Lisa Leonard - Net Worth and Insider Trading

Lisa Leonard Net Worth

The estimated net worth of Lisa Leonard is at least $2,688 dollars as of 2024-04-27. Lisa Leonard is the Vice President of DTFTax-Free Income Inc and owns about 250 shares of DTFTax-Free Income Inc (DTF) stock worth over $2,688. Details can be seen in Lisa Leonard's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lisa Leonard has not made any transactions after 2018-10-23 and currently still holds the listed stock(s).

Transaction Summary of Lisa Leonard

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Lisa Leonard Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Lisa Leonard owns 1 companies in total, including DTFTax-Free Income Inc (DTF) .

Click here to see the complete history of Lisa Leonard’s form 4 insider trades.

Insider Ownership Summary of Lisa Leonard

Ticker Comapny Transaction Date Type of Owner
DTF DTFTax-Free Income Inc 2018-10-23 Vice President

Lisa Leonard Latest Holdings Summary

Lisa Leonard currently owns a total of 1 stock. Lisa Leonard owns 250 shares of DTFTax-Free Income Inc (DTF) as of October 23, 2018, with a value of $2,688.

Latest Holdings of Lisa Leonard

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
DTF DTFTax-Free Income Inc 2018-10-23 250 10.75 2,688

Holding Weightings of Lisa Leonard


Lisa Leonard Form 4 Trading Tracker

According to the SEC Form 4 filings, Lisa Leonard has made a total of 0 transactions in DTFTax-Free Income Inc (DTF) over the past 5 years. The most-recent trade in DTFTax-Free Income Inc is the acquisition of 250 shares on October 23, 2018, which cost Lisa Leonard around $3,090.

Insider Trading History of Lisa Leonard

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.

Lisa Leonard Trading Performance

GuruFocus tracks the stock performance after each of Lisa Leonard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lisa Leonard is 3.88%. GuruFocus also compares Lisa Leonard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lisa Leonard 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 Lisa Leonard'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 Lisa Leonard

Average Return

15.37%

Average return per transaction

Outperforming Transactions

100%

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(%) 1.13 3.88 7.69 15.37 7.7 4.91
Relative Return to S&P 500(%) 5.08 7.6 0.65 5.74 -4.73 -13.45

Lisa Leonard Ownership Network

Ownership Network List of Lisa Leonard

No Data

Ownership Network Relation of Lisa Leonard


Lisa Leonard Owned Company Details

What does DTFTax-Free Income Inc do?

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

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

DTFTax-Free Income Inc (DTF) Insider Trades Summary

Over the past 18 months, Lisa Leonard made no insider transaction in DTFTax-Free Income Inc (DTF). Other recent insider transactions involving DTFTax-Free Income Inc (DTF) include a net purchase of 5,006 shares made by Grumhaus David D Jr. ,

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

Lisa Leonard Mailing Address

Above is the net worth, insider trading, and ownership report for Lisa Leonard. You might contact Lisa Leonard via mailing address: Gateway Center Three, 1100 Muberry Street, 4th Floor, Newark Nj 07102.

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