Charles M Royce - Net Worth and Insider Trading
Charles M Royce Net Worth
The estimated net worth of Charles M Royce is at least $40 Million dollars as of 2025-01-19. Charles M Royce is the Portfolio Manager of Royce Micro-Cap Trust Inc and owns about 1,480,448 shares of Royce Micro-Cap Trust Inc (RMT) stock worth over $15 Million. Charles M Royce is the Portfolio Manager of Royce Global Value Trust Inc and owns about 897,525 shares of Royce Global Value Trust Inc (RGT) stock worth over $10 Million. Charles M Royce is also the President - Investment Adviser of Sprott Focus Trust Inc and owns about 1,274,472 shares of Sprott Focus Trust Inc (FUND) stock worth over $10 Million. Besides these, Charles M Royce also holds Royce Value Trust Inc (RVT) , Oxford Lane Capital Corp (OXLC) . Details can be seen in Charles M Royce'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 Charles M Royce has not made any transactions after 2020-09-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Charles M Royce
Charles M Royce Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles M Royce owns 6 companies in total, including Royce Micro-Cap Trust Inc (RMT) , Royce Global Value Trust Inc (RGT) , and Royce Value Trust Inc (RVT) among others .
Click here to see the complete history of Charles M Royce’s form 4 insider trades.
Insider Ownership Summary of Charles M Royce
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
RMT | Royce Micro-Cap Trust Inc | 2020-09-21 | director & President & other: President-Investment Adviser |
RGT | Royce Global Value Trust Inc | 2020-09-02 | director & President & other: President - Investment Adviser |
RVT | Royce Value Trust Inc | 2018-07-09 | director & President & other: Pres./Dir.- Investment Adviser |
2003-11-26 | director | ||
2015-03-06 | director & President & other: CEO - Investment Adviser | ||
2011-01-25 | 10 percent owner |
Charles M Royce Latest Holdings Summary
Charles M Royce currently owns a total of 5 stocks. Among these stocks, Charles M Royce owns 1,480,448 shares of Royce Micro-Cap Trust Inc (RMT) as of September 21, 2020, with a value of $15 Million and a weighting of 36.98%. Charles M Royce owns 897,525 shares of Royce Global Value Trust Inc (RGT) as of September 2, 2020, with a value of $10 Million and a weighting of 24.54%. Charles M Royce also owns 1,274,472 shares of Sprott Focus Trust Inc (FUND) as of November 29, 2013, with a value of $10 Million and a weighting of 24.39%. The other 2 stocks Royce Value Trust Inc (RVT) , Oxford Lane Capital Corp (OXLC) have a combined weighting of 14.1% among all his current holdings.
Latest Holdings of Charles M Royce
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
RMT | Royce Micro-Cap Trust Inc | 2020-09-21 | 1,480,448 | 10.05 | 14,878,502 |
RGT | Royce Global Value Trust Inc | 2020-09-02 | 897,525 | 11.00 | 9,872,775 |
FUND | Sprott Focus Trust Inc | 2013-11-29 | 1,274,472 | 7.70 | 9,813,434 |
RVT | Royce Value Trust Inc | 2018-07-09 | 297,350 | 16.32 | 4,852,752 |
OXLC | Oxford Lane Capital Corp | 2011-01-25 | 161,250 | 5.08 | 819,150 |
Holding Weightings of Charles M Royce
Charles M Royce Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles M Royce has made a total of 5 transactions in Royce Micro-Cap Trust Inc (RMT) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Royce Micro-Cap Trust Inc is the sale of 93,000 shares on September 21, 2020, which brought Charles M Royce around $707,730.
According to the SEC Form 4 filings, Charles M Royce has made a total of 4 transactions in Royce Global Value Trust Inc (RGT) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Royce Global Value Trust Inc is the acquisition of 499,351 shares on September 2, 2020, which cost Charles M Royce around $7 Million.
According to the SEC Form 4 filings, Charles M Royce has made a total of 0 transactions in Sprott Focus Trust Inc (FUND) over the past 5 years. The most-recent trade in Sprott Focus Trust Inc is the acquisition of 1,262 shares on November 29, 2013, which cost Charles M Royce around $9,579.
More details on Charles M Royce's insider transactions can be found in the Insider Trading History of Charles M Royce table.Insider Trading History of Charles M Royce
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Charles M Royce Trading Performance
GuruFocus tracks the stock performance after each of Charles M Royce's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles M Royce is 3.69%. GuruFocus also compares Charles M Royce's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles M Royce within 3 months outperforms 17 times out of 40 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles M Royce's insider trading performs compared to the benchmark.
Performance of Charles M Royce
Charles M Royce Ownership Network
Ownership Network List of Charles M Royce
Ownership Network Relation of Charles M Royce
Charles M Royce Owned Company Details
What does Royce Micro-Cap Trust Inc do?
Who are the key executives at Royce Micro-Cap Trust Inc?
Charles M Royce is the director & President & other: President-Investment Adviser of Royce Micro-Cap Trust Inc. Other key executives at Royce Micro-Cap Trust Inc include Vice President & other: President - Investment Advisor Christopher D Clark , Vice President Francis Gannon , and Vice President & other: VP - Investment Advisor O Byrne Daniel A .
Royce Micro-Cap Trust Inc (RMT) Insider Trades Summary
Over the past 18 months, Charles M Royce made no insider transaction in Royce Micro-Cap Trust Inc (RMT). Other recent insider transactions involving Royce Micro-Cap Trust Inc (RMT) include a net purchase of 10,400 shares made by Christopher D Clark , and a net purchase of 5,000 shares made by Francis Gannon .
In summary, during the past 3 months, insiders sold 0 shares of Royce Micro-Cap Trust Inc (RMT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Royce Micro-Cap Trust Inc (RMT) were sold and 15,400 shares were bought by its insiders, resulting in a net purchase of 15,400 shares.
Royce Micro-Cap Trust Inc (RMT)'s detailed insider trading history can be found in Insider Trading Tracker table.
Royce Micro-Cap Trust Inc Insider Transactions
Charles M Royce Mailing Address
Above is the net worth, insider trading, and ownership report for Charles M Royce. You might contact Charles M Royce via mailing address: C/o Royce & Associates, Llc, 745 Fifth Avenue, New York Ny 10151.