Lloyd Wennlund - Net Worth and Insider Trading
Lloyd Wennlund Net Worth
The estimated net worth of Lloyd Wennlund is at least $102,570 dollars as of 2024-09-20. Lloyd Wennlund is the Director of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND and owns about 4,500 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) stock worth over $52,422. Lloyd Wennlund is also the Director of Calamos Convertible & High Income Fund and owns about 4,200 shares of Calamos Convertible & High Income Fund (CHY) stock worth over $50,148. Details can be seen in Lloyd Wennlund'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 Lloyd Wennlund has not made any transactions after 2020-02-07 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Lloyd Wennlund
Lloyd Wennlund Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lloyd Wennlund owns 7 companies in total, including CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) , Calamos Convertible & High Income Fund (CHY) , and Calamos Strategic Total Return Fund (CSQ) among others .
Click here to see the complete history of Lloyd Wennlund’s form 4 insider trades.
Insider Ownership Summary of Lloyd Wennlund
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 2020-02-07 | director |
CHY | Calamos Convertible & High Income Fund | 2020-02-07 | director |
CSQ | Calamos Strategic Total Return Fund | 2018-07-19 | director |
2018-07-19 | director | ||
2018-07-19 | director | ||
2018-07-19 | director | ||
2019-11-25 | director |
Lloyd Wennlund Latest Holdings Summary
Lloyd Wennlund currently owns a total of 2 stocks. Among these stocks, Lloyd Wennlund owns 4,500 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) as of February 7, 2020, with a value of $52,422 and a weighting of 51.11%. Lloyd Wennlund also owns 4,200 shares of Calamos Convertible & High Income Fund (CHY) as of February 7, 2020, with a value of $50,148 and a weighting of 48.89%.
Latest Holdings of Lloyd Wennlund
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 2020-02-07 | 4,500 | 11.65 | 52,422 |
CHY | Calamos Convertible & High Income Fund | 2020-02-07 | 4,200 | 11.94 | 50,148 |
Holding Weightings of Lloyd Wennlund
Lloyd Wennlund Form 4 Trading Tracker
According to the SEC Form 4 filings, Lloyd Wennlund has made a total of 1 transactions in CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND is the acquisition of 4,500 shares on February 7, 2020, which cost Lloyd Wennlund around $51,390.
According to the SEC Form 4 filings, Lloyd Wennlund has made a total of 1 transactions in Calamos Convertible & High Income Fund (CHY) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Calamos Convertible & High Income Fund is the acquisition of 4,200 shares on February 7, 2020, which cost Lloyd Wennlund around $50,106.
Insider Trading History of Lloyd Wennlund
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Lloyd Wennlund Trading Performance
GuruFocus tracks the stock performance after each of Lloyd Wennlund's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lloyd Wennlund is -18.2%. GuruFocus also compares Lloyd Wennlund's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lloyd Wennlund within 3 months outperforms 0 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 Lloyd Wennlund's insider trading performs compared to the benchmark.
Performance of Lloyd Wennlund
Lloyd Wennlund Ownership Network
Lloyd Wennlund Owned Company Details
What does CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND do?
Who are the key executives at CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND?
Lloyd Wennlund is the director of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND. Other key executives at CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND include chief compliance officer Mark Mickey , VP & Sec'y & Chief Legal Off. Erik D. Ojala , and VP and Assistant Secretary Susan L Schoenberger .
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) Insider Trades Summary
Over the past 18 months, Lloyd Wennlund made no insider transaction in CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI). Other recent insider transactions involving CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) include a net sale of 0 shares made by Mark Mickey ,
In summary, during the past 3 months, insiders sold 0 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 500 shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) were sold and 500 shares were bought by its insiders, resulting in a net sale of 0 shares.
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI)'s detailed insider trading history can be found in Insider Trading Tracker table.
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND Insider Transactions
Lloyd Wennlund Mailing Address
Above is the net worth, insider trading, and ownership report for Lloyd Wennlund. You might contact Lloyd Wennlund via mailing address: 2020 Calamos Court, Naperville Il 60563.