Parmentier William R Jr - Net Worth and Insider Trading

Parmentier William R Jr Net Worth

The estimated net worth of Parmentier William R Jr is at least $427,347 dollars as of 2024-11-05. Parmentier William R Jr is the Access Person of the Fund of Liberty All Star Equity Fund and owns about 30,625 shares of Liberty All Star Equity Fund (USA) stock worth over $220,194. Parmentier William R Jr is also the President of Liberty All Star Growth Fund Inc and owns about 36,535 shares of Liberty All Star Growth Fund Inc (ASG) stock worth over $207,153. Details can be seen in Parmentier William R Jr'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 Parmentier William R Jr has not made any transactions after 2023-05-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Parmentier William R Jr

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Parmentier William R Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Parmentier William R Jr owns 5 companies in total, including SRH Total Return Fund, Inc. (STEW) , Liberty All Star Growth Fund Inc (ASG) , and Liberty All Star Equity Fund (USA) among others .

Click here to see the complete history of Parmentier William R Jr’s form 4 insider trades.

Insider Ownership Summary of Parmentier William R Jr

Ticker Comapny Transaction Date Type of Owner
STEW SRH Total Return Fund, Inc. 2018-06-01 other: Officer of Investment Adviser
ASG Liberty All Star Growth Fund Inc 2020-11-12 President & CEO
USA Liberty All Star Equity Fund 2023-05-26 President and Chief Exec. Off.
LIMIT LIMIT 2015-12-23 other: Officer of Investment Adviser
LIMIT LIMIT 2013-06-25 other: Senior VP & Chief Inv. Officer

Parmentier William R Jr Latest Holdings Summary

Parmentier William R Jr currently owns a total of 2 stocks. Among these stocks, Parmentier William R Jr owns 30,625 shares of Liberty All Star Equity Fund (USA) as of May 26, 2023, with a value of $220,194 and a weighting of 51.53%. Parmentier William R Jr also owns 36,535 shares of Liberty All Star Growth Fund Inc (ASG) as of November 12, 2020, with a value of $207,153 and a weighting of 48.47%.

Latest Holdings of Parmentier William R Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
USA Liberty All Star Equity Fund 2023-05-26 30,625 7.19 220,194
ASG Liberty All Star Growth Fund Inc 2020-11-12 36,535 5.67 207,153

Holding Weightings of Parmentier William R Jr


Parmentier William R Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Parmentier William R Jr has made a total of 1 transactions in Liberty All Star Equity Fund (USA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Liberty All Star Equity Fund is the sale of 34,931 shares on May 26, 2023, which brought Parmentier William R Jr around $208,887.

According to the SEC Form 4 filings, Parmentier William R Jr has made a total of 2 transactions in Liberty All Star Growth Fund Inc (ASG) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Liberty All Star Growth Fund Inc is the sale of 26,682 shares on November 12, 2020, which brought Parmentier William R Jr around $215,857.

Insider Trading History of Parmentier William R Jr

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 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.

Parmentier William R Jr Trading Performance

GuruFocus tracks the stock performance after each of Parmentier William R Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Parmentier William R Jr is 4.92%. GuruFocus also compares Parmentier William R Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Parmentier William R Jr 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 Parmentier William R Jr'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 Parmentier William R Jr

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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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
Return(%) 4.59 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 1.97 LIMIT LIMIT LIMIT LIMIT LIMIT

Parmentier William R Jr Ownership Network

Ownership Network List of Parmentier William R Jr

No Data

Ownership Network Relation of Parmentier William R Jr

Insider Network Chart

Parmentier William R Jr Owned Company Details

What does SRH Total Return Fund, Inc. do?

Who are the key executives at SRH Total Return Fund, Inc.?

Parmentier William R Jr is the other: Officer of Investment Adviser of SRH Total Return Fund, Inc.. Other key executives at SRH Total Return Fund, Inc. include other: Officer of Advisor Jonathan Albro Vickery , other: Investment Adviser Advisors Paralel , and Treasurer Jill Kerschen .

SRH Total Return Fund, Inc. (STEW) Insider Trades Summary

Over the past 18 months, Parmentier William R Jr made no insider transaction in SRH Total Return Fund, Inc. (STEW). Other recent insider transactions involving SRH Total Return Fund, Inc. (STEW) include a net purchase of 4,386 shares made by Thomas Jack Moore ,

In summary, during the past 3 months, insiders sold 0 shares of SRH Total Return Fund, Inc. (STEW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of SRH Total Return Fund, Inc. (STEW) were sold and 4,386 shares were bought by its insiders, resulting in a net purchase of 4,386 shares.

SRH Total Return Fund, Inc. (STEW)'s detailed insider trading history can be found in Insider Trading Tracker table.

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SRH Total Return Fund, Inc. Insider Transactions

No Available Data

Parmentier William R Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Parmentier William R Jr. You might contact Parmentier William R Jr via mailing address: C/o Liberty All-star Funds, 1290 Broadway, Suite 1100, Denver Co 80203.