James Fortescue - Net Worth and Insider Trading

James Fortescue Net Worth

The estimated net worth of James Fortescue is at least $748,014 dollars as of 2024-04-25. James Fortescue is the COO of Annaly Capital Management Inc and owns about 40,065 shares of Annaly Capital Management Inc (NLY) stock worth over $748,014. Details can be seen in James Fortescue's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James Fortescue has not made any transactions after 2013-11-11 and currently still holds the listed stock(s).

Transaction Summary of James Fortescue

To

James Fortescue Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, James Fortescue owns 2 companies in total, including Annaly Capital Management Inc (NLY) , and First Trust Mortgage Income Fund (FMY) .

Click here to see the complete history of James Fortescue’s form 4 insider trades.

Insider Ownership Summary of James Fortescue

Ticker Comapny Transaction Date Type of Owner
NLY Annaly Capital Management Inc 2013-11-11 CFO & Treasurer
FMY First Trust Mortgage Income Fund 2005-05-25 other: Officer of the Sub-Adviser

James Fortescue Latest Holdings Summary

James Fortescue currently owns a total of 1 stock. James Fortescue owns 40,065 shares of Annaly Capital Management Inc (NLY) as of November 11, 2013, with a value of $748,014.

Latest Holdings of James Fortescue

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
NLY Annaly Capital Management Inc 2013-11-11 40,065 18.67 748,014

Holding Weightings of James Fortescue


James Fortescue Form 4 Trading Tracker

According to the SEC Form 4 filings, James Fortescue has made a total of 0 transactions in Annaly Capital Management Inc (NLY) over the past 5 years. The most-recent trade in Annaly Capital Management Inc is the acquisition of 6,250 shares on November 11, 2013, which cost James Fortescue around $259,000.

Insider Trading History of James Fortescue

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.

James Fortescue Trading Performance

GuruFocus tracks the stock performance after each of James Fortescue's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Fortescue is 5.01%. GuruFocus also compares James Fortescue's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Fortescue within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James Fortescue'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 James Fortescue

Average Return

8.86%

Average return per transaction

Outperforming Transactions

100%

1 out of 1 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(%) -3.85 5.01 11.95 8.86 -3.93 -0.94
Relative Return to S&P 500(%) -4.43 2.31 5.93 -6.25 -12.15 -7.83

James Fortescue Ownership Network

Ownership Network List of James Fortescue

No Data

Ownership Network Relation of James Fortescue


James Fortescue Owned Company Details

What does Annaly Capital Management Inc do?

Who are the key executives at Annaly Capital Management Inc?

James Fortescue is the CFO & Treasurer of Annaly Capital Management Inc. Other key executives at Annaly Capital Management Inc include Chief Investment Officer David L Finkelstein , Head of Securitized Products Ilker Ertas , and Chief Operating Officer Steven Francis Campbell .

Annaly Capital Management Inc (NLY) Insider Trades Summary

Over the past 18 months, James Fortescue made no insider transaction in Annaly Capital Management Inc (NLY). Other recent insider transactions involving Annaly Capital Management Inc (NLY) include a net sale of 100,000 shares made by David L Finkelstein ,

In summary, during the past 3 months, insiders sold 50,000 shares of Annaly Capital Management Inc (NLY) in total and bought 0 shares, with a net sale of 50,000 shares. During the past 18 months, 100,000 shares of Annaly Capital Management Inc (NLY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 100,000 shares.

Annaly Capital Management Inc (NLY)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Annaly Capital Management Inc Insider Transactions

No Available Data

James Fortescue Mailing Address

Above is the net worth, insider trading, and ownership report for James Fortescue. Currently GuruFocus does not have mailing address information for James Fortescue.

Discussions on James Fortescue

No discussions yet.