Sarah E Cogan - Net Worth and Insider Trading

Sarah E Cogan Net Worth

The estimated net worth of Sarah E Cogan is at least $272,060 dollars as of 2024-05-16. Sarah E Cogan is the Director of PIMCO Access Income Fund and owns about 1,965 shares of PIMCO Access Income Fund (PAXS) stock worth over $30,988. Sarah E Cogan is the Director of PIMCO Municipal Income Fund II and owns about 2,500 shares of PIMCO Municipal Income Fund II (PML) stock worth over $20,850. Sarah E Cogan is also the Director of PIMCO New York Municipal Income Fund and owns about 2,600 shares of PIMCO New York Municipal Income Fund (PNF) stock worth over $20,254. Besides these, Sarah E Cogan also holds Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , PIMCO Municipal Income Fund III (PMX) , PIMCO New York Municipal Income Fund II (PNI) , Virtus Global Multi-Sector Inc (VGI) , Virtus Total Return Fund Inc (ZTR) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , PIMCO Dynamic Credit & Mortgage Income Fund (PCI) , Virtus Convertible & Income 2024 Target Term Fund (CBH) , PIMCO Income Opportunity Fund (PKO) , PIMCO Municipal Income Fund (PMF) , Pcm Fund Inc (PCM) , PIMCO Income Strategy Fund II (PFN) , PIMCO High Income Fund (PHK) , PIMCO New York Municipal Income Fund III (PYN) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) . Details can be seen in Sarah E Cogan's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Sarah E Cogan has not made any transactions after 2024-01-24 and currently still holds the listed stock(s).

Transaction Summary of Sarah E Cogan

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Sarah E Cogan Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Sarah E Cogan owns 34 companies in total, including PIMCO Municipal Income Fund (PMF) , PIMCO New York Municipal Income Fund II (PNI) , and PIMCO New York Municipal Income Fund III (PYN) among others .

Click here to see the complete history of Sarah E Cogan’s form 4 insider trades.

Insider Ownership Summary of Sarah E Cogan

Ticker Comapny Transaction Date Type of Owner
PMF PIMCO Municipal Income Fund 2020-06-11 director
PNI PIMCO New York Municipal Income Fund II 2024-01-24 director
PYN PIMCO New York Municipal Income Fund III 2020-06-11 director
2024-01-24 director
2020-01-09 director
2020-01-09 director
2020-01-09 director
2020-01-09 director
2020-01-09 director
2022-01-13 director
2019-08-21 director
2019-08-21 director
2019-08-21 director
2019-08-21 director
2019-08-21 director
2019-08-21 director
2019-01-29 director
2019-01-01 director
2024-01-24 director
2019-01-01 director
2019-01-01 director
2024-01-24 director
2019-01-01 director
2019-01-01 director
2019-01-01 director
2019-01-01 director
2019-01-01 director
2019-01-01 director
2019-01-01 director
2022-04-08 director
2022-01-13 director
2022-04-08 director
2024-01-24 director
2021-01-29 director

Sarah E Cogan Latest Holdings Summary

Sarah E Cogan currently owns a total of 21 stocks. Among these stocks, Sarah E Cogan owns 1,965 shares of PIMCO Access Income Fund (PAXS) as of January 24, 2024, with a value of $30,988 and a weighting of 11.39%. Sarah E Cogan owns 2,500 shares of PIMCO Municipal Income Fund II (PML) as of January 24, 2024, with a value of $20,850 and a weighting of 7.66%. Sarah E Cogan also owns 2,600 shares of PIMCO New York Municipal Income Fund (PNF) as of January 24, 2024, with a value of $20,254 and a weighting of 7.44%. The other 18 stocks Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , PIMCO Municipal Income Fund III (PMX) , PIMCO New York Municipal Income Fund II (PNI) , Virtus Global Multi-Sector Inc (VGI) , Virtus Total Return Fund Inc (ZTR) , Virtus AllianzGI Diversified Income & Convertible Fund (ACV) , Virtus AllianzGI Equity & Convertible Income Fund (NIE) , Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , PIMCO Dynamic Credit & Mortgage Income Fund (PCI) , Virtus Convertible & Income 2024 Target Term Fund (CBH) , PIMCO Income Opportunity Fund (PKO) , PIMCO Municipal Income Fund (PMF) , Pcm Fund Inc (PCM) , PIMCO Income Strategy Fund II (PFN) , PIMCO High Income Fund (PHK) , PIMCO New York Municipal Income Fund III (PYN) , Virtus Convertible & Income Fund (NCV) , Virtus Convertible & Income Fund II (NCZ) have a combined weighting of 73.5% among all his current holdings.

