Ellen D Harvey - Net Worth and Insider Trading
Ellen D Harvey Net Worth
The estimated net worth of Ellen D Harvey is at least $35,749 dollars as of 2024-06-05. Ellen D Harvey is the Director of Insight Select Income Fund and owns about 1,800 shares of Insight Select Income Fund (INSI) stock worth over $28,584. Ellen D Harvey is also the Director of Managed Duration Investment Grade Municipal Fund and owns about 500 shares of Managed Duration Investment Grade Municipal Fund (MZF) stock worth over $7,165. Details can be seen in Ellen D Harvey's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Ellen D Harvey has not made any transactions after 2022-05-24 and currently still holds the listed stock(s).
Transaction Summary of Ellen D Harvey
Ellen D Harvey Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Ellen D Harvey owns 2 companies in total, including Insight Select Income Fund (INSI) , and Managed Duration Investment Grade Municipal Fund (MZF) .
Click here to see the complete history of Ellen D Harvey’s form 4 insider trades.
Insider Ownership Summary of Ellen D Harvey
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| INSI | Insight Select Income Fund | 2022-05-24 | director |
| MZF | Managed Duration Investment Grade Municipal Fund | 2016-12-09 | director |
Ellen D Harvey Latest Holdings Summary
Ellen D Harvey currently owns a total of 2 stocks. Among these stocks, Ellen D Harvey owns 1,800 shares of Insight Select Income Fund (INSI) as of May 24, 2022, with a value of $28,584 and a weighting of 79.96%. Ellen D Harvey also owns 500 shares of Managed Duration Investment Grade Municipal Fund (MZF) as of December 9, 2016, with a value of $7,165 and a weighting of 20.04%.
Latest Holdings of Ellen D Harvey
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| INSI | Insight Select Income Fund | 2022-05-24 | 1,800 | 15.88 | 28,584 |
| MZF | Managed Duration Investment Grade Municipal Fund | 2016-12-09 | 500 | 14.33 | 7,165 |
Holding Weightings of Ellen D Harvey
Ellen D Harvey Form 4 Trading Tracker
According to the SEC Form 4 filings, Ellen D Harvey has made a total of 3 transactions in Insight Select Income Fund (INSI) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Insight Select Income Fund is the acquisition of 300 shares on May 24, 2022, which cost Ellen D Harvey around $4,947.
According to the SEC Form 4 filings, Ellen D Harvey has made a total of 0 transactions in Managed Duration Investment Grade Municipal Fund (MZF) over the past 5 years. The most-recent trade in Managed Duration Investment Grade Municipal Fund is the acquisition of 500 shares on December 9, 2016, which cost Ellen D Harvey around $6,555.
Insider Trading History of Ellen D Harvey
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Ellen D Harvey Trading Performance
GuruFocus tracks the stock performance after each of Ellen D Harvey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ellen D Harvey is 5.26%. GuruFocus also compares Ellen D Harvey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ellen D Harvey within 3 months outperforms 0 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Ellen D Harvey's insider trading performs compared to the benchmark.
Performance of Ellen D Harvey
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.32 | | | | | |
| Relative Return to S&P 500(%) | -2.61 | | | | | |
Ellen D Harvey Ownership Network
Ellen D Harvey Owned Company Details
What does Insight Select Income Fund do?
Who are the key executives at Insight Select Income Fund?
Ellen D Harvey is the director of Insight Select Income Fund. Other key executives at Insight Select Income Fund include Chief Compliance Officer Daniel Haff , Chief Compliance Officer Patrick Harris , and Chief Compliance Officer Seth Gelman .
Insight Select Income Fund (INSI) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Insight Select Income Fund (INSI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Insight Select Income Fund (INSI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Insight Select Income Fund (INSI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Insight Select Income Fund Insider Transactions
Ellen D Harvey Mailing Address
Above is the net worth, insider trading, and ownership report for Ellen D Harvey. Currently GuruFocus does not have mailing address information for Ellen D Harvey.
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