GOLDSTEIN PHILLIP purchased 6.0% of their position (5K shares) of TOTAL RETURN SECURITIES FUND on the open market
Open‑market purchase worth $30.6K — a moderate purchase. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 2/25/2026ACC: 0001398344-26-003686
Director
Since Jul 2018
+5K
Net shares
Net buyer
$30.6K
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
5K acquired
Non-Derivative Transactions1
Common Stock
Direct
Shares
+5K
Price / share
$6.13
Trade value
$30.65K
% of position
6.0%
2/23/2026
82.91K→87.91K
Total
Net shares
+5K
Net value
$30.65K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 2/23/2026 | P · Purchase | +5K | $6.13 | $30.65K | 6.0% | 82.91K | 87.91K |
| Total | +5K | $30.65K | ||||||
Derivative Transactions0
No derivative transactions reported