Gerald Hellerman - Net Worth and Insider Trading
Gerald Hellerman Net Worth
The estimated net worth of Gerald Hellerman is at least $1 Million dollars as of 2024-04-19. Gerald Hellerman is the Director of MVC Capital Inc and owns about 68,000 shares of MVC Capital Inc (MVC) stock worth over $620,160. Gerald Hellerman is the Director of Special Opportunities Fund Inc and owns about 43,584 shares of Special Opportunities Fund Inc (SPE) stock worth over $532,596. Gerald Hellerman is also the Director of High Income Securities Fund and owns about 32,035 shares of High Income Securities Fund (PCF) stock worth over $198,617. Besides these, Gerald Hellerman also holds Swiss Helvetia Fund Inc (SWZ) , Emergent Capital Inc (EMGCQ) . Details can be seen in Gerald Hellerman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Gerald Hellerman has not made any transactions after 2022-04-06 and currently still holds the listed stock(s).
Transaction Summary of Gerald Hellerman
Gerald Hellerman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Gerald Hellerman owns 6 companies in total, including High Income Securities Fund (PCF) , Swiss Helvetia Fund Inc (SWZ) , and Special Opportunities Fund Inc (SPE) among others .
Click here to see the complete history of Gerald Hellerman’s form 4 insider trades.
Insider Ownership Summary of Gerald Hellerman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PCF | High Income Securities Fund | 2022-01-21 | director |
| SWZ | Swiss Helvetia Fund Inc | 2020-04-03 | director |
| SPE | Special Opportunities Fund Inc | 2022-04-06 | director & CCO |
| MVC | MVC Capital Inc | 2019-10-08 | director |
| EMGCQ | Emergent Capital Inc | 2016-06-02 | director |
| XRDC | Crossroads Capital Inc | 2015-07-21 | director |
Gerald Hellerman Latest Holdings Summary
Gerald Hellerman currently owns a total of 5 stocks. Among these stocks, Gerald Hellerman owns 68,000 shares of MVC Capital Inc (MVC) as of October 8, 2019, with a value of $620,160 and a weighting of 44.46%. Gerald Hellerman owns 43,584 shares of Special Opportunities Fund Inc (SPE) as of April 6, 2022, with a value of $532,596 and a weighting of 38.18%. Gerald Hellerman also owns 32,035 shares of High Income Securities Fund (PCF) as of January 21, 2022, with a value of $198,617 and a weighting of 14.24%. The other 2 stocks Swiss Helvetia Fund Inc (SWZ) , Emergent Capital Inc (EMGCQ) have a combined weighting of 3.12% among all his current holdings.
Latest Holdings of Gerald Hellerman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MVC | MVC Capital Inc | 2019-10-08 | 68,000 | 9.12 | 620,160 |
| SPE | Special Opportunities Fund Inc | 2022-04-06 | 43,584 | 12.22 | 532,596 |
| PCF | High Income Securities Fund | 2022-01-21 | 32,035 | 6.20 | 198,617 |
| SWZ | Swiss Helvetia Fund Inc | 2020-04-03 | 4,067 | 7.54 | 30,665 |
| EMGCQ | Emergent Capital Inc | 2016-03-28 | 58,152 | 0.22 | 12,796 |
Holding Weightings of Gerald Hellerman
Gerald Hellerman Form 4 Trading Tracker
According to the SEC Form 4 filings, Gerald Hellerman has made a total of 2 transactions in MVC Capital Inc (MVC) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in MVC Capital Inc is the acquisition of 1,000 shares on October 8, 2019, which cost Gerald Hellerman around $8,880.
According to the SEC Form 4 filings, Gerald Hellerman has made a total of 9 transactions in Special Opportunities Fund Inc (SPE) over the past 5 years, including 9 buys and 0 sells. The most-recent trade in Special Opportunities Fund Inc is the acquisition of 5,600 shares on April 6, 2022, which cost Gerald Hellerman around $82,824.
According to the SEC Form 4 filings, Gerald Hellerman has made a total of 8 transactions in High Income Securities Fund (PCF) over the past 5 years, including 7 buys and 1 sells. The most-recent trade in High Income Securities Fund is the acquisition of 700 shares on January 21, 2022, which cost Gerald Hellerman around $5,796.
More details on Gerald Hellerman's insider transactions can be found in the Insider Trading History of Gerald Hellerman table.Insider Trading History of Gerald Hellerman
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Gerald Hellerman Trading Performance
GuruFocus tracks the stock performance after each of Gerald Hellerman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Gerald Hellerman is 3.1%. GuruFocus also compares Gerald Hellerman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Gerald Hellerman within 3 months outperforms 12 times out of 48 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Gerald Hellerman's insider trading performs compared to the benchmark.
Performance of Gerald Hellerman
Average Return
2.49%
Outperforming Transactions
46%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.21 | 3.1 | 0.86 | 2.49 | -0.93 | -1.73 |
| Relative Return to S&P 500(%) | -0.38 | -4.13 | -8.82 | -14.53 | -15.52 | -14.05 |
Gerald Hellerman Ownership Network
Ownership Network List of Gerald Hellerman
Ownership Network Relation of Gerald Hellerman
Gerald Hellerman Owned Company Details
What does High Income Securities Fund do?
Who are the key executives at High Income Securities Fund?
Gerald Hellerman is the director of High Income Securities Fund. Other key executives at High Income Securities Fund include director & President Andrew Dakos , Chief Compliance Officer Stephanie Darling , and Treasurer Thomas Antonucci .
High Income Securities Fund (PCF) Insider Trades Summary
Over the past 18 months, Gerald Hellerman made no insider transaction in High Income Securities Fund (PCF). Other recent insider transactions involving High Income Securities Fund (PCF) include a net purchase of 34,300 shares made by Phillip Goldstein , and a net purchase of 6,564 shares made by Moritz A Sell .
In summary, during the past 3 months, insiders sold 0 shares of High Income Securities Fund (PCF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of High Income Securities Fund (PCF) were sold and 40,864 shares were bought by its insiders, resulting in a net purchase of 40,864 shares.
High Income Securities Fund (PCF)'s detailed insider trading history can be found in Insider Trading Tracker table.
High Income Securities Fund Insider Transactions
Gerald Hellerman Mailing Address
Above is the net worth, insider trading, and ownership report for Gerald Hellerman. You might contact Gerald Hellerman via mailing address: 5431 Nw 21st Ave., Boca Raton Fl 33496.
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