James M Oates's Net Worth

$10.6 Million

Estimate Recalculated May 15, 2024 12:37PM EST

Who is James M Oates?

James M Oates has an estimated net worth of $10.6 Million. This is based on reported shares across multiple companies, which include Virtus Total Return Fund, JOHN HANCOCK PREMIUM DIVIDEND FUND, JOHN HANCOCK PREFERRED INCOME FUND III, JOHN HANCOCK BANK & THRIFT OPPORTUNITY FUND, JOHN HANCOCK PREFERRED INCOME FUND, VIRTUS GLOBAL DIVIDEND & INCOME FUND INC., JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND, JOHN HANCOCK PREFERRED INCOME FUND II, Duff & Phelps Select Energy MLP Fund Inc., John Hancock Hedged Equity & Income Fund, Virtus Global Multi-Sector Income Fund, JOHN HANCOCK INCOME SECURITIES TRUST, JOHN HANCOCK INVESTORS TRUST, STIFEL FINANCIAL CORP, John Hancock Tax-Advantaged Global Shareholder Yield Fund, Virtus Total Return Fund Inc., and INVESTORS FINANCIAL SERVICES CORP.

SEC CIK

James M Oates's CIK is 0001180238

Past Insider Trading and Trends

2008 was James M Oates's most active year for acquiring shares with 30 total transactions. James M Oates's most active month to acquire stocks was the month of December. 2008 was James M Oates's most active year for disposing of shares, totalling 27 transactions. James M Oates's most active month to dispose stocks was the month of December. 2006 saw James M Oates paying a total of $339,582.21 for 29,759 shares, this is the most they've acquired in one year. In 2009 James M Oates cashed out on 46,172 shares for a total of $1,402,400.00, their largest year based on trade value.

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Virtus Total Return Fund No price found

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
Form 4
∞
10K
$3.45
$34,496.30
10K
Jan 26
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK PREMIUM DIVIDEND FUND (PDT) Snapshot price: $10.9401

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+17.20%
162
$12.22
$1,979.64
1.1K
Feb 10
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK PREFERRED INCOME FUND III (HPS) Snapshot price: $14.87

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+16.29%
118
$16.82
$1,984.41
842.29
Feb 10
Form 4
+9.43%
61
$16.06
$979.66
708.15
Nov 18
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK BANK & THRIFT OPPORTUNITY FUND (BTO) Snapshot price: $28.285

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

JOHN HANCOCK PREFERRED INCOME FUND (HPI) Snapshot price: $16.114

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+16.56%
105
$18.95
$1,989.45
739.22
Feb 10
Form 4
+9.35%
53
$18.35
$972.54
620.12
Nov 18
Form 3
—
0
—
—
0
No matching records found