GOLDSTEIN PHILLIP purchased 5.7% of their position (5K shares) of TOTAL RETURN SECURITIES FUND on the open market
Open‑market purchase worth $30.1K — a moderate purchase. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 3/5/2026ACC: 0001398344-26-004532
Director
Since Jul 2018
+5.32K
Net shares
Net buyer
$32.0K
Total acquired
1
Open market trades
1B · 0S
3
Total transactions
5.32K acquired
Non-Derivative Transactions3
Common Stock
Direct
Shares
+256.00
Price / share
$6.16
Trade value
$1.58K
% of position
0.3%
2/26/2026
87.91K→88.17K
Common Stock
Direct
Shares
+68.00
Price / share
$6.16
Trade value
$418.88
% of position
0.1%
2/27/2026
88.17K→88.23K
Common Stock
Direct
Shares
+5K
Price / share
$6.01
Trade value
$30.05K
% of position
5.7%
3/3/2026
88.23K→93.23K
Total
Net shares
+5.32K
Net value
$32.05K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 2/26/2026 | L · L | +256.00 | $6.16 | $1.58K | 0.3% | 87.91K | 88.17K |
| Common Stock Direct | 2/27/2026 | L · L | +68.00 | $6.16 | $418.88 | 0.1% | 88.17K | 88.23K |
| Common Stock Direct | 3/3/2026 | P · Purchase | +5K | $6.01 | $30.05K | 5.7% | 88.23K | 93.23K |
| Total | +5.32K | $32.05K | ||||||
Derivative Transactions0
No derivative transactions reported