Lorence D Wheeler's Net Worth

-$17.8 Thousand

Estimate Recalculated Sep 8, 2024 07:26PM EST

Who is Lorence D Wheeler?

Lorence D Wheeler does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include Madison Strategic Sector Premium Fund, and Madison/Claymore Covered Call Fund.

SEC CIK

Lorence D Wheeler's CIK is 0001298068

Past Insider Trading and Trends

2005 was Lorence D Wheeler's most active year for acquiring shares with 2 total transactions. Lorence D Wheeler's most active month to acquire stocks was the month of April. 2014 was Lorence D Wheeler's most active year for disposing of shares, totalling 2 transactions. Lorence D Wheeler's most active month to dispose stocks was the month of January. 2005 saw Lorence D Wheeler paying a total of $100,175.16 for 5,700 shares, this is the most they've acquired in one year. In 2014 Lorence D Wheeler cashed out on 3,070 shares for a total of $30,164.08, their largest year based on trade value.

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Madison Strategic Sector Premium Fund No price found

Investor

Lorence D Wheeler owns 3,421.667 units of Common stock. In the year 2005 Lorence D Wheeler filed a total of 2 filings.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-26.68%
-1.25K
$12.12
-$15,089.40
3.42K
Feb 14
Form 4
∞
2.5K
$19.70
$49,243.00
2.5K
May 26
Form 3
—
0
—
—
0
No matching records found

Madison/Claymore Covered Call Fund (MCN) Snapshot price: $7.16

Investor

Lorence D Wheeler owns 3,230 units of Common shares which is worth $23,126.80 and 4,123.985 units of Common stock which is worth $29,527.73. In the year 2004 Lorence D Wheeler acquired a total of 3,230 shares in Madison/Claymore Covered Call Fund at a cost of $51,369.86, Lorence also disposed a total of 1,825 shares of Madison/Claymore Covered Call Fund equalling to $15,074.68.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-30.68%
-1.82K
$8.26
-$15,074.68
4.12K
Feb 14
Form 4
+0.94%
30
$14.59
$437.70
3.23K
Oct 5
Form 4
∞
3.2K
$15.92
$50,932.16
3.2K
Aug 10
Form 3
—
0
—
—
0
No matching records found