Jeffrey D Lorenzen - Net Worth and Insider Trading

Jeffrey D Lorenzen Net Worth

The estimated net worth of Jeffrey D Lorenzen is at least $3 Million dollars as of 2024-11-08. Jeffrey D Lorenzen is the Executive VP-Chief Inv Officer of American Equity Investment Life Holding Co and owns about 44,945 shares of American Equity Investment Life Holding Co (AEL) stock worth over $3 Million. Details can be seen in Jeffrey D Lorenzen'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 Jeffrey D Lorenzen has not made any transactions after 2023-09-21 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 Jeffrey D Lorenzen

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Jeffrey D Lorenzen Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Jeffrey D Lorenzen 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 Jeffrey D Lorenzen’s form 4 insider trades.

Insider Ownership Summary of Jeffrey D Lorenzen

Ticker Comapny Transaction Date Type of Owner
AEL American Equity Investment Life Holding Co 2023-09-21 Sr. Vice President-Investments
WTBA West Bancorp Inc 2008-12-31 other: Subsidiary President

Jeffrey D Lorenzen Latest Holdings Summary

Jeffrey D Lorenzen currently owns a total of 1 stock. Jeffrey D Lorenzen owns 44,945 shares of American Equity Investment Life Holding Co (AEL) as of September 21, 2023, with a value of $3 Million.

Latest Holdings of Jeffrey D Lorenzen

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AEL American Equity Investment Life Holding Co 2023-09-21 44,945 56.47 2,538,044

Holding Weightings of Jeffrey D Lorenzen


Jeffrey D Lorenzen Form 4 Trading Tracker

According to the SEC Form 4 filings, Jeffrey D Lorenzen has made a total of 3 transactions in American Equity Investment Life Holding Co (AEL) over the past 5 years, including 0 buys and 3 sells. The most-recent trade in American Equity Investment Life Holding Co is the sale of 97,395 shares on September 21, 2023, which brought Jeffrey D Lorenzen around $5 Million.

Insider Trading History of Jeffrey D Lorenzen

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.

Jeffrey D Lorenzen Trading Performance

GuruFocus tracks the stock performance after each of Jeffrey D Lorenzen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey D Lorenzen is -8.83%. GuruFocus also compares Jeffrey D Lorenzen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey D Lorenzen within 3 months outperforms 1 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 Jeffrey D Lorenzen'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 Jeffrey D Lorenzen

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 3 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(%) -1.27 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.63 LIMIT LIMIT LIMIT LIMIT LIMIT

Jeffrey D Lorenzen Ownership Network

Ownership Network List of Jeffrey D Lorenzen

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Ownership Network Relation of Jeffrey D Lorenzen

Insider Network Chart

Jeffrey D Lorenzen Owned Company Details

What does American Equity Investment Life Holding Co do?

Who are the key executives at American Equity Investment Life Holding Co?

Jeffrey D Lorenzen is the Sr. Vice President-Investments of American Equity Investment Life Holding Co. Other key executives at American Equity Investment Life Holding Co include Controller Aaron Boushek , Chief Financial Officer Axel Andre , and director & President Anant Bhalla .

American Equity Investment Life Holding Co (AEL) Insider Trades Summary

Over the past 18 months, Jeffrey D Lorenzen made 1 insider transaction in American Equity Investment Life Holding Co (AEL) with a net sale of 97,395. 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.

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American Equity Investment Life Holding Co Insider Transactions

No Available Data

Jeffrey D Lorenzen Mailing Address

Above is the net worth, insider trading, and ownership report for Jeffrey D Lorenzen. You might contact Jeffrey D Lorenzen via mailing address: 6000 Westown Parkway, West Des Moines Ia 50266.