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Latest Form 4 (Sep 29, 2026): Purchase of 7,649 SWZ shares, $44.4K.
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| Filed | Company | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 29, 2026 | Total Return Securities Fund (SWZ) | Purchase | 7,649 | $44.4K |
| Jul 15, 2026 | TEJON RANCH CO (TRC) | Grant/Award | 918 | $17.2K |
| Jul 7, 2026 | Total Return Securities Fund (SWZ) | Purchase | 233 | $1.4K |
| Jun 4, 2026 | SPECIAL OPPORTUNITIES FUND, INC. (SPE) | Sale | 1,077 | $15.1K |
| May 29, 2026 | Total Return Securities Fund (SWZ) | Purchase | 4,500 | $26.9K |
| May 20, 2026 | Total Return Securities Fund (SWZ) | Purchase | 4,000 | $23.8K |
| Apr 20, 2026 | Total Return Securities Fund (SWZ) | Purchase | 4,718 | $28.6K |
| Apr 9, 2026 | Total Return Securities Fund (SWZ) | Purchase | 2,000 | $11.9K |
| Apr 7, 2026 | TEJON RANCH CO (TRC) | Grant/Award | 913 | $17.2K |
| Apr 6, 2026 | Total Return Securities Fund (SWZ) | Purchase | 4,863 | $28.8K |