Bradford S Stone - Net Worth and Insider Trading
Bradford S Stone Net Worth
The estimated net worth of Bradford S Stone is at least $542,187 dollars as of 2024-05-21. Bradford S Stone is the AFFILIATED PERSON OF INV. ADV. of Flaherty & Crumrine Pref&Inc Allocation and owns about 26,677 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) stock worth over $503,662. Bradford S Stone is also the VP and Asst. Treasurer of Flaherty & Crumrine Total Return Fund Inc and owns about 2,500 shares of Flaherty & Crumrine Total Return Fund Inc (FLC) stock worth over $38,525. Details can be seen in Bradford S Stone's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Bradford S Stone has not made any transactions after 2018-12-20 and currently still holds the listed stock(s).
Transaction Summary of Bradford S Stone
Bradford S Stone Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bradford S Stone owns 5 companies in total, including Flaherty & Crumrine Pref&Inc Allocation (DFP) , Flaherty & Crumrine Prefd Inc Fund Inc (PFD) , and Flaherty & Crumrine Prfd Income Oppo (PFO) among others .
Click here to see the complete history of Bradford S Stone’s form 4 insider trades.
Insider Ownership Summary of Bradford S Stone
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2018-12-20 | CFO and Treasurer & other: Affiliate of Inv. Adviser |
| PFD | Flaherty & Crumrine Prefd Inc Fund Inc | 2003-07-18 | Vice President & Asst Treasurer |
| PFO | Flaherty & Crumrine Prfd Income Oppo | 2003-07-18 | Vice President & Asst Treasurer |
 | | 2003-07-18 | Vice President & Asst Treasurer |
| | 2013-06-03 | Vice President & Asst Treasurer |
Bradford S Stone Latest Holdings Summary
Bradford S Stone currently owns a total of 2 stocks. Among these stocks, Bradford S Stone owns 26,677 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) as of December 20, 2018, with a value of $503,662 and a weighting of 92.89%. Bradford S Stone also owns 2,500 shares of Flaherty & Crumrine Total Return Fund Inc (FLC) as of June 3, 2013, with a value of $38,525 and a weighting of 7.11%.
Latest Holdings of Bradford S Stone
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DFP | Flaherty & Crumrine Pref&Inc Allocation | 2018-12-20 | 26,677 | 18.88 | 503,662 |
| FLC | Flaherty & Crumrine Total Return Fund Inc | 2013-06-03 | 2,500 | 15.41 | 38,525 |
Holding Weightings of Bradford S Stone
Bradford S Stone Form 4 Trading Tracker
According to the SEC Form 4 filings, Bradford S Stone has made a total of 0 transactions in Flaherty & Crumrine Pref&Inc Allocation (DFP) over the past 5 years. The most-recent trade in Flaherty & Crumrine Pref&Inc Allocation is the acquisition of 2,500 shares on December 20, 2018, which cost Bradford S Stone around $48,750.
According to the SEC Form 4 filings, Bradford S Stone has made a total of 0 transactions in Flaherty & Crumrine Total Return Fund Inc (FLC) over the past 5 years. The most-recent trade in Flaherty & Crumrine Total Return Fund Inc is the acquisition of 1,500 shares on June 3, 2013, which cost Bradford S Stone around $29,250.
Insider Trading History of Bradford S Stone
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Bradford S Stone Trading Performance
GuruFocus tracks the stock performance after each of Bradford S Stone's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bradford S Stone is 12.28%. GuruFocus also compares Bradford S Stone's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bradford S Stone within 3 months outperforms 3 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bradford S Stone's insider trading performs compared to the benchmark.
Performance of Bradford S Stone
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.62 | | | | | |
| Relative Return to S&P 500(%) | 3.16 | | | | | |
Bradford S Stone Ownership Network
Bradford S Stone Owned Company Details
What does Flaherty & Crumrine Pref&Inc Allocation do?
Who are the key executives at Flaherty & Crumrine Pref&Inc Allocation?
Bradford S Stone is the CFO and Treasurer & other: Affiliate of Inv. Adviser of Flaherty & Crumrine Pref&Inc Allocation. Other key executives at Flaherty & Crumrine Pref&Inc Allocation include CFO & VP & Treasurer Robert E Chadwick , CCO & VP and Secretary Chad Conwell , and President Robert M Ettinger .
Flaherty & Crumrine Pref&Inc Allocation (DFP) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Flaherty & Crumrine Pref&Inc Allocation (DFP)'s detailed insider trading history can be found in Insider Trading Tracker table.
Flaherty & Crumrine Pref&Inc Allocation Insider Transactions
Bradford S Stone Mailing Address
Above is the net worth, insider trading, and ownership report for Bradford S Stone. You might contact Bradford S Stone via mailing address: 47 Maple St. Suite 403, Summit Nj 07901.
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