person · Reporting owner
MCNAMARA GERALDINE M
Disclosed activity across 15 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DNP SELECT INCOME FUND INCDNP · Entity 4041 | Director | February 19, 2025 | February 20, 2025 |
| DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INCDUC · Entity 12674 | Director | March 08, 2021 | March 10, 2021 |
| Duff & Phelps Select MLP & Midstream Energy Fund Inc.DSE · Entity 137850 | Director | January 01, 2020 | January 07, 2020 |
| Duff & Phelps Utility & Infrastructure Fund Inc.DPG · Entity 5444 | Director | February 19, 2025 | February 20, 2025 |
| Virtus Artificial Intelligence & Technology Opportunities FundAIO · Entity 5033 | Director | January 01, 2023 | January 06, 2023 |
| Virtus Convertible & Income 2024 Target Term FundCBH · Entity 90218 | Director | June 04, 2024 | June 05, 2024 |
| Virtus Convertible & Income FundNCV · Entity 8885 | Director | May 22, 2023 | May 30, 2023 |
| Virtus Convertible & Income Fund IINCZ · Entity 5978 | Director | May 23, 2023 | May 30, 2023 |
| Virtus Diversified Income & Convertible FundACV · Entity 6061 | Director | May 22, 2023 | May 30, 2023 |
| Virtus Dividend, Interest & Premium Strategy FundNFJ · Entity 4708 | Director | May 23, 2023 | May 30, 2023 |
| Virtus Equity & Convertible Income FundNIE · Entity 5206 | Director | January 01, 2023 | January 06, 2023 |
| Virtus Global Multi-Sector Income FundVGI · Entity 6888 | Director | January 01, 2020 | January 07, 2020 |
| Virtus Stone Harbor Emerging Markets Income FundEDF · Entity 6438 | Director | April 08, 2022 | April 18, 2022 |
| Virtus Stone Harbor Emerging Markets Total Income FundEDI · Entity 107987 | Director | April 08, 2022 | April 18, 2022 |
| Virtus Total Return Fund Inc.ZTR · Entity 5817 | Director | September 21, 2022 | September 23, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DNP SELECT INCOME FUND INC
Report date February 19, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 5,344.4759 |
Reported balance
After 2025-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-19 · Sale · Disposed 11,391.2075 · Balance 5,344.4759 F1: Includes 2080.5012 shares acquired by the reporting person since the reporting person's last Form 4 filing through a dividend reinvestment plan meeting the requirements of Rule 16a-11 promulgated under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2080.5012 shares acquired by the reporting person since the reporting person's last Form 4 filing through a dividend reinvestment plan meeting the requirements of Rule 16a-11 promulgated under the Securities Exchange Act of 1934.
DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC
Report date March 08, 2021 · Filed March 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-03-08 transaction · row 1
1 source rowRow 1 · 2021-03-08 · Other · Disposed 4,062.2166 · Balance 0 F1: Shares were disposed of pursuant to merger agreement between issuer and DNP Select Income Fund Inc. (DNP) in exchange for 4,287 shares of DNP common stock in connection with merger of the issuer into DNP. Shares of DNP common stock had a market value of $10.15 per share at the effective time of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were disposed of pursuant to merger agreement between issuer and DNP Select Income Fund Inc. (DNP) in exchange for 4,287 shares of DNP common stock in connection with merger of the issuer into DNP. Shares of DNP common stock had a market value of $10.15 per share at the effective time of the merger.
Duff & Phelps Select MLP & Midstream Energy Fund Inc.
Report date January 01, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,950.936 |
Reported balance
Holding disclosure · report date 2020-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,950.936 |
Duff & Phelps Utility & Infrastructure Fund Inc.
Report date February 19, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 4,911.629 |
Reported balance
After 2025-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-19 · Sale · Disposed 440 · Balance 4,911.629 F1: Includes 2351.629 shares acquired by the reporting person since the reporting person's last Form 4 filing through a dividend reinvestment plan meeting the requirements of Rule 16a-11 promulgated under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2351.629 shares acquired by the reporting person since the reporting person's last Form 4 filing through a dividend reinvestment plan meeting the requirements of Rule 16a-11 promulgated under the Securities Exchange Act of 1934.
Virtus Artificial Intelligence & Technology Opportunities Fund
Report date January 01, 2023 · Filed January 06, 2023
This filing explicitly reported no securities owned.
Virtus Convertible & Income 2024 Target Term Fund
Report date June 04, 2024 · Filed June 05, 2024
This filing explicitly reported no securities owned.
Virtus Convertible & Income Fund
Report date May 22, 2023 · Filed May 30, 2023
This filing explicitly reported no securities owned.
Virtus Convertible & Income Fund II
Report date May 23, 2023 · Filed May 30, 2023
This filing explicitly reported no securities owned.
