Investors / filer profile

Dakos Andrew

President and CEO

active in 3 companies · 0 of 1 positions beat the S&P ~6mo later

Pro
Bought: Pro
Sold: 25
Filings: 3
Companies: 2026-05-20
Last filed

EDGAR · CIK 0001341021 ↗

Track record

How each disclosed position did against the S&P ~6 months later

The outcome curve and every position's resultPro →

-1.2%

median move per position

+7.4%

S&P 500 median, same spans

0 of 1

beat the S&P ~6mo later

Disclosed positions

Estimated from their latest filings — positions may have changed since

Estimated positions from their latest filingsPro →

Activity

Open-market buy & sell volume

BuySell

Total +$264.7K bought · −$60.1K sold

All filings on record

Every Form 4 transaction we track for this filer


SWZTotal Return Securities Fund	Buy $17.8K · 2,987 sh	2026-05-20	—
SWZTotal Return Securities Fund	Buy $77.35 · 13 sh	2026-05-19	—
SWZTotal Return Securities Fund	Buy $23.8K · 4,000 sh	2026-05-18	—
SWZTotal Return Securities Fund	Buy $12.4K · 2,000 sh	2026-02-27	—
SWZTotal Return Securities Fund	Buy $30.9K · 5,000 sh	2026-02-26	—
SWZTotal Return Securities Fund	Buy $8.3K · 1,348 sh	2026-02-24	—
SWZTotal Return Securities Fund	Buy $2.0K · 326 sh	2026-02-24	—
SWZTotal Return Securities Fund	Buy $12.3K · 2,000 sh	2026-02-23	—
SWZTotal Return Securities Fund	Buy $12.3K · 2,000 sh	2026-02-23	—
SWZTotal Return Securities Fund	Buy $17.4K · 2,817 sh	2026-02-20	—

SWZBuy

2026-05-20 · Total Return Securities Fund

$17.8K

—

SWZBuy

2026-05-19 · Total Return Securities Fund

$77.35

—

SWZBuy

2026-05-18 · Total Return Securities Fund

$23.8K

—

SWZBuy

2026-02-27 · Total Return Securities Fund

$12.4K

—

SWZBuy

2026-02-26 · Total Return Securities Fund

$30.9K

—

SWZBuy

2026-02-24 · Total Return Securities Fund

$8.3K

—

SWZBuy

2026-02-24 · Total Return Securities Fund

$2.0K

—

SWZBuy

2026-02-23 · Total Return Securities Fund

$12.3K

—

SWZBuy

2026-02-23 · Total Return Securities Fund

$12.3K

—

SWZBuy

2026-02-20 · Total Return Securities Fund

$17.4K

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Newest 10 of 25 filingsEvery Form 4 on record, with outcomesPro →

Outcomes measure each position — the first buy in a stock and every buy within 182 days — against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.