Daniel R Omstead - Net Worth and Insider Trading
Daniel R Omstead Net Worth
The estimated net worth of Daniel R Omstead is at least $7 Million dollars as of 2024-11-29. Daniel R Omstead is the President of abrdn Healthcare Investors and owns about 178,269 shares of abrdn Healthcare Investors (HQH) stock worth over $3 Million. Daniel R Omstead is the President of abrdn Life Sciences Investors and owns about 197,518 shares of abrdn Life Sciences Investors (HQL) stock worth over $3 Million. Daniel R Omstead is also the President of Tekla Healthcare Opportunities Fund and owns about 31,202 shares of Tekla Healthcare Opportunities Fund (THQ) stock worth over $642,449. Besides these, Daniel R Omstead also holds Tekla World Healthcare Fund (THW) . Details can be seen in Daniel R Omstead's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Daniel R Omstead has not made any transactions after 2023-09-25 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Daniel R Omstead
Daniel R Omstead Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel R Omstead owns 4 companies in total, including abrdn Healthcare Investors (HQH) , abrdn Life Sciences Investors (HQL) , and Tekla Healthcare Opportunities Fund (THQ) among others .
Click here to see the complete history of Daniel R Omstead’s form 4 insider trades.
Insider Ownership Summary of Daniel R Omstead
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HQH | abrdn Healthcare Investors | 2023-09-25 | director & President |
| HQL | abrdn Life Sciences Investors | 2023-09-25 | director & President |
| THQ | Tekla Healthcare Opportunities Fund | 2020-03-17 | director & President |
 | | 2020-03-17 | director & PRESIDENT |
Daniel R Omstead Latest Holdings Summary
Daniel R Omstead currently owns a total of 4 stocks. Among these stocks, Daniel R Omstead owns 178,269 shares of abrdn Healthcare Investors (HQH) as of September 25, 2023, with a value of $3 Million and a weighting of 45.42%. Daniel R Omstead owns 197,518 shares of abrdn Life Sciences Investors (HQL) as of September 25, 2023, with a value of $3 Million and a weighting of 40.87%. Daniel R Omstead also owns 31,202 shares of Tekla Healthcare Opportunities Fund (THQ) as of March 17, 2020, with a value of $642,449 and a weighting of 9.41%. The other 1 stocks Tekla World Healthcare Fund (THW) have a combined weighting of 4.3% among all his current holdings.
Latest Holdings of Daniel R Omstead
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HQH | abrdn Healthcare Investors | 2023-09-25 | 178,269 | 17.40 | 3,101,881 |
| HQL | abrdn Life Sciences Investors | 2023-09-25 | 197,518 | 14.13 | 2,790,929 |
| THQ | Tekla Healthcare Opportunities Fund | 2020-03-17 | 31,202 | 20.59 | 642,449 |
| THW | Tekla World Healthcare Fund | 2020-03-17 | 24,326 | 12.08 | 293,858 |
Holding Weightings of Daniel R Omstead
Daniel R Omstead Form 4 Trading Tracker
According to the SEC Form 4 filings, Daniel R Omstead has made a total of 6 transactions in abrdn Healthcare Investors (HQH) over the past 5 years, including 6 buys and 0 sells. The most-recent trade in abrdn Healthcare Investors is the acquisition of 9,500 shares on September 25, 2023, which cost Daniel R Omstead around $148,485.
According to the SEC Form 4 filings, Daniel R Omstead has made a total of 7 transactions in abrdn Life Sciences Investors (HQL) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in abrdn Life Sciences Investors is the acquisition of 10,096 shares on September 25, 2023, which cost Daniel R Omstead around $125,089.
According to the SEC Form 4 filings, Daniel R Omstead has made a total of 1 transactions in Tekla Healthcare Opportunities Fund (THQ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Tekla Healthcare Opportunities Fund is the acquisition of 7,300 shares on March 17, 2020, which cost Daniel R Omstead around $107,091.
More details on Daniel R Omstead's insider transactions can be found in the Insider Trading History of Daniel R Omstead table.Insider Trading History of Daniel R Omstead
- 1
Daniel R Omstead Trading Performance
GuruFocus tracks the stock performance after each of Daniel R Omstead's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel R Omstead is 9.66%. GuruFocus also compares Daniel R Omstead's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel R Omstead within 3 months outperforms 14 times out of 23 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Daniel R Omstead's insider trading performs compared to the benchmark.
Performance of Daniel R Omstead
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 6.05 | | | | | |
| Relative Return to S&P 500(%) | 2.67 | | | | | |
Daniel R Omstead Ownership Network
Daniel R Omstead Owned Company Details
What does abrdn Healthcare Investors do?
Who are the key executives at abrdn Healthcare Investors?
Daniel R Omstead is the director & President of abrdn Healthcare Investors. Other key executives at abrdn Healthcare Investors include Vice President Alan R Goodson , other: Director of Adviser Jaclyn Marie Matsick , and Chief Compliance Officer & VP Joseph Andolina .
abrdn Healthcare Investors (HQH) Insider Trades Summary
Over the past 18 months, Daniel R Omstead made 2 insider transaction in abrdn Healthcare Investors (HQH) with a net purchase of 19,000. Other recent insider transactions involving abrdn Healthcare Investors (HQH) include a net purchase of 1,000 shares made by Bill Maher , a net purchase of 1,000 shares made by Todd Reit , and a net purchase of 1,000 shares made by Rose Dimartino .
In summary, during the past 3 months, insiders sold 0 shares of abrdn Healthcare Investors (HQH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of abrdn Healthcare Investors (HQH) were sold and 22,695 shares were bought by its insiders, resulting in a net purchase of 22,695 shares.
abrdn Healthcare Investors (HQH)'s detailed insider trading history can be found in Insider Trading Tracker table.
abrdn Healthcare Investors Insider Transactions
Daniel R Omstead Mailing Address
Above is the net worth, insider trading, and ownership report for Daniel R Omstead. You might contact Daniel R Omstead via mailing address: C/o H&q Healthcare Investors, 2 Liberty Square, 9th Floor, Boston Ma 02109.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
