James Polisson - Net Worth and Insider Trading
James Polisson Net Worth
The estimated net worth of James Polisson is at least $30,245 dollars as of 2024-05-14. James Polisson is the Director of Allspring Utilities and High Income Fund and owns about 1,000 shares of Allspring Utilities and High Income Fund (ERH) stock worth over $9,975. James Polisson is the Director of Allspring Multi-Sector Income Fund and owns about 1,000 shares of Allspring Multi-Sector Income Fund (ERC) stock worth over $9,000. James Polisson is also the Director of Allspring Income Opportunities Fund and owns about 1,000 shares of Allspring Income Opportunities Fund (EAD) stock worth over $6,500. Besides these, James Polisson also holds Allspring Global Dividend Opportunity Fund (EOD) . Details can be seen in James Polisson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James Polisson has not made any transactions after 2017-11-27 and currently still holds the listed stock(s).
Transaction Summary of James Polisson
James Polisson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Polisson owns 4 companies in total, including Allspring Income Opportunities Fund (EAD) , Allspring Utilities and High Income Fund (ERH) , and Allspring Global Dividend Opportunity Fund (EOD) among others .
Click here to see the complete history of James Polisson’s form 4 insider trades.
Insider Ownership Summary of James Polisson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EAD | Allspring Income Opportunities Fund | 2017-11-27 | director |
| ERH | Allspring Utilities and High Income Fund | 2017-11-27 | director |
| EOD | Allspring Global Dividend Opportunity Fund | 2017-11-27 | director |
 | | 2017-11-27 | director |
James Polisson Latest Holdings Summary
James Polisson currently owns a total of 4 stocks. Among these stocks, James Polisson owns 1,000 shares of Allspring Utilities and High Income Fund (ERH) as of November 27, 2017, with a value of $9,975 and a weighting of 32.98%. James Polisson owns 1,000 shares of Allspring Multi-Sector Income Fund (ERC) as of November 27, 2017, with a value of $9,000 and a weighting of 29.76%. James Polisson also owns 1,000 shares of Allspring Income Opportunities Fund (EAD) as of November 27, 2017, with a value of $6,500 and a weighting of 21.49%. The other 1 stocks Allspring Global Dividend Opportunity Fund (EOD) have a combined weighting of 15.77% among all his current holdings.
Latest Holdings of James Polisson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ERH | Allspring Utilities and High Income Fund | 2017-11-27 | 1,000 | 9.98 | 9,975 |
| ERC | Allspring Multi-Sector Income Fund | 2017-11-27 | 1,000 | 9.00 | 9,000 |
| EAD | Allspring Income Opportunities Fund | 2017-11-27 | 1,000 | 6.50 | 6,500 |
| EOD | Allspring Global Dividend Opportunity Fund | 2017-11-27 | 1,000 | 4.77 | 4,770 |
Holding Weightings of James Polisson
James Polisson Form 4 Trading Tracker
According to the SEC Form 4 filings, James Polisson has made a total of 0 transactions in Allspring Utilities and High Income Fund (ERH) over the past 5 years. The most-recent trade in Allspring Utilities and High Income Fund is the acquisition of 1,000 shares on November 27, 2017, which cost James Polisson around $13,310.
According to the SEC Form 4 filings, James Polisson has made a total of 0 transactions in Allspring Multi-Sector Income Fund (ERC) over the past 5 years. The most-recent trade in Allspring Multi-Sector Income Fund is the acquisition of 1,000 shares on November 27, 2017, which cost James Polisson around $13,020.
According to the SEC Form 4 filings, James Polisson has made a total of 0 transactions in Allspring Income Opportunities Fund (EAD) over the past 5 years. The most-recent trade in Allspring Income Opportunities Fund is the acquisition of 1,000 shares on November 27, 2017, which cost James Polisson around $8,430.
More details on James Polisson's insider transactions can be found in the Insider Trading History of James Polisson table.Insider Trading History of James Polisson
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James Polisson Trading Performance
GuruFocus tracks the stock performance after each of James Polisson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Polisson is -4.75%. GuruFocus also compares James Polisson's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Polisson within 3 months outperforms 0 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 James Polisson's insider trading performs compared to the benchmark.
Performance of James Polisson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.22 | | | | | |
| Relative Return to S&P 500(%) | -4.34 | | | | | |
James Polisson Ownership Network
James Polisson Owned Company Details
What does Allspring Income Opportunities Fund do?
Who are the key executives at Allspring Income Opportunities Fund?
James Polisson is the director of Allspring Income Opportunities Fund. Other key executives at Allspring Income Opportunities Fund include Chief Compliance Officer Jennifer Lea Grunberg , Chief Compliance Officer Paul Werner Felsch , and Chief Compliance Officer Christopher Micah Baker .
Allspring Income Opportunities Fund (EAD) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Allspring Income Opportunities Fund (EAD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Allspring Income Opportunities Fund (EAD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Allspring Income Opportunities Fund (EAD)'s detailed insider trading history can be found in Insider Trading Tracker table.
Allspring Income Opportunities Fund Insider Transactions
James Polisson Mailing Address
Above is the net worth, insider trading, and ownership report for James Polisson. You might contact James Polisson via mailing address: 123 Mcallister Avenue, Kentfield Ca 94904.
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