In the 12 months to Nov 8, 2026, on the open market: bought $108K of SWZ. Filed a median of 2 business days after the trade.
Open-market purchases and sales this filer reported on SEC Form 4, by the day traded. Insiders have two business days to file. A sale marked 10b5-1 was made under a plan adopted in advance. How to read these
Insider purchases above the line: $108KInsider sales below: $0
Dollar value of open-market purchases and sales reported on SEC Form 4, by the month traded. Sales include pre-arranged 10b5-1 plan sales.
SWZBought: Total Return Securities Fund Sep 28, 20262,000 sharesfiled Sep 30, 202630,246 shares held directly after, as filedfiling$12K
SWZBought: Total Return Securities Fund Aug 31, 20263,000 sharesfiled Sep 1, 202628,246 shares held directly after, as filedfiling$18K
SWZBought: Total Return Securities Fund Aug 10, 20261,000 sharesfiled Aug 12, 202625,246 shares held directly after, as filedfiling$6K
SWZBought: Total Return Securities Fund Jul 23, 20262,000 sharesfiled Jul 24, 202624,246 shares held directly after, as filedfiling$12K
SWZBought: Total Return Securities Fund Jul 22, 2026517 sharesfiled Jul 24, 202622,246 shares held directly after, as filedfiling$3K
SWZBought: Total Return Securities Fund Jul 21, 2026483 sharesfiled Jul 22, 202621,729 shares held directly after, as filedfiling$3K
SWZBought: Total Return Securities Fund Jul 20, 20261,000 sharesfiled Jul 22, 202621,246 shares held directly after, as filedfiling$6K
SWZBought: Total Return Securities Fund Jun 29, 20262,000 sharesfiled Jun 30, 202620,246 shares held directly after, as filedfiling$12K
SWZBought: Total Return Securities Fund Jun 26, 20262,091 sharesfiled Jun 30, 202618,246 shares held directly after, as filedfiling$12K
SWZBought: Total Return Securities Fund Jun 18, 20261,853 sharesfiled Jun 22, 202616,155 shares held directly after, as filedfiling$11K
SWZBought: Total Return Securities Fund Jun 17, 2026147 sharesfiled Jun 22, 202614,302 shares held directly after, as filedfiling$869
SWZBought: Total Return Securities Fund Jun 16, 20262,000 sharesfiled Jun 17, 202614,155 shares held directly after, as filedfiling$12K
SWZBought: Total Return Securities Fund Jun 15, 2026155 sharesfiled Jun 17, 202612,155 shares held directly after, as filedfiling$922
Source: SEC Form 4 filings. Value is shares × the price reported on the filing; a filing whose price failed Lytir's check against the market price is left out, and a trade that related owners reported on separate forms is counted once. Filings can be late, amended or wrong at the source; see methodology.
