Pamela G Carlton - Net Worth and Insider Trading

Pamela G Carlton Net Worth

The estimated net worth of Pamela G Carlton is at least $1 Million dollars as of 2024-12-15. Pamela G Carlton is the Director of Evercore Inc and owns about 3,146 shares of Evercore Inc (EVR) stock worth over $929,706. Pamela G Carlton is the Director of Apollo Commercial Real Estate Finance Inc and owns about 29,525 shares of Apollo Commercial Real Estate Finance Inc (ARI) stock worth over $270,449. Pamela G Carlton is also the Director of Columbia Seligman Premium Technology Growth Fund Inc and owns about 1,406 shares of Columbia Seligman Premium Technology Growth Fund Inc (STK) stock worth over $50,518. Besides these, Pamela G Carlton also holds Tri-Continental Corp (TY) . Details can be seen in Pamela G Carlton'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 Pamela G Carlton has not made any transactions after 2024-09-06 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 Pamela G Carlton

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Pamela G Carlton Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Pamela G Carlton owns 4 companies in total, including Evercore Inc (EVR) , Tri-Continental Corp (TY) , and Columbia Seligman Premium Technology Growth Fund Inc (STK) among others .

Click here to see the complete history of Pamela G Carlton’s form 4 insider trades.

Insider Ownership Summary of Pamela G Carlton

Ticker Comapny Transaction Date Type of Owner
EVR Evercore Inc 2024-07-29 director
TY Tri-Continental Corp 2020-02-03 director
STK Columbia Seligman Premium Technology Growth Fund Inc 2019-06-25 director
LIMIT LIMIT 2024-09-06 director

Pamela G Carlton Latest Holdings Summary

Pamela G Carlton currently owns a total of 4 stocks. Among these stocks, Pamela G Carlton owns 3,146 shares of Evercore Inc (EVR) as of July 29, 2024, with a value of $929,706 and a weighting of 72.01%. Pamela G Carlton owns 29,525 shares of Apollo Commercial Real Estate Finance Inc (ARI) as of September 6, 2024, with a value of $270,449 and a weighting of 20.95%. Pamela G Carlton also owns 1,406 shares of Columbia Seligman Premium Technology Growth Fund Inc (STK) as of June 25, 2019, with a value of $50,518 and a weighting of 3.91%. The other 1 stocks Tri-Continental Corp (TY) have a combined weighting of 3.13% among all his current holdings.

Latest Holdings of Pamela G Carlton

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EVR Evercore Inc 2024-07-29 3,146 295.52 929,706
ARI Apollo Commercial Real Estate Finance Inc 2024-09-06 29,525 9.16 270,449
STK Columbia Seligman Premium Technology Growth Fund Inc 2019-06-25 1,406 35.93 50,518
TY Tri-Continental Corp 2020-02-03 1,263 32.03 40,454

Holding Weightings of Pamela G Carlton


Pamela G Carlton Form 4 Trading Tracker

According to the SEC Form 4 filings, Pamela G Carlton has made a total of 5 transactions in Evercore Inc (EVR) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Evercore Inc is the sale of 534 shares on July 29, 2024, which brought Pamela G Carlton around $131,935.

According to the SEC Form 4 filings, Pamela G Carlton has made a total of 3 transactions in Apollo Commercial Real Estate Finance Inc (ARI) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Apollo Commercial Real Estate Finance Inc is the sale of 833 shares on September 6, 2024, which brought Pamela G Carlton around $8,597.

According to the SEC Form 4 filings, Pamela G Carlton has made a total of 0 transactions in Columbia Seligman Premium Technology Growth Fund Inc (STK) over the past 5 years. The most-recent trade in Columbia Seligman Premium Technology Growth Fund Inc is the acquisition of 1,300 shares on June 25, 2019, which cost Pamela G Carlton around $26,026.

More details on Pamela G Carlton's insider transactions can be found in the Insider Trading History of Pamela G Carlton table.

Insider Trading History of Pamela G Carlton

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.

Pamela G Carlton Trading Performance

GuruFocus tracks the stock performance after each of Pamela G Carlton's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Pamela G Carlton is 4.09%. GuruFocus also compares Pamela G Carlton's trading performance to market benchmark return within the same time period. The performance of stocks bought by Pamela G Carlton within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Pamela G Carlton'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 Pamela G Carlton

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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2 out of 2 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(%) 4.87 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 3.41 LIMIT LIMIT LIMIT LIMIT LIMIT

Pamela G Carlton Ownership Network

Ownership Network List of Pamela G Carlton

No Data

Ownership Network Relation of Pamela G Carlton

Insider Network Chart

Pamela G Carlton Owned Company Details

What does Evercore Inc do?

Who are the key executives at Evercore Inc?

Pamela G Carlton is the director of Evercore Inc. Other key executives at Evercore Inc include Vice Chair EPI & Chairman EISI Edward S Hyman , Chief Financial Officer Timothy Gilbert Lalonde , and General Counsel Jason Klurfeld .

Evercore Inc (EVR) Insider Trades Summary

Over the past 18 months, Pamela G Carlton made 2 insider transaction in Evercore Inc (EVR) with a net sale of 1,126. Other recent insider transactions involving Evercore Inc (EVR) include a net sale of 200,000 shares made by Edward S Hyman , a net sale of 9,587 shares made by Timothy Gilbert Lalonde , and a net sale of 6,522 shares made by Richard I Beattie .

In summary, during the past 3 months, insiders sold 200,000 shares of Evercore Inc (EVR) in total and bought 0 shares, with a net sale of 200,000 shares. During the past 18 months, 224,652 shares of Evercore Inc (EVR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 224,652 shares.

Evercore Inc (EVR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Evercore Inc Insider Transactions

No Available Data

Pamela G Carlton Mailing Address

Above is the net worth, insider trading, and ownership report for Pamela G Carlton. You might contact Pamela G Carlton via mailing address: 901 S. Marquette Avenue, Minneapolis Mn 55402.