John W Ballantine - Net Worth and Insider Trading

John W Ballantine Net Worth

The estimated net worth of John W Ballantine is at least $45,136 dollars as of 2024-06-01. John W Ballantine is the Director of DWS Municipal Income Trust and owns about 2,460 shares of DWS Municipal Income Trust (KTF) stock worth over $22,976. John W Ballantine is also the Director of DWS Strategic Municipal Income Trust and owns about 2,335 shares of DWS Strategic Municipal Income Trust (KSM) stock worth over $22,159. Details can be seen in John W Ballantine's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that John W Ballantine has not made any transactions after 2019-08-09 and currently still holds the listed stock(s).

Transaction Summary of John W Ballantine

To

John W Ballantine Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, John W Ballantine owns 6 companies in total, including Portland General Electric Co (POR) , DWS Municipal Income Trust (KTF) , and DWS Strategic Municipal Income Trust (KSM) among others .

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

Insider Ownership Summary of John W Ballantine

Ticker Comapny Transaction Date Type of Owner
POR Portland General Electric Co 2006-07-13 director
KTF DWS Municipal Income Trust 2019-08-09 director
KSM DWS Strategic Municipal Income Trust 2019-08-09 director
LIMIT LIMIT 2005-01-20 director
LIMIT LIMIT 2006-11-21 director
LIMIT LIMIT 2003-10-10 director

John W Ballantine Latest Holdings Summary

John W Ballantine currently owns a total of 2 stocks. Among these stocks, John W Ballantine owns 2,460 shares of DWS Municipal Income Trust (KTF) as of August 9, 2019, with a value of $22,976 and a weighting of 50.91%. John W Ballantine also owns 2,335 shares of DWS Strategic Municipal Income Trust (KSM) as of August 9, 2019, with a value of $22,159 and a weighting of 49.09%.

Latest Holdings of John W Ballantine

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
KTF DWS Municipal Income Trust 2019-08-09 2,460 9.34 22,976
KSM DWS Strategic Municipal Income Trust 2019-08-09 2,335 9.49 22,159

Holding Weightings of John W Ballantine


John W Ballantine Form 4 Trading Tracker

According to the SEC Form 4 filings, John W Ballantine has made a total of 1 transactions in DWS Municipal Income Trust (KTF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in DWS Municipal Income Trust is the acquisition of 2,460 shares on August 9, 2019, which cost John W Ballantine around $28,561.

According to the SEC Form 4 filings, John W Ballantine has made a total of 1 transactions in DWS Strategic Municipal Income Trust (KSM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in DWS Strategic Municipal Income Trust is the acquisition of 2,335 shares on August 9, 2019, which cost John W Ballantine around $28,627.

Insider Trading History of John W Ballantine

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.

John W Ballantine Trading Performance

GuruFocus tracks the stock performance after each of John W Ballantine's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John W Ballantine is -1.22%. GuruFocus also compares John W Ballantine's trading performance to market benchmark return within the same time period. The performance of stocks bought by John W Ballantine within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how John W Ballantine's insider trading performs compared to the benchmark.

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

Performance of John W Ballantine

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
0 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 0.46 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1.6 LIMIT LIMIT LIMIT LIMIT LIMIT

John W Ballantine Ownership Network

Ownership Network List of John W Ballantine

No Data

Ownership Network Relation of John W Ballantine

Insider Network Chart

John W Ballantine Owned Company Details

What does Portland General Electric Co do?

Who are the key executives at Portland General Electric Co?

John W Ballantine is the director of Portland General Electric Co. Other key executives at Portland General Electric Co include Vice President Brett Michael Sims , V. P. & General Counsel Maria Angelica Espinosa , and EVP & COO Benjamin Felton .

Portland General Electric Co (POR) Insider Trades Summary

Over the past 18 months, John W Ballantine made no insider transaction in Portland General Electric Co (POR). Other recent insider transactions involving Portland General Electric Co (POR) include a net sale of 12,402 shares made by Anne Frances Mersereau , a net sale of 3,013 shares made by Brett Michael Sims , and a net sale of 44,593 shares made by Maria M Pope .

In summary, during the past 3 months, insiders sold 51,056 shares of Portland General Electric Co (POR) in total and bought 0 shares, with a net sale of 51,056 shares. During the past 18 months, 70,535 shares of Portland General Electric Co (POR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 70,535 shares.

Portland General Electric Co (POR)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Portland General Electric Co Insider Transactions

No Available Data

John W Ballantine Mailing Address

Above is the net worth, insider trading, and ownership report for John W Ballantine. You might contact John W Ballantine via mailing address: C/o Oak Brook Bank, 1400 Sixteenth St, Oak Brook Il 60523.

Discussions on John W Ballantine

No discussions yet.