← All candidates
32 insider buys in the last year — $530.4K in all.
67 filings on record.
SWZTotal Return Securities Fund
NYSE · $76.55M
$5.90
+0.00% · Sep 16
32 insider buys in the last year — $530.4K in all.
Nothing in the last fortnight.
Price · 1Y · daily● 32 buys● 24 sells
▸ hover a marker for the filing · drag to zoom · daily bars sharpen to 30-min on close ranges · 4 moves explained
AI brief · from the filings on this pagePro
The filings, the score and the setup on this page, read for you in about ten seconds — what the insiders did, and what stands against it.
Market cap
$76.55M
Short % float
Pro
Price / profit
1.9
Price / future profit
—
Price / sales
—
The buyers
▸ each insider's past open-market buys, measured ~6 months (120 trading days) later, against the S&P over the same spans · split-adjusted · pre-scheduled 10b5-1 plan trades excluded · past outcomes, not predictions
Director
Goldstein Phillip
Bought $60.7K on Feb 6 — 10,000 sh @ $6.07, held direct, 12% of their stake.
0 of 2 positions beat the S&P
President and CEO
Dakos Andrew
Bought $41.8K on Feb 3 — 7,000 sh @ $5.97, held direct, 23% of their stake.
0 of 1 position beat the S&P
Director
Sell Moritz A
Bought $17.9K on Aug 31 — 3,000 sh @ $5.98, held direct, 11% of their stake.
0 of 3 positions beat the S&P
Institutional stakes
▸ a holder crossing 5% files Schedule 13D if they intend to act on the company, 13G if they certify they will not · /A amends an earlier filing
2 filingsnewest first
The record
newest first
DateTypeInsiderOf stakeShares @ priceValue
62 more transactions on Pro →The file stays open
67 filings on record.
The next one will be too.
▸ SEC EDGAR · FINRA · Nasdaq — public sources only · research, not advice