Pamela Wheelock - Net Worth and Insider Trading

Pamela Wheelock Net Worth

The estimated net worth of Pamela Wheelock is at least $3,243 dollars as of 2024-09-21. Pamela Wheelock is the Director of Allspring Utilities and High Income Fund and owns about 100 shares of Allspring Utilities and High Income Fund (ERH) stock worth over $1,100. Pamela Wheelock is the Director of Allspring Multi-Sector Income Fund and owns about 100 shares of Allspring Multi-Sector Income Fund (ERC) stock worth over $952. Pamela Wheelock is also the Director of Allspring Income Opportunities Fund and owns about 100 shares of Allspring Income Opportunities Fund (EAD) stock worth over $702. Besides these, Pamela Wheelock also holds Allspring Global Dividend Opportunity Fund (EOD) . Details can be seen in Pamela Wheelock'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 Pamela Wheelock has not made any transactions after 2017-11-27 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 Pamela Wheelock

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Pamela Wheelock Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Pamela Wheelock owns 4 companies in total, including Allspring Income Opportunities Fund (EAD) , Allspring Multi-Sector Income Fund (ERC) , and Allspring Utilities and High Income Fund (ERH) among others .

Click here to see the complete history of Pamela Wheelock’s form 4 insider trades.

Insider Ownership Summary of Pamela Wheelock

Ticker Comapny Transaction Date Type of Owner
EAD Allspring Income Opportunities Fund 2017-11-27 director
ERC Allspring Multi-Sector Income Fund 2017-11-27 director
ERH Allspring Utilities and High Income Fund 2017-11-27 director
LIMIT LIMIT 2017-11-27 director

Pamela Wheelock Latest Holdings Summary

Pamela Wheelock currently owns a total of 4 stocks. Among these stocks, Pamela Wheelock owns 100 shares of Allspring Utilities and High Income Fund (ERH) as of November 27, 2017, with a value of $1,100 and a weighting of 33.92%. Pamela Wheelock owns 100 shares of Allspring Multi-Sector Income Fund (ERC) as of November 27, 2017, with a value of $952 and a weighting of 29.34%. Pamela Wheelock also owns 100 shares of Allspring Income Opportunities Fund (EAD) as of November 27, 2017, with a value of $702 and a weighting of 21.65%. The other 1 stocks Allspring Global Dividend Opportunity Fund (EOD) have a combined weighting of 15.08% among all his current holdings.

Latest Holdings of Pamela Wheelock

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ERH Allspring Utilities and High Income Fund 2017-11-27 100 11.00 1,100
ERC Allspring Multi-Sector Income Fund 2017-11-27 100 9.52 952
EAD Allspring Income Opportunities Fund 2017-11-27 100 7.02 702
EOD Allspring Global Dividend Opportunity Fund 2017-11-27 100 4.89 489

Holding Weightings of Pamela Wheelock


Pamela Wheelock Form 4 Trading Tracker

According to the SEC Form 4 filings, Pamela Wheelock has made a total of 0 transactions in Allspring Utilities and High Income Fund (ERH) over the past 5 years. The most-recent trade in Allspring Utilities and High Income Fund is the acquisition of 100 shares on November 27, 2017, which cost Pamela Wheelock around $1,335.

According to the SEC Form 4 filings, Pamela Wheelock has made a total of 0 transactions in Allspring Multi-Sector Income Fund (ERC) over the past 5 years. The most-recent trade in Allspring Multi-Sector Income Fund is the acquisition of 100 shares on November 27, 2017, which cost Pamela Wheelock around $1,305.

According to the SEC Form 4 filings, Pamela Wheelock has made a total of 0 transactions in Allspring Income Opportunities Fund (EAD) over the past 5 years. The most-recent trade in Allspring Income Opportunities Fund is the acquisition of 100 shares on November 27, 2017, which cost Pamela Wheelock around $841.

More details on Pamela Wheelock's insider transactions can be found in the Insider Trading History of Pamela Wheelock table.

Insider Trading History of Pamela Wheelock

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.

Pamela Wheelock Trading Performance

GuruFocus tracks the stock performance after each of Pamela Wheelock's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Pamela Wheelock is -4.75%. GuruFocus also compares Pamela Wheelock's trading performance to market benchmark return within the same time period. The performance of stocks bought by Pamela Wheelock within 3 months outperforms 0 times out of 4 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Pamela Wheelock'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 Pamela Wheelock

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 4 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(%) -1.22 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -4.34 LIMIT LIMIT LIMIT LIMIT LIMIT

Pamela Wheelock Ownership Network

Ownership Network List of Pamela Wheelock

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Ownership Network Relation of Pamela Wheelock

Insider Network Chart

Pamela Wheelock Owned Company Details

What does Allspring Income Opportunities Fund do?

Who are the key executives at Allspring Income Opportunities Fund?

Pamela Wheelock is the director of Allspring Income Opportunities Fund. Other key executives at Allspring Income Opportunities Fund include Chief Compliance Officer Jennifer Lea Grunberg , Chief Compliance Officer Paul Werner Felsch , and Chief Compliance Officer Christopher Micah Baker .

Allspring Income Opportunities Fund (EAD) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Allspring Income Opportunities Fund (EAD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Allspring Income Opportunities Fund (EAD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Allspring Income Opportunities Fund (EAD)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Allspring Income Opportunities Fund Insider Transactions

No Available Data

Pamela Wheelock Mailing Address

Above is the net worth, insider trading, and ownership report for Pamela Wheelock. You might contact Pamela Wheelock via mailing address: 1843 Highland Parkway, Saint Paul Mn 55116.

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