Jeffrey S Phlegar - Net Worth and Insider Trading

Jeffrey S Phlegar Net Worth

The estimated net worth of Jeffrey S Phlegar is at least $1 Million dollars as of 2025-05-07. Jeffrey S Phlegar is the SVP of General Partner of Associated Capital Group Inc and owns about 33,799 shares of Associated Capital Group Inc (AC) stock worth over $1 Million. Jeffrey S Phlegar is also the CEO of Subadvisor of NYLI MacKay DefinedTerm Muni Opportunities Fund and owns about 0 shares of NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) stock worth over $0. Details can be seen in Jeffrey S Phlegar'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 Jeffrey S Phlegar has not made any transactions after 2021-05-12 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 Jeffrey S Phlegar

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Jeffrey S Phlegar Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Jeffrey S Phlegar owns 5 companies in total, including NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) , AllianceBernstein Holding LP (AB) , and Alliancebernstein Glb High Inc Fund Inc (AWF) among others .

Click here to see the complete history of Jeffrey S Phlegar’s form 4 insider trades.

Insider Ownership Summary of Jeffrey S Phlegar

Ticker Company Transaction Date Type of Owner
MMD NYLI MacKay DefinedTerm Muni Opportunities Fund 2021-05-12 other: CEO of Subadvisor
AB AllianceBernstein Holding LP 2004-03-29 SVP of General Partner
AWF Alliancebernstein Glb High Inc Fund Inc 2004-03-29 other: SVP-Gen. Part. of Fund's Adv.
LIMIT LIMIT 2004-03-29 other: SVP-Gen. Part. of Fund's Adv.
LIMIT LIMIT 2004-03-29 other: SVP-Gen. Part. of Fund's Adv.

Jeffrey S Phlegar Latest Holdings Summary

Jeffrey S Phlegar currently owns a total of 2 stocks. Among these stocks, Jeffrey S Phlegar owns 33,799 shares of Associated Capital Group Inc (AC) as of March 29, 2004, with a value of $1 Million and a weighting of 100%. Jeffrey S Phlegar also owns 0 shares of NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) as of May 12, 2021, with a value of $0 and a weighting of 0%.

Latest Holdings of Jeffrey S Phlegar

Ticker Company Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AC Associated Capital Group Inc 2004-03-29 33,799 34.65 1,171,135
MMD NYLI MacKay DefinedTerm Muni Opportunities Fund 2021-05-12 0 14.88 0

Holding Weightings of Jeffrey S Phlegar


Jeffrey S Phlegar Form 4 Trading Tracker

According to the SEC Form 4 filings, Jeffrey S Phlegar has made a total of 0 transactions in Associated Capital Group Inc (AC) over the past 5 years. The most-recent trade in Associated Capital Group Inc is the sale of 0 shares on March 29, 2004, which brought Jeffrey S Phlegar around $0.

According to the SEC Form 4 filings, Jeffrey S Phlegar has made a total of 1 transactions in NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in NYLI MacKay DefinedTerm Muni Opportunities Fund is the sale of 2,500 shares on May 12, 2021, which brought Jeffrey S Phlegar around $57,175.

Insider Trading History of Jeffrey S Phlegar

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.

Jeffrey S Phlegar Trading Performance

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

Jeffrey S Phlegar Ownership Network

Ownership Network List of Jeffrey S Phlegar

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Ownership Network Relation of Jeffrey S Phlegar

Insider Network Chart


Jeffrey S Phlegar Owned Company Details

What does NYLI MacKay DefinedTerm Muni Opportunities Fund do?

Who are the key executives at NYLI MacKay DefinedTerm Muni Opportunities Fund?

Jeffrey S Phlegar is the other: CEO of Subadvisor of NYLI MacKay DefinedTerm Muni Opportunities Fund. Other key executives at NYLI MacKay DefinedTerm Muni Opportunities Fund include other: Portfolio Manager David Dowden , other: Portfolio Manager John J Lawlor , and other: Portfolio Manager Michael Denlinger .

NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) Insider Trades Summary

Over the past 18 months, Jeffrey S Phlegar made no insider transaction in NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD). Other recent insider transactions involving NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) include a net purchase of 4,500 shares made by John J Lawlor , and a net purchase of 3,300 shares made by David Dowden .

In summary, during the past 3 months, insiders sold 0 shares of NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) were sold and 7,800 shares were bought by its insiders, resulting in a net purchase of 7,800 shares.

NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD)'s detailed insider trading history can be found in Insider Trading Tracker table.

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NYLI MacKay DefinedTerm Muni Opportunities Fund Insider Transactions

No Available Data

Jeffrey S Phlegar Mailing Address

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