← Latest Filings
G
Goldstein Phillip
Secretary
Open-market buys
27
$983K total
Open-market sells
1
$40K total
Tracking since
Dec 2025
Activity timeline
Open-market buy — $29K
Total Return Securities Fund · Oct 8, 2026
Open-market buy — $27K
HIGH INCOME SECURITIES FUND · Aug 20, 2026
Open-market trades from the last two years.
Holdings as last reported
124,229 Common Stock in SWZ
Held directly · as of 2026-10-08
72,860 Common Stock in PCF
Held directly · as of 2026-08-20
Companies touched
Total Return Securities Fund
CIK 0000813623
HIGH INCOME SECURITIES FUND
CIK 0000810943
