David C Phelan - Net Worth and Insider Trading

David C Phelan Net Worth

The estimated net worth of David C Phelan is at least $7 Million dollars as of 2025-07-25. David C Phelan is the EVP; Gen Counsel and Secretary of State Street Corp and owns about 61,553 shares of State Street Corp (STT) stock worth over $7 Million. Details can be seen in David C Phelan'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 David C Phelan has not made any transactions after 2021-05-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of David C Phelan

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David C Phelan Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David C Phelan owns 5 companies in total, including State Street Corp (STT) , Pioneer Floating Rate Trust (PHD) , and Pioneer Muni High Income Advantage Tr (MAV) among others .

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

Insider Ownership Summary of David C Phelan

Ticker Company Transaction Date Type of Owner
STT State Street Corp 2021-05-20 EVP and General Counsel
PHD Pioneer Floating Rate Trust 2004-12-06 Assistant Secretary
MAV Pioneer Muni High Income Advantage Tr 2003-10-22 Assistant Secretary
LIMIT LIMIT 2003-09-08 ASSISTANT SECRETARY
LIMIT LIMIT 2003-09-08 ASSISTANT SECRETARY

David C Phelan Latest Holdings Summary

David C Phelan currently owns a total of 1 stock. David C Phelan owns 61,553 shares of State Street Corp (STT) as of May 20, 2021, with a value of $7 Million.

Latest Holdings of David C Phelan

Ticker Company Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
STT State Street Corp 2021-05-20 61,553 110.98 6,831,152

Holding Weightings of David C Phelan


David C Phelan Form 4 Trading Tracker

According to the SEC Form 4 filings, David C Phelan has made a total of 1 transactions in State Street Corp (STT) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in State Street Corp is the sale of 50,000 shares on May 20, 2021, which brought David C Phelan around $4 Million.

Insider Trading History of David C Phelan

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.

David C Phelan Trading Performance

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

David C Phelan Ownership Network

Ownership Network List of David C Phelan

No Data

Ownership Network Relation of David C Phelan

Insider Network Chart


David C Phelan Owned Company Details

What does State Street Corp do?

Who are the key executives at State Street Corp?

David C Phelan is the EVP and General Counsel of State Street Corp. Other key executives at State Street Corp include EVP and Chief Admin Officer Michael L Richards , EVP; President and CEO of SSGA O Hanley Ronald P , and Executive Vice President Kathryn M Horgan .

State Street Corp (STT) Insider Trades Summary

Over the past 18 months, David C Phelan made no insider transaction in State Street Corp (STT). Other recent insider transactions involving State Street Corp (STT) include a net sale of 11,007 shares made by Anthony Bisegna , a net sale of 3,504 shares made by Donna M Milrod , and a net sale of 37,681 shares made by John Plansky .

In summary, during the past 3 months, insiders sold 74,426 shares of State Street Corp (STT) in total and bought 0 shares, with a net sale of 74,426 shares. During the past 18 months, 223,450 shares of State Street Corp (STT) were sold and 140 shares were bought by its insiders, resulting in a net sale of 223,310 shares.

State Street Corp (STT)'s detailed insider trading history can be found in Insider Trading Tracker table.

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State Street Corp Insider Transactions

No Available Data

David C Phelan Mailing Address

Above is the net worth, insider trading, and ownership report for David C Phelan. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, David C Phelan's mailing address is: Boston Ma 02111.