| 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 14 buys and 2 sells.
Estimated insider holdings value: $4.6M based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|
| Jan 6, 2020 | SWZ Total Return Securities Fund | Director | Buy | 1,086 | $8.33 | $9,046.38 | +1.5% | |
| Dec 19, 2019 | SWZ Total Return Securities Fund | Director | Buy | 2,611 | $8.20 | $21,410.20 | +3.6% | |
| Dec 18, 2019 | SWZ Total Return Securities Fund | Director | Buy | 40,614 | $8.15 | $331,004.10 | +39.8% | |
| Dec 2, 2019 | SWZ Total Return Securities Fund | Director | Buy | 30,000 | $8.10 | $243,100.00 | +75.9% | |
| Oct 16, 2019 | PCF High Income Securities Fund | Director | Sell | 107 | $8.46 | $905.72 | -100% | |
| Mar 25, 2019 | PCF High Income Securities Fund | Director | Sell | 220,000 | $9.25 | $2,035,000.00 | -100.0% | |
| Mar 25, 2019 | PCF High Income Securities Fund | Director | Buy | 150,000 | $9.25 | $1,387,500.00 | New | |
| Mar 19, 2019 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 4,000 | $13.36 | $53,440.00 | +3.9% | |
| Jan 28, 2019 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 3,100 | $12.68 | $39,303.00 | +1.5% | |
| Jan 15, 2019 | SPE Special Opportunities Fund, Inc. | Chairman And Secretary | Buy | 3,100 | $12.49 | $38,718.00 | +1.6% |