SWZ - Total Return Securities Fund

Insider Purchase by Dakos Andrew (President and CEO)

1 Month
After Trade
Before Trade

Trade Summary

3 days ago, Dakos Andrew, serving as President and CEO at Total Return Securities Fund (SWZ), purchased 13,000 shares at $5.98 per share, for a total transaction value of $77,749.00. Following this transaction, Dakos Andrew now holds 126,000 shares of SWZ.

This purchase represents a 11.50% increase in Dakos Andrew's stake in the company. This is considered a high-conviction trade given the significant change in ownership.

The trade was executed on Wednesday, May 27, 2026 and publicly disclosed via SEC Form 4 filing on Friday, May 29, 2026 at 4:09 PM ET, 2 days after the trade was made.

Trade Price

$5.98

Quantity

13,000

Total Value

$77,749.00

Shares Owned

126,000

Trade Date

3 days ago

SEC Filing Date

at 4:09 PM ET

Filed 2 days after trade

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