Joel Looney Net Worth

The estimated Net Worth of Joel W Looney is at least $930 Thousand dollars as of 21 June 2018. Mr. Looney owns over 1,000 units of Boulder Growth & Income Fund Inc stock worth over $918,571 and over the last 21 years he sold BIF stock worth over $11,732. In addition, he makes $0 as Chairman of the Board, President, and Principal Executive Officer at Boulder Growth & Income Fund Inc.

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Mr. Looney BIF stock SEC Form 4 insiders trading

Joel has made over 9 trades of the Boulder Growth & Income Fund Inc stock since 2004, according to the Form 4 filled with the SEC. Most recently he bought 1,000 units of BIF stock worth $10,450 on 21 June 2018.

The largest trade he's ever made was buying 2,000 units of Boulder Growth & Income Fund Inc stock on 29 May 2018 worth over $21,260. On average, Joel trades about 876 units every 440 days since 2004. As of 21 June 2018 he still owns at least 62,276 units of Boulder Growth & Income Fund Inc stock.

You can see the complete history of Mr. Looney stock trades at the bottom of the page.

Joel Looney biography

Joel W. Looney serves as Chairman of the Board, President, Principal Executive Officer of the Company. He will continue to sit on the boards of directors of BTF (since 2001), DNY (since 2007) and FOFI (since 2003). Mr. Looney will also continue to serve as Chairman of the boards of BTF (since 2013), DNY (since 2007) and FOFI (2003) until their dissolution. Since 2013, Mr. Looney has served as a portfolio manager of BIF and as an assistant investment officer and portfolio manager for RMA. Through his position with RMA, Mr. Looney is responsible for the day-to-day portfolio management of the Fund. He also manages a number of private client accounts. As previously disclosed, as of March 20, 2015, and in connection with the Reorganization, BIA no longer performs business as an investment adviser and is in the process of withdrawing from registration as an investment adviser with the SEC. Until BIA is formally dissolved, Mr. Looney is still considered an officer of BIA and has the title of Assistant Investment Officer (since 2013). Mr. Looney also served as a portfolio manager of BTF, DNY and FOFI (2013 to March 2015). Prior to joining RMA and BIA in 2013, Mr. Looney was a registered representative with VSR Financial Services, Inc. of Overland Park, Kansas, a broker-dealer (2007 to 2013). From 1999 to 2013, he was a principal and partner with Financial Management Group, LLC, an investment management firm in Salina, Kansas (“FMG”). Prior to his position with FMG, Mr. Looney was vice president and CFO for Bethany College in Lindsborg, Kansas (1995 to 1999) and also served as vice president and CFO for St. John’s Military School in Salina, Kansas (1986 to 1995). From the late 1980s until January 2001, Mr. Looney served as one of three trustees of the Mildred B. Horejsi Trust, one of the Horejsi Affiliates (as defined below). Mr. Looney holds a B.S. from Marymount College and an MBA from Kansas State University. Mr. Looney is a CFP charterholder and also holds a Series 63 Uniform State Law and Series 65 Uniform Invest

How old is Joel Looney?

Joel Looney is 59, he's been the Chairman of the Board, President, and Principal Executive Officer of Boulder Growth & Income Fund Inc since 2018. There are 4 older and 5 younger executives at Boulder Growth & Income Fund Inc. The oldest executive at Boulder Growth & Income Fund Inc is Richard Barr, 83, who is the Lead Independent Director.

What's Joel Looney's mailing address?

Joel's mailing address filed with the SEC is 225 S. SANTA FE, , SALINA, KS, 67401.

Insiders trading at Boulder Growth & Income Fund Inc

Over the last 21 years, insiders at Boulder Growth & Income Fund Inc have traded over $397,104,578 worth of Boulder Growth & Income Fund Inc stock and bought 42,612,188 units worth $298,774,954 . The most active insiders traders include Brown Trust 1 B Lola, L Ciciora Trust Susan, and West Indies Trust Stewart. On average, Boulder Growth & Income Fund Inc executives and independent directors trade stock every 26 days with the average trade being worth of $5,630,916. The most recent stock trade was executed by Stephen C Miller on 3 March 2021, trading 25,862 units of BIF stock currently worth $311,378.

What does Boulder Growth & Income Fund Inc do?

Boulder Growth & Income Fund, Inc. (the "Fund") is a non-diversified closed-end fund with a total return investment objective. To achieve its objective, the Fund utilizes a bottom-up, value-driven investment process to identify securities of good quality businesses trading below estimated intrinsic value. The intent of this process is to identify investment opportunities that will provide attractive returns over a long holding period. By doing this, the Fund seeks to keep portfolio turnover low, which the sub-adviser believes helps to minimize associated trading costs. The Fund maintains a high level of investment flexibility and has the ability to invest in equity and fixed income securities of domestic and international companies without limitation to a company's market capitalization.
The Fund is managed by its investment adviser, ALPS Advisors, Inc. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. Joel Looney, CFP and Stewart Horejsi of the sub-adviser serve as the Fund's portfolio managers and, with assistance from other advisory personnel, are jointly responsible for the day-to-day management of the Fund's assets.

Complete history of Mr. Looney stock trades at Boulder Growth & Income Fund Inc

Boulder Growth & Income Fund Inc executives and stock owners

Boulder Growth & Income Fund Inc executives and other stock owners filed with the SEC include:

• Stephen Carl Miller J.D.,
  Principal Exec. Officer, Pres and Director
• Ryan Johanson,
  Assistant Treasurer
• Kathryn Burns,
  Chief Financial Officer, Treasurer
• Christopher Moore,
  Vice President, Secretary
• Steven Norgaard,
  Independent Director
• Dean Jacobson,
  Independent Director
• Richard Barr,
  Lead Independent Director
• Theodore Uhl,
  Chief Compliance Officer
• Stephen Miller,
  Director
• Joel Looney,
  Chairman of the Board, President, Principal Executive Officer
• Brendon J. Fischer CFA,
  Portfolio Mang.
• Stewart Ralph Horejsi,
  Chief Investment Officer and Portfolio Mang.
• 2019 Trust Lbt,
  10% owner
• West Indies Trading Co., Lt...,
  10% owner
• L Ciciora Trust Susan,
  10% owner
• Brendon J Fischer,
  Assistant Investment Officer
• West Indies Trusthorejsi St...,
  
• Horejsi Trust No 1 Bhorejsi...,
  
• Brown Trust 1 Bhorejsi Stew...,
  
• Ellen O Cooper,
  
• Stephanie J Kelley,
  Secretary
• Atlantic Llchorejsi Stewart...,
  
• Lucas D Foss,
  Chief Compliance Officer
• L Ciciora Trusthorejsi Stew...,
  
• Nicole L Murphey,
  Asst. Secretary
• West Indies Trust Stewart,
  10% owner
• S. Horejsi Trust John,
  10% owner
• Alfred G Aldridge,
  Director
• Horejsi Trust No 1 B Ernest,
  10% owner
• X. Ciciora Trust John,
  10% owner
• S. Ciciora Trust Jack,
  10% owner
• N. Ciciora Trust Amanda,
  10% owner
• M. Ciciora Trust Courtney,
  10% owner
• Horejsi Trust No 1 Bciciora...,
  
• Jennifer T Welsh,
  Chief Compliance Officer
• Ellen Ohorejsi Stewart R Co...,
  
• Susan L Ciciora,
  10% owner
• Carl D Johns,
  Vice President and Treasurer
• Joel Terwilliger,
  Chief Compliance Officer
• Of America Corp /De/Blue Ri...,
  
• Horejsi Trust No 1 Bhorejsi...,
  
• Susan Lciciora John X Ciciora,
  
• Dennis Causier,
  Director
• Brown Trust 1 B Lola,
  10% owner
• B. Horejsi Trust Mildred,
  10% owner
• R. Horejsi Trust No. 2 Stewart,
  10% owner