Grumhaus David D Jr. - Net Worth and Insider Trading
Grumhaus David D Jr. Net Worth
The estimated net worth of Grumhaus David D Jr. is at least $245,857 dollars as of 2024-12-26. Grumhaus David D Jr. is the President and CEO of Duff & Phelps Utility & Infrastructure Fund Inc. and owns about 9,877 shares of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) stock worth over $115,956. Grumhaus David D Jr. is the President and CEO of DNP Select Income Fund Inc and owns about 8,361 shares of DNP Select Income Fund Inc (DNP) stock worth over $74,998. Grumhaus David D Jr. is also the President and CEO of DTF Tax-Free Income 2028 Term Fund Inc and owns about 5,014 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) stock worth over $54,903. Besides these, Grumhaus David D Jr. also holds Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) . Details can be seen in Grumhaus David D Jr.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Grumhaus David D Jr. has not made any transactions after 2024-11-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Grumhaus David D Jr.
Grumhaus David D Jr. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Grumhaus David D Jr. owns 6 companies in total, including DTF Tax-Free Income 2028 Term Fund Inc (DTF) , DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) , and Virtus Global Dividend & Income Fund Inc (ZTR) among others .
Click here to see the complete history of Grumhaus David D Jr.’s form 4 insider trades.
Insider Ownership Summary of Grumhaus David D Jr.
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
DTF | DTF Tax-Free Income 2028 Term Fund Inc | 2024-04-10 | other: Officer of Investment Adviser |
DUC | DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC | 2020-03-02 | other: Officer of Investment Adviser |
ZTR | Virtus Global Dividend & Income Fund Inc | 2020-02-01 | other: Co-CIO |
2021-06-18 | other: Portfolio Manager | ||
2024-11-26 | other: Officer of the Adviser | ||
2024-11-26 | other: Officer of the Adviser |
Grumhaus David D Jr. Latest Holdings Summary
Grumhaus David D Jr. currently owns a total of 4 stocks. Among these stocks, Grumhaus David D Jr. owns 9,877 shares of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) as of November 26, 2024, with a value of $115,956 and a weighting of 47.16%. Grumhaus David D Jr. owns 8,361 shares of DNP Select Income Fund Inc (DNP) as of November 26, 2024, with a value of $74,998 and a weighting of 30.5%. Grumhaus David D Jr. also owns 5,014 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) as of April 10, 2024, with a value of $54,903 and a weighting of 22.33%. The other 1 stocks Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Grumhaus David D Jr.
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 2024-11-26 | 9,877 | 11.74 | 115,956 |
DNP | DNP Select Income Fund Inc | 2024-11-26 | 8,361 | 8.97 | 74,998 |
DTF | DTF Tax-Free Income 2028 Term Fund Inc | 2024-04-10 | 5,014 | 10.95 | 54,903 |
DSE | Duff & Phelps Select MLP & Midstream Energy Fund I | 2021-06-18 | 0 | 9.49 | 0 |
Holding Weightings of Grumhaus David D Jr.
Grumhaus David D Jr. Form 4 Trading Tracker
According to the SEC Form 4 filings, Grumhaus David D Jr. has made a total of 4 transactions in Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Duff & Phelps Utility & Infrastructure Fund Inc. is the acquisition of 1,500 shares on November 26, 2024, which cost Grumhaus David D Jr. around $18,480.
According to the SEC Form 4 filings, Grumhaus David D Jr. has made a total of 3 transactions in DNP Select Income Fund Inc (DNP) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in DNP Select Income Fund Inc is the acquisition of 2,000 shares on November 26, 2024, which cost Grumhaus David D Jr. around $19,200.
According to the SEC Form 4 filings, Grumhaus David D Jr. has made a total of 2 transactions in DTF Tax-Free Income 2028 Term Fund Inc (DTF) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in DTF Tax-Free Income 2028 Term Fund Inc is the acquisition of 2,506 shares on April 10, 2024, which cost Grumhaus David D Jr. around $26,814.
More details on Grumhaus David D Jr.'s insider transactions can be found in the Insider Trading History of Grumhaus David D Jr. table.Insider Trading History of Grumhaus David D Jr.
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Grumhaus David D Jr. Trading Performance
GuruFocus tracks the stock performance after each of Grumhaus David D Jr.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Grumhaus David D Jr. is -2.65%. GuruFocus also compares Grumhaus David D Jr.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Grumhaus David D Jr. within 3 months outperforms 1 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Grumhaus David D Jr.'s insider trading performs compared to the benchmark.
Performance of Grumhaus David D Jr.
Grumhaus David D Jr. Ownership Network
Grumhaus David D Jr. Owned Company Details
What does DTF Tax-Free Income 2028 Term Fund Inc do?
Who are the key executives at DTF Tax-Free Income 2028 Term Fund Inc?
Grumhaus David D Jr. is the other: Officer of Investment Adviser of DTF Tax-Free Income 2028 Term Fund Inc. Other key executives at DTF Tax-Free Income 2028 Term Fund Inc include Vice President Timothy P. Riordan , CCO Kathleen Hegyi , and Vice President Dusty L. Self .
DTF Tax-Free Income 2028 Term Fund Inc (DTF) Insider Trades Summary
Over the past 18 months, Grumhaus David D Jr. made 1 insider transaction in DTF Tax-Free Income 2028 Term Fund Inc (DTF) with a net purchase of 2,506.
In summary, during the past 3 months, insiders sold 0 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of DTF Tax-Free Income 2028 Term Fund Inc (DTF) were sold and 2,506 shares were bought by its insiders, resulting in a net purchase of 2,506 shares.
DTF Tax-Free Income 2028 Term Fund Inc (DTF)'s detailed insider trading history can be found in Insider Trading Tracker table.
DTF Tax-Free Income 2028 Term Fund Inc Insider Transactions
Grumhaus David D Jr. Mailing Address
Above is the net worth, insider trading, and ownership report for Grumhaus David D Jr.. You might contact Grumhaus David D Jr. via mailing address: 200 S. Wacker Drive, Suite 500, Chicago Il 60606.