Gerald L Seizert - Net Worth and Insider Trading
Gerald L Seizert Net Worth
The estimated net worth of Gerald L Seizert is at least $729,504 dollars as of 2024-11-05. Gerald L Seizert is the Trustee of Advent Claymore Convertible Securities & Income Fu and owns about 44,203 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $575,744. Gerald L Seizert is the Director of Advent Convertible & Income Fund and owns about 13,595 shares of Advent Convertible & Income Fund (AVK) stock worth over $153,759. Gerald L Seizert is also the Trustee of Advent/claymore Enhanced Growth & Income and owns about 0 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $0. Details can be seen in Gerald L Seizert'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 Gerald L Seizert has not made any transactions after 2024-10-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Gerald L Seizert
Gerald L Seizert Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Gerald L Seizert owns 3 companies in total, including Advent Convertible & Income Fund (AVK) , Advent/claymore Enhanced Growth & Income (LCM) , and Advent Claymore Convertible Securities & Income Fu (AGC) .
Click here to see the complete history of Gerald L Seizert’s form 4 insider trades.
Insider Ownership Summary of Gerald L Seizert
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2024-10-17 | director & other: Trustee |
| LCM | Advent/claymore Enhanced Growth & Income | 2017-06-02 | director & other: Trustee |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2016-11-04 | director & other: Trustee |
Gerald L Seizert Latest Holdings Summary
Gerald L Seizert currently owns a total of 3 stocks. Among these stocks, Gerald L Seizert owns 44,203 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of November 4, 2016, with a value of $575,744 and a weighting of 78.92%. Gerald L Seizert owns 13,595 shares of Advent Convertible & Income Fund (AVK) as of October 17, 2024, with a value of $153,759 and a weighting of 21.08%. Gerald L Seizert also owns 0 shares of Advent/claymore Enhanced Growth & Income (LCM) as of June 2, 2017, with a value of $0 and a weighting of 0%.
Latest Holdings of Gerald L Seizert
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AGC | Advent Claymore Convertible Securities & Income Fu | 2016-11-04 | 44,203 | 13.03 | 575,744 |
| AVK | Advent Convertible & Income Fund | 2024-10-17 | 13,595 | 11.31 | 153,759 |
| LCM | Advent/claymore Enhanced Growth & Income | 2017-06-02 | 0 | 7.74 | 0 |
Holding Weightings of Gerald L Seizert
Gerald L Seizert Form 4 Trading Tracker
According to the SEC Form 4 filings, Gerald L Seizert has made a total of 0 transactions in Advent Claymore Convertible Securities & Income Fu (AGC) over the past 5 years. The most-recent trade in Advent Claymore Convertible Securities & Income Fu is the acquisition of 16,000 shares on November 4, 2016, which cost Gerald L Seizert around $85,600.
According to the SEC Form 4 filings, Gerald L Seizert has made a total of 4 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years, including 1 buys and 3 sells. The most-recent trade in Advent Convertible & Income Fund is the acquisition of 1,227 shares on October 17, 2024, which cost Gerald L Seizert around $13,841.
According to the SEC Form 4 filings, Gerald L Seizert has made a total of 0 transactions in Advent/claymore Enhanced Growth & Income (LCM) over the past 5 years. The most-recent trade in Advent/claymore Enhanced Growth & Income is the sale of 15,000 shares on June 2, 2017, which brought Gerald L Seizert around $132,150.
Insider Trading History of Gerald L Seizert
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Gerald L Seizert Trading Performance
GuruFocus tracks the stock performance after each of Gerald L Seizert's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Gerald L Seizert is 0.94%. GuruFocus also compares Gerald L Seizert's trading performance to market benchmark return within the same time period. The performance of stocks bought by Gerald L Seizert within 3 months outperforms 3 times out of 12 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Gerald L Seizert's insider trading performs compared to the benchmark.
Performance of Gerald L Seizert
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.09 | | | | | |
| Relative Return to S&P 500(%) | 0.07 | | | | | |
Gerald L Seizert Ownership Network
Ownership Network List of Gerald L Seizert
Ownership Network Relation of Gerald L Seizert
Gerald L Seizert Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Gerald L Seizert is the director & other: Trustee of Advent Convertible & Income Fund. Other key executives at Advent Convertible & Income Fund include director & other: Trustee Nancy E. Stuebe , director & other: Trustee Randall C Barnes , and President & other: Trustee Tracy V Maitland .
Advent Convertible & Income Fund (AVK) Insider Trades Summary
Over the past 18 months, Gerald L Seizert made 1 insider transaction in Advent Convertible & Income Fund (AVK) with a net purchase of 1,227. Other recent insider transactions involving Advent Convertible & Income Fund (AVK) include a net purchase of 3,596 shares made by Nancy E. Stuebe , a net sale of 53,032 shares made by Tracy V Maitland , and a net sale of 59,048 shares made by Advent Capital Management /de/ .
In summary, during the past 3 months, insiders sold 0 shares of Advent Convertible & Income Fund (AVK) in total and bought 26,738 shares, with a net purchase of 26,738 shares. During the past 18 months, 125,259 shares of Advent Convertible & Income Fund (AVK) were sold and 28,758 shares were bought by its insiders, resulting in a net sale of 96,501 shares.
Advent Convertible & Income Fund (AVK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Advent Convertible & Income Fund Insider Transactions
Gerald L Seizert Mailing Address
Above is the net worth, insider trading, and ownership report for Gerald L Seizert. You might contact Gerald L Seizert via mailing address: 10865 Avenue Of The Americas,, 31st Floor, New York Ny 10018.
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