Allorto Richard T Jr - Net Worth and Insider Trading

Allorto Richard T Jr Net Worth

The estimated net worth of Allorto Richard T Jr is at least $263,482 dollars as of 2024-12-28. Allorto Richard T Jr is the CFO and Treasurer of PennantPark Floating Rate Capital Ltd and owns about 10,000 shares of PennantPark Floating Rate Capital Ltd (PFLT) stock worth over $108,300. Allorto Richard T Jr is the CFO and Treasurer of Pennant Park Investment Corp and owns about 15,000 shares of Pennant Park Investment Corp (PNNT) stock worth over $104,850. Allorto Richard T Jr is also the CFO of PhenixFIN Corp and owns about 1,000 shares of PhenixFIN Corp (PFX) stock worth over $50,332. Details can be seen in Allorto Richard T 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 Allorto Richard T Jr has not made any transactions after 2024-05-30 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 Allorto Richard T Jr

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Allorto Richard T Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Allorto Richard T Jr owns 5 companies in total, including Medley Management Inc (MDLM) , PhenixFIN Corp (PFX) , and Saratoga Investment Corp (SAR) among others .

Click here to see the complete history of Allorto Richard T Jr’s form 4 insider trades.

Insider Ownership Summary of Allorto Richard T Jr

Ticker Comapny Transaction Date Type of Owner
MDLM Medley Management Inc 2020-07-06 Chief Financial Officer
PFX PhenixFIN Corp 2015-05-28 Chief Financial Officer
SAR Saratoga Investment Corp 2007-03-23 Chief Financial Officer
LIMIT LIMIT 2024-03-12 CFO and Treasurer
LIMIT LIMIT 2024-05-30 CFO and Treasurer

Allorto Richard T Jr Latest Holdings Summary

Allorto Richard T Jr currently owns a total of 3 stocks. Among these stocks, Allorto Richard T Jr owns 10,000 shares of PennantPark Floating Rate Capital Ltd (PFLT) as of May 30, 2024, with a value of $108,300 and a weighting of 41.1%. Allorto Richard T Jr owns 15,000 shares of Pennant Park Investment Corp (PNNT) as of March 12, 2024, with a value of $104,850 and a weighting of 39.79%. Allorto Richard T Jr also owns 1,000 shares of PhenixFIN Corp (PFX) as of May 28, 2015, with a value of $50,332 and a weighting of 19.1%.

Latest Holdings of Allorto Richard T Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PFLT PennantPark Floating Rate Capital Ltd 2024-05-30 10,000 10.83 108,300
PNNT Pennant Park Investment Corp 2024-03-12 15,000 6.99 104,850
PFX PhenixFIN Corp 2015-05-28 1,000 50.33 50,332

Holding Weightings of Allorto Richard T Jr


Allorto Richard T Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Allorto Richard T Jr has made a total of 1 transactions in PennantPark Floating Rate Capital Ltd (PFLT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in PennantPark Floating Rate Capital Ltd is the acquisition of 10,000 shares on May 30, 2024, which cost Allorto Richard T Jr around $113,000.

According to the SEC Form 4 filings, Allorto Richard T Jr has made a total of 2 transactions in Pennant Park Investment Corp (PNNT) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Pennant Park Investment Corp is the acquisition of 5,000 shares on March 12, 2024, which cost Allorto Richard T Jr around $34,000.

According to the SEC Form 4 filings, Allorto Richard T Jr has made a total of 0 transactions in PhenixFIN Corp (PFX) over the past 5 years. The most-recent trade in PhenixFIN Corp is the acquisition of 250 shares on May 28, 2015, which cost Allorto Richard T Jr around $46,700.

Insider Trading History of Allorto Richard T Jr

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.

Allorto Richard T Jr Trading Performance

GuruFocus tracks the stock performance after each of Allorto Richard T Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Allorto Richard T Jr is 7.29%. GuruFocus also compares Allorto Richard T Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Allorto Richard T Jr within 3 months outperforms 3 times out of 6 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Allorto Richard T Jr'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 Allorto Richard T Jr

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
2 out of 4 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 4.36 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 1.75 LIMIT LIMIT LIMIT LIMIT LIMIT

Allorto Richard T Jr Ownership Network

Ownership Network List of Allorto Richard T Jr

No Data

Ownership Network Relation of Allorto Richard T Jr

Insider Network Chart

Allorto Richard T Jr Owned Company Details

What does Medley Management Inc do?

Who are the key executives at Medley Management Inc?

Allorto Richard T Jr is the Chief Financial Officer of Medley Management Inc. Other key executives at Medley Management Inc include General Counsel and Secretary John D. Fredericks , 10 percent owner JAM PARTNERS, L.P. , and 10 percent owner Sy Jacobs .

Medley Management Inc (MDLM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Medley Management Inc (MDLM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Medley Management Inc (MDLM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Medley Management Inc (MDLM)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Medley Management Inc Insider Transactions

No Available Data

Allorto Richard T Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Allorto Richard T Jr. You might contact Allorto Richard T Jr via mailing address: C/o Pennantpark Investment Corporation, 1350 Avenue Of The Americas, New York Ny 10019.

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