John R Mallin - Net Worth and Insider Trading
John R Mallin Net Worth
The estimated net worth of John R Mallin is at least $199,413 dollars as of 2024-04-28. John R Mallin is the Director of Virtus Global Dividend & Income Fund Inc and owns about 10,435 shares of Virtus Global Dividend & Income Fund Inc (ZTR) stock worth over $99,967. John R Mallin is the Director of Virtus Total Return Fund Inc and owns about 13,914 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $74,996. John R Mallin is also the Director of Virtus Stone Harbor Emerging Markets Income Fund and owns about 2,515 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) stock worth over $13,707. Besides these, John R Mallin also holds Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) . Details can be seen in John R Mallin's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that John R Mallin has not made any transactions after 2022-11-30 and currently still holds the listed stock(s).
Transaction Summary of John R Mallin
John R Mallin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John R Mallin owns 5 companies in total, including Virtus Global Dividend & Income Fund Inc (ZTR) , Virtus Global Multi-Sector Inc (VGI) , and Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) among others .
Click here to see the complete history of John R Mallin’s form 4 insider trades.
Insider Ownership Summary of John R Mallin
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ZTR | Virtus Global Dividend & Income Fund Inc | 2020-03-10 | director |
| VGI | Virtus Global Multi-Sector Inc | 2020-01-01 | director |
| DSE | Duff & Phelps Select MLP & Midstream Energy Fund I | 2020-01-01 | director |
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2022-11-30 | director |
| EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2022-11-30 | director |
John R Mallin Latest Holdings Summary
John R Mallin currently owns a total of 4 stocks. Among these stocks, John R Mallin owns 10,435 shares of Virtus Global Dividend & Income Fund Inc (ZTR) as of March 10, 2020, with a value of $99,967 and a weighting of 50.13%. John R Mallin owns 13,914 shares of Virtus Total Return Fund Inc (ZTR) as of September 21, 2022, with a value of $74,996 and a weighting of 37.61%. John R Mallin also owns 2,515 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of November 30, 2022, with a value of $13,707 and a weighting of 6.87%. The other 1 stocks Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) have a combined weighting of 5.39% among all his current holdings.
Latest Holdings of John R Mallin
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ZTR | Virtus Global Dividend & Income Fund Inc | 2020-03-10 | 10,435 | 9.58 | 99,967 |
| ZTR | Virtus Total Return Fund Inc | 2022-09-21 | 13,914 | 5.39 | 74,996 |
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2022-11-30 | 2,515 | 5.45 | 13,707 |
| EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2022-11-30 | 2,140 | 5.02 | 10,743 |
Holding Weightings of John R Mallin
John R Mallin Form 4 Trading Tracker
According to the SEC Form 4 filings, John R Mallin has made a total of 1 transactions in Virtus Global Dividend & Income Fund Inc (ZTR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Global Dividend & Income Fund Inc is the acquisition of 9,425 shares on March 10, 2020, which cost John R Mallin around $90,951.
According to the SEC Form 4 filings, John R Mallin has made a total of 1 transactions in Virtus Total Return Fund Inc (ZTR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Total Return Fund Inc is the acquisition of 3,479 shares on September 21, 2022, which cost John R Mallin around $24,214.
According to the SEC Form 4 filings, John R Mallin has made a total of 1 transactions in Virtus Stone Harbor Emerging Markets Income Fund (EDF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Stone Harbor Emerging Markets Income Fund is the acquisition of 2,515 shares on November 30, 2022, which cost John R Mallin around $10,387.
More details on John R Mallin's insider transactions can be found in the Insider Trading History of John R Mallin table.Insider Trading History of John R Mallin
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John R Mallin Trading Performance
GuruFocus tracks the stock performance after each of John R Mallin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John R Mallin is 5.13%. GuruFocus also compares John R Mallin's trading performance to market benchmark return within the same time period. The performance of stocks bought by John R Mallin within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how John R Mallin's insider trading performs compared to the benchmark.
Performance of John R Mallin
Average Return
-6.14%
Outperforming Transactions
67%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -7.25 | 5.13 | -9.11 | -6.14 | ||
| Relative Return to S&P 500(%) | -3.25 | 3.09 | -16.01 | -18.86 |
John R Mallin Ownership Network
Ownership Network List of John R Mallin
Ownership Network Relation of John R Mallin
John R Mallin Owned Company Details
What does Virtus Global Dividend & Income Fund Inc do?
Who are the key executives at Virtus Global Dividend & Income Fund Inc?
John R Mallin is the director of Virtus Global Dividend & Income Fund Inc. Other key executives at Virtus Global Dividend & Income Fund Inc include other: Co-CIO Grumhaus David D Jr. , SVP & PM of the Adviser David Dickerson , and SVP & Portfolio Manager Carlton Neel .
Virtus Global Dividend & Income Fund Inc (ZTR) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Virtus Global Dividend & Income Fund Inc (ZTR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Global Dividend & Income Fund Inc (ZTR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Virtus Global Dividend & Income Fund Inc (ZTR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Global Dividend & Income Fund Inc Insider Transactions
John R Mallin Mailing Address
Above is the net worth, insider trading, and ownership report for John R Mallin. You might contact John R Mallin via mailing address: C/o Virtus Investment Partners, Inc., One Financial Plaza, 26th Fl., Hartford Ct 06103.
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