person · Reporting owner
Walsh Anne Bookwalter
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guggenheim Active Allocation FundGUG · Entity 5458 | Managing Dir. to Subadvisor | November 24, 2021 | November 24, 2021 |
| Guggenheim Taxable Municipal Bond & Investment Grade Debt TrustGBAB · Entity 5709 | Managing Dir. to Subadvisor | September 18, 2017 | September 18, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Guggenheim Active Allocation Fund
Report date November 24, 2021 · Filed November 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - Initial FilingSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-11-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
Report date September 18, 2017 · Filed September 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,000 |
Reported balance
After 2017-09-18 transaction · row 1
1 source rowRow 1 · 2017-09-18 · Purchase · Acquired 3,000 · Balance 11,000 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 18, 2017 Filed Sep 18, 2017 16:47 UTC | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB · Entity 5709 | PurchaseCommon Stock | 3,000 | $23.00 | $69,000.00 |
DisclosureSEC source: 0001179110-17-012352 · edgar.xml · nonDerivative · entry 1 Walsh Anne Bookwalter · CIK 0001406240 · Managing Dir. to Subadvisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.