GOLDSTEIN PHILLIP purchased 10.7% of their position (10K shares) of TOTAL RETURN SECURITIES FUND on the open market
Open‑market purchase worth $59.9K — a moderate purchase. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 3/9/2026ACC: 0001398344-26-004895
Director
Since Jul 2018
+10K
Net shares
Net buyer
$59.9K
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
10K acquired
Non-Derivative Transactions1
Common Stock
Direct
Shares
+10K
Price / share
$5.99
Trade value
$59.90K
% of position
10.7%
3/5/2026
93.23K→103.23K
Total
Net shares
+10K
Net value
$59.90K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/5/2026 | P · Purchase | +10K | $5.99 | $59.90K | 10.7% | 93.23K | 103.23K |
| Total | +10K | $59.90K | ||||||
Derivative Transactions0
No derivative transactions reported