Oakmark Equity And Income Investor (OAKBX)

Nasdaq • Currently down 0.28 (-0.66%) in today's trading session

2 members of Congress have disclosed 3 trades in Oakmark Equity And Income Investor (OAKBX) via STOCK Act filings. The most recent disclosure was a sale by Bradley Scott Schneider on 18 December 2018. The most active traders have been Bradley Scott Schneider (2) and Frank Pallone (1). Aggregate disclosed activity totals roughly $458K in sales (midpoint estimates from bracketed disclosure amounts).

Oakmark Equity And Income Investor is currently trading at $41.89, positioned at 95% of its 52-week range ($36.90 – $42.17).

Want to automatically copy Pelosi trades?

Mirror Nancy Pelosi's portfolio with just one click on eToro.

Claim Free AssetCopy Automatically with eToro

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Past Performance is not an indication of future results.

Current Price
$41.89
24h Change
-0.28 (-0.66%)
52 Week Range
$36.90–$42.17
View on NASDAQ

Oakmark Equity And Income Investor Price History and Technical Analysis

Interactive Chart

Congressional Trading Activity for OAKBX

Select to highlight on chart
3 transactions
Compliance: 0%
Bradley Scott Schneider18 Dec 20184 Aug 2019SaleStock$250,001 - $500,000N/A
Bradley Scott Schneider11 Dec 20184 Aug 2019SaleStock$50,001 - $100,000N/A
Frank Pallone15 Nov 201715 May 2018SaleStock$1,001 - $15,000N/A

Select transactions to view their annotations on the chart

Stock Overview

Market Data

Market Cap

$6.05B

Volume

0

Beta

0.90

P/E Ratio

20.38

Fundamentals

EPS

$2.06

Div. Yield

2.05%

Open

$42.17

Day Range

$41.89 – $42.17

Company Information

Sector
Financial Services
Industry
Asset Management - Income
Exchange
NASDAQ · USD
Country
US
IPO Date
1995-10-31
Website
oakmark.com/our-funds/oakmark-equity-and-income

This fund endeavors to generate income while also safeguarding and expanding capital over time. Its primary strategy involves investing in a diverse portfolio of U.S. stocks and bonds. Structured to provide a balanced investment program focusing on b...

No earnings data available for this stock.

Dividends

Dividend History

29 Jun 2026
Amount $0.2206
30 Mar 2026
Amount $0.2100
30 Dec 2025
Amount $0.2092
29 Sept 2025
Amount $0.2196
27 Jun 2025
Amount $0.2176
28 Mar 2025
Amount $0.1975
30 Dec 2024
Amount $0.1781
27 Sept 2024
Amount $0.2036
27 Jun 2024
Amount $0.1772
27 Mar 2024
Amount $0.1796
14 Dec 2023
Amount $0.7691
15 Dec 2022
Amount $0.4250
16 Dec 2021
Amount $4.8878
10 Dec 2020
Amount $1.2760
12 Dec 2019
Amount $2.6650
13 Dec 2018
Amount $2.7030
14 Dec 2017
Amount $2.6030
28 Nov 2016
Amount $1.2570
17 Dec 2015
Amount $1.8650
18 Dec 2014
Amount $2.9910
19 Dec 2013
Amount $2.7120
13 Dec 2012
Amount $0.9960
15 Dec 2011
Amount $0.8460
16 Dec 2010
Amount $0.2250
17 Dec 2009
Amount $0.2930
18 Dec 2008
Amount $0.9610
13 Dec 2007
Amount $2.1110
14 Dec 2006
Amount $1.8090
15 Dec 2005
Amount $0.5470
9 Dec 2004
Amount $0.7890
20 Nov 2003
Amount $0.1380
21 Nov 2002
Amount $0.2420
15 Nov 2001
Amount $0.1960
17 Nov 2000
Amount $1.2440
19 Nov 1999
Amount $1.8140
23 Nov 1998
Amount $0.4160
18 Nov 1997
Amount $0.8240
11 Dec 1996
Amount $0.2510

No stock split data available for this stock.

Similar Stocks

Based on congressional trading patterns

Smart Recommendations
No similar stocks found
No congressional trading patterns available for recommendations

Frequently Asked Questions about OAKBX

Which members of Congress have traded OAKBX?
2 members of Congress have disclosed 3 trades in Oakmark Equity And Income Investor (OAKBX) under the STOCK Act. The most active traders are Bradley Scott Schneider and Frank Pallone.
When was OAKBX most recently disclosed by Congress?
The most recent OAKBX disclosure was a sale by Bradley Scott Schneider on 18 December 2018.
What is the total disclosed congressional trading volume for OAKBX?
Members of Congress have disclosed approximately $458K in OAKBX sales (midpoint estimate derived from the bracketed amount ranges used in STOCK Act filings).
How can I track new congressional trades in OAKBX?
This OAKBX page updates as soon as new STOCK Act disclosures are filed for Oakmark Equity And Income Investor. Every trade, politician, transaction date and amount range is surfaced above, typically within hours of the official filing appearing on the House or Senate disclosure portals.
Pelosi Tracker
PoliticiansBillsArticlesPortfoliosPricingAboutLegalTerms of ServicePrivacy Policy
Français
© 2026 - All rights reserved. Powered by Vantara Labs
Pelosi Tracker is an independent, third-party platform. It is not affiliated with, endorsed by, or in any way associated with Nancy Pelosi, her office or her representatives, or with any other member of Congress. Any use of her name is solely for the purpose of discussing publicly available information.The information provided by Pelosi Tracker is for informational and educational purposes only and is not intended to serve as, nor should it be construed as, financial or investment advice. The data presented here is sourced from publicly available filings and records. While we strive for accuracy, timeliness, and completeness, we do not guarantee that all information is error-free or current.