Theodore J Brombach - Net Worth and Insider Trading
Theodore J Brombach Net Worth
The estimated net worth of Theodore J Brombach is at least $4 Million dollars as of 2024-12-03. Theodore J Brombach is the President & CEO of XAI Octagon Floating Rate & Alternative Income Trust and owns about 522,297 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) stock worth over $4 Million. Details can be seen in Theodore J Brombach'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 Theodore J Brombach has not made any transactions after 2024-05-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Theodore J Brombach
Theodore J Brombach Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Theodore J Brombach owns 3 companies in total, including XAI Octagon Floating Rate & Alternative Income Trust (XFLT) , Core Scientific Inc (CORZQ) , and Power & Digital Infrastructure Acquisition II Corp (XPDB) .
Click here to see the complete history of Theodore J Brombach’s form 4 insider trades.
Insider Ownership Summary of Theodore J Brombach
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| XFLT | XAI Octagon Floating Rate & Alternative Income Trust | 2024-05-10 | President & CEO & other: Interested Trustee |
| CORZQ | Core Scientific Inc | 2021-02-09 | 10 percent owner |
| XPDB | Power & Digital Infrastructure Acquisition II Corp | 2021-12-09 | other: Beneficial Owner |
Theodore J Brombach Latest Holdings Summary
Theodore J Brombach currently owns a total of 1 stock. Theodore J Brombach owns 522,297 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) as of May 10, 2024, with a value of $4 Million.
Latest Holdings of Theodore J Brombach
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| XFLT | XAI Octagon Floating Rate & Alternative Income Trust | 2024-05-10 | 522,297 | 7.15 | 3,734,424 |
Holding Weightings of Theodore J Brombach
Theodore J Brombach Form 4 Trading Tracker
According to the SEC Form 4 filings, Theodore J Brombach has made a total of 14 transactions in XAI Octagon Floating Rate & Alternative Income Trust (XFLT) over the past 5 years, including 14 buys and 0 sells. The most-recent trade in XAI Octagon Floating Rate & Alternative Income Trust is the acquisition of 6,867 shares on May 10, 2024, which cost Theodore J Brombach around $48,962.
Insider Trading History of Theodore J Brombach
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Theodore J Brombach Trading Performance
GuruFocus tracks the stock performance after each of Theodore J Brombach's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Theodore J Brombach is -0.49%. GuruFocus also compares Theodore J Brombach's trading performance to market benchmark return within the same time period. The performance of stocks bought by Theodore J Brombach within 3 months outperforms 3 times out of 17 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Theodore J Brombach's insider trading performs compared to the benchmark.
Performance of Theodore J Brombach
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.15 | | | | | |
| Relative Return to S&P 500(%) | -2.44 | | | | | |
Theodore J Brombach Ownership Network
Theodore J Brombach Owned Company Details
What does XAI Octagon Floating Rate & Alternative Income Trust do?
Who are the key executives at XAI Octagon Floating Rate & Alternative Income Trust?
Theodore J Brombach is the President & CEO & other: Interested Trustee of XAI Octagon Floating Rate & Alternative Income Trust. Other key executives at XAI Octagon Floating Rate & Alternative Income Trust include CFO & Treasurer John Yogi Spence , Chief Compliance Officer Randi Jean Roessler , and Secretary & CLO Benjamin Mcculloch .
XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Insider Trades Summary
Over the past 18 months, Theodore J Brombach made 4 insider transaction in XAI Octagon Floating Rate & Alternative Income Trust (XFLT) with a net purchase of 13,981. Other recent insider transactions involving XAI Octagon Floating Rate & Alternative Income Trust (XFLT) include a net purchase of 13,981 shares made by John Yogi Spence ,
In summary, during the past 3 months, insiders sold 0 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of XAI Octagon Floating Rate & Alternative Income Trust (XFLT) were sold and 27,962 shares were bought by its insiders, resulting in a net purchase of 27,962 shares.
XAI Octagon Floating Rate & Alternative Income Trust (XFLT)'s detailed insider trading history can be found in Insider Trading Tracker table.
XAI Octagon Floating Rate & Alternative Income Trust Insider Transactions
Theodore J Brombach Mailing Address
Above is the net worth, insider trading, and ownership report for Theodore J Brombach. You might contact Theodore J Brombach via mailing address: 321 N. Clark Street, Chicago Il 60054.
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