Alan Rappaport - Net Worth and Insider Trading

Alan Rappaport Net Worth

The estimated net worth of Alan Rappaport is at least $906,620 dollars as of 2024-04-23. Alan Rappaport is the Director of Victory Capital Holdings Inc and owns about 10,000 shares of Victory Capital Holdings Inc (VCTR) stock worth over $489,600. Alan Rappaport is the Director of PIMCO Dynamic Credit & Mortgage Income Fund and owns about 3,500 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) stock worth over $71,645. Alan Rappaport is also the Director of PIMCO Dynamic Income Opportunities Fund and owns about 5,000 shares of PIMCO Dynamic Income Opportunities Fund (PDO) stock worth over $64,600. Besides these, Alan Rappaport also holds PIMCO Access Income Fund (PAXS) , PIMCO Municipal Income Fund III (PMX) , Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , PIMCO Income Opportunity Fund (PKO) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , PIMCO Dynamic Income Strategy Fund (PDX) , Virtus Convertible & Income 2024 Target Term Fund (CBH) , PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Income Strategy Fund (PFL) , PIMCO Municipal Income Fund II (PML) , Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Pcm Fund Inc (PCM) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) . Details can be seen in Alan Rappaport's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Alan Rappaport has not made any transactions after 2023-11-14 and currently still holds the listed stock(s).

Transaction Summary of Alan Rappaport

To

Alan Rappaport Insider Ownership Reports

Insider Ownership Summary of Alan Rappaport

Ticker Comapny Transaction Date Type of Owner
VCTR Victory Capital Holdings Inc 2018-05-16 director
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2021-04-27 director
PDX PIMCO Dynamic Income Strategy Fund 2019-04-24 director
PCM Pcm Fund Inc 2019-02-21 director
PKO PIMCO Income Opportunity Fund 2019-02-21 director
CBH Virtus Convertible & Income 2024 Target Term Fund 2021-04-27 director
NCZ Virtus Convertible & Income Fund II 2021-04-27 director
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2017-07-07 director
NIE Virtus AllianzGI Equity & Convertible Income Fund 2017-07-07 director
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2017-07-07 director
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2015-06-08 director
PFN PIMCO Income Strategy Fund II 2010-06-22 director
PDI PIMCO Dynamic Income Fund 2012-05-24 director
PCN PIMCO Corporate & Income Strategy Fund 2010-09-07 director
PML PIMCO Municipal Income Fund II 2010-09-07 director
NCV Virtus Convertible & Income Fund 2021-04-27 director
PFL PIMCO Income Strategy Fund 2010-09-07 director
RCS PIMCO Strategic Income Fund, Inc. 2010-06-22 director
PMF PIMCO Municipal Income Fund 2010-06-22 director
PNF PIMCO New York Municipal Income Fund 2010-06-22 director
PCQ PIMCO California Municipal Income Fund 2010-06-22 director
PCK PIMCO CA Muni Income Fund II 2010-06-22 director
PNI PIMCO New York Municipal Income Fund II 2010-06-22 director
PZC PIMCO CA Muni Income Fund III 2010-06-22 director
PYN PIMCO New York Municipal Income Fund III 2010-06-22 director
PMX PIMCO Municipal Income Fund III 2023-11-14 director
PTY PIMCO Corporate & Income Opportunity Fds 2010-06-22 director
PHK PIMCO High Income Fund 2010-06-22 director
PGP PIMCO Global Stocksplus & Income Fund 2010-06-22 director
NCVpA.PFD Virtus Convertible & Income Fund 2021-04-27 director
PAXS PIMCO Access Income Fund 2022-01-26 director
PDO PIMCO Dynamic Income Opportunities Fund 2022-01-18 director

Alan Rappaport Latest Holdings Summary

Alan Rappaport currently owns a total of 18 stocks. Among these stocks, Alan Rappaport owns 10,000 shares of Victory Capital Holdings Inc (VCTR) as of May 16, 2018, with a value of $489,600 and a weighting of 54%. Alan Rappaport owns 3,500 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) as of June 8, 2015, with a value of $71,645 and a weighting of 7.9%. Alan Rappaport also owns 5,000 shares of PIMCO Dynamic Income Opportunities Fund (PDO) as of November 14, 2023, with a value of $64,600 and a weighting of 7.13%. The other 15 stocks PIMCO Access Income Fund (PAXS) , PIMCO Municipal Income Fund III (PMX) , Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , PIMCO Income Opportunity Fund (PKO) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , PIMCO Dynamic Income Strategy Fund (PDX) , Virtus Convertible & Income 2024 Target Term Fund (CBH) , PIMCO Corporate & Income Strategy Fund (PCN) , PIMCO Income Strategy Fund (PFL) , PIMCO Municipal Income Fund II (PML) , Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Pcm Fund Inc (PCM) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) have a combined weighting of 30.97% among all his current holdings.

