Phillip Franklin Goldstein
Net Worth

Last updated:

What is Phillip Franklin Goldstein net worth?

The estimated net worth of Mr. Phillip Franklin Goldstein is at least $1,604,647 as of 29 Dec 2023. He owns shares worth $57,603 as insider and has earned $1,547,044 from insider trading in Special Opportunities Fund, Inc..

What stocks does Phillip Franklin Goldstein currently own?

As insider, Mr. Phillip Franklin Goldstein owns shares in one company:

Company Title Shares Price per share Total value
Special Opportunities Fund, Inc. (SPE) Chairman and Sec. 3,738 $15.41 $57,603

What does Special Opportunities Fund, Inc. do?

Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.

SPE logo
SPE
Special Opportunities Fund, Inc.
$15.41

Phillip Franklin Goldstein insider trading

Special Opportunities Fund, Inc.

Mr. Phillip Franklin Goldstein has made 7 insider trades between 2010-2023, according to the Form 4 filled with the SEC. Most recently he sold 3,008 units of SPE stock on 29 Dec 2023.

The largest trade he's ever made was exercising 88,330 units of SPE stock on 4 Jun 2021. As of 29 Dec 2023 he still owns at least 3,738 units of SPE stock.

Transaction Date Security Shares Price per share Total value Source
Sale
2.75% Convertible Preferred Stock, Series C 3,008 N/A N/A
Purchase
Common Stock 44 $11.75 $517
Purchase
Common Stock 1,319 $11.78 $15,538
Sale
2.75% Convertible Preferred Stock, Series C 2,623 N/A N/A
Purchase
Common Stock 5,000 $10.85 $54,250
Purchase
Common Stock 2,400 $10.85 $26,040
Purchase
Common Stock 1,568 $10.85 $17,013
Purchase
Common Stock 675 $10.74 $7,250
Purchase
Common Stock 2,000 $11.85 $23,700
Purchase
Common Stock 2,000 $11.63 $23,260
Purchase
Common Stock 2,000 $14.76 $29,510
Sale
Common Stock 2,542 $15.55 $39,528
Option
Common Stock 5,475 N/A N/A
Option
3.50% Convertible Preferred Stock Series B 2,800 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 2,800 $30.05 $84,140
Sale
Common Stock 10,000 $15.43 $154,300
Sale
Common Stock 88,330 $15.32 $1,353,216
Purchase
Common Stock 10,000 N/A N/A
Purchase
Common Stock 10,000 N/A N/A
Purchase
Common Stock 19,254 N/A N/A
Sale
Common Stock 6,418 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 2,613 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 100 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 900 N/A N/A
Purchase
Common Stock 4,000 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 165 N/A N/A
Purchase
Common Stock 3,100 N/A N/A
Purchase
Common Stock 3,100 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 3,000 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 2,500 N/A N/A
Purchase
3.50% Convertible Preferred Stock Series B 3,000 N/A N/A
Purchase
Common Stock 3 N/A N/A
Purchase
Common Stock 6,000 N/A N/A
Purchase
Common Stock 5,000 N/A N/A
Purchase
Common Stock 2,407 N/A N/A
Purchase
Common Stock 93 N/A N/A
Purchase
Common Stock 3,000 N/A N/A
Purchase
Common Stock 186 N/A N/A
Purchase
Common Stock 3,000 N/A N/A
Purchase
Common Stock 2,500 N/A N/A
Purchase
Common Stock 3,000 N/A N/A
Purchase
Common Stock 630 N/A N/A
Purchase
Common Stock 1,000 N/A N/A
Purchase
Common Stock 1,000 N/A N/A
Purchase
Common Stock 1,596 N/A N/A
Purchase
Common Stock 1 N/A N/A
Purchase
Common Stock 752 N/A N/A
Purchase
Common Stock 908 N/A N/A
Purchase
Common Stock 4,000 N/A N/A
Purchase
Common Stock 100 N/A N/A
Purchase
Common Stock 100 N/A N/A
Purchase
Common Stock 5,000 N/A N/A
Purchase
Common Stock 245 N/A N/A
Purchase
Common Stock 8,000 N/A N/A
Purchase
Common Stock 3,200 N/A N/A
Purchase
Common Stock 2,667 N/A N/A
Purchase
Common Stock 3,133 N/A N/A
Purchase
Common Stock 1,900 N/A N/A
Purchase
Common Stock 3,000 N/A N/A
Purchase
Common Stock 5,500 N/A N/A
Purchase
Common Stock 3,000 N/A N/A
Purchase
Common Stock 245 N/A N/A
Purchase
Common Stock 2,699 N/A N/A
Purchase
Common Stock 10,301 N/A N/A
Purchase
Common Stock 3,000 N/A N/A
Purchase
3% convertible prefered stock, series A 662 N/A N/A
Purchase
3.00% Convertible Preferred Stock, Series A 20 N/A N/A
Purchase
Common Stock 2,896 N/A N/A
Purchase
Common Stock 10,561 N/A N/A
Purchase
Common Stock 5,000 N/A N/A
Purchase
Common Stock 3,151 N/A N/A
Purchase
Common Stock 5,000 N/A N/A
Purchase
Common Stock 5,000 N/A N/A
Purchase
Common Stock 1,350 N/A N/A
Sale
Common Stock 62,626 N/A N/A

Special Opportunities Fund key executives

Special Opportunities Fund, Inc. executives and other stock owners filed with the SEC: