Gerald Hellerman Biography and Net Worth

Director of Special Opportunities Fund

Gerald Hellerman holds the position of Director & Chief Compliance Officer at Mexico Equity & Income Fund, Inc., Independent Director at Special Opportunities Fund, Inc. and Director & Chief Compliance Officer at Special Opportunities Global Fund, Inc.

He is also on the board of 5 other companies.

In his past career Mr. Hellerman occupied the position of President at Innovative Clinical Solutions Ltd. and Managing Director at Hellerman Associates.

Mr. Hellerman received an MBA and an undergraduate degree from the University of Massachusetts.

What is Gerald Hellerman's net worth?: The estimated net worth of Gerald Hellerman is at least $560,180.00 as of December 26th, 2024. Mr. Hellerman owns 37,000 shares of Special Opportunities Fund stock worth more than $560,180 as of March 26th. This net worth approximation does not reflect any other assets that Mr. Hellerman may own. Learn More about Gerald Hellerman's net worth.
How do I contact Gerald Hellerman?: The corporate mailing address for Mr. Hellerman and other Special Opportunities Fund executives is , , . Special Opportunities Fund can also be reached via phone at 201-556-0092. Learn More on Gerald Hellerman's contact information.
Has Gerald Hellerman been buying or selling shares of Special Opportunities Fund?: Gerald Hellerman has not been actively trading shares of Special Opportunities Fund during the last ninety days. Most recently, on Wednesday, April 6th, Gerald Hellerman bought 5,600 shares of Special Opportunities Fund stock. The stock was acquired at an average cost of $14.79 per share, with a total value of $82,824.00. Following the completion of the transaction, the director now directly owns 43,584 shares of the company's stock, valued at $644,607.36. Learn More on Gerald Hellerman's trading history.
Who are Special Opportunities Fund's active insiders?: Special Opportunities Fund's insider roster includes Phillip Goldstein (Chairman), and Gerald Hellerman (Director). Learn More on Special Opportunities Fund's active insiders.
Are insiders buying or selling shares of Special Opportunities Fund?: In the last year, insiders at the closed-end fund sold shares 1 times. They sold a total of 377 shares worth more than $5,179.98. The most recent insider tranaction occured on September, 20th when President Andrew Dakos sold 377 shares worth more than $5,179.98. Insiders at Special Opportunities Fund own 49.3% of the company. Learn More about insider trades at Special Opportunities Fund.
Information on this page was last updated on 9/20/2024.

Gerald Hellerman Insider Trading History at Special Opportunities Fund

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/6/2022	Buy	5,600	$14.79	$82,824.00	43,584
1/28/2022	Buy	600	$14.51	$8,706.00
1/26/2022	Buy	1,070	$14.65	$15,675.50
9/20/2021	Buy	2,472	$15.17	$37,500.24
7/19/2021	Buy	1,000	$14.99	$14,990.00
10/28/2020	Buy	2,000	$11.48	$22,960.00	35,684
4/3/2020	Buy	1,000	$9.49	$9,490.00	32,694
3/9/2020	Buy	1,000	$12.54	$12,540.00	32,115
7/25/2019	Buy	2,700	$13.98	$37,746.00	29,483
5/23/2019	Buy	1,500	$13.31	$19,965.00	26,992
10/11/2018	Buy	1,000	$14.47	$14,470.00	22,793
3/22/2018	Buy	1,000	$14.82	$14,820.00	21,793
2/5/2018	Buy	5,200	$14.98	$77,896.00	20,793
1/4/2018	Buy	2,000	$15.10	$30,200.00	13,899
11/1/2016	Buy	3,000	$14.16	$42,480.00	11,899
3/1/2016	Buy	971	$12.45	$12,088.95	11,220
12/26/2013	Buy	1,000	$16.97	$16,970.00
5/1/2013	Buy	2,000	$17.08	$34,160.00

Gerald Hellerman Buying and Selling Activity at Special Opportunities Fund

Special Opportunities Fund Company Overview

Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.

Today's Range

Now: $15.14

$15.13

$15.31

50 Day Range

MA: $15.27

$14.85

$15.67

2 Week Range

Now: $15.14

$12.00

$15.87

Volume

28,851 shs

Average Volume

38,873 shs

Market Capitalization

$169.30 million

P/E Ratio

N/A

Dividend Yield

7.90%

Beta

1.04