Gerald L Seizert - Net Worth and Insider Trading
Gerald L Seizert Net Worth
The estimated net worth of Gerald L Seizert is at least $854,539 dollars as of 2024-04-16. Gerald L Seizert is the Trustee of Advent Claymore Convertible Securities & Income Fu and owns about 44,203 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $575,744. Gerald L Seizert is the Trustee of Advent Convertible & Income Fund and owns about 24,694 shares of Advent Convertible & Income Fund (AVK) stock worth over $278,795. Gerald L Seizert is also the Trustee of Advent/claymore Enhanced Growth & Income and owns about 0 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $0. Details can be seen in Gerald L Seizert'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 L Seizert has not made any transactions after 2021-11-22 and currently still holds the listed stock(s).
Transaction Summary of Gerald L Seizert
Gerald L Seizert Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Gerald L Seizert owns 3 companies in total, including Advent Convertible & Income Fund (AVK) , Advent/claymore Enhanced Growth & Income (LCM) , and Advent Claymore Convertible Securities & Income Fu (AGC) .
Click here to see the complete history of Gerald L Seizert’s form 4 insider trades.
Insider Ownership Summary of Gerald L Seizert
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2021-11-22 | director & other: Trustee |
| LCM | Advent/claymore Enhanced Growth & Income | 2017-06-02 | director & other: Trustee |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2016-11-04 | director & other: Trustee |
Gerald L Seizert Latest Holdings Summary
Gerald L Seizert currently owns a total of 3 stocks. Among these stocks, Gerald L Seizert owns 44,203 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of November 4, 2016, with a value of $575,744 and a weighting of 67.37%. Gerald L Seizert owns 24,694 shares of Advent Convertible & Income Fund (AVK) as of November 22, 2021, with a value of $278,795 and a weighting of 32.63%. Gerald L Seizert also owns 0 shares of Advent/claymore Enhanced Growth & Income (LCM) as of June 2, 2017, with a value of $0 and a weighting of 0%.
Latest Holdings of Gerald L Seizert
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AGC | Advent Claymore Convertible Securities & Income Fu | 2016-11-04 | 44,203 | 13.03 | 575,744 |
| AVK | Advent Convertible & Income Fund | 2021-11-22 | 24,694 | 11.29 | 278,795 |
| LCM | Advent/claymore Enhanced Growth & Income | 2017-06-02 | 0 | 7.74 | 0 |
Holding Weightings of Gerald L Seizert
Gerald L Seizert Form 4 Trading Tracker
According to the SEC Form 4 filings, Gerald L Seizert has made a total of 0 transactions in Advent Claymore Convertible Securities & Income Fu (AGC) over the past 5 years. The most-recent trade in Advent Claymore Convertible Securities & Income Fu is the acquisition of 16,000 shares on November 4, 2016, which cost Gerald L Seizert around $85,600.
According to the SEC Form 4 filings, Gerald L Seizert has made a total of 3 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in Advent Convertible & Income Fund is the sale of 23,890 shares on November 22, 2021, which brought Gerald L Seizert around $442,443.
According to the SEC Form 4 filings, Gerald L Seizert has made a total of 0 transactions in Advent/claymore Enhanced Growth & Income (LCM) over the past 5 years. The most-recent trade in Advent/claymore Enhanced Growth & Income is the sale of 15,000 shares on June 2, 2017, which brought Gerald L Seizert around $132,150.
Insider Trading History of Gerald L Seizert
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Gerald L Seizert Trading Performance
GuruFocus tracks the stock performance after each of Gerald L Seizert's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Gerald L Seizert is 5.55%. GuruFocus also compares Gerald L Seizert's trading performance to market benchmark return within the same time period. The performance of stocks bought by Gerald L Seizert within 3 months outperforms 1 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Gerald L Seizert's insider trading performs compared to the benchmark.
Performance of Gerald L Seizert
Average Relative Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Relative Return(%) | 5.17 | 5.55 | 21.72 | -6.99 | -5.9 | 6.9 |
| Relative Return to S&P 500(%) | 1.45 | -1.09 | 6.32 | -10.49 | -15.03 | -9.5 |
Gerald L Seizert Ownership Network
Ownership Network List of Gerald L Seizert
Ownership Network Relation of Gerald L Seizert
Gerald L Seizert Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Gerald L Seizert is the director & other: Trustee of Advent Convertible & Income Fund. Other key executives at Advent Convertible & Income Fund include director & other: Trustee Nancy E. Stuebe , President & other: Trustee Tracy V Maitland , and other: Investment Manager Advent Capital Management /de/ .
Advent Convertible & Income Fund (AVK) Insider Trades Summary
Over the past 18 months, Gerald L Seizert made no insider transaction in Advent Convertible & Income Fund (AVK). Other recent insider transactions involving Advent Convertible & Income Fund (AVK) include a net purchase of 2,370 shares made by Nancy E. Stuebe , a net sale of 66,211 shares made by Tracy V Maitland , and a net sale of 59,048 shares made by Advent Capital Management /de/ .
In summary, during the past 3 months, insiders sold 0 shares of Advent Convertible & Income Fund (AVK) in total and bought 400 shares, with a net purchase of 400 shares. During the past 18 months, 125,259 shares of Advent Convertible & Income Fund (AVK) were sold and 2,370 shares were bought by its insiders, resulting in a net sale of 122,889 shares.
Advent Convertible & Income Fund (AVK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Advent Convertible & Income Fund Insider Transactions
Gerald L Seizert Mailing Address
Above is the net worth, insider trading, and ownership report for Gerald L Seizert. You might contact Gerald L Seizert via mailing address: 10865 Avenue Of The Americas,, 31st Floor, New York Ny 10018.
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