Wayne W Whalen - Net Worth and Insider Trading
Wayne W Whalen Net Worth
The estimated net worth of Wayne W Whalen is at least $45,581 dollars as of 2024-06-18. 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 $29,801. 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 $4,330. 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
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 $29,801 and a weighting of 65.38%. 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 25.12%. Wayne W Whalen also owns 1,000 shares of Invesco Senior Income Trust (VVR) as of September 28, 2012, with a value of $4,330 and a weighting of 9.5%.
Latest Holdings of Wayne W Whalen
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
VLT | Invesco High Income Trust II | 2012-09-28 | 2,793 | 10.67 | 29,801 |
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 | 4.33 | 4,330 |
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
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Wayne W Whalen Trading Performance
Wayne W Whalen Ownership Network
Ownership Network List of Wayne W Whalen
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.
Invesco Bond Fund Insider Transactions
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.