David C Phelan's Net Worth

$12.2 Million

Estimate Recalculated Jul 25, 2024 04:59PM EST

Who is David C Phelan?

David C Phelan has an estimated net worth of $12.2 Million. This is based on reported shares across multiple companies, which include STATE STREET CORP, PIONEER HIGH INCOME TRUST, PIONEER MUNICIPAL HIGH INCOME TRUST, PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST, Pioneer Floating Rate Trust, PIONEER INTEREST SHARES, and PIONEER TAX ADVANTAGED BALANCED TRUST.

SEC CIK

David C Phelan's CIK is 0001268183

Past Insider Trading and Trends

2009 was David C Phelan's most active year for acquiring shares with 2 total transactions. David C Phelan's most active month to acquire stocks was the month of January. 2021 was David C Phelan's most active year for disposing of shares, totalling 6 transactions. David C Phelan's most active month to dispose stocks was the month of January. 2007 saw David C Phelan paying a total of $1,113,431.04 for 15,888 shares, this is the most they've acquired in one year. In 2021 David C Phelan cashed out on 54,892 shares for a total of $4,629,927.46, their largest year based on trade value.

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STATE STREET CORP (STT) Snapshot price: $73.035

EVP; Gen Counsel and Secretary

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-0.55%
-391.00
$69.73
-$27,264.43
71.32K
Nov 15
Form 4
-0.54%
-391.00
$69.56
-$27,197.96
71.71K
Aug 15
Form 4
-0.54%
-391.00
$68.00
-$26,588.00
72.1K
May 15
Form 4
-3.37%
-2.52K
$86.63
-$1,299,450.00
72.49K
Feb 24
Form 4
+6.70%
4.71K
$94.11
-$775,654.62
75.02K
Feb 15
Form 4
-1.01%
-717.00
$79.46
-$56,972.82
70.31K
Nov 15
Form 4
-1.00%
-717.00
$74.46
-$53,387.82
71.02K
Aug 15
Form 4
-0.99%
-717.00
$69.21
-$49,623.57
71.74K
May 15
Form 4
+26.29%
15.08K
$88.74
-$123,259.86
72.46K
Feb 25
Form 4
-3.47%
-2.06K
$100.32
-$206,859.84
57.37K
Feb 15
Form 4
-1.75%
-1.06K
$99.92
-$105,815.28
59.44K
Nov 15
Form 4
-1.72%
-1.06K
$90.79
-$96,146.61
60.49K
Aug 15
Form 4
-44.82%
-50.00K
$84.30
-$4,215,000.00
61.55K
May 20
Form 4
-0.66%
-741.00
$86.75
-$64,281.75
111.55K
May 15
Form 4
+17.92%
17.06K
$72.77
-$73,934.32
112.29K
Feb 26
Form 4
-1.06%
-1.02K
$73.50
-$74,749.50
95.23K
Feb 15
Form 4
-1.86%
-1.82K
$68.52
-$124,843.44
96.25K
Nov 15
Form 4
-1.60%
-1.60K
$70.53
-$112,777.47
98.07K
Aug 15
Form 3
—
0
—
—
0
Form 4
+22.04%
18.99K
$44.27
-$37,098.26
105.14K
Feb 24
Form 4
-7.38%
-6.87K
$45.70
-$313,913.30
86.16K
Feb 15
Form 4
-0.59%
-548.00
$33.82
-$18,533.36
93K
Jun 30
Form 4
+54.83%
33.13K
—
—
93.55K
Feb 25
Form 4
-6.64%
-4.29K
$44.62
-$191,598.28
60.42K
Feb 15
Form 4
-1.02%
-664.00
$47.20
-$31,340.80
64.7K
Jun 30
Form 4
+135.04%
37.55K
$19.31
-$60,672.02
65.36K
Mar 5
Form 4
-8.75%
-2.67K
$27.00
-$71,982.00
27.81K
Feb 15
Form 4
-2.14%
-665.00
$63.99
-$42,553.35
30.37K
Jun 30
Form 4
+54.73%
10.98K
—
—
31.04K
Feb 28
Form 4
-7.75%
-1.69K
$83.92
-$141,405.20
20.06K
Feb 15
Form 4
-2.27%
-505.00
$68.40
-$34,542.00
21.75K
Jun 30
Form 4
+249.73%
15.89K
$70.08
$1,113,431.04
22.25K
Feb 14
Form 4
∞
6.36K
$62.88
$400,042.56
6.36K
Sep 20
Form 3
—
0
—
—
0
No matching records found

PIONEER HIGH INCOME TRUST (PHT) Snapshot price: $7.41

ASSISTANT SECRETARY

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

No price found

ASSISTANT SECRETARY

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST (MAV) Snapshot price: $8.1

Assistant Secretary

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

Pioneer Floating Rate Trust (PHD) Snapshot price: $9.675

Assistant Secretary

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found