| 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 Herzfeld Credit Income Fund, Inc with holdings across 6 companies. Recent SEC Form 4 filings include 14 buys and 24 sells.
Estimated insider holdings value: $4.6M based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|
| Sep 15, 2020 | PCF High Income Securities Fund | Director | Sell | 31,499 | $8.46 | $266,355.96 | -3.9% | |
| Jul 22, 2020 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 10,000 | $11.83 | $118,250.00 | +4.3% | |
| Jul 15, 2020 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 12,836 | $11.74 | $150,694.64 | +12.3% | |
| Apr 30, 2020 | SWZ Total Return Securities Fund | Director | Buy | 500 | $7.37 | $3,685.00 | +0.4% | |
| Apr 23, 2020 | SWZ Total Return Securities Fund | Director | Buy | 5,000 | $7.35 | $36,750.00 | +4.5% | |
| Apr 17, 2020 | HERZ Herzfeld Credit Income Fund, Inc | 10% Owner | Sell | 55,480 | $3.33 | $184,682.99 | -4.9% | |
| Apr 1, 2020 | HERZ Herzfeld Credit Income Fund, Inc | 10% Owner | Sell | 131,311 | $3.16 | $414,385.31 | -2.9% | |
| Mar 31, 2020 | HERZ Herzfeld Credit Income Fund, Inc | 10% Owner | Buy | 5,365 | $3.55 | $19,045.75 | +2.0% | |
| Feb 28, 2020 | SWZ Total Return Securities Fund | Director | Buy | 9,899 | $7.86 | $77,819.27 | -100% | |
| Feb 25, 2020 | SWZ Total Return Securities Fund | Director | Buy | 25,000 | $8.39 | $209,700.00 | +5.9% |