GOLDSTEIN PHILLIP purchased 5.3% of their position (5.98K shares) of TOTAL RETURN SECURITIES FUND on the open market
Open‑market purchase worth $35.6K — a moderate purchase. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 7/8/2026ACC: 0001398344-26-011905
Director
Since Jul 2018
+5.98K
Net shares
Net buyer
$35.6K
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
5.98K acquired
Non-Derivative Transactions1
Common Stock
Direct
Shares
+5.98K
Price / share
$5.95
Trade value
$35.58K
% of position
5.3%
7/6/2026
113.23K→119.21K
Total
Net shares
+5.98K
Net value
$35.58K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 7/6/2026 | P · Purchase | +5.98K | $5.95 | $35.58K | 5.3% | 113.23K | 119.21K |
| Total | +5.98K | $35.58K | ||||||
Derivative Transactions0
No derivative transactions reported