Peter K Werner - Net Worth and Insider Trading
Peter K Werner Net Worth
The estimated net worth of Peter K Werner is at least $13,230 dollars as of 2024-05-31. Peter K Werner is the Director of Dividend and Income Fund and owns about 1,000 shares of Dividend and Income Fund (BXSY) stock worth over $13,230. Details can be seen in Peter K Werner's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Peter K Werner has not made any transactions after 2023-06-20 and currently still holds the listed stock(s).
Transaction Summary of Peter K Werner
Peter K Werner Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Peter K Werner owns 2 companies in total, including Dividend and Income Fund (BXSY) , and Global Self Storage Inc (SELF) .
Click here to see the complete history of Peter K Werner’s form 4 insider trades.
Insider Ownership Summary of Peter K Werner
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BXSY | Dividend and Income Fund | 2023-06-20 | director |
| SELF | Global Self Storage Inc | 2003-12-31 | director |
Peter K Werner Latest Holdings Summary
Peter K Werner currently owns a total of 1 stock. Peter K Werner owns 1,000 shares of Dividend and Income Fund (BXSY) as of June 20, 2023, with a value of $13,230.
Latest Holdings of Peter K Werner
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BXSY | Dividend and Income Fund | 2023-06-20 | 1,000 | 13.23 | 13,230 |
Holding Weightings of Peter K Werner
Peter K Werner Form 4 Trading Tracker
According to the SEC Form 4 filings, Peter K Werner has made a total of 1 transactions in Dividend and Income Fund (BXSY) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Dividend and Income Fund is the acquisition of 1,000 shares on June 20, 2023, which cost Peter K Werner around $11,000.
Insider Trading History of Peter K Werner
- 1
Peter K Werner Trading Performance
GuruFocus tracks the stock performance after each of Peter K Werner's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Peter K Werner is 0.5%. GuruFocus also compares Peter K Werner's trading performance to market benchmark return within the same time period. The performance of stocks bought by Peter K Werner within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Peter K Werner's insider trading performs compared to the benchmark.
Performance of Peter K Werner
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 7.04 |  | | | | |
| Relative Return to S&P 500(%) | 3.71 | | | | | |
Peter K Werner Ownership Network
Peter K Werner Owned Company Details
What does Dividend and Income Fund do?
Who are the key executives at Dividend and Income Fund?
Peter K Werner is the director of Dividend and Income Fund. Other key executives at Dividend and Income Fund include other: See "Explanation of Responses" Investor Service Center Inc /de , director & President Thomas Bassett Winmill , and other: See "Explanation of Responses" Bexil Corp .
Dividend and Income Fund (BXSY) Insider Trades Summary
Over the past 18 months, Peter K Werner made 1 insider transaction in Dividend and Income Fund (BXSY) with a net purchase of 1,000. Other recent insider transactions involving Dividend and Income Fund (BXSY) include a net purchase of 21,803 shares made by Thomas Bassett Winmill , a net purchase of 45,239 shares made by Investor Service Center Inc /de , and a net purchase of 20,000 shares made by Bexil Corp .
In summary, during the past 3 months, insiders sold 0 shares of Dividend and Income Fund (BXSY) in total and bought 49,822 shares, with a net purchase of 49,822 shares. During the past 18 months, 0 shares of Dividend and Income Fund (BXSY) were sold and 90,042 shares were bought by its insiders, resulting in a net purchase of 90,042 shares.
Dividend and Income Fund (BXSY)'s detailed insider trading history can be found in Insider Trading Tracker table.
Dividend and Income Fund Insider Transactions
Peter K Werner Mailing Address
Above is the net worth, insider trading, and ownership report for Peter K Werner. You might contact Peter K Werner via mailing address: 2255 Buffalo Road, Rochester Ny 14624.
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