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SWZ Other Disclosure
Goldstein Phillip · SEC Form 4 · Filed Oct 13, 2026
Other
Calculated transaction value
$85.65
Goldstein Phillip Secretary
SWZ
Transaction date
Oct 1, 2026
Public filing date
Oct 13, 2026
Filing lag
Filed 12 days later
SWZ daily price context
No linked price history
This asset is not matched to a market-data symbol.
Source details
- Reported owner
- Not disclosed
- Source asset code
- Security
- Security
- Common Stock
- Quantity / price
- 15 shares @ $5.71
- SEC ownership
- Direct
- Transaction code
- L
- Form
- 4
- Filing identifier
- 0001398344-26-018160
Filing cohort
Transactions in this filing
Showing 2 of 2
Trades
2
Issuers
1
Estimated value
$28.72K
Buys / sales
1 / 0
| Issuer | Transaction | Traded | Value |
|---|---|---|---|
| Total Return Securities Fund SWZ | Buy | Oct 8, 2026 | $28.64K |
| Total Return Securities Fund SWZ Current | Other | Oct 1, 2026 | $85.65 |