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

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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

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.

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.

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

Performance of Wendy W Luscombe

Average Relative Return

24.45%

Average relative return per transaction

Outperforming Transactions

100%

7 out of 7 outperforming transactions.
Each transaction is measured over a period and compared to .
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

No Data

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.

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Acadia Realty Trust Insider Transactions

No Available Data

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.

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