Suzanne Woolsey - Net Worth and Insider Trading
Suzanne Woolsey Net Worth
The estimated net worth of Suzanne Woolsey is at least $408,411 dollars as of 2024-11-08. Suzanne Woolsey is the Director of Fluor Corp and owns about 7,669 shares of Fluor Corp (FLR) stock worth over $382,683. Suzanne Woolsey is the Director of Invesco Dynamic Credit Opportunities Fund and owns about 373 shares of Invesco Dynamic Credit Opportunities Fund (VTA) stock worth over $4,271. Suzanne Woolsey is also the Director of Invesco Bond Fund and owns about 248 shares of Invesco Bond Fund (VBF) stock worth over $4,047. Besides these, Suzanne Woolsey also holds Invesco Municipal Trust (VKQ) , Invesco Municipal Opportunity Trust (VMO) , Invesco Advantage Municipal Income Trust II (VKI) , Invesco Senior Income Trust (VVR) , Invesco High Income Trust II (VLT) . Details can be seen in Suzanne Woolsey'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 Suzanne Woolsey has not made any transactions after 2013-03-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Suzanne Woolsey
Suzanne Woolsey Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Suzanne Woolsey owns 16 companies in total, including Invesco Bond Fund (VBF) , Invesco Muni Income Opps Trust (OIA) , and Invesco High Income Trust II (VLT) among others .
Click here to see the complete history of Suzanne Woolsey’s form 4 insider trades.
Insider Ownership Summary of Suzanne Woolsey
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
VBF | Invesco Bond Fund | 2013-03-12 | director |
OIA | Invesco Muni Income Opps Trust | 2014-08-29 | other: Trustee |
VLT | Invesco High Income Trust II | 2013-03-12 | director |
2013-03-12 | director | ||
2003-06-30 | director | ||
2003-06-30 | director | ||
2013-03-12 | director | ||
2014-08-29 | other: Trustee | ||
2014-08-29 | other: Trustee | ||
2003-06-30 | director | ||
2003-06-30 | director | ||
2013-03-12 | director | ||
2013-03-12 | director | ||
2013-03-12 | director | ||
2016-11-22 | other: Trustee | ||
2011-06-08 | director |
Suzanne Woolsey Latest Holdings Summary
Suzanne Woolsey currently owns a total of 8 stocks. Among these stocks, Suzanne Woolsey owns 7,669 shares of Fluor Corp (FLR) as of June 8, 2011, with a value of $382,683 and a weighting of 93.7%. Suzanne Woolsey owns 373 shares of Invesco Dynamic Credit Opportunities Fund (VTA) as of March 12, 2013, with a value of $4,271 and a weighting of 1.05%. Suzanne Woolsey also owns 248 shares of Invesco Bond Fund (VBF) as of March 12, 2013, with a value of $4,047 and a weighting of 0.99%. The other 5 stocks Invesco Municipal Trust (VKQ) , Invesco Municipal Opportunity Trust (VMO) , Invesco Advantage Municipal Income Trust II (VKI) , Invesco Senior Income Trust (VVR) , Invesco High Income Trust II (VLT) have a combined weighting of 4.26% among all his current holdings.
Latest Holdings of Suzanne Woolsey
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
FLR | Fluor Corp | 2011-06-08 | 7,669 | 49.90 | 382,683 |
VTA | Invesco Dynamic Credit Opportunities Fund | 2013-03-12 | 373 | 11.45 | 4,271 |
VBF | Invesco Bond Fund | 2013-03-12 | 248 | 16.32 | 4,047 |
VKQ | Invesco Municipal Trust | 2013-03-12 | 360 | 10.06 | 3,622 |
VMO | Invesco Municipal Opportunity Trust | 2013-03-12 | 360 | 9.95 | 3,582 |
VKI | Invesco Advantage Municipal Income Trust II | 2013-03-12 | 394 | 9.04 | 3,562 |
VVR | Invesco Senior Income Trust | 2013-03-12 | 896 | 3.96 | 3,544 |
VLT | Invesco High Income Trust II | 2013-03-12 | 272 | 11.40 | 3,101 |
Holding Weightings of Suzanne Woolsey
Suzanne Woolsey Form 4 Trading Tracker
According to the SEC Form 4 filings, Suzanne Woolsey has made a total of 0 transactions in Fluor Corp (FLR) over the past 5 years. The most-recent trade in Fluor Corp is the sale of 3,373 shares on June 8, 2011, which brought Suzanne Woolsey around $214,084.
According to the SEC Form 4 filings, Suzanne Woolsey has made a total of 0 transactions in Invesco Dynamic Credit Opportunities Fund (VTA) over the past 5 years. The most-recent trade in Invesco Dynamic Credit Opportunities Fund is the acquisition of 373 shares on March 12, 2013, which cost Suzanne Woolsey around $4,994.
According to the SEC Form 4 filings, Suzanne Woolsey has made a total of 0 transactions in Invesco Bond Fund (VBF) over the past 5 years. The most-recent trade in Invesco Bond Fund is the acquisition of 248 shares on March 12, 2013, which cost Suzanne Woolsey around $4,980.
More details on Suzanne Woolsey's insider transactions can be found in the Insider Trading History of Suzanne Woolsey table.Insider Trading History of Suzanne Woolsey
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Suzanne Woolsey Trading Performance
GuruFocus tracks the stock performance after each of Suzanne Woolsey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Suzanne Woolsey is -5.09%. GuruFocus also compares Suzanne Woolsey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Suzanne Woolsey within 3 months outperforms 0 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Suzanne Woolsey's insider trading performs compared to the benchmark.
Performance of Suzanne Woolsey
Suzanne Woolsey Ownership Network
Ownership Network List of Suzanne Woolsey
Ownership Network Relation of Suzanne Woolsey
Suzanne Woolsey Owned Company Details
What does Invesco Bond Fund do?
Who are the key executives at Invesco Bond Fund?
Suzanne Woolsey is the director of Invesco Bond Fund. Other key executives at Invesco Bond Fund include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .
Invesco Bond Fund (VBF) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Invesco Bond Fund (VBF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Bond Fund (VBF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Invesco Bond Fund (VBF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Invesco Bond Fund Insider Transactions
Suzanne Woolsey Mailing Address
Above is the net worth, insider trading, and ownership report for Suzanne Woolsey. You might contact Suzanne Woolsey via mailing address: 1555 Peachtree Street, Suite 100, Atlanta 2q 30309.