| |
| |
|
| Insider
Information: |
Brock-Kyle Angela |
| Relationship: |
|
| City: |
Birmingham |
| State: |
AL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
15,202 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$193,804 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
15,202 |
|
|
| Total
Value |
$193,804 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
1
|
|
Stock
price went up :
|
1
|
1
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
1.0
|
| Percentage
Gain/Loss : |
 -6.1%
|
 5.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Infinity Property & Casualty Corp |
IPCC |
Director |
2018-07-02 |
0 |
2014-06-02 |
0 |
Premium* |
|
|
Fiduciary/claymore Energy Infras... |
FMO |
Trustee, Director |
2019-11-29 |
2,000 |
2019-11-29 |
0 |
Premium* |
|
|
Guggenheim Build America Bonds M... |
GBAB |
Trustee, Director |
2020-11-30 |
9,830 |
2020-11-30 |
0 |
Premium* |
|
|
Claymore/Guggenheim Strategic Op... |
GOF |
|
2023-10-12 |
1,128 |
2023-10-12 |
0 |
Premium* |
|
|
Guggenheim Active Allocation Fund |
GUG |
|
2023-10-23 |
2,244 |
2021-11-26 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
13 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| GUG |
Guggenheim Active Allocat... |
TRUSTEE |
– • – |
2023-10-23 |
4 |
B |
$12.90 |
$9,994 |
D/D |
775 |
2,244 |
0.01 |
- |
|
| GOF |
Claymore/Guggenheim Strat... |
TRUSTEE |
– • – |
2023-10-12 |
4 |
S |
$13.70 |
$1,370 |
I/I |
(100) |
0 |
0 |
% |
|
| GOF |
Claymore/Guggenheim Strat... |
TRUSTEE |
– • – |
2023-09-28 |
4 |
B |
$14.80 |
$1,480 |
I/I |
100 |
100 |
0.01 |
% |
|
| GUG |
Guggenheim Active Allocat... |
TRUSTEE |
– • – |
2022-12-02 |
4 |
B |
$14.16 |
$5,000 |
D/D |
353 |
1,353 |
0.01 |
- |
|
| GUG |
Guggenheim Active Allocat... |
Trustee |
– • – |
2021-11-26 |
4 |
B |
$20.01 |
$20,000 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
| GOF |
Claymore/Guggenheim Strat... |
Trustee |
– • – |
2021-06-04 |
4 |
B |
$21.27 |
$21,270 |
D/D |
1,000 |
1,000 |
2.39 |
% |
|
| GBAB |
Guggenheim Build America ... |
Trustee |
– • – |
2020-11-30 |
4 |
B |
$24.58 |
$9,830 |
D/D |
400 |
9,830 |
2.39 |
% |
|
| FMO |
Fiduciary/claymore Energy... |
Trustee |
– • – |
2019-11-29 |
4 |
B |
$7.10 |
$14,200 |
D/D |
2,000 |
2,000 |
2.39 |
- |
|
| IPCC |
Infinity Property & Casua... |
Director |
– • – |
2018-07-02 |
4 |
D |
$0.00 |
$0 |
D/D |
(3,636) |
0 |
0 |
- |
|
| IPCC |
Infinity Property & Casua... |
Director |
– • – |
2017-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
835 |
3,636 |
0 |
- |
|
| IPCC |
Infinity Property & Casua... |
Director |
– • – |
2016-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
844 |
2,802 |
0 |
- |
|
| IPCC |
Infinity Property & Casua... |
Director |
– • – |
2015-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
902 |
1,914 |
0 |
- |
|
| IPCC |
Infinity Property & Casua... |
Director |
– • – |
2014-06-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,002 |
1,002 |
0 |
- |
|
13 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
