R. Jay Gerken

Track

Insider profile

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

Performance

Overall performance
1.9
Performance over holding periods
1.9
30 days 90 days 120 days
Average return -23% 8.2% 15.1%
Success rate 14% 68% 82%
Transactions
4 100% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

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


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
167.43
Quantity 58,071
Value US$3,781,567
Transaction date
Purchase
Price
494.27
Quantity 41,882 +6.8%
Value US$640,489
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