Real time insider trading transaction history:
- Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Common stock purchase or sale:
| Transaction Date | Reported DateTime | Company | Symbol | Insider Relationship | Shares Traded | Average Price | Total Amount | Shares Owned | Filing |
| 2026-03-03 Purchase | 2026-03-05 4:11 pm | Total Return Securities Fund | SWZ | GOLDSTEIN PHILLIP Secretary | 5,000 | $6.01 | $30,050 | 93,234 (Direct) | View |
| 2026-03-02 Purchase | 2026-03-04 4:18 pm | Total Return Securities Fund | SWZ | Dakos Andrew President and CEO | 14,918 | $6.017 | $89,762 | 77,048 (Indirect Direct) | View |
| 2026-02-26 Purchase | 2026-03-02 6:46 pm | Total Return Securities Fund | SWZ | Dakos Andrew President and CEO | 7,000 | $6.1786 | $43,250 | 62,130 (Indirect Direct) | View |
| 2026-02-23 Purchase | 2026-02-25 4:26 pm | Total Return Securities Fund | SWZ | GOLDSTEIN PHILLIP Director | 5,000 | $6.13 | $30,650 | 87,910 (Direct) | View |
| 2026-02-23 Purchase | 2026-02-25 4:06 pm | Total Return Securities Fund | SWZ | Dakos Andrew President and CEO | 5,674 | $6.1436 | $34,859 | 55,130 (Indirect Direct) | View |
| 2026-02-19 Purchase | 2026-02-23 4:05 pm | Total Return Securities Fund | SWZ | Dakos Andrew President and CEO | 8,000 | $6.1344 | $49,075 | 49,456 (Indirect Direct) | View |
| 2026-02-06 Purchase | 2026-02-10 4:05 pm | Total Return Securities Fund | SWZ | GOLDSTEIN PHILLIP Director | 10,000 | $6.07 | $60,700 | 82,910 (Direct) | View |
| 2026-02-03 Purchase | 2026-02-05 6:55 pm | Total Return Securities Fund | SWZ | Dakos Andrew President and CEO | 16,000 | $5.9906 | $95,850 | 41,456 (Indirect Direct) | View |
| 2026-02-02 Purchase | 2026-02-04 4:05 pm | Total Return Securities Fund | SWZ | SELL MORITZ A Director | 2,120 | $5.9706 | $12,658 | 9,998 (Direct) | View |
| 2026-01-30 Purchase | 2026-02-03 4:00 pm | Total Return Securities Fund | SWZ | GOLDSTEIN PHILLIP Director | 10,000 | $5.92 | $59,200 | 72,910 (Direct) | View |
| 2026-01-23 Sale | 2026-01-27 4:32 pm | Total Return Securities Fund | SWZ | HELLERMAN GERALD Director | 1,755 | $6.81 | $11,952 | 3,527 (Direct) | View |
| 2026-01-23 Sale | 2026-01-27 4:05 pm | Total Return Securities Fund | SWZ | GOLDSTEIN PHILLIP Director | 31,314 | $6.81 | $213,248 | 62,910 (Direct) | View |
| 2026-01-23 Sale | 2026-01-27 4:05 pm | Total Return Securities Fund | SWZ | Dakos Andrew President and CEO | 12,672 | $6.81 | $86,296 | 25,456 (Indirect Direct) | View |
| 2026-01-23 Sale | 2026-01-27 4:05 pm | Total Return Securities Fund | SWZ | Das Rajeev P Secretary | 166 | $6.81 | $1,130 | 334 (Direct) | View |
| 2026-01-23 Sale | 2026-01-27 4:05 pm | Total Return Securities Fund | SWZ | SELL MORITZ A Director | 3,922 | $6.81 | $26,709 | 7,878 (Direct) | View |
| 2025-12-29 Sale | 2025-12-31 11:55 am | Total Return Securities Fund | SWZ | CSS LLC 10% Owner | 19,968 | $6.2523 | $124,845 | 1,686,971 (Direct) | View |
| 2025-12-22 Sale | 2025-12-29 4:17 pm | Total Return Securities Fund | SWZ | CSS LLC 10% Owner | 28,567 | $6.2566 | $178,732 | 1,706,939 (Direct) | View |
| 2025-12-15 Sale | 2025-12-17 10:29 am | Total Return Securities Fund | SWZ | CSS LLC 10% Owner | 7,000 | $6.2286 | $43,600 | 1,735,506 (Direct) | View |
