John R. Mowrey - Net Worth and Insider Trading

John R. Mowrey Net Worth

The estimated net worth of John R. Mowrey is at least $14,556 dollars as of 2024-05-05. John R. Mowrey is the Portfolio Manager of Virtus Dividend, Interest & Premium Strategy Fund and owns about 1,202 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock worth over $14,556. Details can be seen in John R. Mowrey'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. Mowrey has not made any transactions after 2020-04-13 and currently still holds the listed stock(s).

Transaction Summary of John R. Mowrey

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John R. Mowrey Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, John R. Mowrey owns 1 companies in total, including Virtus Dividend, Interest & Premium Strategy Fund (NFJ) .

Click here to see the complete history of John R. Mowrey’s form 4 insider trades.

Insider Ownership Summary of John R. Mowrey

Ticker Comapny Transaction Date Type of Owner
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2020-04-13 other: Portfolio Manager

John R. Mowrey Latest Holdings Summary

John R. Mowrey currently owns a total of 1 stock. John R. Mowrey owns 1,202 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) as of April 13, 2020, with a value of $14,556.

Latest Holdings of John R. Mowrey

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2020-04-13 1,202 12.11 14,556

Holding Weightings of John R. Mowrey


John R. Mowrey Form 4 Trading Tracker

According to the SEC Form 4 filings, John R. Mowrey has made a total of 2 transactions in Virtus Dividend, Interest & Premium Strategy Fund (NFJ) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Virtus Dividend, Interest & Premium Strategy Fund is the sale of 3,500 shares on April 13, 2020, which brought John R. Mowrey around $35,350.

Insider Trading History of John R. Mowrey

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.

John R. Mowrey Trading Performance

GuruFocus tracks the stock performance after each of John R. Mowrey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John R. Mowrey is 6.52%. GuruFocus also compares John R. Mowrey's trading performance to market benchmark return within the same time period. The performance of stocks bought by John R. Mowrey within 3 months outperforms 1 times out of 2 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. Mowrey'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 John R. Mowrey

Average Return

Average return per transaction

Outperforming Transactions

1 out of 2 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(%) 4.77
Relative Return to S&P 500(%) 1.5

John R. Mowrey Ownership Network

Ownership Network List of John R. Mowrey

No Data

Ownership Network Relation of John R. Mowrey


John R. Mowrey Owned Company Details

What does Virtus Dividend, Interest & Premium Strategy Fund do?

Who are the key executives at Virtus Dividend, Interest & Premium Strategy Fund?

John R. Mowrey is the other: Portfolio Manager of Virtus Dividend, Interest & Premium Strategy Fund. Other key executives at Virtus Dividend, Interest & Premium Strategy Fund include other: CEO - Subadviser to the issuer Christine Hurtsellers , other: CIO-Subadviser to the issuer Vincent J Costa , and other: CIO-Subadviser to the issuer Paul Zemsky .

Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Insider Trades Summary

Over the past 18 months, John R. Mowrey made no insider transaction in Virtus Dividend, Interest & Premium Strategy Fund (NFJ). Other recent insider transactions involving Virtus Dividend, Interest & Premium Strategy Fund (NFJ) include a net purchase of 1,244 shares made by Donald C Burke ,

In summary, during the past 3 months, insiders sold 0 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) were sold and 1,244 shares were bought by its insiders, resulting in a net purchase of 1,244 shares.

Virtus Dividend, Interest & Premium Strategy Fund (NFJ)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Virtus Dividend, Interest & Premium Strategy Fund Insider Transactions

No Available Data

John R. Mowrey Mailing Address

Above is the net worth, insider trading, and ownership report for John R. Mowrey. You might contact John R. Mowrey via mailing address: 1633 Broadway, New York Ny 10019.

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