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SWZ Buy Disclosure
Goldstein Phillip · SEC Form 4 · Filed Oct 13, 2026
Buy
Calculated transaction value
$28.64K
Goldstein Phillip Secretary
SWZ
Transaction date
Oct 8, 2026
Public filing date
Oct 13, 2026
Filing lag
Filed 5 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
- 5,000 shares @ $5.73
- SEC ownership
- Direct
- Transaction code
- P
- 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 Current | Buy | Oct 8, 2026 | $28.64K |
| Total Return Securities Fund SWZ | Other | Oct 1, 2026 | $85.65 |