Bruce Zimmerman - Net Worth and Insider Trading

Bruce Zimmerman Net Worth

The estimated net worth of Bruce Zimmerman is at least $3 Million dollars as of 2024-11-13. Bruce Zimmerman is the Director of Vistra Corp and owns about 15,374 shares of Vistra Corp (VST) stock worth over $2 Million. Bruce Zimmerman is the Director of Oaktree Specialty Lending Corp and owns about 12,333 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $197,055. Bruce Zimmerman is also the Director of Oaktree Strategic Income Corp and owns about 15,250 shares of Oaktree Strategic Income Corp (OCSI) stock worth over $129,625. Details can be seen in Bruce Zimmerman'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 Bruce Zimmerman has not made any transactions after 2019-06-07 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 Bruce Zimmerman

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Bruce Zimmerman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Bruce Zimmerman owns 6 companies in total, including GWG Holdings Inc (GWGHQ) , Vistra Corp (VST) , and Oaktree Specialty Lending Corp (OCSL) among others .

Click here to see the complete history of Bruce Zimmerman’s form 4 insider trades.

Insider Ownership Summary of Bruce Zimmerman

Ticker Comapny Transaction Date Type of Owner
GWGHQ GWG Holdings Inc 2019-04-26 director
VST Vistra Corp 2019-06-07 director
OCSL Oaktree Specialty Lending Corp 2018-08-10 director
LIMIT LIMIT 2018-08-10 director
LIMIT LIMIT 2021-03-01 director
LIMIT LIMIT 2021-03-01 director

Bruce Zimmerman Latest Holdings Summary

Bruce Zimmerman currently owns a total of 3 stocks. Among these stocks, Bruce Zimmerman owns 15,374 shares of Vistra Corp (VST) as of June 7, 2019, with a value of $2 Million and a weighting of 87.03%. Bruce Zimmerman owns 12,333 shares of Oaktree Specialty Lending Corp (OCSL) as of August 10, 2018, with a value of $197,055 and a weighting of 7.82%. Bruce Zimmerman also owns 15,250 shares of Oaktree Strategic Income Corp (OCSI) as of August 10, 2018, with a value of $129,625 and a weighting of 5.15%.

Latest Holdings of Bruce Zimmerman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VST Vistra Corp 2019-06-07 15,374 142.62 2,192,640
OCSL Oaktree Specialty Lending Corp 2018-08-10 12,333 15.98 197,055
OCSI Oaktree Strategic Income Corp 2018-08-10 15,250 8.50 129,625

Holding Weightings of Bruce Zimmerman


Bruce Zimmerman Form 4 Trading Tracker

According to the SEC Form 4 filings, Bruce Zimmerman has made a total of 0 transactions in Vistra Corp (VST) over the past 5 years. The most-recent trade in Vistra Corp is the acquisition of 4,000 shares on June 7, 2019, which cost Bruce Zimmerman around $97,720.

According to the SEC Form 4 filings, Bruce Zimmerman has made a total of 0 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 1,000 shares on August 10, 2018, which cost Bruce Zimmerman around $14,880.

According to the SEC Form 4 filings, Bruce Zimmerman has made a total of 0 transactions in Oaktree Strategic Income Corp (OCSI) over the past 5 years. The most-recent trade in Oaktree Strategic Income Corp is the acquisition of 1,250 shares on August 10, 2018, which cost Bruce Zimmerman around $10,763.

Insider Trading History of Bruce Zimmerman

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.

Bruce Zimmerman Trading Performance

GuruFocus tracks the stock performance after each of Bruce Zimmerman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bruce Zimmerman is -0.01%. GuruFocus also compares Bruce Zimmerman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bruce Zimmerman within 3 months outperforms 3 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 Bruce Zimmerman'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 Bruce Zimmerman

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
3 out of 7 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(%) 0.43 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -3.13 LIMIT LIMIT LIMIT LIMIT LIMIT

Bruce Zimmerman Ownership Network

Ownership Network List of Bruce Zimmerman

No Data

Ownership Network Relation of Bruce Zimmerman

Insider Network Chart

Bruce Zimmerman Owned Company Details

What does GWG Holdings Inc do?

Who are the key executives at GWG Holdings Inc?

Bruce Zimmerman is the director of GWG Holdings Inc. Other key executives at GWG Holdings Inc include director & Chief Restructuring Officer Jeffrey Scott Stein , 10 percent owner John A. Stahl , and General Counsel and Secretary Lennie Nicholson .

GWG Holdings Inc (GWGHQ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of GWG Holdings Inc (GWGHQ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of GWG Holdings Inc (GWGHQ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

GWG Holdings Inc (GWGHQ)'s detailed insider trading history can be found in Insider Trading Tracker table.

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GWG Holdings Inc Insider Transactions

No Available Data

Bruce Zimmerman Mailing Address

Above is the net worth, insider trading, and ownership report for Bruce Zimmerman. You might contact Bruce Zimmerman via mailing address: C/o Oaktree Capital Management, L.p., 333 S. Grand Avenue, 28th Floor, Los Angeles Ca 90071.