INSIDER · CIK 1067621
Goldstein Phillip
Secretary, Director, Affiliate of the Adviser at Total Return Securities Fund (SWZ) · Director, Affiliate of the Adviser at HIGH INCOME SECURITIES FUND (PCF)
↗4 Form 4 rows in the window
Covers original filings from Aug 1, 2026 to Oct 29, 2026. Older trades and amendments are in the SEC history.
$167KBought on the market
$0.00Sold on the market
2Companies
Oct 13, 2026Latest filing
| Company | Title | Type | Owned | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 13, 202616:05 | Oct 8, 2026 | SWZTotal Return Securities Fund | Secretary, Director, Affiliate of the Adviser | P · BuyLate 5d | $5.73 | +5,000 | 124,229 | +4% | +$29K | -4.5% | +1.8% |
| Oct 13, 202616:05 | Oct 1, 2026 | SWZTotal Return Securities Fund | Secretary, Director, Affiliate of the Adviser | L · SmallLate 12d | $5.71 | +15 | 119,229 | +0% | $85.65 | ||
| Aug 21, 202616:06 | Aug 20, 2026from Aug 19, 2026 | PCFHIGH INCOME SECURITIES FUND | Director, Affiliate of the Adviser | P · Buy | $5.38 | +25,000 | 72,860 | +52% | +$134K | -5.0% | -6.3% |
| Aug 10, 202616:00 | Aug 6, 2026 | PCFHIGH INCOME SECURITIES FUND | Director, Affiliate of the Adviser | P · Buy | $5.30 | +819 | 47,860 | +2% | +$4K | -7.0% | -4.9% |