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R. Jay Gerken

Insider profile

Currently holds positions in Legg Mason Partners Equity Fund Inc and Associated Banc-Corp

Performance

Overall performance
1.7

Performance over holding periods
1.7
30 days 90 days 120 days
Average return -27% 8.2% 15.1%
Success rate 0% 68% 82%
Transactions
3 100% Buy
34 71% Buy
47 69% Buy

Positions

Position Company Period
Chairman of the Board, President, Chief Executive Officer Legg Mason Partners Equity Fund Inc Jan. 1, 2002 -
Independent Director Associated Banc-Corp Oct. 28, 2014 -
Chairman of the Board, President, Chief Executive Officer Western Asset Municipal High Income Fund Inc Jan. 1, 2002 - June 1, 2013
Chairman of the Board, President, Chief Executive Officer Western Asset Global High Income Fund Inc Jan. 1, 2003 - June 1, 2013
Chairman of the Board, President, Chief Executive Officer Western Asset Municipal Defined Opportunity Trust Inc Jan. 1, 2009 - June 1, 2013
Chairman of the Board, President, Chief Executive Officer Western Asset Mortgage Opportunity Fund Inc Jan. 1, 2010 - June 1, 2013
Chairman of the Board, President, Chief Executive Officer Clearbridge Energy Midstream Opportunity Fund Inc Jan. 1, 2011 - June 1, 2013
Chairman of the Board, President, Chief Executive Officer Brandywineglobal Global Income Opportunities Fund Inc None -
President, Chief Executive Officer, Director Western Asset Investment Grade Income Fund Inc Jan. 1, 2007 - May 22, 2013
President, Trustee Western Asset Inflation-Linked Income Fund March 1, 2007 - April 30, 2013
Chairman of the Board, President, Chief Executive Officer ClearBridge American Energy MLP Fund Inc None -

R. Jay Gerken's trades of Alliancebernstein National Municipal Income Fund Inc's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value
Number of shares Price Value Details
2026-05-27 2026-05-22 B Purchase
79,927 -35.9%
319.97
US$1,554,022
79,927 -35.9% 319.97 US$1,554,022
2026-04-30 2026-04-30 PrS Proposed sale
58,071
167.43
US$3,781,567
58,071 167.43 US$3,781,567
2023-05-03 2023-05-02 B Purchase
41,882 +6.8%
494.27
US$640,489
41,882 +6.8% 494.27 US$640,489
2021-02-12 2021-01-04 B Purchase
8,913 +inf%
11.78
US$105,000
8,913 +inf% 11.78 US$105,000
2020-06-11 2020-06-09 B Purchase
2,000 +inf%
25.00
US$50,000
2,000 +inf% 25.00 US$50,000
2010-06-25 2010-06-24 B Purchase
1,000 +inf%
20.00
US$20,000
1,000 +inf% 20.00 US$20,000
2004-05-11 2004-05-11 B Purchase
500 +100.0%
11.70
US$5,850
500 +100.0% 11.70 US$5,850