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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 |
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Direct
Shares |
109,392 |
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Indirect Shares
|
46,763 |
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Direct
Value |
$818,116 |
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Indirect Value
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$127,358 |
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Total
Shares |
156,155 |
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Total
Value |
$945,474 |
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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 :
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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 |
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MVC Capital |
MVC |
|
2020-12-23 |
0 |
2004-06-21 |
0 |
Premium* |
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Special Opportunities Fund Inc |
SPE |
Director |
2022-04-06 |
43,584 |
2016-11-01 |
9,388 |
Premium* |
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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
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Download |
Page 4 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 |
SPE |
Special Opportunities Fun... |
CCO and CFO |
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2015-08-19 |
4 |
B |
$14.85 |
$14,850 |
D/D |
1,000 |
9,220 |
2.81 |
- |
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MVC |
MVC Capital |
Director |
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2008-06-11 |
4 |
B |
$14.90 |
$74,500 |
D/D |
5,000 |
43,975 |
2.39 |
- |
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MVC |
MVC Capital |
Director |
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2008-06-12 |
4 |
B |
$14.90 |
$4,843 |
D/D |
325 |
44,300 |
2.31 |
- |
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SPE |
Special Opportunities Fun... |
CCO |
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2018-02-05 |
4 |
B |
$14.98 |
$77,896 |
D/D |
5,200 |
20,793 |
2.81 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
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2015-08-07 |
4 |
B |
$15.02 |
$15,020 |
D/D |
1,000 |
8,220 |
2.81 |
- |
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SPE |
Special Opportunities Fun... |
Chief Compliance Officer & CFO |
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2012-06-27 |
4 |
S |
$15.10 |
$11,023 |
I/I |
(730) |
4,270 |
0 |
- |
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SPE |
Special Opportunities Fun... |
CCO |
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2018-01-04 |
4 |
B |
$15.10 |
$30,200 |
D/D |
2,000 |
13,899 |
2.81 |
- |
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SPE |
Special Opportunities Fun... |
Chief Compliance Officer & CFO |
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2012-06-29 |
4 |
S |
$15.11 |
$4,318 |
I/I |
(285) |
750 |
0 |
- |
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SPE |
Special Opportunities Fun... |
Director |
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2021-09-20 |
4 |
B |
$15.16 |
$37,488 |
D/D |
2,472 |
41,648 |
2.39 |
% |
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SPE |
Special Opportunities Fun... |
Director |
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2011-07-27 |
4 |
B |
$15.61 |
$15,610 |
I/I |
1,000 |
5,000 |
2.1 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
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2016-10-26 |
4 |
D |
$15.61 |
$36,231 |
D/D |
(2,321) |
8,899 |
0 |
- |
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SPE |
Special Opportunities Fun... |
Director |
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2022-04-05 |
4 |
D |
$15.69 |
$83,675 |
D/D |
(5,333) |
37,984 |
0 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
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2014-02-26 |
4 |
B |
$16.00 |
$14,400 |
I/I |
900 |
5,170 |
2.58 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
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2013-12-26 |
4 |
B |
$16.97 |
$16,970 |
D/D |
1,000 |
6,384 |
2.81 |
- |
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MVC |
MVC Capital |
Director |
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2007-09-14 |
4 |
B |
$17.00 |
$29,750 |
D/D |
1,750 |
31,219 |
2.39 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
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2013-08-21 |
4 |
B |
$17.05 |
$17,050 |
D/D |
1,000 |
5,250 |
2.81 |
- |
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SPE |
Special Opportunities Fun... |
CCO and CFO |
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2013-05-01 |
4 |
B |
$17.08 |
$34,166 |
D/D |
2,000 |
4,250 |
2.81 |
- |
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MVC |
MVC Capital |
Director |
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2007-06-15 |
4 |
B |
$19.49 |
$89,654 |
D/D |
4,600 |
29,252 |
2.39 |
- |
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93 Records found
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Page 4 of 4 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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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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