Goldstein Phillip
Secretary
Buy
Calculated transaction value
$28.64K
5,000 shares @ $5.73
Traded
Oct 8, 2026
Filed
Oct 13, 2026
You're reading the free version. Trader adds the live tape and alerts.
Start tracking
Total Return Securities Fund
SWZ
Transactions reported in official disclosures
25 trades
| Reporting person | Filed | Transaction | Transaction value | Source | Actions |
|---|---|---|---|---|---|
| Goldstein Phillip Secretary | Oct 13, 2026 5-day lag | Buy Oct 8, 2026 | $28.64K Filed shares x price | SEC Form 4 View filing | |
| Goldstein Phillip Secretary | Oct 13, 2026 12-day lag | Other Oct 1, 2026 | $85.65 Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Sep 30, 2026 2-day lag | Buy Sep 28, 2026 | $11.53K Filed shares x price | SEC Form 4 View filing | |
| Dakos Andrew President And CEO | Sep 29, 2026 1-day lag | Buy Sep 28, 2026 | $5.76K Filed shares x price | SEC Form 4 View filing | |
| Dakos Andrew President And CEO | Sep 29, 2026 1-day lag | Buy Sep 28, 2026 | $51.93K Filed shares x price | SEC Form 4 View filing | |
| Dakos Andrew President And CEO | Sep 29, 2026 4-day lag | Buy Sep 25, 2026 | $44.44K Filed shares x price | SEC Form 4 View filing | |
| Dakos Andrew President And CEO | Sep 29, 2026 4-day lag | Buy Sep 25, 2026 | $13.68K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Sep 1, 2026 1-day lag | Buy Aug 31, 2026 | $17.94K Filed shares x price | SEC Form 4 View filing | |
| Das Rajeev P Secretary | Aug 25, 2026 1-day lag | Buy Aug 24, 2026 | $8.1K Filed shares x price | SEC Form 4 View filing | |
| Das Rajeev P Secretary | Aug 25, 2026 4-day lag | Buy Aug 21, 2026 | $10.08K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Aug 12, 2026 2-day lag | Buy Aug 10, 2026 | $5.91K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jul 24, 2026 1-day lag | Buy Jul 23, 2026 | $11.72K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jul 24, 2026 2-day lag | Buy Jul 22, 2026 | $3.05K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jul 22, 2026 1-day lag | Buy Jul 21, 2026 | $2.85K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jul 22, 2026 2-day lag | Buy Jul 20, 2026 | $5.93K Filed shares x price | SEC Form 4 View filing | |
| Goldstein Phillip Secretary | Jul 8, 2026 2-day lag | Buy Jul 6, 2026 | $35.58K Filed shares x price | SEC Form 4 View filing | |
| Dakos Andrew President And CEO | Jul 7, 2026 5-day lag | Buy Jul 2, 2026 | $1.38K Filed shares x price | SEC Form 4 View filing | |
| Dakos Andrew President And CEO | Jul 7, 2026 5-day lag | Buy Jul 2, 2026 | $28.22K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jun 30, 2026 1-day lag | Buy Jun 29, 2026 | $11.85K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jun 30, 2026 4-day lag | Buy Jun 26, 2026 | $12.31K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jun 22, 2026 4-day lag | Buy Jun 18, 2026 | $10.95K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jun 22, 2026 5-day lag | Buy Jun 17, 2026 | $868.77 Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jun 17, 2026 1-day lag | Buy Jun 16, 2026 | $11.92K Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jun 17, 2026 2-day lag | Buy Jun 15, 2026 | $922.25 Filed shares x price | SEC Form 4 View filing | |
| Sell Moritz A Director | Jun 1, 2026 3-day lag | Buy May 29, 2026 | $6.01K Filed shares x price | SEC Form 4 View filing |
Goldstein Phillip
Secretary
Other
Calculated transaction value
$85.65
15 shares @ $5.71
Traded
Oct 1, 2026
Filed
Oct 13, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$11.53K
2,000 shares @ $5.76
Traded
Sep 28, 2026
Filed
Sep 30, 2026
Dakos Andrew
President And CEO
Buy
Calculated transaction value
$5.76K
1,000 shares @ $5.76
Traded
Sep 28, 2026
Filed
Sep 29, 2026
Dakos Andrew
President And CEO
Buy
Calculated transaction value
$51.93K
9,000 shares @ $5.77
Traded
Sep 28, 2026
Filed
Sep 29, 2026
Dakos Andrew
President And CEO
Buy
Calculated transaction value
$44.44K
7,649 shares @ $5.81
Traded
Sep 25, 2026
Filed
Sep 29, 2026
Dakos Andrew
President And CEO
Buy
Calculated transaction value
$13.68K
2,351 shares @ $5.82
Traded
Sep 25, 2026
Filed
Sep 29, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$17.94K
3,000 shares @ $5.98
Traded
Aug 31, 2026
Filed
Sep 1, 2026
Das Rajeev P
Secretary
Buy
Calculated transaction value
$8.1K
1,366 shares @ $5.93
Traded
Aug 24, 2026
Filed
Aug 25, 2026
Das Rajeev P
Secretary
Buy
Calculated transaction value
$10.08K
1,700 shares @ $5.93
Traded
Aug 21, 2026
Filed
Aug 25, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$5.91K
1,000 shares @ $5.91
Traded
Aug 10, 2026
Filed
Aug 12, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$11.72K
2,000 shares @ $5.86
Traded
Jul 23, 2026
Filed
Jul 24, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$3.05K
517 shares @ $5.9
Traded
Jul 22, 2026
Filed
Jul 24, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$2.85K
483 shares @ $5.9
Traded
Jul 21, 2026
Filed
Jul 22, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$5.93K
1,000 shares @ $5.93
Traded
Jul 20, 2026
Filed
Jul 22, 2026
Goldstein Phillip
Secretary
Buy
Calculated transaction value
$35.58K
5,980 shares @ $5.95
Traded
Jul 6, 2026
Filed
Jul 8, 2026
Dakos Andrew
President And CEO
Buy
Calculated transaction value
$1.38K
233 shares @ $5.92
Traded
Jul 2, 2026
Filed
Jul 7, 2026
Dakos Andrew
President And CEO
Buy
Calculated transaction value
$28.22K
4,767 shares @ $5.92
Traded
Jul 2, 2026
Filed
Jul 7, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$11.85K
2,000 shares @ $5.92
Traded
Jun 29, 2026
Filed
Jun 30, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$12.31K
2,091 shares @ $5.88
Traded
Jun 26, 2026
Filed
Jun 30, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$10.95K
1,853 shares @ $5.91
Traded
Jun 18, 2026
Filed
Jun 22, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$868.77
147 shares @ $5.91
Traded
Jun 17, 2026
Filed
Jun 22, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$11.92K
2,000 shares @ $5.96
Traded
Jun 16, 2026
Filed
Jun 17, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$922.25
155 shares @ $5.95
Traded
Jun 15, 2026
Filed
Jun 17, 2026
Sell Moritz A
Director
Buy
Calculated transaction value
$6.01K
1,000 shares @ $6.01
Traded
May 29, 2026
Filed
Jun 1, 2026