| 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 0 buys and 36 sells.
Estimated insider holdings value: $4.6M based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 11, 2021 | PCF High Income Securities Fund | Director | Sell | 27,718 | $9.89 | $274,131.02 | -17.9% | -9.7% | -13.9% | |
| Aug 10, 2021 | PCF High Income Securities Fund | Director | Sell | 28,402 | $9.90 | $281,070.21 | -5.6% | -10.3% | -14.6% | |
| Aug 6, 2021 | PCF High Income Securities Fund | Director | Sell | 27,701 | $9.88 | $273,686.16 | -4.3% | -11.2% | -14.5% | |
| Aug 4, 2021 | PCF High Income Securities Fund | Director | Sell | 23,342 | $9.86 | $230,162.22 | -1.9% | -9.5% | -13.4% | |
| Jul 2, 2021 | SWZ Total Return Securities Fund | Director | Sell | 1,212 | $9.79 | $11,865.48 | -6.7% | -4.8% | -13.7% | |
| Jun 7, 2021 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Sell | 98,330 | $15.33 | $1,507,515.60 | -69.7% | +2.7% | -10.0% | |
| Jun 4, 2021 | SWZ Total Return Securities Fund | Director | Sell | 76,958 | $9.50 | $731,404.33 | -62.6% | +7.1% | -5.5% | |
| Jun 3, 2021 | SWZ Total Return Securities Fund | Director | Sell | 1,994 | $9.67 | $19,283.92 | -1.0% | +4.7% | -7.6% | |
| Jun 2, 2021 | SWZ Total Return Securities Fund | Director | Sell | 18,800 | $9.71 | $182,570.48 | -2.5% | +4.2% | -7.0% | |
| Dec 24, 2020 | PCF High Income Securities Fund | Director | Sell | 13,700 | $8.54 | $116,998.00 | -66.2% | - | - |