Ramona Lynn Rogers-windsor - Net Worth and Insider Trading
Ramona Lynn Rogers-windsor Net Worth
The estimated net worth of Ramona Lynn Rogers-windsor is at least $467,773 dollars as of 2024-12-28. Ramona Lynn Rogers-windsor is the Director of Capital Southwest Corp and owns about 16,407 shares of Capital Southwest Corp (CSWC) stock worth over $354,063. Ramona Lynn Rogers-windsor is the Director of Cohen & Steers Select Preferred and Income Fund Inc and owns about 911 shares of Cohen & Steers Select Preferred and Income Fund Inc (PSF) stock worth over $17,883. Ramona Lynn Rogers-windsor is also the Director of Cohen & Steers Infrastructure Fund Inc and owns about 738 shares of Cohen & Steers Infrastructure Fund Inc (UTF) stock worth over $17,542. Besides these, Ramona Lynn Rogers-windsor also holds COHEN & STEERS QUALITY INCOME REALTY FUND INC (RQI) , Cohen & Steers REIT and Preferred Income Fund Inc (RNP) , Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) , Cohen & Steers Closed-end Opp Fd Inc (FOF) , COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) , Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) , Cohen & Steers Total Return Realty Fund Inc (RFI) . Details can be seen in Ramona Lynn Rogers-windsor'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 Ramona Lynn Rogers-windsor has not made any transactions after 2024-12-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Ramona Lynn Rogers-windsor
Ramona Lynn Rogers-windsor Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ramona Lynn Rogers-windsor owns 11 companies in total, including Capital Southwest Corp (CSWC) , Cohen & Steers Total Return Realty Fund Inc (RFI) , and COHEN & STEERS QUALITY INCOME REALTY FUND INC (RQI) among others .
Click here to see the complete history of Ramona Lynn Rogers-windsor’s form 4 insider trades.
Insider Ownership Summary of Ramona Lynn Rogers-windsor
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
CSWC | Capital Southwest Corp | 2024-12-12 | director |
RFI | Cohen & Steers Total Return Realty Fund Inc | 2023-07-06 | director |
RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | 2024-05-06 | director |
2023-07-06 | director | ||
2023-10-11 | director | ||
2024-05-06 | director | ||
2024-05-06 | director | ||
2023-07-06 | director | ||
2021-03-08 | director | ||
2023-10-11 | director | ||
2024-05-06 | director |
Ramona Lynn Rogers-windsor Latest Holdings Summary
Ramona Lynn Rogers-windsor currently owns a total of 10 stocks. Among these stocks, Ramona Lynn Rogers-windsor owns 16,407 shares of Capital Southwest Corp (CSWC) as of December 12, 2024, with a value of $354,063 and a weighting of 75.69%. Ramona Lynn Rogers-windsor owns 911 shares of Cohen & Steers Select Preferred and Income Fund Inc (PSF) as of May 6, 2024, with a value of $17,883 and a weighting of 3.82%. Ramona Lynn Rogers-windsor also owns 738 shares of Cohen & Steers Infrastructure Fund Inc (UTF) as of October 11, 2023, with a value of $17,542 and a weighting of 3.75%. The other 7 stocks COHEN & STEERS QUALITY INCOME REALTY FUND INC (RQI) , Cohen & Steers REIT and Preferred Income Fund Inc (RNP) , Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) , Cohen & Steers Closed-end Opp Fd Inc (FOF) , COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) , Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) , Cohen & Steers Total Return Realty Fund Inc (RFI) have a combined weighting of 16.74% among all his current holdings.
