Heath B Mclendon - Net Worth and Insider Trading
Heath B Mclendon Net Worth
The estimated net worth of Heath B Mclendon is at least $4 Million dollars as of 2024-05-25. Heath B Mclendon is the Advisory Director of M&T Bank Corp and owns about 28,002 shares of M&T Bank Corp (MTB) stock worth over $4 Million. Heath B Mclendon is the Trustee of Virtus Stone Harbor Emerging Markets Income Fund and owns about 7,455 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) stock worth over $41,450. Heath B Mclendon is also the Trustee of Virtus Stone Harbor Emerging Markets Total Income Fund and owns about 3,074 shares of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) stock worth over $15,431. Details can be seen in Heath B Mclendon's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Heath B Mclendon has not made any transactions after 2022-02-14 and currently still holds the listed stock(s).
Transaction Summary of Heath B Mclendon
Heath B Mclendon Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Heath B Mclendon owns 3 companies in total, including Virtus Stone Harbor Emerging Markets Income Fund (EDF) , Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) , and M&T Bank Corp (MTB) .
Click here to see the complete history of Heath B Mclendon’s form 4 insider trades.
Insider Ownership Summary of Heath B Mclendon
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2022-02-14 | other: Trustee |
| EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2015-07-09 | other: Trustee |
| MTB | M&T Bank Corp | 2005-11-25 | other: Advisory Director |
Heath B Mclendon Latest Holdings Summary
Heath B Mclendon currently owns a total of 3 stocks. Among these stocks, Heath B Mclendon owns 28,002 shares of M&T Bank Corp (MTB) as of November 25, 2005, with a value of $4 Million and a weighting of 98.67%. Heath B Mclendon owns 7,455 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of February 14, 2022, with a value of $41,450 and a weighting of 0.97%. Heath B Mclendon also owns 3,074 shares of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) as of July 9, 2015, with a value of $15,431 and a weighting of 0.36%.
Latest Holdings of Heath B Mclendon
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MTB | M&T Bank Corp | 2005-11-25 | 28,002 | 150.66 | 4,218,781 |
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 2022-02-14 | 7,455 | 5.56 | 41,450 |
| EDI | Virtus Stone Harbor Emerging Markets Total Income Fund | 2015-07-09 | 3,074 | 5.02 | 15,431 |
Holding Weightings of Heath B Mclendon
Heath B Mclendon Form 4 Trading Tracker
According to the SEC Form 4 filings, Heath B Mclendon has made a total of 0 transactions in M&T Bank Corp (MTB) over the past 5 years. The most-recent trade in M&T Bank Corp is the sale of 7,000 shares on November 25, 2005, which brought Heath B Mclendon around $770,140.
According to the SEC Form 4 filings, Heath B Mclendon has made a total of 5 transactions in Virtus Stone Harbor Emerging Markets Income Fund (EDF) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in Virtus Stone Harbor Emerging Markets Income Fund is the acquisition of 500 shares on February 14, 2022, which cost Heath B Mclendon around $3,235.
According to the SEC Form 4 filings, Heath B Mclendon has made a total of 0 transactions in Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) over the past 5 years. The most-recent trade in Virtus Stone Harbor Emerging Markets Total Income Fund is the acquisition of 200 shares on July 9, 2015, which cost Heath B Mclendon around $2,750.
Insider Trading History of Heath B Mclendon
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Heath B Mclendon Trading Performance
GuruFocus tracks the stock performance after each of Heath B Mclendon's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Heath B Mclendon is -8.02%. GuruFocus also compares Heath B Mclendon's trading performance to market benchmark return within the same time period. The performance of stocks bought by Heath B Mclendon within 3 months outperforms 0 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Heath B Mclendon's insider trading performs compared to the benchmark.
Performance of Heath B Mclendon
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.62 | | | | | |
| Relative Return to S&P 500(%) | -2.79 | | | | | |
Heath B Mclendon Ownership Network
Heath B Mclendon Owned Company Details
What does Virtus Stone Harbor Emerging Markets Income Fund do?
Who are the key executives at Virtus Stone Harbor Emerging Markets Income Fund?
Heath B Mclendon is the other: Trustee of Virtus Stone Harbor Emerging Markets Income Fund. Other key executives at Virtus Stone Harbor Emerging Markets Income Fund include EVP Richard W Smirl , director & President and CEO George R Aylward , and EVP & CFO and Treasurer Bradley William Patrick Iii .
Virtus Stone Harbor Emerging Markets Income Fund (EDF) Insider Trades Summary
Over the past 18 months, Heath B Mclendon made no insider transaction in Virtus Stone Harbor Emerging Markets Income Fund (EDF). Other recent insider transactions involving Virtus Stone Harbor Emerging Markets Income Fund (EDF) include a net purchase of 2,515 shares made by John R Mallin , a net purchase of 2,500 shares made by Brian T Zino , and a net purchase of 1,000 shares made by Donald C Burke .
In summary, during the past 3 months, insiders sold 0 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Stone Harbor Emerging Markets Income Fund (EDF) were sold and 6,015 shares were bought by its insiders, resulting in a net purchase of 6,015 shares.
Virtus Stone Harbor Emerging Markets Income Fund (EDF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Stone Harbor Emerging Markets Income Fund Insider Transactions
Heath B Mclendon Mailing Address
Above is the net worth, insider trading, and ownership report for Heath B Mclendon. Currently GuruFocus does not have mailing address information for Heath B Mclendon.
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