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.
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.
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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.
Performance of Grumhaus David D Jr.
Average Return
-8.44%
Outperforming Transactions
20%
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.
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.
DTFTax-Free Income Inc Insider Transactions
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.