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Sirius Investors
Total Return Securities Fund

Total Return Securities Fund

SWZ
NYSEFinancial Services

Insider Trading for SWZ

View recent insider trading activity including purchases, sales, and awards. Insider trading can provide insights into how executives view their company's prospects.

Insider Trading Summary

Shares Acquired
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Shares Disposed
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Net Position
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Recent Activity (30 Days)

Acquisitions: 17.0K shares
Dispositions: 0 shares
Net: 17.0K shares

Insiders have been net buyers recently, potentially signaling confidence in the company's short-term prospects.

Quarterly Activity (3 Months)

Acquisitions: 44.2K shares
Dispositions: 0 shares
Net: 44.2K shares

Insiders have been net buyers over the quarter, suggesting potential confidence in medium-term business fundamentals.

Key Insider Activity: Dec 11, 2025 to Jul 23, 2026

Dakos Andrew
ExecutiveChief Executive Officer
+167.9K shares
45 transactions
CSS LLC/IL
Other10 Percent Owner
-55.5K shares
25 transactions
GOLDSTEIN PHILLIP
ExecutiveDirector, Officer, Other: Secretary
+25.0K shares
10 transactions
SELL MORITZ A
DirectorDirector
+19.8K shares
16 transactions
HELLERMAN GERALD
DirectorDirector
-1.8K shares
1 transactions

Transaction Details

DateInsiderRoleTransactionSharesPriceValueOwned AfterSEC Filing
Jul 23, 2026SELL MORITZ ADDirectorPurchase2.0K$5.86$11,720.0024.2KView
Jul 22, 2026SELL MORITZ ADDirectorPurchase517$5.90$3,050.3022.2KView
Jul 21, 2026SELL MORITZ ADDirectorPurchase483$5.90$2,849.7021.7KView
Jul 20, 2026
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Click "View" in the SEC Filing column to access the detailed SEC form submission for each transaction.

Executive Activity:

Executives have been net buyers of SWZ stock, which is typically a strong positive signal.