Ramona Lynn Rogers-windsor - Net Worth and Insider Trading

Ramona Lynn Rogers-windsor Net Worth

The estimated net worth of Ramona Lynn Rogers-windsor is at least $439,853 dollars as of 2024-06-08. Ramona Lynn Rogers-windsor is the Director of Capital Southwest Corp and owns about 12,598 shares of Capital Southwest Corp (CSWC) stock worth over $329,186. Ramona Lynn Rogers-windsor is the Director of Cohen & Steers Select Preferred and Income Fund Inc and owns about 911 shares of Cohen & Steers Select Preferred and Income Fund Inc (PSF) stock worth over $17,801. Ramona Lynn Rogers-windsor is also the Director of Cohen & Steers Infrastructure Fund Inc and owns about 738 shares of Cohen & Steers Infrastructure Fund Inc (UTF) stock worth over $17,254. Besides these, Ramona Lynn Rogers-windsor also holds COHEN & STEERS QUALITY INCOME REALTY FUND INC (RQI) , Cohen & Steers REIT and Preferred Income Fund Inc (RNP) , Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) , COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) , Cohen & Steers Closed-end Opp Fd Inc (FOF) , Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) , Cohen & Steers Total Return Realty Fund Inc (RFI) . Details can be seen in Ramona Lynn Rogers-windsor's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Ramona Lynn Rogers-windsor has not made any transactions after 2024-05-23 and currently still holds the listed stock(s).

Transaction Summary of Ramona Lynn Rogers-windsor

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Ramona Lynn Rogers-windsor Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Ramona Lynn Rogers-windsor owns 11 companies in total, including Capital Southwest Corp (CSWC) , Cohen & Steers Total Return Realty Fund Inc (RFI) , and COHEN & STEERS QUALITY INCOME REALTY FUND INC (RQI) among others .

Click here to see the complete history of Ramona Lynn Rogers-windsor’s form 4 insider trades.

Insider Ownership Summary of Ramona Lynn Rogers-windsor

Ticker Comapny Transaction Date Type of Owner
CSWC Capital Southwest Corp 2024-05-23 director
RFI Cohen & Steers Total Return Realty Fund Inc 2023-07-06 director
RQI COHEN & STEERS QUALITY INCOME REALTY FUND INC 2024-05-06 director
LIMIT LIMIT 2023-07-06 director
LIMIT LIMIT 2023-10-11 director
LIMIT LIMIT 2024-05-06 director
LIMIT LIMIT 2024-05-06 director
LIMIT LIMIT 2023-07-06 director
LIMIT LIMIT 2021-03-08 director
LIMIT LIMIT 2023-10-11 director
LIMIT LIMIT 2024-05-06 director

Ramona Lynn Rogers-windsor Latest Holdings Summary

Ramona Lynn Rogers-windsor currently owns a total of 10 stocks. Among these stocks, Ramona Lynn Rogers-windsor owns 12,598 shares of Capital Southwest Corp (CSWC) as of May 23, 2024, with a value of $329,186 and a weighting of 74.84%. Ramona Lynn Rogers-windsor owns 911 shares of Cohen & Steers Select Preferred and Income Fund Inc (PSF) as of May 6, 2024, with a value of $17,801 and a weighting of 4.05%. Ramona Lynn Rogers-windsor also owns 738 shares of Cohen & Steers Infrastructure Fund Inc (UTF) as of October 11, 2023, with a value of $17,254 and a weighting of 3.92%. The other 7 stocks COHEN & STEERS QUALITY INCOME REALTY FUND INC (RQI) , Cohen & Steers REIT and Preferred Income Fund Inc (RNP) , Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) , COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) , Cohen & Steers Closed-end Opp Fd Inc (FOF) , Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) , Cohen & Steers Total Return Realty Fund Inc (RFI) have a combined weighting of 17.19% among all his current holdings.

