| 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 9 sells.
Estimated insider holdings value: $4.6M based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 6, 2023 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 7,400 | $10.85 | $80,290.00 | +14.6% | +2.6% | +15.1% | |
| Mar 30, 2023 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 2,243 | $10.82 | $24,262.30 | +5.1% | +1.3% | +15.8% | |
| Mar 17, 2023 | PCF High Income Securities Fund | Director | Buy | 4,000 | $6.28 | $25,120.00 | +1.9% | +1.6% | +7.3% | |
| Mar 13, 2023 | PCF High Income Securities Fund | Director | Buy | 790 | $6.36 | $5,024.40 | +0.4% | -0.3% | +5.8% | |
| Feb 3, 2023 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 2,000 | $11.85 | $23,700.00 | +10.1% | -8.3% | +2.5% | |
| Jan 30, 2023 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 2,000 | $11.63 | $23,260.00 | +11.2% | -4.9% | +3.7% | |
| Feb 7, 2022 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 2,000 | $14.76 | $29,510.00 | +10.3% | -8.4% | -16.8% | |
| Dec 16, 2021 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Sell | 2,542 | $15.55 | $39,529.12 | -11.6% | -4.4% | -20.1% | |
| Aug 17, 2021 | PCF High Income Securities Fund | Director | Sell | 28,000 | $9.98 | $279,550.50 | -57.9% | -9.7% | -13.6% | |
| Aug 16, 2021 | PCF High Income Securities Fund | Director | Sell | 30,310 | $9.93 | $300,865.47 | -13.6% | -9.8% | -13.8% |