Lance Phillips - Net Worth and Insider Trading
Lance Phillips Net Worth
The estimated net worth of Lance Phillips is at least $590,753 dollars as of 2024-12-29. Lance Phillips is the CFO of Capstead Mortgage Corp and owns about 90,885 shares of Capstead Mortgage Corp (CMO) stock worth over $590,753. Details can be seen in Lance Phillips'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 Lance Phillips has not made any transactions after 2020-05-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Lance Phillips
Lance Phillips Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lance Phillips owns 3 companies in total, including Capstead Mortgage Corp (CMO) , InfraREIT Inc (HIFR) , and Capstead Mortgage Corp (CMOpE.PFD) .
Click here to see the complete history of Lance Phillips’s form 4 insider trades.
Insider Ownership Summary of Lance Phillips
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CMO | Capstead Mortgage Corp | 2020-05-01 | Chief Financial Officer |
| HIFR | InfraREIT Inc | 2017-10-20 | VP & Prin. Acct. Ofc. & Cont. |
| CMOpE.PFD | Capstead Mortgage Corp | 2021-10-19 | Chief Financial Officer |
Lance Phillips Latest Holdings Summary
Lance Phillips currently owns a total of 1 stock. Lance Phillips owns 90,885 shares of Capstead Mortgage Corp (CMO) as of May 1, 2020, with a value of $590,753.
Latest Holdings of Lance Phillips
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CMO | Capstead Mortgage Corp | 2020-05-01 | 90,885 | 6.50 | 590,753 |
Holding Weightings of Lance Phillips
Lance Phillips Form 4 Trading Tracker
According to the SEC Form 4 filings, Lance Phillips has made a total of 1 transactions in Capstead Mortgage Corp (CMO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Capstead Mortgage Corp is the acquisition of 10,000 shares on May 1, 2020, which cost Lance Phillips around $49,700.
Insider Trading History of Lance Phillips
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Lance Phillips Trading Performance
GuruFocus tracks the stock performance after each of Lance Phillips's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lance Phillips is 16.37%. GuruFocus also compares Lance Phillips's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lance Phillips within 3 months outperforms 2 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 Lance Phillips's insider trading performs compared to the benchmark.
Performance of Lance Phillips
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 9.28 | | | | | |
| Relative Return to S&P 500(%) | 3.48 | | | | | |
Lance Phillips Ownership Network
Lance Phillips Owned Company Details
What does Capstead Mortgage Corp do?
Who are the key executives at Capstead Mortgage Corp?
Lance Phillips is the Chief Financial Officer of Capstead Mortgage Corp. Other key executives at Capstead Mortgage Corp include director & President & CEO Phillip A Reinsch , Senior Vice President Roy Kim , and EVP & CIO Spears Robert R Jr .
Capstead Mortgage Corp (CMO) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Capstead Mortgage Corp (CMO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Capstead Mortgage Corp (CMO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Capstead Mortgage Corp (CMO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Capstead Mortgage Corp Insider Transactions
Lance Phillips Mailing Address
Above is the net worth, insider trading, and ownership report for Lance Phillips. You might contact Lance Phillips via mailing address: 1807 Ross Ave., 4th Floor, Dallas Tx 75201.
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