R Jay Gerken - Net Worth and Insider Trading

R Jay Gerken Net Worth

The estimated net worth of R Jay Gerken is at least $86,890 dollars as of 2024-11-07. R Jay Gerken is the Director of Associated Banc-Corp and owns about 2,000 shares of Associated Banc-Corp (ASB) stock worth over $54,560. R Jay Gerken is the CEO & Pres. of Manager of Western Asset Mortgage Defined Opportunity Fund Inc and owns about 2,000 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) stock worth over $24,280. R Jay Gerken is also the CEO & Pres. of Manager of ClearBridge Energy MLP Total Return Fund and owns about 200 shares of ClearBridge Energy MLP Total Return Fund (CTR) stock worth over $8,050. Details can be seen in R Jay Gerken'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 R Jay Gerken has not made any transactions after 2014-10-28 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 R Jay Gerken

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R Jay Gerken Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, R Jay Gerken owns 25 companies in total, including Associated Banc-Corp (ASB) , ClearBridge Energy MLP Total Return Fund (CTR) , and BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG) among others .

Click here to see the complete history of R Jay Gerken’s form 4 insider trades.

Insider Ownership Summary of R Jay Gerken

Ticker Comapny Transaction Date Type of Owner
ASB Associated Banc-Corp 2014-10-28 director
CTR ClearBridge Energy MLP Total Return Fund 2012-06-26 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
BWG BrandywineGLOBAL - Global Income Opportunities Fund Inc 2012-03-27 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
LIMIT LIMIT 2011-06-09 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
LIMIT LIMIT 2010-10-26 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager
LIMIT LIMIT 2010-06-23 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
LIMIT LIMIT 2009-11-23 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
LIMIT LIMIT 2009-06-25 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
LIMIT LIMIT 2008-11-21 director & President and CEO
LIMIT LIMIT 2009-03-26 director & CEO and Pres. of Fund & other: CEO and Pres. of Manager
LIMIT LIMIT 2008-11-21 director & President and CEO
LIMIT LIMIT 2008-11-21 director & President and CEO
LIMIT LIMIT 2008-11-21 director & President and CEO
LIMIT LIMIT 2007-03-09 director & other: Trustee
LIMIT LIMIT 2007-03-09 director & other: Trustee
LIMIT LIMIT 2006-09-19 director
LIMIT LIMIT 2006-09-19 director
LIMIT LIMIT 2004-02-25 director
LIMIT LIMIT 2004-02-25 director
LIMIT LIMIT 2004-02-25 director
LIMIT LIMIT 2003-11-12 director
LIMIT LIMIT 2003-12-01 director
LIMIT LIMIT 2004-02-24 director & Chairman and President
LIMIT LIMIT 2006-08-01 President and CEO
LIMIT LIMIT 2010-06-24 director & CEO & Pres. & Chairman & other: CEO & Pres. of Manager

R Jay Gerken Latest Holdings Summary

R Jay Gerken currently owns a total of 3 stocks. Among these stocks, R Jay Gerken owns 2,000 shares of Associated Banc-Corp (ASB) as of October 28, 2014, with a value of $54,560 and a weighting of 62.79%. R Jay Gerken owns 2,000 shares of Western Asset Mortgage Defined Opportunity Fund Inc (DMO) as of June 23, 2010, with a value of $24,280 and a weighting of 27.94%. R Jay Gerken also owns 200 shares of ClearBridge Energy MLP Total Return Fund (CTR) as of June 26, 2012, with a value of $8,050 and a weighting of 9.26%.

Latest Holdings of R Jay Gerken

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ASB Associated Banc-Corp 2014-10-28 2,000 27.28 54,560
DMO Western Asset Mortgage Defined Opportunity Fund Inc 2010-06-23 2,000 12.14 24,280
CTR ClearBridge Energy MLP Total Return Fund 2012-06-26 200 40.25 8,050

Holding Weightings of R Jay Gerken


R Jay Gerken Form 4 Trading Tracker

According to the SEC Form 4 filings, R Jay Gerken has made a total of 0 transactions in Associated Banc-Corp (ASB) over the past 5 years. The most-recent trade in Associated Banc-Corp is the sale of 0 shares on October 28, 2014, which brought R Jay Gerken around $0.

According to the SEC Form 4 filings, R Jay Gerken has made a total of 0 transactions in Western Asset Mortgage Defined Opportunity Fund Inc (DMO) over the past 5 years. The most-recent trade in Western Asset Mortgage Defined Opportunity Fund Inc is the acquisition of 2,000 shares on June 23, 2010, which cost R Jay Gerken around $39,160.

According to the SEC Form 4 filings, R Jay Gerken has made a total of 0 transactions in ClearBridge Energy MLP Total Return Fund (CTR) over the past 5 years. The most-recent trade in ClearBridge Energy MLP Total Return Fund is the acquisition of 200 shares on June 26, 2012, which cost R Jay Gerken around $20,000.

Insider Trading History of R Jay Gerken

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.

R Jay Gerken Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

R Jay Gerken Ownership Network

Ownership Network List of R Jay Gerken

No Data

Ownership Network Relation of R Jay Gerken

Insider Network Chart

R Jay Gerken Owned Company Details

What does Associated Banc-Corp do?

Who are the key executives at Associated Banc-Corp?

R Jay Gerken is the director of Associated Banc-Corp. Other key executives at Associated Banc-Corp include Executive Vice President John A. Utz , Executive Vice President David L Stein , and Executive Vice President Randall J. Erickson .

Associated Banc-Corp (ASB) Insider Trades Summary

Over the past 18 months, R Jay Gerken made no insider transaction in Associated Banc-Corp (ASB). Other recent insider transactions involving Associated Banc-Corp (ASB) include a net sale of 72,808 shares made by John A. Utz , a net sale of 57,717 shares made by David L Stein , and a net sale of 50,109 shares made by Randall J. Erickson .

In summary, during the past 3 months, insiders sold 55,835 shares of Associated Banc-Corp (ASB) in total and bought 0 shares, with a net sale of 55,835 shares. During the past 18 months, 230,586 shares of Associated Banc-Corp (ASB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 230,586 shares.

Associated Banc-Corp (ASB)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Associated Banc-Corp Insider Transactions

No Available Data

R Jay Gerken Mailing Address

Above is the net worth, insider trading, and ownership report for R Jay Gerken. You might contact R Jay Gerken via mailing address: 399 Park Avenue 4th Fl, New York Ny 10022.