DUGGAN ROBERT W

CLEARWATER, FL Investment Advisor How do I update this listing?

Duggan Robert W is based out of Clearwater. Duggan Robert W is a large advisory firm with discretionary assets under management (AUM) of $2,909,329,809 (Form ADV from 2015-06-11). Whalewisdom has at least 49 13D filings, 2 13G filings, and 86 Form 4 filings

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Contact Info

duggan robert w
611 SOUTH FORT HARRISON AVE
CLEARWATER FL    33756

Business Phone: 510-906-4600
SEC SIC CODE:
3841-SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
Current 13D/G Holdings
Stock Sector Shares Held Market Value Rank Source Source Date
Summit Therapeutics plc ADR (SMMT) HEALTH CARE 231,048,661 1,085,928,706.70 1 13D 2020-01-14
Pulse Biosciences Inc (PLSE) HEALTH CARE 12,142,715 261,189,799.65 2 13D 2021-04-14
SUMMIT THERAPEUTICS ORD SHS (SMMT) 71,647,509 3 13D 2021-05-12

View Last Form Adv Compilation Report on Record

ROBERT W. DUGGAN AND ASSOCIATES
1740 GULF BLVD
BELLEAIR BEACH FL    33786
Country: United States

Business Phone: 503-720-3175
Fax: 650-618-0439
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Sole Proprietorship
Organized in: CA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.G
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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DUGGAN, ROBERT W.

ownership team - last updated 2015-06-11
Name Title Start Date Direct/Indirect % Ownership
DUGGAN, ROBERT OWNER 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
DUGGAN, ROBERT W. OWNER direct 2000-01-01
LIGGETT, AUTRY CHIEF COMPLIANCE OFFICER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
DUGGAN, ROBERT W. CHIEF COMPLIANCE OFFICER direct 2013-10-01

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