| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director | Chairman And Secretary | 10% Owner
6 companies
Goldstein Phillip is a 10% Owner at HERZ with holdings across 6 companies. Recent SEC Form 4 filings include 9 buys and 17 sells.
Estimated insider holdings value: $4.9M based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 18, 2025 | PCF High Income Securities Fund | Director | Buy | 5,787 | $6.02 | $34,820.48 | +93.1% | -8.7% | - | |
| Apr 4, 2025 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 3,000 | $13.80 | $41,400.00 | +9.4% | +13.6% | -1.6% | |
| Feb 25, 2025 | PCF High Income Securities Fund | Director | Sell | 26,280 | $6.85 | $179,929.17 | -52.6% | -8.3% | -12.9% | |
| Jan 17, 2025 | SWZ Total Return Securities Fund | Director | Sell | 4,535 | $8.45 | $38,320.75 | -27.0% | -25.9% | -24.1% | |
| Jun 28, 2024 | PCF High Income Securities Fund | Director | Sell | 90,000 | $6.93 | $623,700.00 | -47.6% | -3.7% | -8.3% | |
| Jun 27, 2024 | PCF High Income Securities Fund | Director | Sell | 144,600 | $6.85 | $990,893.00 | -9.5% | -2.3% | -7.0% | |
| Dec 28, 2023 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 1,363 | $11.78 | $16,054.82 | +2.2% | +6.9% | +23.2% | |
| Apr 21, 2023 | PCF High Income Securities Fund | Director | Buy | 10,000 | $6.37 | $63,700.00 | +4.3% | +1.1% | -2.5% | |
| Apr 10, 2023 | PCF High Income Securities Fund | Director | Buy | 10,000 | $6.39 | $63,900.00 | +4.5% | +0.2% | +2.8% | |
| Apr 6, 2023 | PCF High Income Securities Fund | Director | Buy | 9,510 | $6.41 | $60,959.10 | +4.4% | +0.3% | +1.2% |