Phegley Richard Lee Jr. - Net Worth and Insider Trading
Phegley Richard Lee Jr. Net Worth
The estimated net worth of Phegley Richard Lee Jr. is at least $24,242 dollars as of 2024-04-28. Phegley Richard Lee Jr. is the CFO of Invesco Mortgage Capital Inc and owns about 2,832 shares of Invesco Mortgage Capital Inc (IVR) stock worth over $24,242. Details can be seen in Phegley Richard Lee Jr.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Phegley Richard Lee Jr. has not made any transactions after 2022-05-09 and currently still holds the listed stock(s).
Transaction Summary of Phegley Richard Lee Jr.
Phegley Richard Lee Jr. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Phegley Richard Lee Jr. owns 3 companies in total, including Invesco Mortgage Capital Inc (IVR) , Invesco Senior Income Trust (VVR) , and Invesco Dynamic Credit Opportunities Fund (VTA) .
Click here to see the complete history of Phegley Richard Lee Jr.’s form 4 insider trades.
Insider Ownership Summary of Phegley Richard Lee Jr.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| IVR | Invesco Mortgage Capital Inc | 2022-05-09 | Chief Financial Officer |
| VVR | Invesco Senior Income Trust | 2020-03-01 | Chief Financial Officer |
| VTA | Invesco Dynamic Credit Opportunities Fund | 2020-03-01 | Chief Financial Officer |
Phegley Richard Lee Jr. Latest Holdings Summary
Phegley Richard Lee Jr. currently owns a total of 1 stock. Phegley Richard Lee Jr. owns 2,832 shares of Invesco Mortgage Capital Inc (IVR) as of May 9, 2022, with a value of $24,242.
Latest Holdings of Phegley Richard Lee Jr.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| IVR | Invesco Mortgage Capital Inc | 2022-05-09 | 2,832 | 8.56 | 24,242 |
Holding Weightings of Phegley Richard Lee Jr.
Phegley Richard Lee Jr. Form 4 Trading Tracker
According to the SEC Form 4 filings, Phegley Richard Lee Jr. has made a total of 2 transactions in Invesco Mortgage Capital Inc (IVR) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Invesco Mortgage Capital Inc is the acquisition of 1,209 shares on May 9, 2022, which cost Phegley Richard Lee Jr. around $20,194.
Insider Trading History of Phegley Richard Lee Jr.
- 1
Phegley Richard Lee Jr. Trading Performance
GuruFocus tracks the stock performance after each of Phegley Richard Lee Jr.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phegley Richard Lee Jr. is -12.9%. GuruFocus also compares Phegley Richard Lee Jr.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Phegley Richard Lee Jr. within 3 months outperforms 2 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Phegley Richard Lee Jr.'s insider trading performs compared to the benchmark.
Performance of Phegley Richard Lee Jr.
Average Return
-21.3%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -9.69 | -12.9 | -13.11 | -21.3 | -13.76 | -19.39 |
| Relative Return to S&P 500(%) | -6.73 | -13.44 | -17.17 | -29 | -26.06 | -30.41 |
Phegley Richard Lee Jr. Ownership Network
Ownership Network List of Phegley Richard Lee Jr.
Ownership Network Relation of Phegley Richard Lee Jr.
Phegley Richard Lee Jr. Owned Company Details
What does Invesco Mortgage Capital Inc do?
Who are the key executives at Invesco Mortgage Capital Inc?
Phegley Richard Lee Jr. is the Chief Financial Officer of Invesco Mortgage Capital Inc. Other key executives at Invesco Mortgage Capital Inc include Chief Investment Officer John Anzalone , Executive Vice President Kevin M Collins , and Executive Vice President David B Lyle .
Invesco Mortgage Capital Inc (IVR) Insider Trades Summary
Over the past 18 months, Phegley Richard Lee Jr. made no insider transaction in Invesco Mortgage Capital Inc (IVR). Other recent insider transactions involving Invesco Mortgage Capital Inc (IVR) include a net sale of 1,630 shares made by Lientz James R Jr ,
In summary, during the past 3 months, insiders sold 0 shares of Invesco Mortgage Capital Inc (IVR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,630 shares of Invesco Mortgage Capital Inc (IVR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,630 shares.
Invesco Mortgage Capital Inc (IVR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Invesco Mortgage Capital Inc Insider Transactions
Phegley Richard Lee Jr. Mailing Address
Above is the net worth, insider trading, and ownership report for Phegley Richard Lee Jr.. You might contact Phegley Richard Lee Jr. via mailing address: 1331 Spring Street Nw, Suite 2500, Atlanta Ga 30309.
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