🕵️ Guggenheim Active Allocation Fund ($GUG)

SEC insider & ownership activity, last 12 months · CIK 1864208 · every row links its SEC filing

Over the last 12 months insiders sold $48K against $5K of open-market buying. Randall C. Barnes sold $48K in discretionary trades (Mar). No red-flag 8-Ks in the window.

Aug 2025: net +$0 Sep 2025: net +$0 Oct 2025: net +$0 Nov 2025: net +$0 Dec 2025: net +$5K Jan 2026: net +$0 Mar 2026: net -$48K Mar 2026: net -$48K Apr 2026: net +$0 May 2026: net +$0 Jun 2026: net +$0 Jul 2026: net +$0
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

1 buyer, $5K (1 lots) · 1 seller, $48K (1 lots)

InsiderBuysBoughtSellsSoldLast
Randall C. Barnes0 1$48KMar 6, 2026
Nyberg Ronald1$5K 0Dec 18, 2025

5%+ holders

HolderStakeClassScheduleEvent
Morgan Stanley 8.4% 13GNov 7, 2025 filing ↗
Morgan Stanley Smith Barney LLC 8.4% 13GNov 7, 2025 filing ↗

Planned insider sales (Form 144)

No sale notices filed in the last 12 months.

Material events (8-K)

ItemEvent date
Material agreement (1.01)Dec 15, 2025 filing ↗
Agreement terminated (1.02)Dec 15, 2025 filing ↗
Financial Statements and Exhibits (9.01)Dec 15, 2025 filing ↗