Robert E Chadwick - Net Worth and Insider Trading

Robert E Chadwick Net Worth

The estimated net worth of Robert E Chadwick is at least $377,600 dollars as of 2024-05-17. Robert E Chadwick is the AFFILIATED PERSON OF INV. ADV. of Flaherty & Crumrine Pref&Inc Allocation and owns about 20,000 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) stock worth over $377,600. Details can be seen in Robert E Chadwick's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Robert E Chadwick has not made any transactions after 2018-12-18 and currently still holds the listed stock(s).

Transaction Summary of Robert E Chadwick

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Robert E Chadwick Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Robert E Chadwick 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 Robert E Chadwick’s form 4 insider trades.

Insider Ownership Summary of Robert E Chadwick

Ticker Comapny Transaction Date Type of Owner
DFP Flaherty & Crumrine Pref&Inc Allocation 2018-12-18 CFO & VP & Treasurer
PFD Flaherty & Crumrine Prefd Inc Fund Inc 2005-09-28 CFO & VP & Secretary & Treasurer
PFO Flaherty & Crumrine Prfd Income Oppo 2004-04-06 Vice President
2005-04-05 CFO & VP & Treasurer & Secretary
2003-07-28 VP & Secretary & Asst. Treasurer

Robert E Chadwick Latest Holdings Summary

Robert E Chadwick currently owns a total of 1 stock. Robert E Chadwick owns 20,000 shares of Flaherty & Crumrine Pref&Inc Allocation (DFP) as of December 18, 2018, with a value of $377,600.

Latest Holdings of Robert E Chadwick

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
DFP Flaherty & Crumrine Pref&Inc Allocation 2018-12-18 20,000 18.88 377,600

Holding Weightings of Robert E Chadwick


Robert E Chadwick Form 4 Trading Tracker

According to the SEC Form 4 filings, Robert E Chadwick 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 5,000 shares on December 18, 2018, which cost Robert E Chadwick around $100,000.

Insider Trading History of Robert E Chadwick

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.

Robert E Chadwick Trading Performance

GuruFocus tracks the stock performance after each of Robert E Chadwick's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert E Chadwick is 19.39%. GuruFocus also compares Robert E Chadwick's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert E Chadwick within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Robert E Chadwick'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 Robert E Chadwick

Average Return

Average return per transaction

Outperforming Transactions

1 out of 1 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(%) 9
Relative Return to S&P 500(%) 4.11

Robert E Chadwick Ownership Network

Ownership Network List of Robert E Chadwick

No Data

Ownership Network Relation of Robert E Chadwick


Robert E Chadwick Owned Company Details

What does Flaherty & Crumrine Pref&Inc Allocation do?

Who are the key executives at Flaherty & Crumrine Pref&Inc Allocation?

Robert E Chadwick is the CFO & VP & Treasurer of Flaherty & Crumrine Pref&Inc Allocation. Other key executives at Flaherty & Crumrine Pref&Inc Allocation include CFO and Treasurer & other: Affiliate of Inv. Adviser Bradford S Stone , 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.

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Flaherty & Crumrine Pref&Inc Allocation Insider Transactions

No Available Data

Robert E Chadwick Mailing Address

Above is the net worth, insider trading, and ownership report for Robert E Chadwick. You might contact Robert E Chadwick via mailing address: 301 E Colorado Blvd Ste 720, Pasadena Ca 91101.

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