Todd Schomberg - Net Worth and Insider Trading

Todd Schomberg Net Worth

The estimated net worth of Todd Schomberg is at least $46,830 dollars as of 2023-03-26. Todd Schomberg is the Portfolio Manager of Invesco Bond Fund and owns about 3,000 shares of Invesco Bond Fund (VBF) stock worth over $46,830. Details can be seen in Todd Schomberg's Latest Holdings Summary section.

Transaction Summary of Todd Schomberg

To

Todd Schomberg Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Todd Schomberg owns 1 companies in total, including Invesco Bond Fund (VBF) .

Click here to see the complete history of Todd Schomberg’s form 4 insider trades.

Insider Ownership Summary of Todd Schomberg

Ticker Comapny Transaction Date Type of Owner
VBF Invesco Bond Fund 2019-06-28 other: Portfolio Manager

Todd Schomberg Latest Holdings Summary

Todd Schomberg currently owns a total of 1 stock. Todd Schomberg owns 3,000 shares of Invesco Bond Fund (VBF) as of November 14, 2022, with a value of $46,830.

Latest Holdings of Todd Schomberg

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VBF Invesco Bond Fund 2022-11-14 3,000 15.61 46,830

Holding Weightings of Todd Schomberg


Todd Schomberg Form 4 Trading Tracker

According to the SEC Form 4 filings, Todd Schomberg has made a total of 2 transactions in Invesco Bond Fund (VBF) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Invesco Bond Fund is the acquisition of 2,000 shares on November 14, 2022, which cost Todd Schomberg around $29,280.

Insider Trading History of Todd Schomberg

Ticker
Company
Date
Buy/Sell
Insider Trading Shares
Shares Change
Price
Cost
Final Share
Current Price
Price Change Since Insider Trade (%)
Filing Date
VBF
Invesco Bond Fund
2022-11-14
Buy
2,000.00
200.00%
$14.64
$29,280.00
3,000.00
$15.61
6.63%
2022-11-16
VBF
Invesco Bond Fund
2020-03-23
Buy
1,000.00
100.00%
$15.75
$15,750.00
1,000.00
$15.61
-0.89%
-
Total 2
  • 1
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.

Todd Schomberg Trading Performance

GuruFocus tracks the stock performance after each of Todd Schomberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Todd Schomberg is 17.98%. GuruFocus also compares Todd Schomberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Todd Schomberg within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Todd Schomberg's insider trading performs compared to the benchmark.

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

Performance of Todd Schomberg

Average Relative Return

22.15%

Average relative return per transaction

Outperforming Transactions

100%

1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 14.7 17.98 26.27 22.15 3.94 -0.45
Relative Return to S&P 500(%) 1.7 -4.26 -18.4 -52.63 -37.19 -21.3

Todd Schomberg Ownership Network

Ownership Network List of Todd Schomberg

No Data

Ownership Network Relation of Todd Schomberg


Todd Schomberg Owned Company Details

What does Invesco Bond Fund do?

Invesco Bond Fund is an independent investment management firm. Its investment objective is to seek interest income while conserving capital. The fund's portfolio is allocated under various division which includes bonds and notes, preferred stocks U.S treasury securities, asset-backed securities, municipal obligations and others.

Who are the key executives at Invesco Bond Fund?

Todd Schomberg is the other: Portfolio Manager of Invesco Bond Fund. Other key executives at Invesco Bond Fund include SVP & CLO and Secretary Melanie Ringold , Chief Financial Officer Terry Vacheron , and Chief Accounting Officer Mark William Gregson .

Invesco Bond Fund (VBF) Insider Trades Summary

Over the past 18 months, Todd Schomberg made 1 insider transaction in Invesco Bond Fund (VBF) with a net purchase of 2,000. Other recent insider transactions involving Invesco Bond Fund (VBF) include a net purchase of 4,081 shares made by Matthew Brill ,

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 6,081 shares were bought by its insiders, resulting in a net purchase of 6,081 shares.

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

To

NYSE:VBF Insider Transactions

20/Page
Total 0
Ticker
Insider
Position
Date
Buy/Sell
Shares
Shares Owned
Trade Price($)
Trade Percentage(%)
Cost($1000)
Price change since trade(%)
Share ownership details
Filing Date
20/Page
Total 0

Todd Schomberg Mailing Address

Above is the net worth, insider trading, and ownership report for Todd Schomberg. You might contact Todd Schomberg via mailing address: 1555 Peachtree Street Ne Suite 1800, Atlanta Ga 30309.