Dividend & Income Fund Inc 2020-01-01 director
VGI Virtus Global Multi-Sector Inc 2020-01-01 director
2020-01-01 director
2014-07-28 director
2014-07-28 director
2014-09-29 director
2014-07-28 director
2007-12-10 President and CEO
2007-12-10 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-11-01 President and CEO
2007-04-20 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-12-01 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2006-11-21 Treasurer
2005-10-26 other: VP & Treasurer
2004-09-01 Treasurer
2004-04-27 Treasurer
2003-10-29 Treasurer
2003-09-12 Treasurer
2003-09-12 Treasurer
2003-07-31 Treasurer
2003-07-29 Treasurer
2003-07-29 Treasurer
2003-05-27 Treasurer
2023-01-23 director
2023-01-23 director
2023-06-28 director
2023-06-28 director
2023-06-28 director

Donald C Burke Latest Holdings Summary

Donald C Burke currently owns a total of 7 stocks. Among these stocks, Donald C Burke owns 25,605 shares of Avista Corp (AVA) as of December 1, 2023, with a value of $983,744 and a weighting of 93.1%. Donald C Burke owns 832 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of June 28, 2023, with a value of $16,557 and a weighting of 1.57%. Donald C Burke also owns 720 shares of Virtus AllianzGI Equity & Convertible Income Fund (NIE) as of June 28, 2023, with a value of $15,962 and a weighting of 1.51%. The other 4 stocks Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Virtus Total Return Fund Inc (ZTR) , Virtus Stone Harbor Emerging Markets Income Fund (EDF) , Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) have a combined weighting of 3.83% among all his current holdings.

Latest Holdings of Donald C Burke

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AVA Avista Corp 2023-12-01 25,605 38.42 983,744
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2023-06-28 832 19.90 16,557
NIE Virtus AllianzGI Equity & Convertible Income Fund 2023-06-28 720 22.17 15,962
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2023-06-28 1,244 12.38 15,401
ZTR Virtus Total Return Fund Inc 2022-09-21 2,667 5.44 14,508
EDF Virtus Stone Harbor Emerging Markets Income Fund 2023-01-23 1,000 5.50 5,500
EDI Virtus Stone Harbor Emerging Markets Total Income Fund 2023-01-23 1,000 5.02 5,020

Holding Weightings of Donald C Burke


Donald C Burke Form 4 Trading Tracker

According to the SEC Form 4 filings, Donald C Burke has made a total of 1 transactions in Avista Corp (AVA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Avista Corp is the sale of 2,400 shares on December 1, 2023, which brought Donald C Burke around $82,704.

According to the SEC Form 4 filings, Donald C Burke has made a total of 1 transactions in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Artificial Intelligence & Technology Opportunities Fund is the acquisition of 832 shares on June 28, 2023, which cost Donald C Burke around $15,001.

According to the SEC Form 4 filings, Donald C Burke has made a total of 1 transactions in Virtus AllianzGI Equity & Convertible Income Fund (NIE) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus AllianzGI Equity & Convertible Income Fund is the acquisition of 720 shares on June 28, 2023, which cost Donald C Burke around $15,002.

More details on Donald C Burke's insider transactions can be found in the Insider Trading History of Donald C Burke table.

Insider Trading History of Donald C Burke

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.

Donald C Burke Trading Performance

GuruFocus tracks the stock performance after each of Donald C Burke's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Donald C Burke is -9.75%. GuruFocus also compares Donald C Burke's trading performance to market benchmark return within the same time period. The performance of stocks bought by Donald C Burke within 3 months outperforms 0 times out of 6 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Donald C Burke'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 Donald C Burke

Average Return

Average return per transaction

Outperforming Transactions

0 out of 2 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(%) -2.15
Relative Return to S&P 500(%) -4.27

Donald C Burke Ownership Network

Ownership Network List of Donald C Burke

No Data

Ownership Network Relation of Donald C Burke


Donald C Burke Owned Company Details

What does Avista Corp do?

Who are the key executives at Avista Corp?

Donald C Burke is the director of Avista Corp. Other key executives at Avista Corp include Vice President & CIO James M Kensok , Sr. Vice President Scott L Morris , and Sr. VP & General Counsel David J Meyer .

Avista Corp (AVA) Insider Trades Summary

Over the past 18 months, Donald C Burke made 1 insider transaction in Avista Corp (AVA) with a net sale of 2,400. Other recent insider transactions involving Avista Corp (AVA) include a net sale of 1,500 shares made by James M Kensok , a net sale of 46,006 shares made by Mark T Thies , and a net purchase of 3,100 shares made by Scott L Morris .

In summary, during the past 3 months, insiders sold 0 shares of Avista Corp (AVA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 57,548 shares of Avista Corp (AVA) were sold and 3,100 shares were bought by its insiders, resulting in a net sale of 54,448 shares.

Avista Corp (AVA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Avista Corp Insider Transactions

No Available Data

Donald C Burke Mailing Address

Above is the net worth, insider trading, and ownership report for Donald C Burke. You might contact Donald C Burke via mailing address: C/o Blackrock Financial Management, Inc., 40 East 52nd Street, New York Ny 10022.

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