| 2025-10-27 Purchase | 2025-10-29 4:16 pm | Total Return Securities Fund | SWZ | SELL MORITZ A Director | 1,000 | $6.055 | $6,055 | 4,400 (Direct) | View |
| 2025-06-30 Purchase | 2025-07-01 4:39 pm | Total Return Securities Fund | SWZ | SELL MORITZ A Director | 1,815 | $6.34 | $11,507 | 3,400 (Direct) | View |
| 2025-04-02 Sale | 2025-04-03 4:05 pm | SWISS HELVETIA FUND INC. | SWZ | HELLERMAN GERALD Director | 41 | $9.24 | $379 | 5,283 (Direct) | View |
| 2025-01-17 Sale | 2025-01-21 4:14 pm | SWISS HELVETIA FUND INC. | SWZ | GOLDSTEIN PHILLIP Director | 4,535 | $8.45 | $38,321 | 12,248 (Direct) | View |
| 2022-03-03 Purchase | 2022-03-04 1:02 pm | SWISS HELVETIA FUND INC. | SWZ | Dakos Andrew President and CEO | 1,000 | $8.82 | $8,820 | 3,064 (Indirect Direct) | View |
| 2022-03-02 Purchase | 2022-03-03 3:26 pm | SWISS HELVETIA FUND INC. | SWZ | HELLERMAN GERALD Director | 1,000 | $8.8504 | $8,850 | 5,324 (Direct) | View |
| 2022-02-02 Purchase | 2022-02-04 5:01 pm | SWISS HELVETIA FUND INC. | SWZ | Dakos Andrew President and CEO | 1,000 | $9.34 | $9,340 | 2,064 (Indirect Direct) | View |
| 2021-07-02 Sale | 2021-07-06 3:51 pm | SWISS HELVETIA FUND INC. | SWZ | GOLDSTEIN PHILLIP Director | 1,212 | $9.79 | $11,865 | 16,783 (Direct) | View |
| 2021-06-04 Sale | 2021-06-08 08:18 am | SWISS HELVETIA FUND INC. | SWZ | GOLDSTEIN PHILLIP Director | 76,958 | $9.5039 | $731,404 | 17,995 (Direct) | View |
| 2021-06-03 Sale | 2021-06-04 10:21 am | SWISS HELVETIA FUND INC. | SWZ | GOLDSTEIN PHILLIP Director | 1,994 | $9.671 | $19,284 | 94,953 (Direct) | View |
| 2021-06-01 Sale | 2021-06-03 09:49 am | SWISS HELVETIA FUND INC. | SWZ | GOLDSTEIN PHILLIP Director | 18,800 | $9.7112 | $182,570 | 96,947 (Direct) | View |
| 2021-05-05 Sale | 2021-05-06 3:36 pm | SWISS HELVETIA FUND INC. | SWZ | SELL MORITZ A Director | 2,000 | $9.12 | $18,240 | 1,330 (Direct) | View |
Stock options: Exercise, Award, Grant, Conversion
| Transaction Date | Reported DateTime | Exercisable Expiration | Company | Symnbol | Insider Relationship | Shares Traded | Conversion Price | Shares Owned | Filing |
| 2026-02-26 Acquisition | 2026-03-05 4:11 pm | N/A N/A | Total Return Securities Fund | SWZ | GOLDSTEIN PHILLIP Secretary | 324 | $6.16 | 93,234 (Direct) | View |
Ownership | 2025-12-16 1:23 pm | N/A N/A | Total Return Securities Fund | SWZ | CSS LLC 10% Owner | 0 | $0 | 1,742,506 (Direct) | View |
| 2025-12-11 Exercise | 2025-12-12 5:16 pm | N/A N/A | Total Return Securities Fund | SWZ | SELL MORITZ A Director | 7,400 | $6.07 | 11,800 (Direct) | View |
| 2025-12-11 Exercise | 2025-12-12 5:14 pm | N/A N/A | Total Return Securities Fund | SWZ | Dakos Andrew President and CEO | 35,064 | $6.07 | 38,128 (Direct) | View |
| 2025-12-11 Exercise | 2025-12-12 5:09 pm | N/A N/A | Total Return Securities Fund | SWZ | Das Rajeev P Secretary | 468 | $6.07 | 500 (Direct) | View |
| 2025-12-11 Exercise | 2025-12-12 5:04 pm | N/A N/A | Total Return Securities Fund | SWZ | GOLDSTEIN PHILLIP Director | 80,976 | $6.07 | 93,224 (Direct) | View |
Ownership | 2025-04-03 4:05 pm | N/A N/A | SWISS HELVETIA FUND INC. | SWZ | Bulldog Investors LLP Investment Adviser | 0 | $0 | 0 (Direct) | View |