SWZ insider trades & Congress trades
Total Return Securities Fund: public insider filings and Congress disclosures, in one place.
Bourse has recorded 10 open-market insider transactions in Total Return Securities Fund (SWZ) (10 purchases with code P and 0 sales with code S), the most recent on October 8, 2026.
In the last 90 days: 10 purchases by 4 insiders ($198K) and 0 sales by 0 ($0).
The most recent insider buying cluster (three or more different insiders buying within 14 days) ran from September 28, 2026 to October 8, 2026, with 3 insiders.
Insider transactions
SEC Form 4, open-market purchases (P) and sales (S) only. Awards, option exercises and tax withholding are excluded. “After” shows the stock’s return over the month following the trade, where available.
| Date | Insider | Role | Type | Shares | Price | Value | After 1M |
|---|---|---|---|---|---|---|---|
| Oct 8, 2026 | Goldstein Phillip | Secretary | Buy | 5,000 | $5.73 | $29K | – |
| Sep 28, 2026 | Dakos Andrew | President and CEO | Buy | 1,000 | $5.76 | $6K | +0.0% |
| Sep 28, 2026 | Dakos Andrew | President and CEO | Buy | 9,000 | $5.77 | $52K | +0.0% |
| Sep 28, 2026 | Sell Moritz A | – | Buy | 2,000 | $5.77 | $12K | +0.0% |
| Sep 25, 2026 | Dakos Andrew | President and CEO | Buy | 7,649 | $5.81 | $44K | +0.0% |
| Sep 25, 2026 | Dakos Andrew | President and CEO | Buy | 2,351 | $5.82 | $14K | +0.0% |
| Aug 31, 2026 | Sell Moritz A | – | Buy | 3,000 | $5.98 | $18K | −0.0% |
| Aug 24, 2026 | Das Rajeev P | Secretary | Buy | 1,366 | $5.93 | $8K | −0.0% |
| Aug 21, 2026 | Das Rajeev P | Secretary | Buy | 1,700 | $5.93 | $10K | −0.0% |
| Aug 10, 2026 | Sell Moritz A | – | Buy | 1,000 | $5.91 | $6K | −0.0% |
Data as of November 8, 2026. Public filings only. A purchase or sale by a politician or an insider does not by itself imply any wrongdoing.
New to these filings? Read how to read a Form 4, how Congress trades are disclosed and what insider cluster buying means. Sources and limits are on the Methodology page.
See these filings as they land
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