Wayne W Whalen - Net Worth and Insider Trading

Wayne W Whalen Net Worth

The estimated net worth of Wayne W Whalen is at least $45,555 dollars as of 2024-05-22. Wayne W Whalen is the Director of Invesco High Income Trust II and owns about 2,793 shares of Invesco High Income Trust II (VLT) stock worth over $29,745. Wayne W Whalen is the Director of Invesco Dynamic Credit Opportunities Fund and owns about 1,000 shares of Invesco Dynamic Credit Opportunities Fund (VTA) stock worth over $11,450. Wayne W Whalen is also the Director of Invesco Senior Income Trust and owns about 1,000 shares of Invesco Senior Income Trust (VVR) stock worth over $4,360. Details can be seen in Wayne W Whalen's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Wayne W Whalen has not made any transactions after 2012-09-28 and currently still holds the listed stock(s).

Transaction Summary of Wayne W Whalen

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Wayne W Whalen Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Wayne W Whalen owns 15 companies in total, including Invesco Bond Fund (VBF) , Invesco Muni Income Opps Trust (OIA) , and Invesco High Income Trust II (VLT) among others .

Click here to see the complete history of Wayne W Whalen’s form 4 insider trades.

Insider Ownership Summary of Wayne W Whalen

Ticker Comapny Transaction Date Type of Owner
VBF Invesco Bond Fund 2006-02-21 director
OIA Invesco Muni Income Opps Trust 2010-06-01 director
VLT Invesco High Income Trust II 2012-09-28 director
2004-08-13 director
2004-08-12 director
2014-08-29 other: Trustee
2004-08-16 director
2010-06-01 director
2010-06-01 director
2014-08-29 other: Trustee
2014-08-29 other: Trustee
2006-01-27 director
2012-09-28 director
2012-09-28 director
2012-12-03 10 percent owner

Wayne W Whalen Latest Holdings Summary

Wayne W Whalen currently owns a total of 3 stocks. Among these stocks, Wayne W Whalen owns 2,793 shares of Invesco High Income Trust II (VLT) as of September 28, 2012, with a value of $29,745 and a weighting of 65.3%. Wayne W Whalen owns 1,000 shares of Invesco Dynamic Credit Opportunities Fund (VTA) as of September 28, 2012, with a value of $11,450 and a weighting of 25.13%. Wayne W Whalen also owns 1,000 shares of Invesco Senior Income Trust (VVR) as of September 28, 2012, with a value of $4,360 and a weighting of 9.57%.

Latest Holdings of Wayne W Whalen

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VLT Invesco High Income Trust II 2012-09-28 2,793 10.65 29,745
VTA Invesco Dynamic Credit Opportunities Fund 2012-09-28 1,000 11.45 11,450
VVR Invesco Senior Income Trust 2012-09-28 1,000 4.36 4,360

Holding Weightings of Wayne W Whalen


Wayne W Whalen Form 4 Trading Tracker

According to the SEC Form 4 filings, Wayne W Whalen has made a total of 0 transactions in Invesco High Income Trust II (VLT) over the past 5 years. The most-recent trade in Invesco High Income Trust II is the sale of 306 shares on September 28, 2012, which brought Wayne W Whalen around $5,236.

According to the SEC Form 4 filings, Wayne W Whalen has made a total of 0 transactions in Invesco Dynamic Credit Opportunities Fund (VTA) over the past 5 years. The most-recent trade in Invesco Dynamic Credit Opportunities Fund is the sale of 641 shares on September 28, 2012, which brought Wayne W Whalen around $8,115.

According to the SEC Form 4 filings, Wayne W Whalen has made a total of 0 transactions in Invesco Senior Income Trust (VVR) over the past 5 years. The most-recent trade in Invesco Senior Income Trust is the sale of 566 shares on September 28, 2012, which brought Wayne W Whalen around $2,836.

Insider Trading History of Wayne W Whalen

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
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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.

Wayne W Whalen Trading Performance

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

Wayne W Whalen Ownership Network

Ownership Network List of Wayne W Whalen

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Ownership Network Relation of Wayne W Whalen


Wayne W Whalen Owned Company Details

What does Invesco Bond Fund do?

Who are the key executives at Invesco Bond Fund?

Wayne W Whalen is the director of Invesco Bond Fund. Other key executives at Invesco Bond Fund include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Bond Fund (VBF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Invesco Bond Fund (VBF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Bond Fund (VBF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Invesco Bond Fund (VBF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Invesco Bond Fund Insider Transactions

No Available Data

Wayne W Whalen Mailing Address

Above is the net worth, insider trading, and ownership report for Wayne W Whalen. You might contact Wayne W Whalen via mailing address: 4920 S Greenwood, Chicago Il 60615.

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