JAMES B JR ROGERS
CIK 1271638 · last filed 2021-03-02
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$118.8K
Companies
5
Total Filings
22
Lifetime Open-Market Net
$88.6K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| Duff & Phelps Select MLP & Midstream Energy Fund Inc. (DSE) Delisted | Director | 2,000 | $9.49 | $19.0K | $8.4K | 2 | 2019-11-19 |
| SG | Director | 10,832 | $9.07 | $98.2K | $16.9K | 7 | 2019-10-07 |
| VGI | Director | 500 | $7.43 | $3.7K | $11.8K | 1 | 2018-11-20 |
| ZTR | Director | 2,471 | $6.80 | $16.8K | $25.8K | 3 | 2013-07-08 |
| Virtus Total Return Fund Inc. (ZF) Delisted | Director | 3,530 | — | — | $25.7K | 3 | 2013-07-08 |
Recent Filings · Page 2 of 3
22 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-11-20 | VGI | Buy (P) | +1,000 | $11.8K | EDGAR |
| 2013-11-18 | — | Buy (P) | +10,000 | $45.1K | |
| 2013-09-13 | — | Buy (P) | +10,000 | $42.5K | |
| 2013-08-19 | — | Buy (P) | +20,000 | $90.0K | |
| 2013-07-08 | ZTR | Buy (P) | +1,000 | $13.3K | EDGAR |
| 2013-07-08 | Virtus Total Return Fund Inc. (ZF) Delisted | Buy (P) | +1,000 | $13.2K | EDGAR |
| 2013-07-01 | — | Buy (P) | +10,000 | $35.1K | |
| 2013-06-26 | Virtus Total Return Fund Inc. (ZF) Delisted | Buy (P) | +1,000 | $12.4K | EDGAR |
| 2013-06-26 | ZTR | Buy (P) | +1,000 | $12.5K | EDGAR |
| 2013-06-21 | — | Buy (P) | +10,000 | $35.0K |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.