Jeffrey S Phlegar - Net Worth and Insider Trading

Jeffrey S Phlegar Net Worth

The estimated net worth of Jeffrey S Phlegar is at least $1 Million dollars as of 2024-06-11. Jeffrey S Phlegar is the SVP of General Partner of Associated Capital Group Inc and owns about 33,799 shares of Associated Capital Group Inc (AC) stock worth over $1 Million. Jeffrey S Phlegar is also the CEO of Subadvisor of MainStay MacKay DefinedTerm Municipal Opportunities Fund and owns about 0 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stock worth over $0. Details can be seen in Jeffrey S Phlegar's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jeffrey S Phlegar has not made any transactions after 2021-05-12 and currently still holds the listed stock(s).

Transaction Summary of Jeffrey S Phlegar

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Jeffrey S Phlegar Insider Ownership Reports

Insider Ownership Summary of Jeffrey S Phlegar

Ticker Comapny Transaction Date Type of Owner
MMD MainStay MacKay DefinedTerm Municipal Opportunities Fund 2021-05-12 other: CEO of Subadvisor
AB AllianceBernstein Holding LP 2004-03-29 SVP of General Partner
AWF Alliancebernstein Glb High Inc Fund Inc 2004-03-29 other: SVP-Gen. Part. of Fund's Adv.
LIMIT LIMIT 2004-03-29 other: SVP-Gen. Part. of Fund's Adv.
LIMIT LIMIT 2004-03-29 other: SVP-Gen. Part. of Fund's Adv.

Jeffrey S Phlegar Latest Holdings Summary

Jeffrey S Phlegar currently owns a total of 2 stocks. Among these stocks, Jeffrey S Phlegar owns 33,799 shares of Associated Capital Group Inc (AC) as of March 29, 2004, with a value of $1 Million and a weighting of 100%. Jeffrey S Phlegar also owns 0 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) as of May 12, 2021, with a value of $0 and a weighting of 0%.

Latest Holdings of Jeffrey S Phlegar

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AC Associated Capital Group Inc 2004-03-29 33,799 34.30 1,159,306
MMD MainStay MacKay DefinedTerm Municipal Opportunities Fund 2021-05-12 0 16.36 0

Holding Weightings of Jeffrey S Phlegar


Jeffrey S Phlegar Form 4 Trading Tracker

According to the SEC Form 4 filings, Jeffrey S Phlegar has made a total of 0 transactions in Associated Capital Group Inc (AC) over the past 5 years. The most-recent trade in Associated Capital Group Inc is the sale of 0 shares on March 29, 2004, which brought Jeffrey S Phlegar around $0.

According to the SEC Form 4 filings, Jeffrey S Phlegar has made a total of 1 transactions in MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in MainStay MacKay DefinedTerm Municipal Opportunities Fund is the sale of 2,500 shares on May 12, 2021, which brought Jeffrey S Phlegar around $57,175.

Insider Trading History of Jeffrey S Phlegar

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.

Jeffrey S Phlegar Trading Performance

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

Jeffrey S Phlegar Ownership Network

Ownership Network List of Jeffrey S Phlegar

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Ownership Network Relation of Jeffrey S Phlegar

Insider Network Chart

Jeffrey S Phlegar Owned Company Details

What does MainStay MacKay DefinedTerm Municipal Opportunities Fund do?

Who are the key executives at MainStay MacKay DefinedTerm Municipal Opportunities Fund?

Jeffrey S Phlegar is the other: CEO of Subadvisor of MainStay MacKay DefinedTerm Municipal Opportunities Fund. Other key executives at MainStay MacKay DefinedTerm Municipal Opportunities Fund include other: Portfolio Manager Michael Denlinger , other: CEO & NY LIFE INVEST MGMENT LLC Naim Abou-jaoude , and other: Portfolio Manager Michael Petty .

MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Insider Trades Summary

Over the past 18 months, Jeffrey S Phlegar made no insider transaction in MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD). Other recent insider transactions involving MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) include a net sale of 8,893 shares made by Michael Denlinger ,

In summary, during the past 3 months, insiders sold 0 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 8,893 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 8,893 shares.

MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD)'s detailed insider trading history can be found in Insider Trading Tracker table.

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MainStay MacKay DefinedTerm Municipal Opportunities Fund Insider Transactions

No Available Data

Jeffrey S Phlegar Mailing Address

Above is the net worth, insider trading, and ownership report for Jeffrey S Phlegar. Currently GuruFocus does not have mailing address information for Jeffrey S Phlegar.

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