Gerald Hellerman - Net Worth and Insider Trading
Gerald Hellerman Net Worth
The estimated net worth of Gerald Hellerman is at least $2 Million dollars as of 2024-12-27. Gerald Hellerman is the Director of Special Opportunities Fund Inc and owns about 43,584 shares of Special Opportunities Fund Inc (SPE) stock worth over $643,300. Gerald Hellerman is the Director of MVC Capital Inc and owns about 68,000 shares of MVC Capital Inc (MVC) stock worth over $620,160. Gerald Hellerman is also the Director of High Income Securities Fund and owns about 37,259 shares of High Income Securities Fund (PCF) stock worth over $242,929. Besides these, Gerald Hellerman also holds Swiss Helvetia Fund Inc (SWZ) , Emergent Capital Inc (EMGCQ) . Details can be seen in Gerald Hellerman'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 Gerald Hellerman has not made any transactions after 2024-12-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Gerald Hellerman
Gerald Hellerman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Gerald Hellerman owns 6 companies in total, including High Income Securities Fund (PCF) , Swiss Helvetia Fund Inc (SWZ) , and Special Opportunities Fund Inc (SPE) among others .
Click here to see the complete history of Gerald Hellerman’s form 4 insider trades.
Insider Ownership Summary of Gerald Hellerman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PCF | High Income Securities Fund | 2024-12-19 | director |
| SWZ | Swiss Helvetia Fund Inc | 2020-04-03 | director |
| SPE | Special Opportunities Fund Inc | 2022-04-06 | director & CCO |
 | | 2019-10-08 | director |
| | 2016-06-02 | director |
| | 2015-07-21 | director |
Gerald Hellerman Latest Holdings Summary
Gerald Hellerman currently owns a total of 5 stocks. Among these stocks, Gerald Hellerman owns 43,584 shares of Special Opportunities Fund Inc (SPE) as of April 6, 2022, with a value of $643,300 and a weighting of 41.51%. Gerald Hellerman owns 68,000 shares of MVC Capital Inc (MVC) as of October 8, 2019, with a value of $620,160 and a weighting of 40.01%. Gerald Hellerman also owns 37,259 shares of High Income Securities Fund (PCF) as of December 19, 2024, with a value of $242,929 and a weighting of 15.67%. The other 2 stocks Swiss Helvetia Fund Inc (SWZ) , Emergent Capital Inc (EMGCQ) have a combined weighting of 2.81% among all his current holdings.
Latest Holdings of Gerald Hellerman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SPE | Special Opportunities Fund Inc | 2022-04-06 | 43,584 | 14.76 | 643,300 |
| MVC | MVC Capital Inc | 2019-10-08 | 68,000 | 9.12 | 620,160 |
| PCF | High Income Securities Fund | 2024-12-19 | 37,259 | 6.52 | 242,929 |
| SWZ | Swiss Helvetia Fund Inc | 2020-04-03 | 4,067 | 7.56 | 30,747 |
| EMGCQ | Emergent Capital Inc | 2016-03-28 | 58,152 | 0.22 | 12,796 |
Holding Weightings of Gerald Hellerman
Gerald Hellerman Form 4 Trading Tracker
According to the SEC Form 4 filings, Gerald Hellerman has made a total of 7 transactions in Special Opportunities Fund Inc (SPE) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in Special Opportunities Fund Inc is the acquisition of 5,600 shares on April 6, 2022, which cost Gerald Hellerman around $82,824.
According to the SEC Form 4 filings, Gerald Hellerman has made a total of 0 transactions in MVC Capital Inc (MVC) over the past 5 years. The most-recent trade in MVC Capital Inc is the acquisition of 1,000 shares on October 8, 2019, which cost Gerald Hellerman around $8,880.
According to the SEC Form 4 filings, Gerald Hellerman has made a total of 8 transactions in High Income Securities Fund (PCF) over the past 5 years, including 7 buys and 1 sells. The most-recent trade in High Income Securities Fund is the acquisition of 2,000 shares on December 19, 2024, which cost Gerald Hellerman around $12,680.
More details on Gerald Hellerman's insider transactions can be found in the Insider Trading History of Gerald Hellerman table.Insider Trading History of Gerald Hellerman
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Gerald Hellerman Trading Performance
GuruFocus tracks the stock performance after each of Gerald Hellerman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Gerald Hellerman is 3.07%. GuruFocus also compares Gerald Hellerman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Gerald Hellerman within 3 months outperforms 12 times out of 49 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Gerald Hellerman's insider trading performs compared to the benchmark.
Performance of Gerald Hellerman
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.19 | | | | | |
| Relative Return to S&P 500(%) | -0.45 | | | | | |
Gerald Hellerman Ownership Network
Gerald Hellerman Owned Company Details
What does High Income Securities Fund do?
Who are the key executives at High Income Securities Fund?
Gerald Hellerman is the director of High Income Securities Fund. Other key executives at High Income Securities Fund include director & President Andrew Dakos , Chief Compliance Officer Stephanie Darling , and Treasurer Thomas Antonucci .
High Income Securities Fund (PCF) Insider Trades Summary
Over the past 18 months, Gerald Hellerman made 3 insider transaction in High Income Securities Fund (PCF) with a net purchase of 33,034. Other recent insider transactions involving High Income Securities Fund (PCF) include a net sale of 234,600 shares made by Phillip Goldstein , a net purchase of 200 shares made by Richard Dayan , and a net purchase of 46 shares made by Rajeev P Das .
In summary, during the past 3 months, insiders sold 0 shares of High Income Securities Fund (PCF) in total and bought 32,934 shares, with a net purchase of 32,934 shares. During the past 18 months, 234,600 shares of High Income Securities Fund (PCF) were sold and 33,280 shares were bought by its insiders, resulting in a net sale of 201,320 shares.
High Income Securities Fund (PCF)'s detailed insider trading history can be found in Insider Trading Tracker table.
High Income Securities Fund Insider Transactions
Gerald Hellerman Mailing Address
Above is the net worth, insider trading, and ownership report for Gerald Hellerman. You might contact Gerald Hellerman via mailing address: 5431 Nw 21st Ave., Boca Raton Fl 33496.
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