Latest Holdings of Ramona Lynn Rogers-windsor
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
CSWC | Capital Southwest Corp | 2024-12-12 | 16,407 | 21.58 | 354,063 |
PSF | Cohen & Steers Select Preferred and Income Fund Inc | 2024-05-06 | 911 | 19.63 | 17,883 |
UTF | Cohen & Steers Infrastructure Fund Inc | 2023-10-11 | 738 | 23.77 | 17,542 |
RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | 2024-05-06 | 1,047 | 12.24 | 12,815 |
RNP | Cohen & Steers REIT and Preferred Income Fund Inc | 2023-07-06 | 597 | 21.01 | 12,543 |
RLTY | Cohen & Steers Real Estate Opportunities and Income Fund | 2024-05-06 | 790 | 14.85 | 11,732 |
FOF | Cohen & Steers Closed-end Opp Fd Inc | 2024-05-06 | 881 | 12.66 | 11,153 |
PTA | COHEN & STEERS TAX-ADV PRD SEC AND INC | 2023-10-11 | 562 | 19.12 | 10,745 |
LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 2023-07-06 | 503 | 20.25 | 10,186 |
RFI | Cohen & Steers Total Return Realty Fund Inc | 2023-07-06 | 782 | 11.65 | 9,110 |
Holding Weightings of Ramona Lynn Rogers-windsor
Ramona Lynn Rogers-windsor Form 4 Trading Tracker
According to the SEC Form 4 filings, Ramona Lynn Rogers-windsor has made a total of 12 transactions in Capital Southwest Corp (CSWC) over the past 5 years, including 12 buys and 0 sells. The most-recent trade in Capital Southwest Corp is the acquisition of 250 shares on December 12, 2024, which cost Ramona Lynn Rogers-windsor around $5,668.
According to the SEC Form 4 filings, Ramona Lynn Rogers-windsor has made a total of 4 transactions in Cohen & Steers Select Preferred and Income Fund Inc (PSF) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Cohen & Steers Select Preferred and Income Fund Inc is the acquisition of 154 shares on May 6, 2024, which cost Ramona Lynn Rogers-windsor around $2,989.
According to the SEC Form 4 filings, Ramona Lynn Rogers-windsor has made a total of 4 transactions in Cohen & Steers Infrastructure Fund Inc (UTF) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Cohen & Steers Infrastructure Fund Inc is the acquisition of 253 shares on October 11, 2023, which cost Ramona Lynn Rogers-windsor around $4,977.
More details on Ramona Lynn Rogers-windsor's insider transactions can be found in the Insider Trading History of Ramona Lynn Rogers-windsor table.Insider Trading History of Ramona Lynn Rogers-windsor
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Ramona Lynn Rogers-windsor Trading Performance
GuruFocus tracks the stock performance after each of Ramona Lynn Rogers-windsor's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ramona Lynn Rogers-windsor is -2.78%. GuruFocus also compares Ramona Lynn Rogers-windsor's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ramona Lynn Rogers-windsor within 3 months outperforms 12 times out of 42 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ramona Lynn Rogers-windsor's insider trading performs compared to the benchmark.
Performance of Ramona Lynn Rogers-windsor
Ramona Lynn Rogers-windsor Ownership Network
Ramona Lynn Rogers-windsor Owned Company Details
What does Capital Southwest Corp do?
Who are the key executives at Capital Southwest Corp?
Ramona Lynn Rogers-windsor is the director of Capital Southwest Corp. Other key executives at Capital Southwest Corp include Chief Financial Officer Michael Scott Sarner , Senior Managing Director Joshua S. Weinstein , and director & President and CEO Bowen S Diehl .
Capital Southwest Corp (CSWC) Insider Trades Summary
Over the past 18 months, Ramona Lynn Rogers-windsor made 7 insider transaction in Capital Southwest Corp (CSWC) with a net purchase of 2,700. Other recent insider transactions involving Capital Southwest Corp (CSWC) include a net purchase of 1,051 shares made by Christine Battist , a net purchase of 9,400 shares made by Thomas William R Iii ,
In summary, during the past 3 months, insiders sold 0 shares of Capital Southwest Corp (CSWC) in total and bought 1,006 shares, with a net purchase of 1,006 shares. During the past 18 months, 0 shares of Capital Southwest Corp (CSWC) were sold and 13,151 shares were bought by its insiders, resulting in a net purchase of 13,151 shares.
Capital Southwest Corp (CSWC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Capital Southwest Corp Insider Transactions
Ramona Lynn Rogers-windsor Mailing Address
Above is the net worth, insider trading, and ownership report for Ramona Lynn Rogers-windsor. You might contact Ramona Lynn Rogers-windsor via mailing address: 280 Park Avenue, 10th Floor, New York Ny 10017.