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SWZ insider trading

Total Return Securities Fund — open-market insider buys and $1M+ sells from SEC Forms 3, 4 and 5.
Insider buys · 24 mo
35
Bought · 24 mo
$1.4M
Buys · last 90 days
10 · $180k
Most recent buy
2026-09-01

Cluster buy detected

4 insiders bought SWZ within a short window (2026-06-15→2026-08-10), $143k in total — cluster score 69/100. Members see the buyers, the score breakdown and the chart.

See the cluster

Recent insider filings

FiledInsiderTypeSharesPriceValue
2026-09-01SELL MORITZ A
Director
Bought3,000$5.98$18k
2026-08-25Das Rajeev P
Secretary
Bought3,066$5.93$18k
2026-08-12SELL MORITZ Acluster
Director
Bought1,000$5.91$6k
2026-07-24SELL MORITZ Acluster
Director
Bought2,517$5.87$15k
2026-07-22SELL MORITZ Acluster
Director
Bought1,483$5.92$9k
2026-07-08GOLDSTEIN PHILLIPcluster
Secretary
Bought5,980$5.95$36k
2026-07-07Dakos Andrewcluster
President and CEO
Bought5,000$5.92$30k
2026-06-30SELL MORITZ Acluster
Director
Bought4,091$5.91$24k
2026-06-22SELL MORITZ Acluster
Director
Bought2,000$5.91$12k
2026-06-17SELL MORITZ Acluster
Director
Bought2,155$5.96$13k
2026-06-01SELL MORITZ A
Director
Bought1,000$6.01$6k
2026-05-29Dakos Andrew
President and CEO
Bought13,000$5.98$78k
2026-05-20Dakos Andrew
President and CEO
Bought7,000$5.95$42k
2026-04-27SELL MORITZ A
Director
Bought1,002$6.07$6k
2026-04-20Dakos Andrew
President and CEO
Bought11,265$6.06$68k
2026-04-09Dakos Andrew
President and CEO
Bought6,000$5.97$36k
2026-04-06Dakos Andrew
President and CEO
Bought4,963$5.93$29k
2026-03-31Dakos Andrewcluster
President and CEO
Bought11,200$5.92$66k
2026-03-26Dakos Andrewcluster
President and CEO
Bought6,000$5.96$36k
2026-03-19GOLDSTEIN PHILLIPcluster
Secretary
Bought10,000$5.98$60k
2026-03-13Dakos Andrewcluster
President and CEO
Bought5,024$6.00$30k
2026-03-09Dakos Andrewcluster
President and CEO
Bought24,500$5.99$147k
2026-03-09GOLDSTEIN PHILLIPcluster
Secretary
Bought10,000$5.99$60k
2026-03-05GOLDSTEIN PHILLIPcluster
Secretary
Bought5,000$6.01$30k
2026-03-04Dakos Andrewcluster
President and CEO
Bought14,918$6.02$90k

Showing the 25 most recent of 35 filings for SWZ in the last two years. The full history, the price chart with every buy and sell marked, and daily updates are in the members browser.

Most active insider buyers

InsiderRoleBuysTotal bought
Dakos AndrewPresident and CEO15$874k
GOLDSTEIN PHILLIPSecretary7$336k
SELL MORITZ ADirector12$139k
Das Rajeev PSecretary1$18k

See SWZ on the chart

Every insider buy and sell for SWZ plotted on the price, the full two-year history, cluster scores and daily updates — in the members area, $29/month. A free quarterly sample of the whole dataset needs no account.

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Data from the SEC EDGAR ownership filings, refreshed daily. Only open-market purchases (transaction code P) and sales of $1M or more are shown; grants, option exercises and tax withholding are excluded because they run on schedules set years earlier. Not investment advice.