Insider · CIK 0001103646
Llc/il Css
owner
Files at SWZ (Total Return Securities Fund). First filing Dec 17, 2025, latest Dec 31, 2025.
Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 3
$0 bought, $347k sold
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
SWZ: Total Return Securities Fund
SWZOct 9, 2026 · close 5.78
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 22Weak | SWZsell Total Return Securities Fund | $125k 19,968 shares | -1% | +24% from low-3% from high | |
| 24Weak | SWZsell Total Return Securities Fund | $179k 28,567 shares | -2% | +25% from low-2% from high | |
| 18Weak | SWZsell Total Return Securities Fund | $44k 7,000 shares | -0% | +24% from low-3% from high |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Dec 29, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -1,772 | $6.25 | $11k | 1,705,167 | Dec 31, 2025 |
| Dec 29, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -3,000 | $6.26 | $19k | 1,702,167 | Dec 31, 2025 |
| Dec 29, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -3,000 | $6.27 | $19k | 1,699,167 | Dec 31, 2025 |
| Dec 30, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -4,900 | $6.24 | $31k | 1,694,267 | Dec 31, 2025 |
| Dec 30, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -7,000 | $6.25 | $44k | 1,687,267 | Dec 31, 2025 |
| Dec 30, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -100 | $6.26 | $626 | 1,687,167 | Dec 31, 2025 |
| Dec 30, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -196 | $6.27 | $1,229 | 1,686,971 | Dec 31, 2025 |
| Dec 22, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -167 | $6.25 | $1,044 | 1,735,339 | Dec 29, 2025 |
| Dec 22, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -900 | $6.26 | $5,634 | 1,734,439 | Dec 29, 2025 |
| Dec 23, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -1,000 | $6.25 | $6,245 | 1,733,439 | Dec 29, 2025 |
| Dec 23, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -1,400 | $6.25 | $8,750 | 17,312,039 | Dec 29, 2025 |
| Dec 23, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -3,000 | $6.26 | $19k | 1,729,039 | Dec 29, 2025 |
| Dec 24, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -1,000 | $6.22 | $6,220 | 1,728,039 | Dec 29, 2025 |
| Dec 24, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -100 | $6.23 | $623 | 1,727,939 | Dec 29, 2025 |
| Dec 26, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -4,600 | $6.25 | $29k | 1,723,339 | Dec 29, 2025 |
| Dec 26, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -300 | $6.26 | $1,877 | 1,723,039 | Dec 29, 2025 |
| Dec 26, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -13,402 | $6.26 | $84k | 1,709,637 | Dec 29, 2025 |
| Dec 26, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -598 | $6.27 | $3,746 | 1,709,039 | Dec 29, 2025 |
| Dec 26, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -2,100 | $6.27 | $13k | 1,706,939 | Dec 29, 2025 |
| Dec 15, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -1,000 | $6.20 | $6,200 | 1,741,506 | Dec 17, 2025 |
| Dec 15, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -500 | $6.21 | $3,105 | 1,741,006 | Dec 17, 2025 |
| Dec 15, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -1,000 | $6.22 | $6,220 | 1,740,006 | Dec 17, 2025 |
| Dec 15, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -500 | $6.23 | $3,115 | 1,739,506 | Dec 17, 2025 |
| Dec 15, 2025 | SWZ Total Return Securities Fund | SOpen-market sale common stock | -4,000 | $6.24 | $25k | 1,735,506 | Dec 17, 2025 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.