Daniel P Charles - Net Worth and Insider Trading

Daniel P Charles Net Worth

The estimated net worth of Daniel P Charles is at least $5 Million dollars as of 2024-12-29. Daniel P Charles is the Executive Vice President of Cohen & Steers Inc and owns about 46,243 shares of Cohen & Steers Inc (CNS) stock worth over $4 Million. Daniel P Charles is also the EVP of Janus Capital Group Inc and owns about 46,140 shares of Janus Capital Group Inc (JNS) stock worth over $653,804. Details can be seen in Daniel P Charles'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 Daniel P Charles has not made any transactions after 2024-12-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

GuruFocus Premium Membership
30 Years of Financial Data on One Screen
Unlimited Filters in All-in-One Stock Screener
Exclusive Earnings Calls & Stock Analysis
Customizable Stock Dashboard
Real-Time Insider Trading Alerts
8,000+ Institutional Investors’ 13F Holdings
Excel & Google Sheets Integration
Downloadable Data
Quick Customer Support
And Much More...

Transaction Summary of Daniel P Charles

To

Daniel P Charles Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Daniel P Charles owns 1 companies in total, including Cohen & Steers Inc (CNS) .

Click here to see the complete history of Daniel P Charles’s form 4 insider trades.

Insider Ownership Summary of Daniel P Charles

Ticker Comapny Transaction Date Type of Owner
CNS Cohen & Steers Inc 2024-12-02 Executive Vice President

Daniel P Charles Latest Holdings Summary

Daniel P Charles currently owns a total of 2 stocks. Among these stocks, Daniel P Charles owns 46,243 shares of Cohen & Steers Inc (CNS) as of December 2, 2024, with a value of $4 Million and a weighting of 86.85%. Daniel P Charles also owns 46,140 shares of Janus Capital Group Inc (JNS) as of February 2, 2010, with a value of $653,804 and a weighting of 13.15%.

Latest Holdings of Daniel P Charles

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CNS Cohen & Steers Inc 2024-12-02 46,243 93.35 4,316,784
JNS Janus Capital Group Inc 2010-02-02 46,140 14.17 653,804

Holding Weightings of Daniel P Charles


Daniel P Charles Form 4 Trading Tracker

According to the SEC Form 4 filings, Daniel P Charles has made a total of 1 transactions in Cohen & Steers Inc (CNS) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Cohen & Steers Inc is the sale of 6,868 shares on December 2, 2024, which brought Daniel P Charles around $712,486.

According to the SEC Form 4 filings, Daniel P Charles has made a total of 0 transactions in Janus Capital Group Inc (JNS) over the past 5 years. The most-recent trade in Janus Capital Group Inc is the sale of 4,232 shares on February 2, 2010, which brought Daniel P Charles around $52,096.

Insider Trading History of Daniel P Charles

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.

Daniel P Charles Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Daniel P Charles Ownership Network

Ownership Network List of Daniel P Charles

No Data

Ownership Network Relation of Daniel P Charles

Insider Network Chart

Daniel P Charles Owned Company Details

What does Cohen & Steers Inc do?

Who are the key executives at Cohen & Steers Inc?

Daniel P Charles is the Executive Vice President of Cohen & Steers Inc. Other key executives at Cohen & Steers Inc include See Remarks Francis C Poli , Chief Accounting Officer Elena Dulik , and Executive Vice President Jon Cheigh .

Cohen & Steers Inc (CNS) Insider Trades Summary

Over the past 18 months, Daniel P Charles made 1 insider transaction in Cohen & Steers Inc (CNS) with a net sale of 6,868. Other recent insider transactions involving Cohen & Steers Inc (CNS) include a net sale of 27,000 shares made by Richard P Simon , a net sale of 10,000 shares made by Edmond D Villani , and a net sale of 3,775 shares made by Elena Dulik .

In summary, during the past 3 months, insiders sold 9,368 shares of Cohen & Steers Inc (CNS) in total and bought 0 shares, with a net sale of 9,368 shares. During the past 18 months, 84,802 shares of Cohen & Steers Inc (CNS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 84,802 shares.

Cohen & Steers Inc (CNS)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Cohen & Steers Inc Insider Transactions

No Available Data

Daniel P Charles Mailing Address

Above is the net worth, insider trading, and ownership report for Daniel P Charles. You might contact Daniel P Charles via mailing address: C/o Cohen & Steers, Inc., New York Ny 10017.

Discussions on Daniel P Charles

No discussions yet.