Latest Holdings of Sarah E Cogan

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PAXS PIMCO Access Income Fund 2024-01-24 1,965 15.77 30,988
PML PIMCO Municipal Income Fund II 2024-01-24 2,500 8.34 20,850
PNF PIMCO New York Municipal Income Fund 2024-01-24 2,600 7.79 20,254
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2022-01-13 1,000 20.08 20,080
PMX PIMCO Municipal Income Fund III 2024-01-24 2,568 7.45 19,132
PNI PIMCO New York Municipal Income Fund II 2024-01-24 2,550 7.42 18,921
VGI Virtus Global Multi-Sector Inc 2022-01-13 2,000 7.49 14,980
ZTR Virtus Total Return Fund Inc 2022-01-13 2,200 5.44 11,968
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2019-08-21 500 22.70 11,350
NIE Virtus AllianzGI Equity & Convertible Income Fund 2019-08-21 500 22.67 11,335
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2019-08-21 900 12.56 11,304
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2020-01-09 500 20.47 10,235
CBH Virtus Convertible & Income 2024 Target Term Fund 2019-08-21 1,100 8.92 9,807
PKO PIMCO Income Opportunity Fund 2020-01-09 400 23.77 9,508
PMF PIMCO Municipal Income Fund 2020-06-11 1,000 9.18 9,180
PCM Pcm Fund Inc 2020-01-09 1,000 8.90 8,900
PFN PIMCO Income Strategy Fund II 2020-01-09 1,000 7.35 7,350
PHK PIMCO High Income Fund 2020-01-09 1,500 4.79 7,185
PYN PIMCO New York Municipal Income Fund III 2020-06-11 1,200 5.92 7,104
NCV Virtus Convertible & Income Fund 2019-08-21 1,800 3.25 5,850
NCZ Virtus Convertible & Income Fund II 2019-08-21 2,000 2.89 5,780

Holding Weightings of Sarah E Cogan


Sarah E Cogan Form 4 Trading Tracker

According to the SEC Form 4 filings, Sarah E Cogan has made a total of 1 transactions in PIMCO Access Income Fund (PAXS) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in PIMCO Access Income Fund is the acquisition of 700 shares on January 24, 2024, which cost Sarah E Cogan around $10,297.

According to the SEC Form 4 filings, Sarah E Cogan has made a total of 1 transactions in PIMCO Municipal Income Fund II (PML) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in PIMCO Municipal Income Fund II is the acquisition of 2,500 shares on January 24, 2024, which cost Sarah E Cogan around $20,375.

According to the SEC Form 4 filings, Sarah E Cogan has made a total of 1 transactions in PIMCO New York Municipal Income Fund (PNF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in PIMCO New York Municipal Income Fund is the acquisition of 2,600 shares on January 24, 2024, which cost Sarah E Cogan around $19,994.

More details on Sarah E Cogan's insider transactions can be found in the Insider Trading History of Sarah E Cogan table.

Insider Trading History of Sarah E Cogan

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.

Sarah E Cogan Trading Performance

GuruFocus tracks the stock performance after each of Sarah E Cogan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Sarah E Cogan is -5.32%. GuruFocus also compares Sarah E Cogan's trading performance to market benchmark return within the same time period. The performance of stocks bought by Sarah E Cogan within 3 months outperforms 3 times out of 23 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Sarah E Cogan'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 Sarah E Cogan

Average Return

Average return per transaction

Outperforming Transactions

7 out of 18 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(%) 0.94
Relative Return to S&P 500(%) -1.38

Sarah E Cogan Ownership Network

Ownership Network List of Sarah E Cogan

No Data

Ownership Network Relation of Sarah E Cogan


Sarah E Cogan Owned Company Details

What does PIMCO Municipal Income Fund do?

Who are the key executives at PIMCO Municipal Income Fund?

Sarah E Cogan is the director of PIMCO Municipal Income Fund. Other key executives at PIMCO Municipal Income Fund include other: SEE REMARKS Kyle Francis Christine , ASSISTANT TREASURER Maria Marchenko Golota , and VICE PRESIDENT Jason Raul Duran .

PIMCO Municipal Income Fund (PMF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of PIMCO Municipal Income Fund (PMF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PIMCO Municipal Income Fund (PMF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

PIMCO Municipal Income Fund (PMF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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PIMCO Municipal Income Fund Insider Transactions

No Available Data

Sarah E Cogan Mailing Address

Above is the net worth, insider trading, and ownership report for Sarah E Cogan. You might contact Sarah E Cogan via mailing address: 1633 Broadway, New York Ny 10019.

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