R Jay Gerken - Net Worth and Insider Trading

R Jay Gerken Net Worth

The estimated net worth of R Jay Gerken is at least $73,701 dollars as of 2024-04-26. R Jay Gerken is the Director of Associated Banc-Corp and owns about 2,000 shares of Associated Banc-Corp (ASB) stock worth over $42,740. R Jay Gerken is the CEO & Pres. of Manager of Western Asset Mortgage Defined Opportunity Fund Inc and owns about 2,000 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) stock worth over $22,640. R Jay Gerken is also the CEO & Pres. of Manager of ClearBridge Energy MLP Total Return Fund and owns about 200 shares of ClearBridge Energy MLP Total Return Fund (CTR) stock worth over $8,321. Details can be seen in R Jay Gerken's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that R Jay Gerken has not made any transactions after 2014-10-28 and currently still holds the listed stock(s).

Transaction Summary of R Jay Gerken

To

R Jay Gerken Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, R Jay Gerken owns 25 companies in total, including Associated Banc-Corp (ASB) , ClearBridge Energy MLP Total Return Fund (CTR) , and BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG) among others .

Click here to see the complete history of R Jay Gerken’s form 4 insider trades.

Insider Ownership Summary of R Jay Gerken

Ticker Comapny Transaction Date Type of Owner
ASB Associated Banc-Corp 2014-10-28 director
CTR ClearBridge Energy MLP Total Return Fund 2012-06-26 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
BWG BrandywineGLOBAL - Global Income Opportunities Fund Inc 2012-03-27 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
EMO ClearBridge Energy Midstream Opportunity Fund Inc 2011-06-09 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
HYI Western Asset High Yield Defined Opps. 2010-10-26 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
DMO Western Asset Mortgage Defined Opportunity Fund Inc 2010-06-23 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
GDO Western Asset Global Corp Defined Opp 2009-11-23 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
IGI Western Asset Invstm Grd Dfnd Opp Tr Inc 2009-06-25 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
MNP Western Asset Municipal Partners Fd Inc 2008-11-21 director & President and CEO
MTT Western Asset Mu Defined Opp Tr Inc 2009-03-26 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
HIO Western Asset High Income Oppor Fd Inc 2008-11-21 director & President and CEO
TLI Western Asset Corporate Loan Fund Inc 2008-11-21 director & President and CEO
EHI Western Asset Global High Inc Fd Inc 2008-11-21 director & President and CEO
WIA Western Asset Inflation Linked Income Fund 2007-03-09 director & other: Trustee
WIW Western Asset Inflation-Linked Opportunities and Income Fund 2007-03-09 director & other: Trustee
PAI Western Asset Investment Grade Income Fund Inc 2006-09-19 director
WEA Western Asset Premier Bond Fund 2006-09-19 director
MHF Western Asset Municipal High Income Fund Inc 2004-02-25 director
SBI Western Asset Intermediate Muni Fd Inc 2004-02-25 director
MMU Western Asset Managed Municipals Fd Inc 2004-02-25 director
HIX Western Asset High Income Fund II Inc 2003-11-12 director
EMD Western Asset Emg Markets Debt Fund Inc 2003-12-01 director
SCD Lmp Capital & Income Fund Inc 2004-02-24 director & Chairman and President
GFY Western Asset Variable Rate Strategic Fd Inc. 2006-08-01 President and CEO
CEM ClearBridge MLP & Midstream Fund Inc. 2010-06-24 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager

R Jay Gerken Latest Holdings Summary

R Jay Gerken currently owns a total of 3 stocks. Among these stocks, R Jay Gerken owns 2,000 shares of Associated Banc-Corp (ASB) as of October 28, 2014, with a value of $42,740 and a weighting of 57.99%. R Jay Gerken owns 2,000 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) as of June 23, 2010, with a value of $22,640 and a weighting of 30.72%. R Jay Gerken also owns 200 shares of ClearBridge Energy MLP Total Return Fund (CTR) as of June 26, 2012, with a value of $8,321 and a weighting of 11.29%.

Latest Holdings of R Jay Gerken

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ASB Associated Banc-Corp 2014-10-28 2,000 21.37 42,740
DMO Western Asset Mortgage Defined Opportunity Fund Inc 2010-06-23 2,000 11.32 22,640
CTR ClearBridge Energy MLP Total Return Fund 2012-06-26 200 41.61 8,321

Holding Weightings of R Jay Gerken


R Jay Gerken Form 4 Trading Tracker

According to the SEC Form 4 filings, R Jay Gerken has made a total of 0 transactions in Associated Banc-Corp (ASB) over the past 5 years. The most-recent trade in Associated Banc-Corp is the sale of 0 shares on October 28, 2014, which brought R Jay Gerken around $0.

According to the SEC Form 4 filings, R Jay Gerken has made a total of 0 transactions in Western Asset Mortgage Defined Opportunity Fund Inc (DMO) over the past 5 years. The most-recent trade in Western Asset Mortgage Defined Opportunity Fund Inc is the acquisition of 2,000 shares on June 23, 2010, which cost R Jay Gerken around $39,160.

According to the SEC Form 4 filings, R Jay Gerken has made a total of 0 transactions in ClearBridge Energy MLP Total Return Fund (CTR) over the past 5 years. The most-recent trade in ClearBridge Energy MLP Total Return Fund is the acquisition of 200 shares on June 26, 2012, which cost R Jay Gerken around $20,000.

Insider Trading History of R Jay Gerken

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

R Jay Gerken Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

R Jay Gerken Ownership Network

Ownership Network List of R Jay Gerken

No Data

Ownership Network Relation of R Jay Gerken


R Jay Gerken Owned Company Details

What does Associated Banc-Corp do?

Who are the key executives at Associated Banc-Corp?

R Jay Gerken is the director of Associated Banc-Corp. Other key executives at Associated Banc-Corp include Executive Vice President John A. Utz , Executive Vice President David L Stein , and EVP & President Private Wealth Jayne C Hladio .

Associated Banc-Corp (ASB) Insider Trades Summary

Over the past 18 months, R Jay Gerken made no insider transaction in Associated Banc-Corp (ASB). Other recent insider transactions involving Associated Banc-Corp (ASB) include a net sale of 31,379 shares made by David L Stein , a net sale of 28,765 shares made by John A. Utz , and a net sale of 10,388 shares made by Karen Beckwith .

In summary, during the past 3 months, insiders sold 27,209 shares of Associated Banc-Corp (ASB) in total and bought 0 shares, with a net sale of 27,209 shares. During the past 18 months, 122,348 shares of Associated Banc-Corp (ASB) were sold and 10,600 shares were bought by its insiders, resulting in a net sale of 111,748 shares.

Associated Banc-Corp (ASB)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Associated Banc-Corp Insider Transactions

No Available Data

R Jay Gerken Mailing Address

Above is the net worth, insider trading, and ownership report for R Jay Gerken. You might contact R Jay Gerken via mailing address: 399 Park Avenue 4th Fl, New York Ny 10022.

Discussions on R Jay Gerken

No discussions yet.