Wayne W Whalen - Net Worth and Insider Trading
Wayne W Whalen Net Worth
The estimated net worth of Wayne W Whalen is at least $47,381 dollars as of 2024-11-08. Wayne W Whalen is the Director of Invesco High Income Trust II and owns about 2,793 shares of Invesco High Income Trust II (VLT) stock worth over $31,976. Wayne W Whalen is the Director of Invesco Dynamic Credit Opportunities Fund and owns about 1,000 shares of Invesco Dynamic Credit Opportunities Fund (VTA) stock worth over $11,450. Wayne W Whalen is also the Director of Invesco Senior Income Trust and owns about 1,000 shares of Invesco Senior Income Trust (VVR) stock worth over $3,955. Details can be seen in Wayne W Whalen'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 Wayne W Whalen has not made any transactions after 2012-09-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Wayne W Whalen
Wayne W Whalen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Wayne W Whalen owns 15 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 Wayne W Whalen’s form 4 insider trades.
Insider Ownership Summary of Wayne W Whalen
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
VBF | Invesco Bond Fund | 2006-02-21 | director |
OIA | Invesco Muni Income Opps Trust | 2010-06-01 | director |
VLT | Invesco High Income Trust II | 2012-09-28 | director |
2004-08-13 | director | ||
2004-08-12 | director | ||
2014-08-29 | other: Trustee | ||
2004-08-16 | director | ||
2010-06-01 | director | ||
2010-06-01 | director | ||
2014-08-29 | other: Trustee | ||
2014-08-29 | other: Trustee | ||
2006-01-27 | director | ||
2012-09-28 | director | ||
2012-09-28 | director | ||
2012-12-03 | 10 percent owner |
Wayne W Whalen Latest Holdings Summary
Wayne W Whalen currently owns a total of 3 stocks. Among these stocks, Wayne W Whalen owns 2,793 shares of Invesco High Income Trust II (VLT) as of September 28, 2012, with a value of $31,976 and a weighting of 67.49%. Wayne W Whalen owns 1,000 shares of Invesco Dynamic Credit Opportunities Fund (VTA) as of September 28, 2012, with a value of $11,450 and a weighting of 24.17%. Wayne W Whalen also owns 1,000 shares of Invesco Senior Income Trust (VVR) as of September 28, 2012, with a value of $3,955 and a weighting of 8.35%.
Latest Holdings of Wayne W Whalen
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
VLT | Invesco High Income Trust II | 2012-09-28 | 2,793 | 11.45 | 31,976 |
VTA | Invesco Dynamic Credit Opportunities Fund | 2012-09-28 | 1,000 | 11.45 | 11,450 |
VVR | Invesco Senior Income Trust | 2012-09-28 | 1,000 | 3.96 | 3,955 |
Holding Weightings of Wayne W Whalen
Wayne W Whalen Form 4 Trading Tracker
According to the SEC Form 4 filings, Wayne W Whalen has made a total of 0 transactions in Invesco High Income Trust II (VLT) over the past 5 years. The most-recent trade in Invesco High Income Trust II is the sale of 306 shares on September 28, 2012, which brought Wayne W Whalen around $5,236.
According to the SEC Form 4 filings, Wayne W Whalen 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 sale of 641 shares on September 28, 2012, which brought Wayne W Whalen around $8,115.
According to the SEC Form 4 filings, Wayne W Whalen has made a total of 0 transactions in Invesco Senior Income Trust (VVR) over the past 5 years. The most-recent trade in Invesco Senior Income Trust is the sale of 566 shares on September 28, 2012, which brought Wayne W Whalen around $2,836.
Insider Trading History of Wayne W Whalen
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Wayne W Whalen Trading Performance
Wayne W Whalen Ownership Network
Ownership Network List of Wayne W Whalen
Ownership Network Relation of Wayne W Whalen
Wayne W Whalen Owned Company Details
What does Invesco Bond Fund do?
Who are the key executives at Invesco Bond Fund?
Wayne W Whalen 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
Wayne W Whalen Mailing Address
Above is the net worth, insider trading, and ownership report for Wayne W Whalen. You might contact Wayne W Whalen via mailing address: 4920 S Greenwood, Chicago Il 60615.