Latest Holdings of Alan Rappaport

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VCTR Victory Capital Holdings Inc 2018-05-16 10,000 48.96 489,600
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2015-06-08 3,500 20.47 71,645
PDO PIMCO Dynamic Income Opportunities Fund 2023-11-14 5,000 12.92 64,600
PAXS PIMCO Access Income Fund 2023-11-14 3,500 15.09 52,815
PMX PIMCO Municipal Income Fund III 2023-11-14 4,000 7.37 29,480
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2021-04-27 1,500 18.86 28,290
PKO PIMCO Income Opportunity Fund 2019-02-21 1,000 23.77 23,770
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2017-07-07 1,000 22.19 22,190
NIE Virtus AllianzGI Equity & Convertible Income Fund 2017-07-07 1,000 21.59 21,590
PDX PIMCO Dynamic Income Strategy Fund 2019-04-24 1,000 21.23 21,225
CBH Virtus Convertible & Income 2024 Target Term Fund 2021-04-27 2,000 8.87 17,740
PCN PIMCO Corporate & Income Strategy Fund 2010-09-07 1,000 12.80 12,800
PFL PIMCO Income Strategy Fund 2010-09-07 1,500 8.29 12,435
PML PIMCO Municipal Income Fund II 2010-09-07 1,500 8.20 12,300
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2017-07-07 1,000 11.92 11,920
PCM Pcm Fund Inc 2019-02-21 1,000 8.38 8,380
NCV Virtus Convertible & Income Fund 2010-09-07 1,000 3.09 3,090
NCZ Virtus Convertible & Income Fund II 2017-07-07 1,000 2.75 2,750

Holding Weightings of Alan Rappaport


Alan Rappaport Form 4 Trading Tracker

According to the SEC Form 4 filings, Alan Rappaport has made a total of 0 transactions in Victory Capital Holdings Inc (VCTR) over the past 5 years. The most-recent trade in Victory Capital Holdings Inc is the acquisition of 10,000 shares on May 16, 2018, which cost Alan Rappaport around $101,800.

According to the SEC Form 4 filings, Alan Rappaport has made a total of 0 transactions in PIMCO Dynamic Credit & Mortgage Income Fund (PCI) over the past 5 years. The most-recent trade in PIMCO Dynamic Credit & Mortgage Income Fund is the acquisition of 1,000 shares on June 8, 2015, which cost Alan Rappaport around $20,540.

According to the SEC Form 4 filings, Alan Rappaport has made a total of 2 transactions in PIMCO Dynamic Income Opportunities Fund (PDO) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in PIMCO Dynamic Income Opportunities Fund is the acquisition of 2,500 shares on November 14, 2023, which cost Alan Rappaport around $29,150.

More details on Alan Rappaport's insider transactions can be found in the Insider Trading History of Alan Rappaport table.

Insider Trading History of Alan Rappaport

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.

Alan Rappaport Trading Performance

GuruFocus tracks the stock performance after each of Alan Rappaport's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Alan Rappaport is -0.57%. GuruFocus also compares Alan Rappaport's trading performance to market benchmark return within the same time period. The performance of stocks bought by Alan Rappaport within 3 months outperforms 3 times out of 15 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Alan Rappaport'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 Alan Rappaport

Average Return

-1.9%

Average return per transaction

Outperforming Transactions

50%

6 out of 12 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(%) 0.65 -0.57 -1.35 -1.9 -0.14 8.77
Relative Return to S&P 500(%) -1.47 -6.15 -7.44 -6.75 -10.09 -4.82

Alan Rappaport Ownership Network

Ownership Network List of Alan Rappaport

No Data

Ownership Network Relation of Alan Rappaport


Alan Rappaport Owned Company Details

What does Victory Capital Holdings Inc do?

Who are the key executives at Victory Capital Holdings Inc?

Alan Rappaport is the director of Victory Capital Holdings Inc. Other key executives at Victory Capital Holdings Inc include Chairman and CEO David Craig Brown , See Remarks Kelly Stevenson Cliff , and director & 10 percent owner Milton R. Berlinski .

Victory Capital Holdings Inc (VCTR) Insider Trades Summary

Over the past 18 months, Alan Rappaport made no insider transaction in Victory Capital Holdings Inc (VCTR). Other recent insider transactions involving Victory Capital Holdings Inc (VCTR) include a net sale of 290,000 shares made by David Craig Brown , and a net sale of 12,500 shares made by Kelly Stevenson Cliff .

In summary, during the past 3 months, insiders sold 0 shares of Victory Capital Holdings Inc (VCTR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 362,500 shares of Victory Capital Holdings Inc (VCTR) were sold and 60,000 shares were bought by its insiders, resulting in a net sale of 302,500 shares.

Victory Capital Holdings Inc (VCTR)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Victory Capital Holdings Inc Insider Transactions

No Available Data

Alan Rappaport Mailing Address

Above is the net worth, insider trading, and ownership report for Alan Rappaport. You might contact Alan Rappaport via mailing address: C/o Pimco, 650 Newport Center Drive, Newport Beach Ca 92660.

Discussions on Alan Rappaport

No discussions yet.