Total Return Securities Fund (SWZ): 20 insider purchases in the last two years.
| Filed | Insider | Shares | Price | Value | Type |
|---|---|---|---|---|---|
| Jun 17, 2026 | Sell Moritz A Director | 2,155 | $5.96 | $12.8K | no history |
| Jun 1, 2026 | Sell Moritz A Director | 1,000 | $6.01 | $6.0K | no history |
| Mar 31, 2026 | Dakos Andrew Director, Officer, Other | 11,200 | $5.92 | $66.3K | no history |
| Mar 26, 2026 | Dakos Andrew Director, Officer, Other | 6,000 | $5.96 | $35.8K | no history |
| Mar 19, 2026 | Goldstein Phillip Director, Officer, Other | 10,000 | $5.98 | $59.8K | no history |
| Mar 13, 2026 | Dakos Andrew Director, Officer, Other | 5,024 | $6.00 | $30.1K | no history |
| Mar 9, 2026 | Goldstein Phillip Director, Officer, Other | 10,000 | $5.99 | $59.9K | no history |
| Mar 9, 2026 | Dakos Andrew Director, Officer, Other | 24,500 | $5.99 | $146.7K | no history |
| Mar 5, 2026 | Goldstein Phillip Director, Officer, Other | 5,000 | $6.01 | $30.1K | no history |
| Mar 4, 2026 | Dakos Andrew Director, Officer | 14,918 | $6.02 | $89.8K | no history |
| Mar 2, 2026 | Dakos Andrew Director, Officer | 7,000 | $6.18 | $43.2K | no history |
| Feb 25, 2026 | Dakos Andrew Director, Officer | 5,674 | $6.14 | $34.9K | no history |
| Feb 25, 2026 | Goldstein Phillip Director | 5,000 | $6.13 | $30.6K | no history |
| Feb 23, 2026 | Dakos Andrew Director, Officer | 8,000 | $6.13 | $49.1K | no history |
| Feb 10, 2026 | Goldstein Phillip Director | 10,000 | $6.07 | $60.7K | no history |
| Feb 5, 2026 | Dakos Andrew Director, Officer | 16,000 | $5.99 | $95.8K | no history |
| Feb 4, 2026 | Sell Moritz A Director | 2,120 | $5.97 | $12.7K | no history |
| Feb 3, 2026 | Goldstein Phillip Director | 10,000 | $5.92 | $59.2K | no history |
| Oct 29, 2025 | Sell Moritz A Director | 1,000 | $6.06 | $6.1K | no history |
| Jul 1, 2025 | Sell Moritz A Director | 1,815 | $6.34 | $11.5K | no history |
Open-market purchases from SEC Form 4. "Opportunistic" = this insider trades every year but not on a fixed schedule (Cohen, Malloy & Pomorski); "routine" buys carry little information.
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