Time on boards
- Boards served
- 3
- Current seats
- 3
- Board service
- 9 years
- Director since
- 2023
9 years of board service in total across 3 boards, counting each seat separately. Longest: Guggenheim Active Allocation Fund, 3 years.
Guggenheim Active Allocation Fund
Director
Advent Convertible and Income Fund
Director
Insider trades
All notable trades →From SEC Forms 4 and 5. Open-market purchases and sales are highlighted; grants, option exercises and shares withheld for tax are routine.
| Date | Company | Transaction | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 | Guggenheim Strategic Opportunities Fund | Open-market purchase | +220 | $11.39 | $2,506 |
| Mar 12, 2026 | Guggenheim Strategic Opportunities Fund | Open-market purchase | +220 | $11.39 | $2,506 |
| Mar 6, 2026 | Guggenheim Strategic Opportunities Fund | Open-market purchase | +4,180 | $11.59 | $48,446 |
| Mar 6, 2026 | Guggenheim Active Allocation Fund | Open-market sale | −3,000 | $15.85 | $47,550 |
| Nov 4, 2025 | Guggenheim Strategic Opportunities Fund | Open-market purchase | +380 | $13.08 | $4,970 |
| Oct 30, 2025 | Guggenheim Strategic Opportunities Fund | Open-market purchase | +1,580 | $13.02 | $20,572 |
| Oct 17, 2024 | Advent Convertible and Income Fund | Open-market purchase | +3,785 | $11.28 | $42,695 |
| Oct 3, 2024 | Guggenheim Active Allocation Fund | Open-market sale | −500 | $16.45 | $8,225 |
| Jul 2, 2024 | Guggenheim Strategic Opportunities Fund | Open-market sale | −5,849 | $15.02 | $87,852 |
| Feb 1, 2024 | Guggenheim Strategic Opportunities Fund | Open-market sale | −10,000 | $13.95 | $139,500 |
| Jan 30, 2024 | Guggenheim Active Allocation Fund | Open-market purchase | +385 | $14.50 | $5,583 |
| Jan 5, 2024 | Guggenheim Strategic Opportunities Fund | Open-market sale | −20,000 | $13.60 | $272,000 |
| Dec 13, 2023 | Guggenheim Active Allocation Fund | Open-market purchase | +5,880 | $13.92 | $81,850 |
| Dec 13, 2023 | Guggenheim Strategic Opportunities Fund | Open-market sale | −6,000 | $13.67 | $82,020 |
| Dec 8, 2023 | Guggenheim Active Allocation Fund | Open-market purchase | +2,000 | $14.07 | $28,140 |
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