Jeffrey D Lorenzen - Net Worth and Insider Trading
Jeffrey D Lorenzen Net Worth
The estimated net worth of Jeffrey D Lorenzen is at least $3 Million dollars as of 2024-04-25. Jeffrey D Lorenzen is the Executive VP-Chief Inv Officer of American Equity Investment Life Holding Co and owns about 44,945 shares of American Equity Investment Life Holding Co (AEL) stock worth over $3 Million. Details can be seen in Jeffrey D Lorenzen's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jeffrey D Lorenzen has not made any transactions after 2023-09-21 and currently still holds the listed stock(s).
Transaction Summary of Jeffrey D Lorenzen
Jeffrey D Lorenzen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey D Lorenzen owns 2 companies in total, including American Equity Investment Life Holding Co (AEL) , and West Bancorp Inc (WTBA) .
Click here to see the complete history of Jeffrey D Lorenzen’s form 4 insider trades.
Insider Ownership Summary of Jeffrey D Lorenzen
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AEL | American Equity Investment Life Holding Co | 2023-09-21 | Sr. Vice President-Investments |
| WTBA | West Bancorp Inc | 2008-12-31 | other: Subsidiary President |
Jeffrey D Lorenzen Latest Holdings Summary
Jeffrey D Lorenzen currently owns a total of 1 stock. Jeffrey D Lorenzen owns 44,945 shares of American Equity Investment Life Holding Co (AEL) as of September 21, 2023, with a value of $3 Million.
Latest Holdings of Jeffrey D Lorenzen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AEL | American Equity Investment Life Holding Co | 2023-09-21 | 44,945 | 55.99 | 2,516,471 |
Holding Weightings of Jeffrey D Lorenzen
Jeffrey D Lorenzen Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey D Lorenzen has made a total of 4 transactions in American Equity Investment Life Holding Co (AEL) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in American Equity Investment Life Holding Co is the sale of 97,395 shares on September 21, 2023, which brought Jeffrey D Lorenzen around $5 Million.
Insider Trading History of Jeffrey D Lorenzen
- 1
Jeffrey D Lorenzen Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey D Lorenzen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey D Lorenzen is -8.83%. GuruFocus also compares Jeffrey D Lorenzen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey D Lorenzen within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffrey D Lorenzen's insider trading performs compared to the benchmark.
Performance of Jeffrey D Lorenzen
Average Return
26.36%
Outperforming Transactions
67%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.27 | -8.83 | -17.92 | 26.36 | 26.31 | 19.37 |
| Relative Return to S&P 500(%) | -2.63 | -13.24 | -25.47 | 11.21 | 9.84 | 7.62 |
Jeffrey D Lorenzen Ownership Network
Ownership Network List of Jeffrey D Lorenzen
Ownership Network Relation of Jeffrey D Lorenzen
Jeffrey D Lorenzen Owned Company Details
What does American Equity Investment Life Holding Co do?
Who are the key executives at American Equity Investment Life Holding Co?
Jeffrey D Lorenzen is the Sr. Vice President-Investments of American Equity Investment Life Holding Co. Other key executives at American Equity Investment Life Holding Co include Controller Aaron Boushek , Chief Financial Officer Axel Andre , and director & President Anant Bhalla .
American Equity Investment Life Holding Co (AEL) Insider Trades Summary
Over the past 18 months, Jeffrey D Lorenzen made 1 insider transaction in American Equity Investment Life Holding Co (AEL) with a net sale of 97,395. Other recent insider transactions involving American Equity Investment Life Holding Co (AEL) include a net sale of 167,132 shares made by James Louis Hamalainen , a net sale of 352,137 shares made by Anant Bhalla , and a net sale of 10,000 shares made by Robert L Howe .
In summary, during the past 3 months, insiders sold 0 shares of American Equity Investment Life Holding Co (AEL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 655,937 shares of American Equity Investment Life Holding Co (AEL) were sold and 8,164 shares were bought by its insiders, resulting in a net sale of 647,773 shares.
American Equity Investment Life Holding Co (AEL)'s detailed insider trading history can be found in Insider Trading Tracker table.
American Equity Investment Life Holding Co Insider Transactions
Jeffrey D Lorenzen Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey D Lorenzen. You might contact Jeffrey D Lorenzen via mailing address: 6000 Westown Parkway, West Des Moines Ia 50266.
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