Wendy W Luscombe - Net Worth and Insider Trading
Wendy W Luscombe Net Worth
The estimated net worth of Wendy W Luscombe is at least $625,993 dollars as of 2024-03-19. Wendy W Luscombe is the Director of Acadia Realty Trust and owns about 37,614 shares of Acadia Realty Trust (AKR) stock worth over $614,989. Wendy W Luscombe is the Director of Virtus Global Dividend & Income Fund Inc and owns about 851 shares of Virtus Global Dividend & Income Fund Inc (ZTR) stock worth over $8,153. Wendy W Luscombe is also the Director of Virtus Total Return Fund Inc and owns about 528 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $2,851. Details can be seen in Wendy W Luscombe's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Wendy W Luscombe has not made any transactions after 2022-12-01 and currently still holds the listed stock(s).
Transaction Summary of Wendy W Luscombe
Wendy W Luscombe Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Wendy W Luscombe owns 4 companies in total, including Acadia Realty Trust () , Virtus Total Return Fund Inc () , and Virtus Global Dividend & Income Fund Inc () among others .
Click here to see the complete history of Wendy W Luscombe’s form 4 insider trades.
Insider Ownership Summary of Wendy W Luscombe
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
Acadia Realty Trust | 2022-12-01 | director | |
Virtus Total Return Fund Inc | 2014-05-02 | director | |
Virtus Global Dividend & Income Fund Inc | 2014-04-29 | director | |
Argo Group International Holdings Ltd | 2003-08-11 | director |
Wendy W Luscombe Latest Holdings Summary
Wendy W Luscombe currently owns a total of 3 stocks. Among these stocks, Wendy W Luscombe owns 37,614 shares of Acadia Realty Trust (AKR) as of December 1, 2022, with a value of $614,989 and a weighting of 98.24%. Wendy W Luscombe owns 851 shares of Virtus Global Dividend & Income Fund Inc (ZTR) as of April 29, 2014, with a value of $8,153 and a weighting of 1.3%. Wendy W Luscombe also owns 528 shares of Virtus Total Return Fund Inc (ZTR) as of May 2, 2014, with a value of $2,851 and a weighting of 0.46%.
Latest Holdings of Wendy W Luscombe
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
AKR | Acadia Realty Trust | 2022-12-01 | 37,614 | 16.35 | 614,989 |
ZTR | Virtus Global Dividend & Income Fund Inc | 2014-04-29 | 851 | 9.58 | 8,153 |
ZTR | Virtus Total Return Fund Inc | 2014-05-02 | 528 | 5.40 | 2,851 |
Holding Weightings of Wendy W Luscombe
Wendy W Luscombe Form 4 Trading Tracker
According to the SEC Form 4 filings, Wendy W Luscombe has made a total of 13 transactions in Acadia Realty Trust (AKR) over the past 5 years, including 0 buys and 13 sells. The most-recent trade in Acadia Realty Trust is the sale of 807 shares on December 1, 2022, which brought Wendy W Luscombe around $12,291.
According to the SEC Form 4 filings, Wendy W Luscombe has made a total of 0 transactions in Virtus Global Dividend & Income Fund Inc (ZTR) over the past 5 years. The most-recent trade in Virtus Global Dividend & Income Fund Inc is the sale of 750 shares on April 29, 2014, which brought Wendy W Luscombe around $10,508.
According to the SEC Form 4 filings, Wendy W Luscombe has made a total of 0 transactions in Virtus Total Return Fund Inc (ZTR) over the past 5 years. The most-recent trade in Virtus Total Return Fund Inc is the sale of 1,000 shares on May 2, 2014, which brought Wendy W Luscombe around $15,060.
Insider Trading History of Wendy W Luscombe
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Wendy W Luscombe Trading Performance
GuruFocus tracks the stock performance after each of Wendy W Luscombe's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Wendy W Luscombe is 7.62%. GuruFocus also compares Wendy W Luscombe's trading performance to market benchmark return within the same time period. The performance of stocks bought by Wendy W Luscombe within 3 months outperforms 4 times out of 7 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Wendy W Luscombe's insider trading performs compared to the benchmark.
Performance of Wendy W Luscombe
Average Relative Return
24.45%
Outperforming Transactions
100%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Relative Return(%) | -0.99 | 7.62 | 10.59 | 24.45 | 14.28 | 13.24 |
Relative Return to S&P 500(%) | -0.03 | 4.5 | -0.21 | 6.38 | 1.25 | 3.1 |
Wendy W Luscombe Ownership Network
Ownership Network List of Wendy W Luscombe
Ownership Network Relation of Wendy W Luscombe
Wendy W Luscombe Owned Company Details
What does Acadia Realty Trust do?
Who are the key executives at Acadia Realty Trust?
Wendy W Luscombe is the director of Acadia Realty Trust. Other key executives at Acadia Realty Trust include Sr. Vice President Joseph Napolitano , Senior Vice President/CFO John J. Gottfried , and Sr. V.P. and General Counsel Jason Blacksberg .
Acadia Realty Trust () Insider Trades Summary
Over the past 18 months, Wendy W Luscombe made 2 insider transaction in Acadia Realty Trust () with a net sale of 1,607. Other recent insider transactions involving Acadia Realty Trust () include a net sale of 103,565 shares made by Joseph Napolitano , a net purchase of 15,000 shares made by Lee S Wielansky , and a net purchase of 28,250 shares made by Douglas Ii Crocker .
In summary, during the past 3 months, insiders sold 49,525 shares of Acadia Realty Trust () in total and bought 0 shares, with a net sale of 49,525 shares. During the past 18 months, 124,672 shares of Acadia Realty Trust () were sold and 64,950 shares were bought by its insiders, resulting in a net sale of 59,722 shares.
Acadia Realty Trust ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Acadia Realty Trust Insider Transactions
Wendy W Luscombe Mailing Address
Above is the net worth, insider trading, and ownership report for Wendy W Luscombe. You might contact Wendy W Luscombe via mailing address: 480 Taghkanic Church Town Road, Craryville Ny 12521.