GOLDSTEIN PHILLIP purchased 4.2% of their position (5K shares) of TOTAL RETURN SECURITIES FUND on the open market
Open‑market purchase worth $28.6K — a small addition. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 10/13/2026ACC: 0001398344-26-018160
Director
Since Jul 2018
+5.01K
Net shares
Net buyer
$28.7K
Total acquired
1
Open market trades
1B · 0S
2
Total transactions
5.01K acquired
Non-Derivative Transactions2
Common Stock
Direct
Shares
+15.00
Price / share
$5.71
Trade value
$85.65
% of position
0.0%
10/1/2026
119.21K→119.23K
Common Stock
Direct
Shares
+5K
Price / share
$5.73
Trade value
$28.64K
% of position
4.2%
10/8/2026
119.23K→124.23K
Total
Net shares
+5.01K
Net value
$28.72K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 10/1/2026 | L · L | +15.00 | $5.71 | $85.65 | 0.0% | 119.21K | 119.23K |
| Common Stock Direct | 10/8/2026 | P · Purchase | +5K | $5.73 | $28.64K | 4.2% | 119.23K | 124.23K |
| Total | +5.01K | $28.72K | ||||||
Derivative Transactions0
No derivative transactions reported