Latest Holdings of Ramona Lynn Rogers-windsor

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CSWC Capital Southwest Corp 2024-05-23 12,598 26.13 329,186
PSF Cohen & Steers Select Preferred and Income Fund Inc 2024-05-06 911 19.54 17,801
UTF Cohen & Steers Infrastructure Fund Inc 2023-10-11 738 23.38 17,254
RQI COHEN & STEERS QUALITY INCOME REALTY FUND INC 2024-05-06 1,047 11.55 12,093
RNP Cohen & Steers REIT and Preferred Income Fund Inc 2023-07-06 597 20.22 12,071
RLTY Cohen & Steers Real Estate Opportunities and Income Fund 2024-05-06 790 14.05 11,100
PTA COHEN & STEERS TAX-ADV PRD SEC AND INC 2023-10-11 562 19.51 10,965
FOF Cohen & Steers Closed-end Opp Fd Inc 2024-05-06 881 11.91 10,493
LDP Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 2023-07-06 503 19.91 10,015
RFI Cohen & Steers Total Return Realty Fund Inc 2023-07-06 782 11.35 8,876

Holding Weightings of Ramona Lynn Rogers-windsor


Ramona Lynn Rogers-windsor Form 4 Trading Tracker

According to the SEC Form 4 filings, Ramona Lynn Rogers-windsor has made a total of 8 transactions in Capital Southwest Corp (CSWC) over the past 5 years, including 8 buys and 0 sells. The most-recent trade in Capital Southwest Corp is the acquisition of 500 shares on May 23, 2024, which cost Ramona Lynn Rogers-windsor around $12,825.

According to the SEC Form 4 filings, Ramona Lynn Rogers-windsor has made a total of 4 transactions in Cohen & Steers Select Preferred and Income Fund Inc (PSF) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Cohen & Steers Select Preferred and Income Fund Inc is the acquisition of 154 shares on May 6, 2024, which cost Ramona Lynn Rogers-windsor around $2,989.

According to the SEC Form 4 filings, Ramona Lynn Rogers-windsor has made a total of 4 transactions in Cohen & Steers Infrastructure Fund Inc (UTF) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Cohen & Steers Infrastructure Fund Inc is the acquisition of 253 shares on October 11, 2023, which cost Ramona Lynn Rogers-windsor around $4,977.

More details on Ramona Lynn Rogers-windsor's insider transactions can be found in the Insider Trading History of Ramona Lynn Rogers-windsor table.

Insider Trading History of Ramona Lynn Rogers-windsor

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.

Ramona Lynn Rogers-windsor Trading Performance

GuruFocus tracks the stock performance after each of Ramona Lynn Rogers-windsor's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ramona Lynn Rogers-windsor is -3.53%. GuruFocus also compares Ramona Lynn Rogers-windsor's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ramona Lynn Rogers-windsor within 3 months outperforms 8 times out of 35 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Ramona Lynn Rogers-windsor'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 Ramona Lynn Rogers-windsor

Average Return

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Average return per transaction

Outperforming Transactions

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5 out of 27 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(%) 0.48 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.06 LIMIT LIMIT LIMIT LIMIT LIMIT

Ramona Lynn Rogers-windsor Ownership Network

Ownership Network List of Ramona Lynn Rogers-windsor

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Ownership Network Relation of Ramona Lynn Rogers-windsor

Insider Network Chart

Ramona Lynn Rogers-windsor Owned Company Details

What does Capital Southwest Corp do?

Who are the key executives at Capital Southwest Corp?

Ramona Lynn Rogers-windsor is the director of Capital Southwest Corp. Other key executives at Capital Southwest Corp include Chief Financial Officer Michael Scott Sarner , Senior Managing Director Joshua S. Weinstein , and director & President and CEO Bowen S Diehl .

Capital Southwest Corp (CSWC) Insider Trades Summary

Over the past 18 months, Ramona Lynn Rogers-windsor made 4 insider transaction in Capital Southwest Corp (CSWC) with a net purchase of 2,000. Other recent insider transactions involving Capital Southwest Corp (CSWC) include a net purchase of 9,400 shares made by Thomas William R Iii , a net purchase of 192 shares made by Christine Battist ,

In summary, during the past 3 months, insiders sold 0 shares of Capital Southwest Corp (CSWC) in total and bought 10,092 shares, with a net purchase of 10,092 shares. During the past 18 months, 0 shares of Capital Southwest Corp (CSWC) were sold and 11,592 shares were bought by its insiders, resulting in a net purchase of 11,592 shares.

Capital Southwest Corp (CSWC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Capital Southwest Corp Insider Transactions

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Ramona Lynn Rogers-windsor Mailing Address

Above is the net worth, insider trading, and ownership report for Ramona Lynn Rogers-windsor. You might contact Ramona Lynn Rogers-windsor via mailing address: 280 Park Avenue, 10th Floor, New York Ny 10017.

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