Wendy L Carlson - Net Worth and Insider Trading
Wendy L Carlson Net Worth
The estimated net worth of Wendy L Carlson is at least $7 Million dollars as of 2024-11-12. Wendy L Carlson is the President & CEO of American Equity Investment Life Holding Co and owns about 123,125 shares of American Equity Investment Life Holding Co (AEL) stock worth over $7 Million. Details can be seen in Wendy L Carlson'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 L Carlson has not made any transactions after 2009-06-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Wendy L Carlson
Wendy L Carlson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Wendy L Carlson owns 2 companies in total, including American Equity Investment Life Holding Co (AEL) , and West Bancorp Inc (WTBA) .
Click here to see the complete history of Wendy L Carlson’s form 4 insider trades.
Insider Ownership Summary of Wendy L Carlson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AEL | American Equity Investment Life Holding Co | 2012-03-09 | director & President & CEO |
| WTBA | West Bancorp Inc | 2009-04-16 | other: Former Director |
Wendy L Carlson Latest Holdings Summary
Wendy L Carlson currently owns a total of 1 stock. Wendy L Carlson owns 123,125 shares of American Equity Investment Life Holding Co (AEL) as of June 16, 2009, with a value of $7 Million.
Latest Holdings of Wendy L Carlson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AEL | American Equity Investment Life Holding Co | 2009-06-16 | 123,125 | 56.47 | 6,952,869 |
Holding Weightings of Wendy L Carlson
Wendy L Carlson Form 4 Trading Tracker
According to the SEC Form 4 filings, Wendy L Carlson has made a total of 0 transactions in American Equity Investment Life Holding Co (AEL) over the past 5 years. The most-recent trade in American Equity Investment Life Holding Co is the acquisition of 5,000 shares on June 16, 2009, which cost Wendy L Carlson around $24,300.
Insider Trading History of Wendy L Carlson
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Wendy L Carlson Trading Performance
GuruFocus tracks the stock performance after each of Wendy L Carlson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Wendy L Carlson is 37.76%. GuruFocus also compares Wendy L Carlson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Wendy L Carlson within 3 months outperforms 4 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Wendy L Carlson's insider trading performs compared to the benchmark.
Performance of Wendy L Carlson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 29.55 | | | | | |
| Relative Return to S&P 500(%) | 25.28 | | | | | |
Wendy L Carlson Ownership Network
Ownership Network List of Wendy L Carlson
Ownership Network Relation of Wendy L Carlson
Wendy L Carlson Owned Company Details
What does American Equity Investment Life Holding Co do?
Who are the key executives at American Equity Investment Life Holding Co?
Wendy L Carlson is the director & President & CEO of American Equity Investment Life Holding Co. Other key executives at American Equity Investment Life Holding Co include Controller Aaron Boushek , Sr. Vice President-Investments Jeffrey D Lorenzen , and Chief Financial Officer Axel Andre .
American Equity Investment Life Holding Co (AEL) Insider Trades Summary
Over the past 18 months, Wendy L Carlson made no insider transaction in American Equity Investment Life Holding Co (AEL). Other recent insider transactions involving American Equity Investment Life Holding Co (AEL) include a net sale of 167,132 shares made by James Louis Hamalainen , a net sale of 352,137 shares made by Anant Bhalla , and a net sale of 10,000 shares made by Robert L Howe .
In summary, during the past 3 months, insiders sold 0 shares of American Equity Investment Life Holding Co (AEL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 655,937 shares of American Equity Investment Life Holding Co (AEL) were sold and 1,062 shares were bought by its insiders, resulting in a net sale of 654,875 shares.
American Equity Investment Life Holding Co (AEL)'s detailed insider trading history can be found in Insider Trading Tracker table.
American Equity Investment Life Holding Co Insider Transactions
Wendy L Carlson Mailing Address
Above is the net worth, insider trading, and ownership report for Wendy L Carlson. Currently GuruFocus does not have mailing address information for Wendy L Carlson.
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