Swan Edward M Jr - Net Worth and Insider Trading
Swan Edward M Jr Net Worth
The estimated net worth of Swan Edward M Jr is at least $3 Million dollars as of 2024-04-25. Swan Edward M Jr is the Director of Virtus Investment Partners Inc and owns about 11,638 shares of Virtus Investment Partners Inc (VRTS) stock worth over $3 Million. Details can be seen in Swan Edward M Jr's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Swan Edward M Jr has not made any transactions after 2012-12-04 and currently still holds the listed stock(s).
Transaction Summary of Swan Edward M Jr
Swan Edward M Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Swan Edward M Jr owns 1 companies in total, including Virtus Investment Partners Inc (VRTS) .
Click here to see the complete history of Swan Edward M Jr’s form 4 insider trades.
Insider Ownership Summary of Swan Edward M Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| VRTS | Virtus Investment Partners Inc | 2012-12-04 | director |
Swan Edward M Jr Latest Holdings Summary
Swan Edward M Jr currently owns a total of 1 stock. Swan Edward M Jr owns 11,638 shares of Virtus Investment Partners Inc (VRTS) as of December 4, 2012, with a value of $3 Million.
Latest Holdings of Swan Edward M Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| VRTS | Virtus Investment Partners Inc | 2012-12-04 | 11,638 | 230.46 | 2,682,093 |
Holding Weightings of Swan Edward M Jr
Swan Edward M Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Swan Edward M Jr 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 sale of 1,000 shares on December 4, 2012, which brought Swan Edward M Jr around $115,140.
Insider Trading History of Swan Edward M Jr
- 1
Swan Edward M Jr Trading Performance
GuruFocus tracks the stock performance after each of Swan Edward M Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Swan Edward M Jr is 44.74%. GuruFocus also compares Swan Edward M Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Swan Edward M Jr 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 Swan Edward M Jr's insider trading performs compared to the benchmark.
Performance of Swan Edward M Jr
Average Return
77.49%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 23.35 | 44.74 | 46.39 | 77.49 | 60.21 | 73.63 |
| Relative Return to S&P 500(%) | 20.07 | 33.88 | 34.31 | 72.29 | 53.43 | 59.49 |
Swan Edward M Jr Ownership Network
Ownership Network List of Swan Edward M Jr
Ownership Network Relation of Swan Edward M Jr
Swan Edward M Jr Owned Company Details
What does Virtus Investment Partners Inc do?
Who are the key executives at Virtus Investment Partners Inc?
Swan Edward M Jr is the director 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, Swan Edward M Jr 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
Swan Edward M Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Swan Edward M Jr. You might contact Swan Edward M Jr via mailing address: C/o Virtus Investment Partners, Inc., 100 Pearl Street, Hartford Ct 06103.
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