GOLDSTEIN PHILLIP purchased 9.7% of their position (10K shares) of TOTAL RETURN SECURITIES FUND on the open market
Open‑market purchase worth $59.8K — a moderate purchase. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 3/19/2026ACC: 0001398344-26-005431
Director
Since Jul 2018
+10K
Net shares
Net buyer
$59.8K
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
10K acquired
Non-Derivative Transactions1
Common Stock
Direct
Shares
+10K
Price / share
$5.98
Trade value
$59.80K
% of position
9.7%
3/18/2026
103.23K→113.23K
Total
Net shares
+10K
Net value
$59.80K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/18/2026 | P · Purchase | +10K | $5.98 | $59.80K | 9.7% | 103.23K | 113.23K |
| Total | +10K | $59.80K | ||||||
Derivative Transactions0
No derivative transactions reported