Carlton Bryan Neel Net Worth

The estimated Net Worth of Carlton Neel is at least $363 Thousand dollars as of 15 April 2015. Mr Neel owns over 775 units of Virtus Total Return Fund stock worth over $362,944 and over the last 21 years he sold ZTR stock worth over $0.

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Mr Neel ZTR stock SEC Form 4 insiders trading

Mr has made over 24 trades of the Virtus Total Return Fund stock since 2004, according to the Form 4 filled with the SEC. Most recently he bought 775 units of ZTR stock worth $11,889 on 15 April 2015.

The largest trade he's ever made was buying 25,000 units of Virtus Total Return Fund stock on 3 April 2013 worth over $322,500. On average, Mr trades about 6,630 units every 148 days since 2004. As of 15 April 2015 he still owns at least 60,390 units of Virtus Total Return Fund stock.

You can see the complete history of Mr Neel stock trades at the bottom of the page.

Mr. Carlton Bryan Neel biography

Carlton Bryan Neel is the Portfolio Mang. at Virtus Total Return Fund.

How old is Mr Neel?

Mr Neel is 53, he's been the Portfolio Mang. of Virtus Total Return Fund since . There are 14 older and 5 younger executives at Virtus Total Return Fund. The oldest executive at Virtus Total Return Fund Inc. is James Rogers, 78, who is the Independent Director.

What's Mr Neel's mailing address?

Carlton's mailing address filed with the SEC is ZWEIG FUNDS, 900 THIRD AVE, NEW YORK, NY, 10022.

Insiders trading at Virtus Total Return Fund

Over the last 21 years, insiders at Virtus Total Return Fund have traded over $256,677 worth of Virtus Total Return Fund stock and bought 217,572 units worth $1,736,063 . The most active insiders traders include James M Oates, George R Aylward, and Carlton Neel. On average, Virtus Total Return Fund executives and independent directors trade stock every 93 days with the average trade being worth of $20,885. The most recent stock trade was executed by William Patrick Iii Bradley on 20 May 2024, trading 5,000 units of ZTR stock currently worth $27,350.

What does Virtus Total Return Fund do?

in latin, virtus connotes the characteristics of integrity, quality and strength. those are the traits we stand for today as an investment management provider and the traits that will define us in the future. virtus investment partners provides investment management products and services to individuals and institutions. we operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand. we clearly understand the responsibility we have to our clients and we are committed to their success as investors. for important disclaimers, go to https://www.virtus.com/social-media-guidelines

Complete history of Mr Neel stock trades at Virtus Total Return Fund

Virtus Total Return Fund executives and stock owners

Virtus Total Return Fund executives and other stock owners filed with the SEC include:

• George Robert Aylward Jr., CPA, CPA,
  Chairman, Chief Exec. Officer and Pres
• William Bradley,
  Executive Vice President
• Geraldine McNamara,
  Independent Director
• Connie McDaniel,
  Independent Director
• John Mallin,
  Independent Director
• Sidney Harris,
  Independent Director
• Donald Burke,
  Independent Director
• Jennifer Fromm,
  Vice President, Chief Legal Officer, Counsel, Secretary
• Julia Short,
  Senior Vice President
• Peter Batchelar,
  Senior Vice President
• James Oates,
  Independent Director
• Francis Waltman,
  Executive Vice President
• Philip McLoughlin,
  Independent Chairman of the Board
• Brian Zino,
  Independent Director
• James Rogers,
  Independent Director
• R. Keith Walton,
  Independent Director
• Nancy Engberg,
  Senior Vice President, Chief Compliance Officer
• George Aylward,
  President, Chief Executive Officer, Director
• David Leon Albrycht C.F.A., CFA,
  Portfolio Mang.
• Richard Sherry C.F.A., CFA,
  Portfolio Mang.
• Carlton Bryan Neel,
  Portfolio Mang.
• Martin Edward Zweig Ph.D.,
  Pres of Zweig Consulting LLC
• William Patrick Bradley III,
  Chief Financial Officer, VP and Treasurer
• Sarah E Cogan,
  Director
• F Ford Drummond,
  Director
• William H Ii Wright,
  Director
• Carlton Neel,
  Executive Vice President
• Willliam R Moyer,
  Director
• David Dickerson,
  Senior Vice President
• Steven Glenn Wittwer,
  
• Daniel T Geraci,
  Fund President
• Wendy W Luscombe,
  Director
• Marc Baltuch,
  Chief Compliance Officer & VP
• Alden Olson,
  Director
• Martin Zweig,
  
• Charles H Brunie,
  Director