Goldstein Phillip Insider Trades

Insider Trading History

Track insider trading activity for Goldstein Phillip. See latest buy and sell transactions across all companies.

Holdings

Company
Holding Value
Last Transaction
Sale/Purchase
Amount
Price
Current Price

Insider Trades History

Company
Holding Value
Last Transaction
Sale/Purchase
Amount
Price
Current Price
High Income Securities Fund
High Income Securities Fund PCF
other, Affiliate Of The Adviser
Holding Value $264k 47,041 shares
Last Trade
Apr 08, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$3.32k 600 shares
$5.53
$5.62
High Income Securities Fund
High Income Securities Fund PCF
other, Affiliate Of The Adviser
Holding Value $261k 46,441 shares
Last Trade
Apr 07, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$27.7k 5,088 shares
$5.45
$5.62
High Income Securities Fund
High Income Securities Fund PCF
other, Affiliate Of The Adviser
Holding Value $232k 41,353 shares
Last Trade
Mar 18, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$97.8k 17,905 shares
$5.46
$5.62
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
other, Secretary
Holding Value $671k 113,234 shares
Last Trade
Mar 18, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$59.8k 10,000 shares
$5.98
$5.93
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
other, Secretary
Holding Value $612k 103,234 shares
Last Trade
Mar 05, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$59.9k 10,000 shares
$5.99
$5.93
Special Opportunities Fund
Special Opportunities Fund SPE
other, Chairman And Secretary
Holding Value $145k 10,250 shares
Last Trade
Mar 05, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$57.8k 3,952 shares
$14.62
$14.10
Special Opportunities Fund
Special Opportunities Fund SPE
other, Chairman And Secretary
Holding Value $88.8k 6,298 shares
Last Trade
Mar 04, 2026 Purchase (Small Acquisition)A small acquisition that may be exempt from certain SEC reporting thresholds.
$1.48k 100 shares
$14.78
$14.10
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
other, Secretary
Holding Value $553k 93,234 shares
Last Trade
Mar 03, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$30.1k 5,000 shares
$6.01
$5.93
Special Opportunities Fund
Special Opportunities Fund SPE
other, Chairman And Secretary
Holding Value $87.4k 6,198 shares
Last Trade
Mar 02, 2026 Purchase (Small Acquisition)A small acquisition that may be exempt from certain SEC reporting thresholds.
$1.49k 100 shares
$14.85
$14.10
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
other, Secretary
Holding Value $523k 88,234 shares
Last Trade
Feb 27, 2026 Purchase (Small Acquisition)A small acquisition that may be exempt from certain SEC reporting thresholds.
$419 68 shares
$6.16
$5.93
Special Opportunities Fund
Special Opportunities Fund SPE
other, Chairman And Secretary
Holding Value $86k 6,098 shares
Last Trade
Feb 27, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$86.8k 5,821 shares
$14.91
$14.10
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
other, Secretary
Holding Value $523k 88,166 shares
Last Trade
Feb 26, 2026 Purchase (Small Acquisition)A small acquisition that may be exempt from certain SEC reporting thresholds.
$1.58k 256 shares
$6.16
$5.93
Special Opportunities Fund
Special Opportunities Fund SPE
other, Chairman And Secretary
Holding Value $3.91k 277 shares
Last Trade
Feb 26, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$403 27 shares
$14.92
$14.10
Special Opportunities Fund
Special Opportunities Fund SPE
other, Chairman And Secretary
Holding Value $3.53k 250 shares
Last Trade
Feb 24, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$446 30 shares
$14.86
$14.10
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
Director
Holding Value $521k 87,910 shares
Last Trade
Feb 23, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$30.7k 5,000 shares
$6.13
$5.93
Special Opportunities Fund
Special Opportunities Fund SPE
other, Chairman And Secretary
Holding Value $3.1k 220 shares
Last Trade
Feb 23, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$1.49k 100 shares
$14.86
$14.10
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
Director
Holding Value $492k 82,910 shares
Last Trade
Feb 06, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$60.7k 10,000 shares
$6.07
$5.93
High Income Securities Fund
High Income Securities Fund PCF
other, Affiliate Of The Adviser
Holding Value $132k 23,448 shares
Last Trade
Feb 03, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$60.5k 10,000 shares
$6.05
$5.62
High Income Securities Fund
High Income Securities Fund PCF
other, Affiliate Of The Adviser
Holding Value $75.6k 13,448 shares
Last Trade
Feb 02, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$45.5k 7,514 shares
$6.05
$5.62
Swiss Helvetia Fund
Swiss Helvetia Fund SWZ
Director
Holding Value $432k 72,910 shares
Last Trade
Jan 30, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$59.2k 10,000 shares
$5.92
$5.93

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