GOLDSTEIN PHILLIP sold 27.0% of their position (4.54K shares) of TOTAL RETURN SECURITIES FUND on the open market
Open‑market sale worth $38.3K — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 1/21/2025ACC: 0001398344-25-000872
Director
Since Jul 2018
-4.54K
Net shares
Net seller
$38.3K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
4.54K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−4.54K
Price / share
$8.45
Trade value
$38.32K
% of position
27.0%
1/17/2025
16.78K→12.25K
Total
Net shares
−4.54K
Net value
-$38.32K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 1/17/2025 | S · Sale | −4.54K | $8.45 | $38.32K | 27.0% | 16.78K | 12.25K |
| Total | −4.54K | -$38.32K | ||||||
Derivative Transactions0
No derivative transactions reported