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Total Return Securities Fund

SWZ Net buying
CIK 0000813623 #5687 in the set updated 17 Sep 2026
Bought (12 mo)
$1.36M
out of their own pocket, the only kind of buying there is
Sold (12 mo)
$347.18K
$0.00 on a plan · $0.00 straight out of an exercise
Sold at will
$347.18K
24 of 24 sales
Net
+$1.01M
+$1.01M against sales at will

By person

6 insiders · 96 transactions
Insider
Role
Bought
Sold
Net
Holding
Worth
Change
Dakos Andrew
President and CEO
$874.24K (42)
+$874.24K
171,000
$1.02M
+5,481%
CSS LLC/IL entity
10% owner
$347.18K (24)
−$347.18K
1,686,971
$10.09M
−3.2%
GOLDSTEIN PHILLIP
Secretary
$335.88K (7)
+$335.88K
119,214
$712.90K
+570.4%
SELL MORITZ A
Director
$127.02K (17)
+$127.02K
28,246
$168.91K
+1,682%
Das Rajeev P
Secretary
$18.18K (2)
+$18.18K
3,400
$20.33K
+10,525%
HELLERMAN GERALD
Director
3,527
$21.09K
−33.7%

No percentages here. Total Return Securities Fund reports its share count only per share class, which the XBRL frames API does not carry.

Insider
Date
Role
Action
Shares
Price
Amount
CSS LLC/IL
30 Dec 2025
10% owner
Sell
196
$6.27
$1.23K
CSS LLC/IL
30 Dec 2025
10% owner
Sell
100
$6.26
$625.50
CSS LLC/IL
30 Dec 2025
10% owner
Sell
7,000
$6.25
$43.75K
CSS LLC/IL
30 Dec 2025
10% owner
Sell
4,900
$6.24
$30.58K
CSS LLC/IL
29 Dec 2025
10% owner
Sell
3,000
$6.27
$18.81K
CSS LLC/IL
29 Dec 2025
10% owner
Sell
3,000
$6.26
$18.78K
CSS LLC/IL
29 Dec 2025
10% owner
Sell
1,772
$6.25
$11.08K
CSS LLC/IL
26 Dec 2025
10% owner
Sell
2,100
$6.27
$13.17K
CSS LLC/IL
26 Dec 2025
10% owner
Sell
598
$6.27
$3.75K
CSS LLC/IL
26 Dec 2025
10% owner
Sell
13,402
$6.26
$83.90K
CSS LLC/IL
26 Dec 2025
10% owner
Sell
300
$6.26
$1.88K
CSS LLC/IL
26 Dec 2025
10% owner
Sell
4,600
$6.25
$28.75K
CSS LLC/IL
24 Dec 2025
10% owner
Sell
100
$6.23
$623.00
CSS LLC/IL
24 Dec 2025
10% owner
Sell
1,000
$6.22
$6.22K
CSS LLC/IL
23 Dec 2025
10% owner
Sell
3,000
$6.26
$18.78K
CSS LLC/IL
23 Dec 2025
10% owner
Sell
1,400
$6.25
$8.75K
CSS LLC/IL
23 Dec 2025
10% owner
Sell
1,000
$6.25
$6.25K
CSS LLC/IL
22 Dec 2025
10% owner
Sell
900
$6.26
$5.63K
CSS LLC/IL
22 Dec 2025
10% owner
Sell
167
$6.25
$1.04K
CSS LLC/IL
15 Dec 2025
10% owner
Sell
4,000
$6.24
$24.96K
CSS LLC/IL
15 Dec 2025
10% owner
Sell
500
$6.23
$3.12K
CSS LLC/IL
15 Dec 2025
10% owner
Sell
1,000
$6.22
$6.22K
CSS LLC/IL
15 Dec 2025
10% owner
Sell
500
$6.21
$3.11K
CSS LLC/IL
15 Dec 2025
10% owner
Sell
1,000
$6.20
$6.20K

What was left out

Form 4 filings counted 46
Amendments (4/A) skipped 0
Filings about a different issuer 0
Unreadable filings 0
Joint filings 0
Sales on a Rule 10b5-1 plan 0
Sales straight out of an exercise 0
Sales at will 24
Transactions with no price 0
Shares from compensation/vesting 174,061
History held since 6 Dec 2016