George W Karpus - Net Worth and Insider Trading

George W Karpus Net Worth

The estimated net worth of George W Karpus is at least $5 Million dollars as of 2024-05-24. George W Karpus is the 10% Owner of Eaton Vance Municipal Bond Fund and owns about 418,419 shares of Eaton Vance Municipal Bond Fund (EIM) stock worth over $4 Million. George W Karpus is also the 10% Owner of Lazard World Dividend & Income Fund, Inc. and owns about 23,803 shares of Lazard World Dividend & Income Fund, Inc. (LOR) stock worth over $230,413. Details can be seen in George W Karpus's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that George W Karpus has not made any transactions after 2020-07-28 and currently still holds the listed stock(s).

Transaction Summary of George W Karpus

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George W Karpus Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, George W Karpus owns 16 companies in total, including DTFTax-Free Income Inc (DTF) , DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC (DUC) , and Western Asset Inflation Linked Income Fund (WIA) among others .

Click here to see the complete history of George W Karpus’s form 4 insider trades.

Insider Ownership Summary of George W Karpus

Ticker Comapny Transaction Date Type of Owner
DTF DTFTax-Free Income Inc 2020-10-01 other: See Explanation of Responses
DUC DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC 2020-10-01 other: See Explanation of Responses
WIA Western Asset Inflation Linked Income Fund 2020-10-01 other: See Explanation of Responses
2020-10-01 other: See Explanation of Responses
2020-10-01 other: See Explanation of Responses
2020-07-28 10 percent owner
2019-08-28 10 percent owner
2019-01-25 10 percent owner
2018-03-08 10 percent owner
2018-01-22 10 percent owner
2017-04-11 10 percent owner
2017-03-30 10 percent owner
2017-03-20 10 percent owner
2015-12-21 10 percent owner
2008-08-22 other: President of KIM
2003-07-08 director

George W Karpus Latest Holdings Summary

George W Karpus currently owns a total of 2 stocks. Among these stocks, George W Karpus owns 418,419 shares of Eaton Vance Municipal Bond Fund (EIM) as of July 28, 2020, with a value of $4 Million and a weighting of 94.93%. George W Karpus also owns 23,803 shares of Lazard World Dividend & Income Fund, Inc. (LOR) as of August 28, 2019, with a value of $230,413 and a weighting of 5.07%.

Latest Holdings of George W Karpus

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EIM Eaton Vance Municipal Bond Fund 2020-07-28 418,419 10.32 4,318,084
LOR Lazard World Dividend & Income Fund, Inc. 2019-08-28 23,803 9.68 230,413

Holding Weightings of George W Karpus


George W Karpus Form 4 Trading Tracker

According to the SEC Form 4 filings, George W Karpus has made a total of 3 transactions in Eaton Vance Municipal Bond Fund (EIM) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Eaton Vance Municipal Bond Fund is the sale of 77,932 shares on July 28, 2020, which brought George W Karpus around $1 Million.

According to the SEC Form 4 filings, George W Karpus has made a total of 1 transactions in Lazard World Dividend & Income Fund, Inc. (LOR) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Lazard World Dividend & Income Fund, Inc. is the sale of 24,288 shares on August 28, 2019, which brought George W Karpus around $242,880.

Insider Trading History of George W Karpus

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

George W Karpus Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

George W Karpus Ownership Network

Ownership Network List of George W Karpus

No Data

Ownership Network Relation of George W Karpus


George W Karpus Owned Company Details

What does DTFTax-Free Income Inc do?

Who are the key executives at DTFTax-Free Income Inc?

George W Karpus is the other: See Explanation of Responses of DTFTax-Free Income Inc. Other key executives at DTFTax-Free Income Inc include other: Officer of Investment Adviser Grumhaus David D Jr. , Vice President Timothy P. Riordan , and CCO Kathleen Hegyi .

DTFTax-Free Income Inc (DTF) Insider Trades Summary

Over the past 18 months, George W Karpus made no insider transaction in DTFTax-Free Income Inc (DTF). Other recent insider transactions involving DTFTax-Free Income Inc (DTF) include a net purchase of 5,006 shares made by Grumhaus David D Jr. ,

In summary, during the past 3 months, insiders sold 0 shares of DTFTax-Free Income Inc (DTF) in total and bought 2,506 shares, with a net purchase of 2,506 shares. During the past 18 months, 0 shares of DTFTax-Free Income Inc (DTF) were sold and 5,006 shares were bought by its insiders, resulting in a net purchase of 5,006 shares.

DTFTax-Free Income Inc (DTF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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DTFTax-Free Income Inc Insider Transactions

No Available Data

George W Karpus Mailing Address

Above is the net worth, insider trading, and ownership report for George W Karpus. Currently GuruFocus does not have mailing address information for George W Karpus.

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