Virtus Diversified Income & Convertible Fund
Report date May 22, 2023 · Filed May 30, 2023
This filing explicitly reported no securities owned.
Virtus Dividend, Interest & Premium Strategy Fund
Report date May 23, 2023 · Filed May 30, 2023
This filing explicitly reported no securities owned.
Virtus Equity & Convertible Income Fund
Report date January 01, 2023 · Filed January 06, 2023
This filing explicitly reported no securities owned.
Virtus Global Multi-Sector Income Fund
Report date January 01, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2020-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
Virtus Stone Harbor Emerging Markets Income Fund
Report date April 08, 2022 · Filed April 18, 2022
This filing explicitly reported no securities owned.
Virtus Stone Harbor Emerging Markets Total Income Fund
Report date April 08, 2022 · Filed April 18, 2022
This filing explicitly reported no securities owned.
Virtus Total Return Fund Inc.
Report date September 21, 2022 · Filed September 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 667 |
Reported balance
After 2022-09-21 transaction · row 1
1 source rowRow 1 · 2022-09-21 · Purchase · Acquired 167 · Balance 667 F1: Represents the number of shares of Common Stock that the Reporting Person purchased in the Issuer's rights offering. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock that the Reporting Person purchased in the Issuer's rights offering.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 19, 2025 Filed Feb 20, 2025 22:02 UTC | DNP SELECT INCOME FUND INC DNP · Entity 4041 | SaleCommon stock | 11,391.2075 | $9.41 | $107,191.26 |
DisclosureSEC source: 0001213900-25-015726 · marketforms-68246.xml · nonDerivative · entry 1 MCNAMARA GERALDINE M · CIK 0001244748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,344.4759 F1 · balance_after: Includes 2080.5012 shares acquired by the reporting person since the reporting person's last Form 4 filing through a dividend reinvestment plan meeting the requirements of Rule 16a-11 promulgated under the Securities Exchange Act of 1934. Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 17:05 UTC | Duff & Phelps Utility & Infrastructure Fund Inc. DPG · Entity 5444 | SaleCommon stock | 440 | $11.95 | $5,258.00 |
DisclosureSEC source: 0001213900-25-015727 · marketforms-68248.xml · nonDerivative · entry 1 MCNAMARA GERALDINE M · CIK 0001244748 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,911.629 F1 · balance_after: Includes 2351.629 shares acquired by the reporting person since the reporting person's last Form 4 filing through a dividend reinvestment plan meeting the requirements of Rule 16a-11 promulgated under the Securities Exchange Act of 1934. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 19:41 UTC | Virtus Total Return Fund Inc. ZTR · Entity 5817 | PurchaseCommon Stock | 167 | $6.96 | $1,162.32 |
DisclosureSEC source: 0001628280-22-025408 · wf-form4_166396206182056.xml · nonDerivative · entry 1 MCNAMARA GERALDINE M · CIK 0001244748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667 F1 · shares: Represents the number of shares of Common Stock that the Reporting Person purchased in the Issuer's rights offering. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 20:35 UTC | DNP SELECT INCOME FUND INC DNP · Entity 4041 | OtherCommon stock | 4,287 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-019430 · doc4.xml · nonDerivative · entry 1 MCNAMARA GERALDINE M · CIK 0001244748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,655.1822 F1 · kind: Shares were received pursuant to merger agreement between issuer and Duff & Phelps Utilities and Corporate Bond Trust Inc. (DUC) in exchange for 4,062.2166 shares of DUC common stock in connection with merger of DUC into the issuer. Shares of DUC common stock had a market value of $10.62 at the effective time of the merger F1 · price: Shares were received pursuant to merger agreement between issuer and Duff & Phelps Utilities and Corporate Bond Trust Inc. (DUC) in exchange for 4,062.2166 shares of DUC common stock in connection with merger of DUC into the issuer. Shares of DUC common stock had a market value of $10.62 at the effective time of the merger F2 · balance_after: This amount includes shares acquired through a dividend reinvestment plan meeting the requirements of Rule 16a-11 promulgated under the Securities Exchange Act of 1934. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 14:38 UTC | DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC DUC · Entity 12674 | OtherCommon stock | 4,062.2166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-019396 · doc4.xml · nonDerivative · entry 1 MCNAMARA GERALDINE M · CIK 0001244748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Shares were disposed of pursuant to merger agreement between issuer and DNP Select Income Fund Inc. (DNP) in exchange for 4,287 shares of DNP common stock in connection with merger of the issuer into DNP. Shares of DNP common stock had a market value of $10.15 per share at the effective time of the merger. F1 · price: Shares were disposed of pursuant to merger agreement between issuer and DNP Select Income Fund Inc. (DNP) in exchange for 4,287 shares of DNP common stock in connection with merger of the issuer into DNP. Shares of DNP common stock had a market value of $10.15 per share at the effective time of the merger. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.