Grumhaus David D Jr. - Net Worth and Insider Trading

Grumhaus David D Jr. Net Worth

The estimated net worth of Grumhaus David D Jr. is at least $180,711 dollars as of 2024-04-27. Grumhaus David D Jr. is the President and CEO of Duff & Phelps Utility & Infrastructure Fund Inc. and owns about 8,000 shares of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) stock worth over $74,840. Grumhaus David D Jr. is the President and CEO of DTFTax-Free Income Inc and owns about 5,014 shares of DTFTax-Free Income Inc (DTF) stock worth over $53,901. Grumhaus David D Jr. is also the President and CEO of DNP Select Income Fund Inc and owns about 5,879 shares of DNP Select Income Fund Inc (DNP) stock worth over $51,970. Besides these, Grumhaus David D Jr. also holds Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) . Details can be seen in Grumhaus David D Jr.'s Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Grumhaus David D Jr. has not made any transactions after 2024-04-10 and currently still holds the listed stock(s).

Transaction Summary of Grumhaus David D Jr.

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Grumhaus David D Jr. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Grumhaus David D Jr. owns 6 companies in total, including DTFTax-Free Income Inc (DTF) , DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) , and Virtus Global Dividend & Income Fund Inc (ZTR) among others .

Click here to see the complete history of Grumhaus David D Jr.’s form 4 insider trades.

Insider Ownership Summary of Grumhaus David D Jr.

Ticker Comapny Transaction Date Type of Owner
DTF DTFTax-Free Income Inc 2024-04-10 other: Officer of Investment Adviser
DUC DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC 2020-03-02 other: Officer of Investment Adviser
ZTR Virtus Global Dividend & Income Fund Inc 2020-02-01 other: Co-CIO
DSE Duff & Phelps Select MLP & Midstream Energy Fund I 2021-06-18 other: Portfolio Manager
DPG Duff & Phelps Utility & Infrastructure Fund Inc. 2024-04-09 other: Officer of the Adviser
DNP DNP Select Income Fund Inc 2023-12-12 other: Officer of the Adviser

Grumhaus David D Jr. Latest Holdings Summary

Grumhaus David D Jr. currently owns a total of 4 stocks. Among these stocks, Grumhaus David D Jr. owns 8,000 shares of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) as of April 9, 2024, with a value of $74,840 and a weighting of 41.41%. Grumhaus David D Jr. owns 5,014 shares of DTFTax-Free Income Inc (DTF) as of April 10, 2024, with a value of $53,901 and a weighting of 29.83%. Grumhaus David D Jr. also owns 5,879 shares of DNP Select Income Fund Inc (DNP) as of December 12, 2023, with a value of $51,970 and a weighting of 28.76%. The other 1 stocks Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) have a combined weighting of 0% among all his current holdings.

Latest Holdings of Grumhaus David D Jr.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
DPG Duff & Phelps Utility & Infrastructure Fund Inc. 2024-04-09 8,000 9.36 74,840
DTF DTFTax-Free Income Inc 2024-04-10 5,014 10.75 53,901
DNP DNP Select Income Fund Inc 2023-12-12 5,879 8.84 51,970
DSE Duff & Phelps Select MLP & Midstream Energy Fund I 2021-06-18 0 9.49 0

Holding Weightings of Grumhaus David D Jr.


Grumhaus David D Jr. Form 4 Trading Tracker

According to the SEC Form 4 filings, Grumhaus David D Jr. has made a total of 3 transactions in Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Duff & Phelps Utility & Infrastructure Fund Inc. is the acquisition of 3,000 shares on April 9, 2024, which cost Grumhaus David D Jr. around $28,260.

According to the SEC Form 4 filings, Grumhaus David D Jr. has made a total of 2 transactions in DTFTax-Free Income Inc (DTF) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in DTFTax-Free Income Inc is the acquisition of 2,506 shares on April 10, 2024, which cost Grumhaus David D Jr. around $26,814.

According to the SEC Form 4 filings, Grumhaus David D Jr. has made a total of 2 transactions in DNP Select Income Fund Inc (DNP) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in DNP Select Income Fund Inc is the acquisition of 3,000 shares on December 12, 2023, which cost Grumhaus David D Jr. around $24,900.

More details on Grumhaus David D Jr.'s insider transactions can be found in the Insider Trading History of Grumhaus David D Jr. table.

Insider Trading History of Grumhaus David D Jr.

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.

Grumhaus David D Jr. Trading Performance

GuruFocus tracks the stock performance after each of Grumhaus David D Jr.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Grumhaus David D Jr. is -4.25%. GuruFocus also compares Grumhaus David D Jr.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Grumhaus David D Jr. within 3 months outperforms 1 times out of 8 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Grumhaus David D Jr.'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 Grumhaus David D Jr.

Average Return

-8.44%

Average return per transaction

Outperforming Transactions

20%

1 out of 5 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(%) 1.01 -4.25 -8.54 -8.44 -39.21 -30.87
Relative Return to S&P 500(%) -0.78 -7.23 -11.55 -18.06 -46.99 -44.62

Grumhaus David D Jr. Ownership Network

Ownership Network List of Grumhaus David D Jr.

No Data

Ownership Network Relation of Grumhaus David D Jr.


Grumhaus David D Jr. Owned Company Details

What does DTFTax-Free Income Inc do?

Who are the key executives at DTFTax-Free Income Inc?

Grumhaus David D Jr. is the other: Officer of Investment Adviser of DTFTax-Free Income Inc. Other key executives at DTFTax-Free Income Inc include Vice President Timothy P. Riordan , CCO Kathleen Hegyi , and Vice President Dusty L. Self .

DTFTax-Free Income Inc (DTF) Insider Trades Summary

Over the past 18 months, Grumhaus David D Jr. made 2 insider transaction in DTFTax-Free Income Inc (DTF) with a net purchase of 5,006.

In summary, during the past 3 months, insiders sold 0 shares of DTFTax-Free Income Inc (DTF) in total and bought 2,506 shares, with a net purchase of 2,506 shares. During the past 18 months, 0 shares of DTFTax-Free Income Inc (DTF) were sold and 5,006 shares were bought by its insiders, resulting in a net purchase of 5,006 shares.

DTFTax-Free Income Inc (DTF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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DTFTax-Free Income Inc Insider Transactions

No Available Data

Grumhaus David D Jr. Mailing Address

Above is the net worth, insider trading, and ownership report for Grumhaus David D Jr.. You might contact Grumhaus David D Jr. via mailing address: 200 S. Wacker Drive, Suite 500, Chicago Il 60606.

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