Wendy W Luscombe - Net Worth and Insider Trading
Wendy W Luscombe Net Worth
The estimated net worth of Wendy W Luscombe is at least $940,365 dollars as of 2024-11-13. Wendy W Luscombe is the Director of Acadia Realty Trust and owns about 37,614 shares of Acadia Realty Trust (AKR) stock worth over $929,066. Wendy W Luscombe is the Director of Virtus Global Dividend & Income Fund Inc and owns about 851 shares of Virtus Global Dividend & Income Fund Inc (ZTR) stock worth over $8,153. Wendy W Luscombe is also the Director of Virtus Total Return Fund Inc and owns about 528 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $3,147. Details can be seen in Wendy W Luscombe'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 Wendy W Luscombe has not made any transactions after 2022-12-01 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Wendy W Luscombe
Wendy W Luscombe Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Wendy W Luscombe owns 4 companies in total, including Acadia Realty Trust (AKR) , Virtus Total Return Fund Inc (ZTR) , and Virtus Global Dividend & Income Fund Inc (ZTR) among others .
Click here to see the complete history of Wendy W Luscombe’s form 4 insider trades.
Insider Ownership Summary of Wendy W Luscombe
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AKR | Acadia Realty Trust | 2022-12-01 | director |
| ZTR | Virtus Total Return Fund Inc | 2014-05-02 | director |
| ZTR | Virtus Global Dividend & Income Fund Inc | 2014-04-29 | director |
 | | 2003-08-11 | director |
Wendy W Luscombe Latest Holdings Summary
Wendy W Luscombe currently owns a total of 3 stocks. Among these stocks, Wendy W Luscombe owns 37,614 shares of Acadia Realty Trust (AKR) as of December 1, 2022, with a value of $929,066 and a weighting of 98.8%. Wendy W Luscombe owns 851 shares of Virtus Global Dividend & Income Fund Inc (ZTR) as of April 29, 2014, with a value of $8,153 and a weighting of 0.87%. Wendy W Luscombe also owns 528 shares of Virtus Total Return Fund Inc (ZTR) as of May 2, 2014, with a value of $3,147 and a weighting of 0.33%.
Latest Holdings of Wendy W Luscombe
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AKR | Acadia Realty Trust | 2022-12-01 | 37,614 | 24.70 | 929,066 |
| ZTR | Virtus Global Dividend & Income Fund Inc | 2014-04-29 | 851 | 9.58 | 8,153 |
| ZTR | Virtus Total Return Fund Inc | 2014-05-02 | 528 | 5.96 | 3,147 |
Holding Weightings of Wendy W Luscombe
Wendy W Luscombe Form 4 Trading Tracker
According to the SEC Form 4 filings, Wendy W Luscombe has made a total of 11 transactions in Acadia Realty Trust (AKR) over the past 5 years, including 0 buys and 11 sells. The most-recent trade in Acadia Realty Trust is the sale of 807 shares on December 1, 2022, which brought Wendy W Luscombe around $12,291.
According to the SEC Form 4 filings, Wendy W Luscombe has made a total of 0 transactions in Virtus Global Dividend & Income Fund Inc (ZTR) over the past 5 years. The most-recent trade in Virtus Global Dividend & Income Fund Inc is the sale of 750 shares on April 29, 2014, which brought Wendy W Luscombe around $10,508.
According to the SEC Form 4 filings, Wendy W Luscombe has made a total of 0 transactions in Virtus Total Return Fund Inc (ZTR) over the past 5 years. The most-recent trade in Virtus Total Return Fund Inc is the sale of 1,000 shares on May 2, 2014, which brought Wendy W Luscombe around $15,060.
Insider Trading History of Wendy W Luscombe
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Wendy W Luscombe Trading Performance
GuruFocus tracks the stock performance after each of Wendy W Luscombe's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Wendy W Luscombe is 7.62%. GuruFocus also compares Wendy W Luscombe's trading performance to market benchmark return within the same time period. The performance of stocks bought by Wendy W Luscombe within 3 months outperforms 4 times out of 7 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Wendy W Luscombe's insider trading performs compared to the benchmark.
Performance of Wendy W Luscombe
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.99 | | | | | |
| Relative Return to S&P 500(%) | -0.03 | | | | | |
Wendy W Luscombe Ownership Network
Ownership Network List of Wendy W Luscombe
Ownership Network Relation of Wendy W Luscombe
Wendy W Luscombe Owned Company Details
What does Acadia Realty Trust do?
Who are the key executives at Acadia Realty Trust?
Wendy W Luscombe is the director of Acadia Realty Trust. Other key executives at Acadia Realty Trust include Senior Vice President/CFO John J. Gottfried , Senior Vice President Richard Hartmann , and Sr. Vice President Joseph Napolitano .
Acadia Realty Trust (AKR) Insider Trades Summary
Over the past 18 months, Wendy W Luscombe made no insider transaction in Acadia Realty Trust (AKR). Other recent insider transactions involving Acadia Realty Trust (AKR) include a net sale of 103,565 shares made by Joseph Napolitano , a net sale of 25,000 shares made by John J. Gottfried , and a net purchase of 28,250 shares made by Douglas Ii Crocker .
In summary, during the past 3 months, insiders sold 0 shares of Acadia Realty Trust (AKR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 160,565 shares of Acadia Realty Trust (AKR) were sold and 39,250 shares were bought by its insiders, resulting in a net sale of 121,315 shares.
Acadia Realty Trust (AKR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Acadia Realty Trust Insider Transactions
Wendy W Luscombe Mailing Address
Above is the net worth, insider trading, and ownership report for Wendy W Luscombe. You might contact Wendy W Luscombe via mailing address: 480 Taghkanic Church Town Road, Craryville Ny 12521.
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