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Phillip Goldstein net worth and biography

Phillip Goldstein Biography and Net Worth

Chairman of Special Opportunities Fund

Mr. Goldstein, who co-founded Bulldog Investors in 1993, is a Principal of the firm and its lead investment strategist. Widely acclaimed as one of the foremost experts in closed-end fund investing and in using activist techniques to enhance investment returns, he has appeared on and been interviewed by numerous business shows and publications, including CNBC, Forbes and Fortune Magazine. Mr. Goldstein plays a key role in implementing the firm’s activist strategies and, in this capacity, has served as a director of a number of closed-end funds in which a Bulldog-managed fund maintains a strategic position. He is currently a director of the Mexico Equity and Income Fund Inc., MVC Capital, Inc., Special Opportunities Fund, Inc., Crossroads Liquidating Trust, and Brookfield DTLA Fund Office Trust Investor Inc. Mr. Goldstein graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree.

What is Phillip Goldstein's net worth?: The estimated net worth of Phillip Goldstein is at least $142,783.53 as of June 28th, 2024. Mr. Goldstein owns 9,773 shares of Special Opportunities Fund stock worth more than $142,784 as of December 21st. This net worth approximation does not reflect any other investments that Mr. Goldstein may own. Learn More about Phillip Goldstein's net worth.
How old is Phillip Goldstein?: Mr. Goldstein is currently 79 years old. There are 3 older executives and no younger executives at Special Opportunities Fund. Learn More on Phillip Goldstein's age.
How do I contact Phillip Goldstein?: The corporate mailing address for Mr. Goldstein and other Special Opportunities Fund executives is , , . Special Opportunities Fund can also be reached via phone at 201-556-0092. Learn More on Phillip Goldstein's contact information.
Has Phillip Goldstein been buying or selling shares of Special Opportunities Fund?: Phillip Goldstein has not been actively trading shares of Special Opportunities Fund during the past quarter. Most recently, on Wednesday, April 5th, Phillip Goldstein bought 2,400 shares of Special Opportunities Fund stock. The stock was acquired at an average cost of $10.85 per share, with a total value of $26,040.00. Following the completion of the transaction, the chairman now directly owns 26,459 shares of the company's stock, valued at $287,080.15. Learn More on Phillip Goldstein's trading history.
Who are Special Opportunities Fund's active insiders?: Special Opportunities Fund's insider roster includes Phillip Goldstein (Chairman), and Gerald Hellerman (Director). Learn More on Special Opportunities Fund's active insiders.
Are insiders buying or selling shares of Special Opportunities Fund?: In the last year, insiders at the closed-end fund sold shares 1 times. They sold a total of 377 shares worth more than $5,179.98. The most recent insider tranaction occured on September, 20th when President Andrew Dakos sold 377 shares worth more than $5,179.98. Insiders at Special Opportunities Fund own 49.3% of the company. Learn More about insider trades at Special Opportunities Fund.
Information on this page was last updated on 9/20/2024.

Phillip Goldstein Insider Trading History at Special Opportunities Fund

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/5/2023	Buy	2,400	$10.85	$26,040.00	26,459
3/29/2023	Buy	675	$10.74	$7,249.50	22,491
2/3/2023	Buy	2,000	$11.85	$23,700.00	21,816
1/30/2023	Buy	2,000	$11.63	$23,260.00	19,816
2/7/2022	Buy	2,000	$14.76	$29,520.00
12/16/2021	Sell	2,542	$15.55	$39,528.10
7/21/2020	Buy	5,000	$11.85	$59,250.00	118,721
7/15/2020	Buy	11,405	$11.74	$133,894.70	113,721
3/19/2019	Buy	4,000	$13.36	$53,440.00	107,291
1/28/2019	Buy	3,100	$12.68	$39,308.00	103,191
1/15/2019	Buy	3,100	$12.49	$38,719.00	100,091
1/2/2019	Buy	5,003	$11.61	$58,084.83	97,088
12/27/2018	Buy	6,000	$11.32	$67,920.00	89,088
12/27/2018	Buy	6,000	$11.32	$67,920.00	89,088
12/19/2018	Buy	5,000	$11.61	$58,050.00	97,088
7/2/2018	Buy	2,407	$14.95	$35,984.65	86,088
6/28/2018	Buy	93	$14.95	$1,390.35	83,681
5/24/2018	Buy	3,000	$15.00	$45,000.00	83,588
5/11/2018	Buy	186	$15.03	$2,795.58	80,588
4/13/2018	Buy	3,000	$14.89	$44,670.00	80,402
3/27/2018	Buy	2,500	$14.70	$36,750.00	77,402
3/23/2018	Buy	3,630	$14.58	$52,925.40	71,902
2/27/2018	Buy	1,000	$14.92	$14,920.00	71,272
2/2/2018	Buy	1,000	$15.14	$15,140.00	70,272
8/3/2017	Buy	1,596	$15.52	$24,769.92	69,272
6/3/2016	Buy	1,661	$13.50	$22,423.50	81,747
4/1/2016	Buy	4,000	$13.06	$52,240.00	80,839
3/3/2016	Buy	200	$12.50	$2,500.00	80,739
1/6/2016	Buy	2,745	$12.96	$35,575.20	80,884
12/2/2015	Buy	8,000	$14.44	$115,520.00	77,894
11/3/2015	Buy	5,000	$14.55	$72,750.00	69,894
1/30/2015	Buy	8,500	$14.94	$126,990.00
12/24/2014	Buy	2,699	$15.19	$40,997.81
12/23/2014	Buy	13,301	$15.20	$202,175.20
8/31/2012	Buy	2,896	$15.22	$44,077.12

Phillip Goldstein Buying and Selling Activity at Special Opportunities Fund

Special Opportunities Fund Company Overview

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.

Today's Range

Now: $14.61

$14.43

$14.65

50 Day Range

MA: $14.89

$14.16

$15.50

2 Week Range

Now: $14.61

$11.67

$15.74

Volume

43,040 shs

Average Volume

32,981 shs

Market Capitalization

$163.37 million

P/E Ratio

N/A

Dividend Yield

7.69%

Beta

1.03

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Phillip Goldstein Biography and Net Worth

What is Phillip Goldstein's net worth?

How old is Phillip Goldstein?

How do I contact Phillip Goldstein?

Has Phillip Goldstein been buying or selling shares of Special Opportunities Fund?

Who are Special Opportunities Fund's active insiders?

Are insiders buying or selling shares of Special Opportunities Fund?