| |
| |
|
| Insider
Information: |
George W Whitney |
| Relationship: |
Vice President, VP - I... |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
7,585,178 |
|
|
Indirect Shares
|
4,485,875 |
|
|
| Direct
Value |
$59,467,796 |
|
|
|
Indirect Value
|
$35,171,204 |
|
|
| Total
Shares |
12,071,053 |
|
|
| Total
Value |
$94,638,999 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
56
|
3
|
|
Stock
price went up :
|
39
|
0
|
| Stock
price went down : |
17
|
3
|
| |
|
|
|
Gain/Loss Ratio : |
2.3
|
-3.0
|
| Percentage
Gain/Loss : |
 19.5%
|
 -11.4%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Royce Focus Trust Inc |
FUND |
|
2024-01-04 |
7,585,178 |
2024-01-04 |
4,484,852 |
Premium* |
|
|
Royce Micro-Cap Trust Inc |
RMT |
Vice President, VP - I... |
2004-12-20 |
0 |
2004-12-20 |
1,023 |
Premium* |
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Records found :
404 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 17
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2008-12-23 |
4 |
B |
$4.10 |
$291 |
I/I |
71 |
619,704 |
3.28 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2020-10-07 |
4 |
B |
$5.98 |
$550 |
I/I |
92 |
2,431,795 |
2.17 |
% |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – – |
2004-01-28 |
4 |
B |
$8.60 |
$860 |
D/D |
100 |
362,282 |
2.66 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• • • |
2014-12-26 |
4 |
B |
$7.35 |
$735 |
I/I |
100 |
996,972 |
2.56 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2019-06-05 |
4 |
B |
$6.45 |
$645 |
I/I |
100 |
1,697,165 |
2.17 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2020-03-17 |
4 |
B |
$4.60 |
$920 |
D/D |
200 |
6,165,200 |
3.84 |
% |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2007-08-13 |
4 |
B |
$10.55 |
$3,112 |
I/I |
295 |
600,720 |
3.28 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentInvestment Advis |
• • • |
2015-06-03 |
4 |
B |
$7.50 |
$2,250 |
D/D |
300 |
2,590,158 |
3.15 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• • • |
2014-05-19 |
4 |
B |
$8.00 |
$2,984 |
D/D |
373 |
2,169,326 |
3.15 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• • • |
2013-05-22 |
4 |
B |
$7.17 |
$2,746 |
D/D |
383 |
1,484,001 |
3.15 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2018-10-09 |
4 |
B |
$7.08 |
$2,754 |
D/D |
389 |
4,861,907 |
3.84 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2008-12-24 |
4 |
B |
$4.10 |
$1,734 |
I/I |
423 |
620,127 |
3.28 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – – |
2006-12-04 |
4 |
A |
$10.55 |
$4,748 |
I/I |
450 |
101,275 |
0 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• • • |
2013-06-03 |
4 |
B |
$7.15 |
$3,382 |
D/D |
473 |
1,493,974 |
3.15 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2020-09-08 |
4 |
B |
$6.12 |
$4,284 |
I/I |
700 |
2,238,520 |
2.17 |
% |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2008-03-28 |
4 |
B |
$7.89 |
$5,602 |
I/I |
710 |
523,438 |
3.36 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2008-03-28 |
4 |
B |
$7.89 |
$5,602 |
D/D |
710 |
618,736 |
3.93 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP of Investment |
• – – |
2003-10-30 |
4 |
B |
$8.05 |
$6,440 |
I/I |
800 |
164,748 |
1.99 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2020-02-04 |
4 |
B |
$7.25 |
$5,800 |
I/I |
800 |
684,036 |
2.17 |
% |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2013-01-16 |
4 |
B |
$6.85 |
$5,850 |
I/I |
854 |
15,382 |
3.36 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2008-04-01 |
4 |
B |
$7.90 |
$7,402 |
D/D |
937 |
619,673 |
3.93 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2019-04-12 |
4 |
B |
$7.05 |
$7,403 |
I/I |
1,050 |
1,627,656 |
2.17 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2009-02-25 |
4 |
B |
$3.97 |
$4,315 |
D/D |
1,087 |
943,017 |
3.93 |
- |
|
| FUND |
Royce Focus Trust Inc |
Vice PresidentVP - Investment |
• – • |
2009-07-14 |
4 |
B |
$4.80 |
$5,280 |
I/I |
1,100 |
683,060 |
3.36 |
- |
|
| FUND |
Royce Focus Trust Inc |
Senior Portfolio Manager |
– • • |
2020-02-05 |
4 |
B |
$7.30 |
$9,490 |
I/I |
1,300 |
685,336 |
2.17 |
% |
|
404 Records found
|
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Page 1 of 17 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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