Kirk C Lehneis - Net Worth and Insider Trading
Kirk C Lehneis Net Worth
The estimated net worth of Kirk C Lehneis is at least $3,348 dollars as of 2025-05-01. Kirk C Lehneis is the President of NYLI CBRE Global Infrastructure Megatrends Term Fund and owns about 250 shares of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) stock worth over $3,348. Details can be seen in Kirk C Lehneis's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Kirk C Lehneis has not made any transactions after 2022-04-27 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Kirk C Lehneis
Kirk C Lehneis Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Kirk C Lehneis owns 2 companies in total, including NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) , and NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) .
Click here to see the complete history of Kirk C Lehneis’s form 4 insider trades.
Insider Ownership Summary of Kirk C Lehneis
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| MMD | NYLI MacKay DefinedTerm Muni Opportunities Fund | 2017-09-28 | President |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 2022-04-27 | President |
Kirk C Lehneis Latest Holdings Summary
Kirk C Lehneis currently owns a total of 1 stock. Kirk C Lehneis owns 250 shares of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of April 27, 2022, with a value of $3,348.
Latest Holdings of Kirk C Lehneis
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 2022-04-27 | 250 | 13.39 | 3,348 |
Holding Weightings of Kirk C Lehneis
Kirk C Lehneis Form 4 Trading Tracker
According to the SEC Form 4 filings, Kirk C Lehneis has made a total of 1 transactions in NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in NYLI CBRE Global Infrastructure Megatrends Term Fund is the acquisition of 250 shares on April 27, 2022, which cost Kirk C Lehneis around $4,490.
Insider Trading History of Kirk C Lehneis
- 1
Kirk C Lehneis Trading Performance
GuruFocus tracks the stock performance after each of Kirk C Lehneis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kirk C Lehneis is -11.39%. GuruFocus also compares Kirk C Lehneis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kirk C Lehneis within 3 months outperforms 0 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 Kirk C Lehneis's insider trading performs compared to the benchmark.
Performance of Kirk C Lehneis
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.16 | | | | | |
| Relative Return to S&P 500(%) | 5.77 | | | | | |
Kirk C Lehneis Ownership Network
Ownership Network List of Kirk C Lehneis
Ownership Network Relation of Kirk C Lehneis
Kirk C Lehneis Owned Company Details
What does NYLI MacKay DefinedTerm Muni Opportunities Fund do?
Who are the key executives at NYLI MacKay DefinedTerm Muni Opportunities Fund?
Kirk C Lehneis is the President of NYLI MacKay DefinedTerm Muni Opportunities Fund. Other key executives at NYLI MacKay DefinedTerm Muni Opportunities Fund include other: Portfolio Manager David Dowden , other: Portfolio Manager John J Lawlor , and other: Portfolio Manager Michael Denlinger .
NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) Insider Trades Summary
Over the past 18 months, Kirk C Lehneis made no insider transaction in NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD). Other recent insider transactions involving NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) include a net purchase of 4,500 shares made by John J Lawlor , and a net purchase of 3,300 shares made by David Dowden .
In summary, during the past 3 months, insiders sold 0 shares of NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) were sold and 7,800 shares were bought by its insiders, resulting in a net purchase of 7,800 shares.
NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD)'s detailed insider trading history can be found in Insider Trading Tracker table.
NYLI MacKay DefinedTerm Muni Opportunities Fund Insider Transactions
Kirk C Lehneis Mailing Address
Above is the net worth, insider trading, and ownership report for Kirk C Lehneis. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Kirk C Lehneis's mailing address is: New York Ny 10010.
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