LIVE FROM THE DATABASETRANSACTIONS 362,430COMPANIES 5,763LATEST TRADE Oct 16UPDATED Oct 17, 12:31 AM
SWZCIK 0000813623

Total Return Securities Fund

108 transactions by 6 insiders, from December 11, 2025 to October 8, 2026.

Transactions
1086 insiders
Bought · P
$1.5Mopen market
Sold · S
$347Kopen market
Net
+$1.2Mnet buying

Officers and directors

People inside the company. What they do with their own shares is the reason this data exists.

InsiderTradesPlannedBoughtSold
Andrew DakosCEO49—$990K—
Moritz A. SellDir18—$132K—
Phillip GoldsteinOfficer12—$365K—
Rajeev P. DasOfficer4—$18K—
Gerald HellermanDir1———

Large holders and funds

Holders above 10%, often funds. They file the same form, but they trade for portfolio reasons, not because of what they know.

InsiderTradesPlannedBoughtSold
CSS LLC/IL10%24——$347K

All transactions

108 in total, newest filings first.

InsiderDateCodeSharesPriceValue
Phillip GoldsteinOfficerOct 8P5,000$5.73$29K
Phillip GoldsteinOfficerOct 1L15$5.71$86
Moritz A. SellDirSep 28P2,000$5.77$12K
Andrew DakosCEOSep 28P9,000$5.77$52K
Andrew DakosCEOSep 28P1,000$5.76$6K
Andrew DakosCEOSep 25P2,351$5.82$14K
Andrew DakosCEOSep 25P7,649$5.81$44K
Moritz A. SellDirAug 31P3,000$5.98$18K
Rajeev P. DasOfficerAug 24P1,366$5.93$8K
Rajeev P. DasOfficerAug 21P1,700$5.93$10K
Moritz A. SellDirAug 10P1,000$5.91$6K
Moritz A. SellDirJul 23P2,000$5.86$12K
Moritz A. SellDirJul 22P517$5.90$3K
Moritz A. SellDirJul 21P483$5.90$3K
Moritz A. SellDirJul 20P1,000$5.93$6K
Phillip GoldsteinOfficerJul 6P5,980$5.95$36K
Andrew DakosCEOJul 2P4,767$5.92$28K
Andrew DakosCEOJul 2P233$5.92$1K
Moritz A. SellDirJun 29P2,000$5.93$12K
Moritz A. SellDirJun 26P2,091$5.89$12K
Moritz A. SellDirJun 18P1,853$5.91$11K
Moritz A. SellDirJun 17P147$5.91$869
Moritz A. SellDirJun 16P2,000$5.96$12K
Moritz A. SellDirJun 15P155$5.95$922
Moritz A. SellDirMay 29P1,000$6.01$6K
Andrew DakosCEOMay 28P5,400$5.99$32K
Andrew DakosCEOMay 28P100$5.98$598
Andrew DakosCEOMay 27P3,000$5.98$18K
Andrew DakosCEOMay 27P4,500$5.97$27K
Andrew DakosCEOMay 20P2,987$5.96$18K
Andrew DakosCEOMay 19P13$5.95$77
Andrew DakosCEOMay 18P4,000$5.95$24K
Moritz A. SellDirApr 24P1,002$6.07$6K
Andrew DakosCEOApr 17P3,000$6.09$18K
Andrew DakosCEOApr 16P547$6.04$3K
Andrew DakosCEOApr 16P3,000$6.05$18K
Andrew DakosCEOApr 16P4,718$6.06$29K
Andrew DakosCEOApr 8P4,000$5.98$24K
Andrew DakosCEOApr 7P2,000$5.95$12K
Andrew DakosCEOApr 6P100$5.95$595
Andrew DakosCEOApr 2P4,863$5.93$29K
