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Insider
Information: |
Hellerman Gerald |
Relationship: |
Director |
City: |
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State: |
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Insider
Summary: |
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Companies Owned : |
5 |
|
Direct
Shares |
109,392 |
|
Indirect Shares
|
46,763 |
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Direct
Value |
$837,328 |
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Indirect Value
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$130,738 |
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Total
Shares |
156,155 |
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Total
Value |
$968,065 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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14
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1
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Stock
price went up :
|
7
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0
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Stock
price went down : |
7
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1
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Gain/Loss Ratio : |
0.0
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-1.0
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Percentage
Gain/Loss : |
6.9%
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-22.2%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
MVC Capital |
MVC |
|
2020-12-23 |
0 |
2004-06-21 |
0 |
Premium* |
|
Special Opportunities Fund Inc |
SPE |
Director |
2022-04-06 |
43,584 |
2016-11-01 |
9,388 |
Premium* |
|
Imperial Holdings, Llc |
IFT |
Director |
2016-06-02 |
28,449 |
2016-06-02 |
37,375 |
Premium* |
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Swiss Helvetia Fund |
SWZ |
Director |
2022-03-02 |
5,324 |
2018-10-19 |
0 |
Premium* |
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Putnam High Income Bond Fund |
PCF |
Director |
2022-01-21 |
32,035 |
2019-03-19 |
0 |
Premium* |
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Records found :
93 |
Free Registration Required For Full Results. Limit: 25
|
|
Download |
Page 2 of 4
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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3m +/- |
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|
Form |
PCF |
Putnam High Income Bond F... |
Director |
|
2020-04-03 |
4 |
B |
$5.91 |
$5,910 |
D/D |
1,000 |
5,432 |
2.39 |
% |
|
PCF |
Putnam High Income Bond F... |
Director |
|
2020-09-11 |
4 |
B |
$8.26 |
$413 |
D/D |
50 |
5,776 |
2.31 |
% |
|
IFT |
Imperial Holdings, Llc |
Director |
|
2013-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
2,881 |
5,809 |
0 |
- |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2013-12-26 |
4 |
B |
$16.97 |
$16,970 |
D/D |
1,000 |
6,384 |
2.81 |
- |
|
MVC |
MVC Capital |
Director |
|
2004-06-21 |
4 |
B |
$9.35 |
$28,050 |
D/D |
3,000 |
7,000 |
2.39 |
- |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2014-02-27 |
4 |
A |
$0.00 |
$0 |
I/I |
1,858 |
7,028 |
0 |
- |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2014-02-27 |
4 |
A |
$0.00 |
$0 |
D/D |
836 |
7,220 |
0 |
- |
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PCF |
Putnam High Income Bond F... |
Director |
|
2020-10-30 |
4 |
B |
$7.24 |
$14,499 |
D/D |
2,000 |
7,776 |
2.39 |
% |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2015-08-07 |
4 |
B |
$15.02 |
$15,020 |
D/D |
1,000 |
8,220 |
2.81 |
- |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2016-10-26 |
4 |
D |
$15.61 |
$36,231 |
D/D |
(2,321) |
8,899 |
0 |
- |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2015-08-19 |
4 |
B |
$14.85 |
$14,850 |
D/D |
1,000 |
9,220 |
2.81 |
- |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2016-03-01 |
4 |
B |
$12.45 |
$12,089 |
I/I |
971 |
9,388 |
2.58 |
- |
|
MVC |
MVC Capital |
Director |
|
2005-01-03 |
4 |
B |
$9.10 |
$31,850 |
D/D |
3,500 |
10,500 |
2.39 |
- |
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IFT |
Imperial Holdings, Llc |
Director |
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2014-06-05 |
4 |
A |
$0.00 |
$0 |
D/D |
4,830 |
10,639 |
0 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2015-08-25 |
4 |
B |
$14.28 |
$21,422 |
D/D |
1,500 |
10,720 |
2.81 |
- |
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PCF |
Putnam High Income Bond F... |
Director |
|
2021-09-17 |
4 |
S |
$10.00 |
$90,000 |
D/D |
(9,000) |
11,012 |
0 |
% |
|
SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2016-01-04 |
4 |
B |
$13.05 |
$19,575 |
D/D |
1,500 |
11,220 |
2.81 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
|
2016-11-01 |
4 |
B |
$14.16 |
$42,480 |
D/D |
3,000 |
11,899 |
2.81 |
- |
|
MVC |
MVC Capital |
Director |
|
2005-01-10 |
4 |
B |
$9.10 |
$27,300 |
D/D |
3,000 |
13,500 |
2.39 |
- |
|
SPE |
Special Opportunities Fun... |
CCO |
|
2018-01-04 |
4 |
B |
$15.10 |
$30,200 |
D/D |
2,000 |
13,899 |
2.81 |
- |
|
IFT |
Imperial Holdings, Llc |
Director |
|
2015-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
4,854 |
15,493 |
0 |
- |
|
MVC |
MVC Capital |
Director |
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2005-07-15 |
4 |
B |
$10.32 |
$44,376 |
D/D |
4,300 |
17,800 |
2.39 |
- |
|
MVC |
MVC Capital |
officerTitle |
|
2006-01-11 |
4 |
B |
$10.80 |
$12,420 |
D/D |
1,150 |
18,950 |
2.39 |
- |
|
PCF |
Putnam High Income Bond F... |
Director |
|
2021-02-02 |
4 |
OE |
$8.24 |
$92,148 |
D/D |
11,183 |
19,234 |
0 |
- |
|
MVC |
MVC Capital |
officerTitle |
|
2006-01-19 |
4 |
B |
$11.15 |
$8,920 |
D/D |
800 |
20,134 |
2.39 |
- |
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93 Records found
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|
Page 2 of 4 |
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Free Registration Required For Full Results. Limit: 25
|
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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