Total Return Securities Fund (SWZ)
NYSE · Inc. MD
What they're doing
Between 2026-08-02 and 2026-10-31, public records show 1 signal for Total Return Securities Fund. Most notable: 2026-09-28: Dakos Andrew (director) bought $52k of stock. Federal contract obligations over the last 24 months total $0. This summary was assembled automatically from SEC EDGAR, USAspending.gov, U.S. Senate lobbying disclosures and Wikimedia pageview counts.
Generated 2026-10-31 from public records.
Signals, last 12 months
- Insider purchaseDakos Andrew (director) bought $52k of stock
- Insider purchaseGOLDSTEIN PHILLIP (director) bought $60k of stock
- Insider purchaseDakos Andrew (director) bought $75k of stock
- Insider purchaseDakos Andrew (director) bought $72k of stock
- Insider purchaseGOLDSTEIN PHILLIP (director) bought $60k of stock
- Insider purchaseDakos Andrew (director) bought $59k of stock
- Insider purchaseGOLDSTEIN PHILLIP (director) bought $61k of stock
- Insider purchaseGOLDSTEIN PHILLIP (director) bought $59k of stock
Insider transactions
| Date | Insider | Role | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-10-08 | GOLDSTEIN PHILLIP | director | P | 5,000 | 5.73 | $28,637 |
| 2026-10-01 | GOLDSTEIN PHILLIP | director | L | 15 | 5.71 | $86 |
| 2026-09-28 | SELL MORITZ A | director | P | 2,000 | 5.77 | $11,530 |
| 2026-09-28 | Dakos Andrew | director | P | 9,000 | 5.77 | $51,930 |
| 2026-09-28 | Dakos Andrew | director | P | 1,000 | 5.76 | $5,760 |
| 2026-09-25 | Dakos Andrew | director | P | 2,351 | 5.82 | $13,683 |
| 2026-09-25 | Dakos Andrew | director | P | 7,649 | 5.81 | $44,441 |
| 2026-06-29 | SELL MORITZ A | director | P | 2,000 | 5.93 | $11,860 |
| 2026-06-26 | SELL MORITZ A | director | P | 2,091 | 5.89 | $12,316 |
| 2026-06-18 | SELL MORITZ A | director | P | 1,853 | 5.91 | $10,951 |
| 2026-06-17 | SELL MORITZ A | director | P | 147 | 5.91 | $869 |
| 2026-06-16 | SELL MORITZ A | director | P | 2,000 | 5.96 | $11,920 |
| 2026-06-15 | SELL MORITZ A | director | P | 155 | 5.95 | $922 |
| 2026-05-29 | SELL MORITZ A | director | P | 1,000 | 6.01 | $6,010 |
| 2026-05-28 | Dakos Andrew | director | P | 100 | 5.98 | $598 |
| 2026-05-28 | Dakos Andrew | director | P | 5,400 | 5.99 | $32,346 |
| 2026-05-27 | Dakos Andrew | director | P | 3,000 | 5.98 | $17,940 |
| 2026-05-27 | Dakos Andrew | director | P | 4,500 | 5.97 | $26,865 |
| 2026-05-20 | Dakos Andrew | director | P | 2,987 | 5.96 | $17,803 |
| 2026-05-19 | Dakos Andrew | director | P | 13 | 5.95 | $77 |
| 2026-05-18 | Dakos Andrew | director | P | 4,000 | 5.95 | $23,800 |
| 2026-04-24 | SELL MORITZ A | director | P | 1,002 | 6.07 | $6,082 |
| 2026-04-17 | Dakos Andrew | director | P | 3,000 | 6.09 | $18,270 |
| 2026-04-16 | Dakos Andrew | director | P | 547 | 6.04 | $3,304 |
| 2026-04-16 | Dakos Andrew | director | P | 3,000 | 6.05 | $18,150 |
| 2026-04-16 | Dakos Andrew | director | P | 4,718 | 6.06 | $28,591 |
| 2026-04-08 | Dakos Andrew | director | P | 4,000 | 5.98 | $23,920 |
| 2026-04-07 | Dakos Andrew | director | P | 2,000 | 5.95 | $11,900 |
| 2026-04-06 | Dakos Andrew | director | P | 100 | 5.95 | $595 |
| 2026-04-02 | Dakos Andrew | director | P | 4,863 | 5.93 | $28,838 |
| 2026-03-30 | Dakos Andrew | director | P | 5,300 | 5.91 | $31,323 |
| 2026-03-27 | Dakos Andrew | director | P | 5,900 | 5.92 | $34,928 |
| 2026-03-24 | Dakos Andrew | director | P | 1,000 | 5.95 | $5,950 |
| 2026-03-24 | Dakos Andrew | director | P | 5,000 | 5.96 | $29,800 |
| 2026-03-18 | GOLDSTEIN PHILLIP | director | P | 10,000 | 5.98 | $59,800 |
| 2026-03-12 | Dakos Andrew | director | P | 3,324 | 6 | $19,944 |
| 2026-03-11 | Dakos Andrew | director | P | 1,700 | 6 | $10,200 |
| 2026-03-06 | Dakos Andrew | director | P | 12,500 | 5.97 | $74,625 |
| 2026-03-05 | Dakos Andrew | director | P | 12,000 | 6.01 | $72,120 |
| 2026-03-05 | GOLDSTEIN PHILLIP | director | P | 10,000 | 5.99 | $59,900 |
| 2026-03-03 | GOLDSTEIN PHILLIP | director | P | 5,000 | 6.01 | $30,050 |
| 2026-03-02 | Dakos Andrew | director | P | 9,918 | 5.95 | $59,012 |
| 2026-03-02 | Dakos Andrew | director | P | 5,000 | 6.15 | $30,750 |
| 2026-02-27 | GOLDSTEIN PHILLIP | director | L | 68 | 6.16 | $419 |
| 2026-02-27 | Dakos Andrew | director | P | 2,000 | 6.2 | $12,400 |
| 2026-02-26 | GOLDSTEIN PHILLIP | director | L | 256 | 6.16 | $1,577 |
| 2026-02-26 | Dakos Andrew | director | P | 5,000 | 6.17 | $30,850 |
| 2026-02-24 | Dakos Andrew | director | P | 1,348 | 6.17 | $8,317 |
| 2026-02-24 | Dakos Andrew | director | P | 326 | 6.14 | $2,002 |
| 2026-02-23 | GOLDSTEIN PHILLIP | director | P | 5,000 | 6.13 | $30,650 |
Federal contracts
No federal contract actions on record for this recipient mapping.
Lobbying
No federal lobbying filings on record for this client mapping.
Public attention
No Wikipedia pageview data linked to this company.