Andrew DakosCEOMar 30P5,300$5.91$31K
Andrew DakosCEOMar 27P5,900$5.92$35K
Andrew DakosCEOMar 24P1,000$5.95$6K
Andrew DakosCEOMar 24P5,000$5.96$30K
Phillip GoldsteinOfficerMar 18P10,000$5.98$60K
Andrew DakosCEOMar 12P3,324$6.00$20K
Andrew DakosCEOMar 11P1,700$6.00$10K
Phillip GoldsteinOfficerMar 5P10,000$5.99$60K
Andrew DakosCEOMar 6P12,500$5.97$75K
Andrew DakosCEOMar 5P12,000$6.01$72K
Phillip GoldsteinOfficerMar 3P5,000$6.01$30K
Phillip GoldsteinOfficerFeb 27L68$6.16$419
Phillip GoldsteinOfficerFeb 26L256$6.16$2K
Andrew DakosCEOMar 2P9,918$5.95$59K
Andrew DakosCEOMar 2P5,000$6.15$31K
Andrew DakosCEOFeb 27P2,000$6.20$12K
Andrew DakosCEOFeb 26P5,000$6.17$31K
Phillip GoldsteinDirFeb 23P5,000$6.13$31K
Andrew DakosCEOFeb 24P1,348$6.17$8K
Andrew DakosCEOFeb 24P326$6.14$2K
Andrew DakosCEOFeb 23P2,000$6.13$12K
Andrew DakosCEOFeb 23P2,000$6.14$12K
Andrew DakosCEOFeb 20P2,817$6.16$17K
Andrew DakosCEOFeb 20P183$6.14$1K
Andrew DakosCEOFeb 19P4,881$6.12$30K
Andrew DakosCEOFeb 19P119$6.11$727
Phillip GoldsteinDirFeb 6P10,000$6.07$61K
Andrew DakosCEOFeb 4P2,000$6.02$12K
Andrew DakosCEOFeb 4P2,000$6.03$12K
Andrew DakosCEOFeb 4P2,000$6.04$12K
Andrew DakosCEOFeb 3P3,000$5.96$18K
Andrew DakosCEOFeb 3P7,000$5.97$42K
Moritz A. SellDirFeb 3P1,000$5.96$6K
Moritz A. SellDirFeb 2P1,120$5.98$7K
Phillip GoldsteinDirJan 30P10,000$5.92$59K
Moritz A. SellDirJan 23D3,922$6.81$27K
Gerald HellermanDirJan 23D1,755$6.81$12K
Phillip GoldsteinDirJan 23D31,314$6.81$213K
Rajeev P. DasOfficerJan 23D166$6.81$1K
Andrew DakosCEOJan 23D11,675$6.81$80K
Andrew DakosCEOJan 23D997$6.81$7K
CSS LLC/IL10%Dec 30S196$6.27$1K
CSS LLC/IL10%Dec 30S100$6.26$626
CSS LLC/IL10%Dec 30S7,000$6.25$44K
CSS LLC/IL10%Dec 30S4,900$6.24$31K
CSS LLC/IL10%Dec 29S3,000$6.27$19K
CSS LLC/IL10%Dec 29S3,000$6.26$19K
CSS LLC/IL10%Dec 29S1,772$6.25$11K
CSS LLC/IL10%Dec 26S2,100$6.27$13K
CSS LLC/IL10%Dec 26S598$6.27$4K
CSS LLC/IL10%Dec 26S13,402$6.26$84K
CSS LLC/IL10%Dec 26S300$6.26$2K
CSS LLC/IL10%Dec 26S4,600$6.25$29K
CSS LLC/IL10%Dec 24S100$6.23$623
CSS LLC/IL10%Dec 24S1,000$6.22$6K
CSS LLC/IL10%Dec 23S3,000$6.26$19K
CSS LLC/IL10%Dec 23S1,400$6.25$9K
CSS LLC/IL10%Dec 23S1,000$6.25$6K
CSS LLC/IL10%Dec 22S900$6.26$6K
CSS LLC/IL10%Dec 22S167$6.25$1K
CSS LLC/IL10%Dec 15S4,000$6.24$25K
CSS LLC/IL10%Dec 15S500$6.23$3K
CSS LLC/IL10%Dec 15S1,000$6.22$6K
CSS LLC/IL10%Dec 15S500$6.21$3K
CSS LLC/IL10%Dec 15S1,000$6.20$6K
Rajeev P. DasOfficerDec 11M468$6.07$3K
Andrew DakosCEODec 11M35,064$6.07$213K