David C Phelan - Net Worth and Insider Trading

David C Phelan Net Worth

The estimated net worth of David C Phelan is at least $5 Million dollars as of 2024-04-27. David C Phelan is the EVP; Gen Counsel and Secretary of State Street Corporation and owns about 61,553 shares of State Street Corporation (STT) stock worth over $5 Million. Details can be seen in David C Phelan's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David C Phelan has not made any transactions after 2021-05-20 and currently still holds the listed stock(s).

Transaction Summary of David C Phelan

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David C Phelan Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David C Phelan owns 5 companies in total, including State Street Corporation (STT) , Pioneer Floating Rate Trust (PHD) , and Pioneer Muni High Income Advantage Tr (MAV) among others .

Click here to see the complete history of David C Phelan’s form 4 insider trades.

Insider Ownership Summary of David C Phelan

Ticker Comapny Transaction Date Type of Owner
STT State Street Corporation 2021-05-20 EVP and General Counsel
PHD Pioneer Floating Rate Trust 2004-12-06 Assistant Secretary
MAV Pioneer Muni High Income Advantage Tr 2003-10-22 Assistant Secretary
PHT Pioneer High Income Trust 2003-09-08 ASSISTANT SECRETARY
MHI Pioneer Municipal High Income Trust 2003-09-08 ASSISTANT SECRETARY

David C Phelan Latest Holdings Summary

David C Phelan currently owns a total of 1 stock. David C Phelan owns 61,553 shares of State Street Corporation (STT) as of May 20, 2021, with a value of $5 Million.

Latest Holdings of David C Phelan

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
STT State Street Corporation 2021-05-20 61,553 73.39 4,517,375

Holding Weightings of David C Phelan


David C Phelan Form 4 Trading Tracker

According to the SEC Form 4 filings, David C Phelan has made a total of 1 transactions in State Street Corporation (STT) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in State Street Corporation is the sale of 50,000 shares on May 20, 2021, which brought David C Phelan around $4 Million.

Insider Trading History of David C Phelan

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.

David C Phelan Trading Performance

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

David C Phelan Ownership Network

Ownership Network List of David C Phelan

No Data

Ownership Network Relation of David C Phelan


David C Phelan Owned Company Details

What does State Street Corporation do?

Who are the key executives at State Street Corporation?

David C Phelan is the EVP and General Counsel of State Street Corporation. Other key executives at State Street Corporation include Executive Vice President Eric W. Aboaf , Executive Vice President Donna M Milrod , and Executive Vice President Louis D Maiuri .

State Street Corporation (STT) Insider Trades Summary

Over the past 18 months, David C Phelan made no insider transaction in State Street Corporation (STT). Other recent insider transactions involving State Street Corporation (STT) include a net sale of 45,785 shares made by Eric W. Aboaf , a net sale of 4,617 shares made by Michael L Richards , and a net sale of 17,600 shares made by Louis D Maiuri .

In summary, during the past 3 months, insiders sold 22,064 shares of State Street Corporation (STT) in total and bought 0 shares, with a net sale of 22,064 shares. During the past 18 months, 84,791 shares of State Street Corporation (STT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 84,791 shares.

State Street Corporation (STT)'s detailed insider trading history can be found in Insider Trading Tracker table.

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State Street Corporation Insider Transactions

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David C Phelan Mailing Address

Above is the net worth, insider trading, and ownership report for David C Phelan. You might contact David C Phelan via mailing address: State Street Corporation, One Lincoln Street, Boston Ma 02111.

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