Lisa Leonard - Net Worth and Insider Trading
Lisa Leonard Net Worth
The estimated net worth of Lisa Leonard is at least $2,800 dollars as of 2025-07-24. Lisa Leonard is the Vice President of DTF Tax-Free Income 2028 Term Fund Inc and owns about 250 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) stock worth over $2,800. Details can be seen in Lisa Leonard's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Lisa Leonard has not made any transactions after 2018-10-23 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Lisa Leonard
Lisa Leonard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lisa Leonard owns 1 companies in total, including DTF Tax-Free Income 2028 Term Fund Inc (DTF) .
Click here to see the complete history of Lisa Leonard’s form 4 insider trades.
Insider Ownership Summary of Lisa Leonard
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| DTF | DTF Tax-Free Income 2028 Term Fund Inc | 2018-10-23 | Vice President |
Lisa Leonard Latest Holdings Summary
Lisa Leonard currently owns a total of 1 stock. Lisa Leonard owns 250 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) as of October 23, 2018, with a value of $2,800.
Latest Holdings of Lisa Leonard
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DTF | DTF Tax-Free Income 2028 Term Fund Inc | 2018-10-23 | 250 | 11.20 | 2,800 |
Holding Weightings of Lisa Leonard
Lisa Leonard Form 4 Trading Tracker
According to the SEC Form 4 filings, Lisa Leonard has made a total of 0 transactions in DTF Tax-Free Income 2028 Term Fund Inc (DTF) over the past 5 years. The most-recent trade in DTF Tax-Free Income 2028 Term Fund Inc is the acquisition of 250 shares on October 23, 2018, which cost Lisa Leonard around $3,090.
Insider Trading History of Lisa Leonard
- 1
Lisa Leonard Trading Performance
GuruFocus tracks the stock performance after each of Lisa Leonard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lisa Leonard is 3.88%. GuruFocus also compares Lisa Leonard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lisa Leonard 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 Lisa Leonard's insider trading performs compared to the benchmark.
Performance of Lisa Leonard
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.13 | | | | | |
| Relative Return to S&P 500(%) | 5.08 | | | | | |
Lisa Leonard Ownership Network
Ownership Network List of Lisa Leonard
Ownership Network Relation of Lisa Leonard
Lisa Leonard Owned Company Details
What does DTF Tax-Free Income 2028 Term Fund Inc do?
Who are the key executives at DTF Tax-Free Income 2028 Term Fund Inc?
Lisa Leonard is the Vice President of DTF Tax-Free Income 2028 Term Fund Inc. Other key executives at DTF Tax-Free Income 2028 Term Fund Inc include other: Officer of Investment Adviser Grumhaus David D Jr. , Vice President Timothy P. Riordan , and CCO Kathleen Hegyi .
DTF Tax-Free Income 2028 Term Fund Inc (DTF) Insider Trades Summary
Over the past 18 months, Lisa Leonard made no insider transaction in DTF Tax-Free Income 2028 Term Fund Inc (DTF). Other recent insider transactions involving DTF Tax-Free Income 2028 Term Fund Inc (DTF) include a net purchase of 2,506 shares made by Grumhaus David D Jr. ,
In summary, during the past 3 months, insiders sold 0 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) were sold and 2,506 shares were bought by its insiders, resulting in a net purchase of 2,506 shares.
DTF Tax-Free Income 2028 Term Fund Inc (DTF)'s detailed insider trading history can be found in Insider Trading Tracker table.
DTF Tax-Free Income 2028 Term Fund Inc Insider Transactions
Lisa Leonard Mailing Address
Above is the net worth, insider trading, and ownership report for Lisa Leonard. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Lisa Leonard's mailing address is: Newark Nj 07102.
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