Theodore J Brombach - Net Worth and Insider Trading
Theodore J Brombach Net Worth
The estimated net worth of Theodore J Brombach is at least $4 Million dollars as of 2024-05-14. Theodore J Brombach is the President & CEO of XAI Octagon Floating Rate & Alternative Income Trust and owns about 522,297 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) stock worth over $4 Million. Details can be seen in Theodore J Brombach's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Theodore J Brombach has not made any transactions after 2024-05-10 and currently still holds the listed stock(s).
Transaction Summary of Theodore J Brombach
Theodore J Brombach Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Theodore J Brombach owns 3 companies in total, including XAI Octagon Floating Rate & Alternative Income Trust (XFLT) , Core Scientific Inc (CORZQ) , and Power & Digital Infrastructure Acquisition II Corp (XPDB) .
Click here to see the complete history of Theodore J Brombach’s form 4 insider trades.
Insider Ownership Summary of Theodore J Brombach
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| XFLT | XAI Octagon Floating Rate & Alternative Income Trust | 2023-12-12 | President & CEO & other: Interested Trustee |
| CORZQ | Core Scientific Inc | 2021-02-09 | 10 percent owner |
| XPDB | Power & Digital Infrastructure Acquisition II Corp | 2021-12-09 | other: Beneficial Owner |
Theodore J Brombach Latest Holdings Summary
Theodore J Brombach currently owns a total of 1 stock. Theodore J Brombach owns 522,297 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) as of May 10, 2024, with a value of $4 Million.
Latest Holdings of Theodore J Brombach
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| XFLT | XAI Octagon Floating Rate & Alternative Income Trust | 2024-05-10 | 522,297 | 7.16 | 3,739,647 |
Holding Weightings of Theodore J Brombach
Theodore J Brombach Form 4 Trading Tracker
According to the SEC Form 4 filings, Theodore J Brombach has made a total of 14 transactions in XAI Octagon Floating Rate & Alternative Income Trust (XFLT) over the past 5 years, including 14 buys and 0 sells. The most-recent trade in XAI Octagon Floating Rate & Alternative Income Trust is the acquisition of 6,867 shares on May 10, 2024, which cost Theodore J Brombach around $48,962.
Insider Trading History of Theodore J Brombach
- 1
Theodore J Brombach Trading Performance
GuruFocus tracks the stock performance after each of Theodore J Brombach's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Theodore J Brombach is -0.35%. GuruFocus also compares Theodore J Brombach's trading performance to market benchmark return within the same time period. The performance of stocks bought by Theodore J Brombach within 3 months outperforms 3 times out of 16 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Theodore J Brombach's insider trading performs compared to the benchmark.
Performance of Theodore J Brombach
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.23 | | | | | |
| Relative Return to S&P 500(%) | -2.42 | | | | | |
Theodore J Brombach Ownership Network
Theodore J Brombach Owned Company Details
What does XAI Octagon Floating Rate & Alternative Income Trust do?
Who are the key executives at XAI Octagon Floating Rate & Alternative Income Trust?
Theodore J Brombach is the President & CEO & other: Interested Trustee of XAI Octagon Floating Rate & Alternative Income Trust. Other key executives at XAI Octagon Floating Rate & Alternative Income Trust include CFO & Treasurer John Yogi Spence , Chief Compliance Officer Randi Jean Roessler , and Secretary & CLO Benjamin Mcculloch .
XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Insider Trades Summary
Over the past 18 months, Theodore J Brombach made 4 insider transaction in XAI Octagon Floating Rate & Alternative Income Trust (XFLT) with a net purchase of 13,981. Other recent insider transactions involving XAI Octagon Floating Rate & Alternative Income Trust (XFLT) include a net purchase of 14,481 shares made by John Yogi Spence ,
In summary, during the past 3 months, insiders sold 0 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) in total and bought 13,734 shares, with a net purchase of 13,734 shares. During the past 18 months, 0 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) were sold and 28,462 shares were bought by its insiders, resulting in a net purchase of 28,462 shares.
XAI Octagon Floating Rate & Alternative Income Trust (XFLT)'s detailed insider trading history can be found in Insider Trading Tracker table.
XAI Octagon Floating Rate & Alternative Income Trust Insider Transactions
Theodore J Brombach Mailing Address
Above is the net worth, insider trading, and ownership report for Theodore J Brombach. You might contact Theodore J Brombach via mailing address: 321 N. Clark Street, Chicago Il 60054.
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