Phillip Soccio - Net Worth and Insider Trading

Phillip Soccio Net Worth

The estimated net worth of Phillip Soccio is at least $63,520 dollars as of 2024-11-29. Phillip Soccio is the Portfolio Manager of Blackrock Munivest Fund Inc and owns about 4,701 shares of Blackrock Munivest Fund Inc (MVF) stock worth over $34,928. Phillip Soccio is the Portfolio Manager of Blackrock Municipal 2030 Target Term Trust and owns about 1,338 shares of Blackrock Municipal 2030 Target Term Trust (BTT) stock worth over $28,580. Phillip Soccio is also the Portfolio Manager of Blackrock Muniyield Pennsylvania Quality Fund and owns about 1 shares of Blackrock Muniyield Pennsylvania Quality Fund (MPA) stock worth over $12. Besides these, Phillip Soccio also holds Blackrock Municipal Income Trust II (BLE) , BlackRock MuniHoldings Quality Fund II Inc (MUE) . Details can be seen in Phillip Soccio'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 Phillip Soccio has not made any transactions after 2024-10-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Phillip Soccio

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Phillip Soccio Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Phillip Soccio owns 39 companies in total, including Blackrock Munivest Fund Inc (MVF) , BlackRock MuniHoldings Quality Fund II Inc (MUE) , and Blackrock Muniyield Investment Quality Fund (MFT) among others .

Click here to see the complete history of Phillip Soccio’s form 4 insider trades.

Insider Ownership Summary of Phillip Soccio

Ticker Comapny Transaction Date Type of Owner
MVF Blackrock Munivest Fund Inc 2020-05-28 other: Portfolio Manager
MUE BlackRock MuniHoldings Quality Fund II Inc 2020-04-27 other: Portfolio Manager
MFT Blackrock Muniyield Investment Quality Fund 2020-01-31 other: Portfolio Manager
LIMIT LIMIT 2020-01-31 other: Portfolio Manager
LIMIT LIMIT 2018-02-01 other: Portfolio Manager
LIMIT LIMIT 2024-10-04 other: Portfolio Manager
LIMIT LIMIT 2017-05-26 other: Portfolio Manager
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LIMIT LIMIT 2016-04-06 other: Portfolio Manager
LIMIT LIMIT 2023-03-01 other: Portfolio Manager
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LIMIT LIMIT 2022-09-29 other: Portfolio Manager
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LIMIT LIMIT 2024-10-04 other: Portfolio Manager
LIMIT LIMIT 2022-09-29 other: Portfolio Manager
LIMIT LIMIT 2022-10-26 other: Portfolio Manager
LIMIT LIMIT 2023-03-01 other: Portfolio Manager
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Phillip Soccio Latest Holdings Summary

Phillip Soccio currently owns a total of 5 stocks. Among these stocks, Phillip Soccio owns 4,701 shares of Blackrock Munivest Fund Inc (MVF) as of May 28, 2020, with a value of $34,928 and a weighting of 54.99%. Phillip Soccio owns 1,338 shares of Blackrock Municipal 2030 Target Term Trust (BTT) as of January 25, 2017, with a value of $28,580 and a weighting of 44.99%. Phillip Soccio also owns 1 shares of Blackrock Muniyield Pennsylvania Quality Fund (MPA) as of October 4, 2024, with a value of $12 and a weighting of 0.02%. The other 2 stocks Blackrock Municipal Income Trust II (BLE) , BlackRock MuniHoldings Quality Fund II Inc (MUE) have a combined weighting of 0% among all his current holdings.

Latest Holdings of Phillip Soccio

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
MVF Blackrock Munivest Fund Inc 2020-05-28 4,701 7.43 34,928
BTT Blackrock Municipal 2030 Target Term Trust 2017-01-25 1,338 21.36 28,580
MPA Blackrock Muniyield Pennsylvania Quality Fund 2024-10-04 1 12.26 12
BLE Blackrock Municipal Income Trust II 2024-10-04 0 10.97 0
MUE BlackRock MuniHoldings Quality Fund II Inc 2020-04-27 0 10.71 0

Holding Weightings of Phillip Soccio


Phillip Soccio Form 4 Trading Tracker

According to the SEC Form 4 filings, Phillip Soccio has made a total of 2 transactions in Blackrock Munivest Fund Inc (MVF) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Blackrock Munivest Fund Inc is the acquisition of 1,200 shares on May 28, 2020, which cost Phillip Soccio around $9,960.

According to the SEC Form 4 filings, Phillip Soccio has made a total of 0 transactions in Blackrock Municipal 2030 Target Term Trust (BTT) over the past 5 years. The most-recent trade in Blackrock Municipal 2030 Target Term Trust is the acquisition of 310 shares on January 25, 2017, which cost Phillip Soccio around $6,991.

According to the SEC Form 4 filings, Phillip Soccio has made a total of 1 transactions in Blackrock Muniyield Pennsylvania Quality Fund (MPA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Blackrock Muniyield Pennsylvania Quality Fund is the sale of 2,056 shares on October 4, 2024, which brought Phillip Soccio around $25,577.

More details on Phillip Soccio's insider transactions can be found in the Insider Trading History of Phillip Soccio table.

Insider Trading History of Phillip Soccio

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Phillip Soccio Trading Performance

GuruFocus tracks the stock performance after each of Phillip Soccio's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phillip Soccio is 2.67%. GuruFocus also compares Phillip Soccio's trading performance to market benchmark return within the same time period. The performance of stocks bought by Phillip Soccio within 3 months outperforms 0 times out of 10 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Phillip Soccio's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Phillip Soccio

Average Return

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Average return per transaction

Outperforming Transactions

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6 out of 10 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 1.41 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.15 LIMIT LIMIT LIMIT LIMIT LIMIT

Phillip Soccio Ownership Network

Ownership Network List of Phillip Soccio

No Data

Ownership Network Relation of Phillip Soccio

Insider Network Chart

Phillip Soccio Owned Company Details

What does Blackrock Munivest Fund Inc do?

Who are the key executives at Blackrock Munivest Fund Inc?

Phillip Soccio is the other: Portfolio Manager of Blackrock Munivest Fund Inc. Other key executives at Blackrock Munivest Fund Inc include Chief Compliance Officer Aaron David Wasserman , other: Portfolio Manager Kristi Manidis Santiago , and other: Portfolio Manager Walter Oconnor .

Blackrock Munivest Fund Inc (MVF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Blackrock Munivest Fund Inc (MVF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Blackrock Munivest Fund Inc (MVF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Blackrock Munivest Fund Inc (MVF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Blackrock Munivest Fund Inc Insider Transactions

No Available Data

Phillip Soccio Mailing Address

Above is the net worth, insider trading, and ownership report for Phillip Soccio. You might contact Phillip Soccio via mailing address: 100 Bellevue Parkway, Wilmington De 19809.

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