| 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 |
|---|---|---|---|---|---|---|---|---|---|
Secretary | Director, Affiliate of the Adviser | Director +2 more
6 companies
Goldstein Phillip is a 10% Owner at HERZ, with reported holdings spanning 6 companies. Recent filings cover 99 purchases and 117 sales. Those positions are worth an estimated $2.4M at current prices.
Our model assigns Goldstein Phillip a strong insider score of 73/100, based on 41 past trades. Over a 12-month horizon, 92.1% of those trades were profitable, with an average 12-month return of +10.0%.
Goldstein Phillip's largest disclosed position is in HERZ as 10% Owner, worth about $724K. The recent filings there lean toward selling, a net 181,426 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 6, 2026 | SWZ Total Return Securities, Inc. | Director | Buy | 10,000 | $6.07 | $60,700.00 | +13.7% | +0.3% | - | |
| Feb 3, 2026 | PCF High Income Securities Fund | Director, Affiliate of the Adviser | Buy | 17,514 | $6.05 | $105,959.70 | +295.1% | -6.4% | - | |
| Jan 30, 2026 | SWZ Total Return Securities, Inc. | Director | Buy | 10,000 | $5.92 | $59,200.00 | +15.9% | +2.2% | - | |
| Dec 18, 2025 | PCF High Income Securities Fund | Director | Buy | 5,787 | $6.02 | $34,820.48 | +3,937% | -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 | -99.4% | -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 | -90.2% | -3.7% | -8.3% | |
| Jun 27, 2024 | PCF High Income Securities Fund | Director | Sell | 144,600 | $6.85 | $990,893.00 | -59.2% | -2.3% | -7.0% | |
| Dec 28, 2023 | SPE Special Opportunities Fund, Inc. | Chairman and Secretary | Buy | 1,363 | $11.78 | $16,054.82 | +4.5% | +6.9% | +23.2% |