Donald C Burke - Net Worth and Insider Trading
Donald C Burke Net Worth
The estimated net worth of Donald C Burke is at least $982,046 dollars as of 2024-04-27. Donald C Burke is the Director of Avista Corp and owns about 25,605 shares of Avista Corp (AVA) stock worth over $910,258. Donald C Burke is the Director of Virtus Artificial Intelligence & Technology Opportunities Fund and owns about 832 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stock worth over $16,166. Donald C Burke is also the Director of Virtus AllianzGI Equity & Convertible Income Fund and owns about 720 shares of Virtus AllianzGI Equity & Convertible Income Fund (NIE) stock worth over $15,775. Besides these, Donald C Burke also holds Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Virtus Total Return Fund Inc (ZTR) , Virtus Stone Harbor Emerging Markets Income Fund (EDF) , Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) . Details can be seen in Donald C Burke's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Donald C Burke has not made any transactions after 2023-12-01 and currently still holds the listed stock(s).
Transaction Summary of Donald C Burke
Donald C Burke Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Donald C Burke owns 69 companies in total, including Avista Corp (AVA) , Virtus Global Dividend & Income Fund Inc (ZTR) , and Virtus Global Multi-Sector Inc (VGI) among others .
Click here to see the complete history of Donald C Burke’s form 4 insider trades.
Insider Ownership Summary of Donald C Burke
Donald C Burke Latest Holdings Summary
Donald C Burke currently owns a total of 7 stocks. Among these stocks, Donald C Burke owns 25,605 shares of Avista Corp (AVA) as of December 1, 2023, with a value of $910,258 and a weighting of 92.69%. Donald C Burke owns 832 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of June 28, 2023, with a value of $16,166 and a weighting of 1.65%. Donald C Burke also owns 720 shares of Virtus AllianzGI Equity & Convertible Income Fund (NIE) as of June 28, 2023, with a value of $15,775 and a weighting of 1.61%. The other 4 stocks Virtus Dividend, Interest & Premium Strategy Fund (NFJ) , Virtus Total Return Fund Inc (ZTR) , Virtus Stone Harbor Emerging Markets Income Fund (EDF) , Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) have a combined weighting of 4.06% among all his current holdings.
Latest Holdings of Donald C Burke
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
AVA | Avista Corp | 2023-12-01 | 25,605 | 35.55 | 910,258 |
AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2023-06-28 | 832 | 19.43 | 16,166 |
NIE | Virtus AllianzGI Equity & Convertible Income Fund | 2023-06-28 | 720 | 21.91 | 15,775 |
NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 2023-06-28 | 1,244 | 12.06 | 15,003 |
ZTR | Virtus Total Return Fund Inc | 2022-09-21 | 2,667 | 5.39 | 14,375 |
EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2023-01-23 | 1,000 | 5.45 | 5,450 |
EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2023-01-23 | 1,000 | 5.02 | 5,020 |
Holding Weightings of Donald C Burke
Donald C Burke Form 4 Trading Tracker
According to the SEC Form 4 filings, Donald C Burke has made a total of 1 transactions in Avista Corp (AVA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Avista Corp is the sale of 2,400 shares on December 1, 2023, which brought Donald C Burke around $82,704.
According to the SEC Form 4 filings, Donald C Burke has made a total of 1 transactions in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Artificial Intelligence & Technology Opportunities Fund is the acquisition of 832 shares on June 28, 2023, which cost Donald C Burke around $15,001.
According to the SEC Form 4 filings, Donald C Burke has made a total of 1 transactions in Virtus AllianzGI Equity & Convertible Income Fund (NIE) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus AllianzGI Equity & Convertible Income Fund is the acquisition of 720 shares on June 28, 2023, which cost Donald C Burke around $15,002.
More details on Donald C Burke's insider transactions can be found in the Insider Trading History of Donald C Burke table.Insider Trading History of Donald C Burke
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Donald C Burke Trading Performance
GuruFocus tracks the stock performance after each of Donald C Burke's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Donald C Burke is -9.75%. GuruFocus also compares Donald C Burke's trading performance to market benchmark return within the same time period. The performance of stocks bought by Donald C Burke within 3 months outperforms 0 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 Donald C Burke's insider trading performs compared to the benchmark.
Performance of Donald C Burke
Average Return
-21.96%
Outperforming Transactions
0%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -2.15 | -9.75 | -5.29 | -21.96 | ||
Relative Return to S&P 500(%) | -4.27 | -10.2 | -15.15 | -39.59 |
Donald C Burke Ownership Network
Ownership Network List of Donald C Burke
Ownership Network Relation of Donald C Burke
Donald C Burke Owned Company Details
What does Avista Corp do?
Who are the key executives at Avista Corp?
Donald C Burke is the director of Avista Corp. Other key executives at Avista Corp include Vice President & CIO James M Kensok , Sr. Vice President Scott L Morris , and Sr. VP & General Counsel David J Meyer .
Avista Corp (AVA) Insider Trades Summary
Over the past 18 months, Donald C Burke made 1 insider transaction in Avista Corp (AVA) with a net sale of 2,400. Other recent insider transactions involving Avista Corp (AVA) include a net sale of 1,500 shares made by James M Kensok , a net sale of 46,006 shares made by Mark T Thies , and a net purchase of 3,100 shares made by Scott L Morris .
In summary, during the past 3 months, insiders sold 0 shares of Avista Corp (AVA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 57,548 shares of Avista Corp (AVA) were sold and 3,100 shares were bought by its insiders, resulting in a net sale of 54,448 shares.
Avista Corp (AVA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Avista Corp Insider Transactions
Donald C Burke Mailing Address
Above is the net worth, insider trading, and ownership report for Donald C Burke. You might contact Donald C Burke via mailing address: C/o Blackrock Financial Management, Inc., 40 East 52nd Street, New York Ny 10022.