Joellen Legg - Net Worth and Insider Trading

Joellen Legg Net Worth

The estimated net worth of Joellen Legg is at least $101,537 dollars as of 2024-12-27. Joellen Legg is the Director of Reaves Utility Income Fund and owns about 3,197 shares of Reaves Utility Income Fund (UTG) stock worth over $101,537. Details can be seen in Joellen Legg'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 Joellen Legg has not made any transactions after 2024-12-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Joellen Legg

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Joellen Legg Insider Ownership Reports

Insider Ownership Summary of Joellen Legg

Ticker Comapny Transaction Date Type of Owner
UTG Reaves Utility Income Fund 2024-12-16 Secretary
EDF Virtus Stone Harbor Emerging Markets Income Fund 2010-12-21 Assistant Secretary
EDI Virtus Stone Harbor Emerging Markets Total Income Fund 2012-10-26 Assistant Secretary
LIMIT LIMIT 2009-09-09 other: Officer of Investment Adviser
LIMIT LIMIT 2009-09-09 other: Officer of Investment Adviser

Joellen Legg Latest Holdings Summary

Joellen Legg currently owns a total of 1 stock. Joellen Legg owns 3,197 shares of Reaves Utility Income Fund (UTG) as of December 16, 2024, with a value of $101,537.

Latest Holdings of Joellen Legg

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UTG Reaves Utility Income Fund 2024-12-16 3,197 31.76 101,537

Holding Weightings of Joellen Legg


Joellen Legg Form 4 Trading Tracker

According to the SEC Form 4 filings, Joellen Legg has made a total of 5 transactions in Reaves Utility Income Fund (UTG) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in Reaves Utility Income Fund is the acquisition of 298 shares on December 16, 2024, which cost Joellen Legg around $9,813.

Insider Trading History of Joellen Legg

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.

Joellen Legg Trading Performance

GuruFocus tracks the stock performance after each of Joellen Legg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joellen Legg is 2.82%. GuruFocus also compares Joellen Legg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joellen Legg within 3 months outperforms 0 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 Joellen Legg'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 Joellen Legg

Average Return

No transaction record over 1 Year.

Outperforming Transactions

No transaction record over 1 Year.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 1.39 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.28 LIMIT LIMIT LIMIT LIMIT LIMIT

Joellen Legg Ownership Network

Ownership Network List of Joellen Legg

No Data

Ownership Network Relation of Joellen Legg

Insider Network Chart

Joellen Legg Owned Company Details

What does Reaves Utility Income Fund do?

Who are the key executives at Reaves Utility Income Fund?

Joellen Legg is the Secretary of Reaves Utility Income Fund. Other key executives at Reaves Utility Income Fund include other: Officer of Investment Advisor Thomas Michael Grimes , other: Officer of Investment Advisor Reaves W H & Co Inc , and other: Officer of Investment Advisor Rhame Joseph Burns Iii .

Reaves Utility Income Fund (UTG) Insider Trades Summary

Over the past 18 months, Joellen Legg made 5 insider transaction in Reaves Utility Income Fund (UTG) with a net purchase of 3,092. Other recent insider transactions involving Reaves Utility Income Fund (UTG) include a net sale of 15,223 shares made by Thomas Michael Grimes ,

In summary, during the past 3 months, insiders sold 0 shares of Reaves Utility Income Fund (UTG) in total and bought 892 shares, with a net purchase of 892 shares. During the past 18 months, 15,223 shares of Reaves Utility Income Fund (UTG) were sold and 3,092 shares were bought by its insiders, resulting in a net sale of 12,131 shares.

Reaves Utility Income Fund (UTG)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Reaves Utility Income Fund Insider Transactions

No Available Data

Joellen Legg Mailing Address

Above is the net worth, insider trading, and ownership report for Joellen Legg. You might contact Joellen Legg via mailing address: 1290 Broadway, Suite 1100, Denver Co 80203.

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