Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of W / Claymore Tax-advantaged Balanced Fund (TYW) since 2010 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of W / Claymore Tax-advantaged Balanced Fund. Table 2 shows the detailed insider transactions. This company's CIK number is 1280226.
Total stock buying since 2010: $79,131.
Total stock sales since 2010: $788,744.
Total stock option exercises since 2010: $0.
▪ Recent SEC 13D filings for all companies
▪ Recent portfolio reports of all companies
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2011 | 125 | $1,416 | 60,587 | $689,604 | 0 | $0 |
| 2010 | 7,400 | $77,715 | 9,175 | $99,140 | 0 | $0 |
| Trading Period | Insider Buying | Insider Sales | Option Exercises | |||
|---|---|---|---|---|---|---|
| year-month | Shares | Value | Shares | Value | Shares | Value |
| 2011-12 | 0 | $0 | 30,500 | $349,455 | 0 | $0 |
| 2011-11 | 0 | $0 | 9,269 | $104,356 | 0 | $0 |
| 2011-09 | 0 | $0 | 800 | $8,696 | 0 | $0 |
| 2011-04 | 0 | $0 | 19,893 | $225,682 | 0 | $0 |
| 2011-03 | 125 | $1,416 | 125 | $1,415 | 0 | $0 |
| 2010-12 | 5,200 | $54,802 | 175 | $1,841 | 0 | $0 |
| 2010-11 | 0 | $0 | 3,800 | $40,515 | 0 | $0 |
| 2010-09 | 1,200 | $13,143 | 5,200 | $56,784 | 0 | $0 |
| 2010-07 | 1,000 | $9,770 | 0 | $0 | 0 | $0 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2011-12-20 | Whitworth Horace P | Sale | 4,000 | 11.55 | 46,220 |
| 2011-12-20 | Gibson Lawrence E | Sale | 2,500 | 11.55 | 28,875 |
| 2011-12-16 | Whitworth Horace P | Sale | 4,000 | 11.48 | 45,920 |
| 2011-12-15 | Giordano Vincent (Vice President) | Sale | 20,000 | 11.42 | 228,440 |
| 2011-11-29 | Ferwerda Paul A | Sale | 2,000 | 11.28 | 22,554 |
| 2011-11-29 | Giordano Vincent (Vice President) | Sale | 5,000 | 11.23 | 56,165 |
| 2011-11-28 | Thomson H B Iii | Sale | 100 | 11.26 | 1,126 |
| 2011-11-28 | Roffo Roberto (Vice President) | Sale | 2,169 | 11.30 | 24,511 |
| 2011-09-06 | Thomson H B Iii | Sale | 800 | 10.87 | 8,696 |
| 2011-04-25 | Giordano Vincent (Vice President) | Sale | 6,176 | 11.32 | 69,912 |
| 2011-04-20 | Giordano Vincent (Vice President) | Sale | 13,717 | 11.36 | 155,770 |
| 2011-03-08 | Merrill Lynch, Pierce, Fenner & Smith Inc. (10% Owner) | Buy | 125 | 11.33 | 1,416 |
| 2011-03-08 | Merrill Lynch, Pierce, Fenner & Smith Inc. (10% Owner) | Sale | 125 | 11.32 | 1,415 |
| 2010-12-28 | Dillard S. Preston | Sale | 175 | 10.52 | 1,841 |
| 2010-12-28 | Giordano Vincent (Vice President) | Buy | 4,200 | 10.48 | 44,032 |
| 2010-12-02 | Roffo Roberto (Vice President) | Buy | 1,000 | 10.77 | 10,770 |
| 2010-11-17 | Hamje Robert | Sale | 3,800 | 10.66 | 40,515 |
| 2010-09-27 | Merrill Lynch, Pierce, Fenner & Smith Inc. (10% Owner) | Buy | 1,200 | 10.95 | 13,143 |
| 2010-09-27 | Merrill Lynch, Pierce, Fenner & Smith Inc. (10% Owner) | Sale | 1,200 | 10.92 | 13,104 |
| 2010-09-24 | Jenkins Jerry W | Sale | 4,000 | 10.92 | 43,680 |
| 2010-07-09 | Roffo Roberto (Vice President) | Buy | 1,000 | 9.77 | 9,770 |
Insider trading activities including stock purchases, stock sales, and option exercises of TYW listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of W / Claymore Tax-advantaged Balanced Fund (symbol TYW, CIK number 1280226) see the Securities and Exchange Commission (SEC) website.