| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director, Trustee | Director, Trustee
5 companies
Toupin Ronald E Jr serves as a Director, Trustee at GUG and has filed Form 4s across 5 companies. Across recent SEC filings that breaks down to 72 buys and 3 sells. Those positions are worth an estimated $419K at current prices.
Historically, Toupin Ronald E Jr's trades have earned a middling insider score of 66/100 across 25 rated trades. Over a 12-month horizon, 72.0% of those trades were profitable, with an average 12-month return of +3.3%.
The biggest single holding is GUG (~$211K) as Director, Trustee. Net of sales, the recent Form 4 record there shows accumulation of 11,032 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 1, 2025 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 1,500 | $15.10 | $22,650.00 | +12.4% | +2.4% | +0.3% | |
| Apr 1, 2024 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 194 | $14.65 | $2,842.10 | +1.8% | +3.8% | +4.3% | |
| Dec 29, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 200 | $14.67 | $2,933.00 | +1.9% | +0.3% | +2.2% | |
| Nov 30, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 200 | $13.73 | $2,746.00 | +2.0% | +5.9% | +14.4% | |
| Oct 31, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 220 | $13.04 | $2,868.80 | +2.2% | +11.2% | +19.7% | |
| Sep 29, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 215 | $13.54 | $2,911.25 | +2.3% | +9.0% | +20.8% | |
| Sep 1, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 202 | $14.10 | $2,848.20 | +2.2% | -2.7% | +13.1% | |
| Jul 31, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 202 | $14.23 | $2,874.46 | +2.3% | -8.9% | +10.1% | |
| Jul 5, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 202 | $14.30 | $2,888.60 | +2.3% | -7.7% | +7.7% | |
| Jun 1, 2023 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 215 | $13.90 | $2,988.50 | +2.6% | +1.1% | +8.4% |