| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% | |
| Apr 6, 2023 | SPE Special Opportunities Fund, Inc. | Chairman and Secretary | Buy | 7,400 | $10.85 | $80,290.00 | +30.8% | +2.6% | +15.1% | |
| Mar 30, 2023 | SPE Special Opportunities Fund, Inc. | Chairman and Secretary | Buy | 2,243 | $10.82 | $24,262.30 | +10.3% | +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% |