| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 29, 2022 | GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | Director, Trustee | Buy | 1,000 | $15.53 | $15,528.50 | +22.7% | +2.6% | +2.6% | |
| Sep 29, 2022 | GOF Guggenheim Strategic Opportunities Fund | Director, Trustee | Sell | 2,000 | $15.18 | $30,360.20 | -10.5% | - | - | |
| Sep 22, 2022 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 1,000 | $13.90 | $13,900.10 | +28.1% | +3.9% | +3.0% | |
| Sep 22, 2022 | GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | Director, Trustee | Buy | 1,000 | $15.98 | $15,975.40 | +9.3% | +5.7% | -0.3% | |
| Sep 22, 2022 | GOF Guggenheim Strategic Opportunities Fund | Director, Trustee | Sell | 2,000 | $16.01 | $32,021.80 | -9.5% | - | - | |
| Apr 5, 2022 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 110 | $17.25 | $1,897.50 | +3.3% | -13.9% | -11.1% | |
| Mar 31, 2022 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 850 | $17.45 | $14,832.50 | +34.6% | -15.1% | -11.8% | |
| Mar 17, 2022 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 1,436 | $17.35 | $24,910.00 | +141.5% | -16.5% | -16.8% | |
| Feb 22, 2022 | GUG Guggenheim Active Allocation Fund | Director, Trustee | Buy | 1,008 | $18.85 | $18,999.45 | New | -15.1% | -12.9% | |
| Dec 4, 2020 | GOF Guggenheim Strategic Opportunities Fund | Director, Trustee | Buy | 415 | $19.08 | $7,917.16 | +10.8% | - | - |