Daniel R Omstead - Net Worth and Insider Trading
Daniel R Omstead Net Worth
The estimated net worth of Daniel R Omstead is at least $7 Million dollars as of 2024-05-13. Daniel R Omstead is the President of abrdn Healthcare Investors and owns about 178,269 shares of abrdn Healthcare Investors (HQH) stock worth over $3 Million. Daniel R Omstead is the President of abrdn Life Sciences Investors and owns about 197,518 shares of abrdn Life Sciences Investors (HQL) stock worth over $3 Million. Daniel R Omstead is also the President of Tekla Healthcare Opportunities Fund and owns about 31,202 shares of Tekla Healthcare Opportunities Fund (THQ) stock worth over $632,358. Besides these, Daniel R Omstead also holds Tekla World Healthcare Fund (THW) . Details can be seen in Daniel R Omstead's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Daniel R Omstead has not made any transactions after 2023-09-25 and currently still holds the listed stock(s).
Transaction Summary of Daniel R Omstead
Daniel R Omstead Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel R Omstead owns 4 companies in total, including abrdn Healthcare Investors (HQH) , abrdn Life Sciences Investors (HQL) , and Tekla Healthcare Opportunities Fund (THQ) among others .
Click here to see the complete history of Daniel R Omstead’s form 4 insider trades.
Insider Ownership Summary of Daniel R Omstead
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
HQH | abrdn Healthcare Investors | 2023-09-25 | director & President |
HQL | abrdn Life Sciences Investors | 2023-09-25 | director & President |
THQ | Tekla Healthcare Opportunities Fund | 2020-03-17 | director & President |
2020-03-17 | director & PRESIDENT |
Daniel R Omstead Latest Holdings Summary
Daniel R Omstead currently owns a total of 4 stocks. Among these stocks, Daniel R Omstead owns 178,269 shares of abrdn Healthcare Investors (HQH) as of September 25, 2023, with a value of $3 Million and a weighting of 45.41%. Daniel R Omstead owns 197,518 shares of abrdn Life Sciences Investors (HQL) as of September 25, 2023, with a value of $3 Million and a weighting of 40.6%. Daniel R Omstead also owns 31,202 shares of Tekla Healthcare Opportunities Fund (THQ) as of March 17, 2020, with a value of $632,358 and a weighting of 9.34%. The other 1 stocks Tekla World Healthcare Fund (THW) have a combined weighting of 4.65% among all his current holdings.
Latest Holdings of Daniel R Omstead
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
HQH | abrdn Healthcare Investors | 2023-09-25 | 178,269 | 17.25 | 3,075,140 |
HQL | abrdn Life Sciences Investors | 2023-09-25 | 197,518 | 13.92 | 2,749,451 |
THQ | Tekla Healthcare Opportunities Fund | 2020-03-17 | 31,202 | 20.27 | 632,358 |
THW | Tekla World Healthcare Fund | 2020-03-17 | 24,326 | 12.95 | 314,988 |
Holding Weightings of Daniel R Omstead
Daniel R Omstead Form 4 Trading Tracker
According to the SEC Form 4 filings, Daniel R Omstead has made a total of 6 transactions in abrdn Healthcare Investors (HQH) over the past 5 years, including 6 buys and 0 sells. The most-recent trade in abrdn Healthcare Investors is the acquisition of 9,500 shares on September 25, 2023, which cost Daniel R Omstead around $148,485.
According to the SEC Form 4 filings, Daniel R Omstead has made a total of 7 transactions in abrdn Life Sciences Investors (HQL) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in abrdn Life Sciences Investors is the acquisition of 10,096 shares on September 25, 2023, which cost Daniel R Omstead around $125,089.
According to the SEC Form 4 filings, Daniel R Omstead has made a total of 1 transactions in Tekla Healthcare Opportunities Fund (THQ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Tekla Healthcare Opportunities Fund is the acquisition of 7,300 shares on March 17, 2020, which cost Daniel R Omstead around $107,091.
More details on Daniel R Omstead's insider transactions can be found in the Insider Trading History of Daniel R Omstead table.Insider Trading History of Daniel R Omstead
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Daniel R Omstead Trading Performance
GuruFocus tracks the stock performance after each of Daniel R Omstead's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel R Omstead is 9.66%. GuruFocus also compares Daniel R Omstead's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel R Omstead within 3 months outperforms 14 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 Daniel R Omstead's insider trading performs compared to the benchmark.
Performance of Daniel R Omstead
Daniel R Omstead Ownership Network
Ownership Network List of Daniel R Omstead
Ownership Network Relation of Daniel R Omstead
Daniel R Omstead Owned Company Details
What does abrdn Healthcare Investors do?
Who are the key executives at abrdn Healthcare Investors?
Daniel R Omstead is the director & President of abrdn Healthcare Investors. Other key executives at abrdn Healthcare Investors include Vice President Alan R Goodson , other: Director of Adviser Jaclyn Marie Matsick , and Chief Compliance Officer & VP Joseph Andolina .
abrdn Healthcare Investors (HQH) Insider Trades Summary
Over the past 18 months, Daniel R Omstead made 2 insider transaction in abrdn Healthcare Investors (HQH) with a net purchase of 19,000. Other recent insider transactions involving abrdn Healthcare Investors (HQH) include a net purchase of 1,000 shares made by Bill Maher , a net purchase of 1,000 shares made by Todd Reit , and a net purchase of 525 shares made by Kathleen Goetz .
In summary, during the past 3 months, insiders sold 0 shares of abrdn Healthcare Investors (HQH) in total and bought 525 shares, with a net purchase of 525 shares. During the past 18 months, 0 shares of abrdn Healthcare Investors (HQH) were sold and 21,695 shares were bought by its insiders, resulting in a net purchase of 21,695 shares.
abrdn Healthcare Investors (HQH)'s detailed insider trading history can be found in Insider Trading Tracker table.
abrdn Healthcare Investors Insider Transactions
Daniel R Omstead Mailing Address
Above is the net worth, insider trading, and ownership report for Daniel R Omstead. You might contact Daniel R Omstead via mailing address: C/o H&q Healthcare Investors, 2 Liberty Square, 9th Floor, Boston Ma 02109.