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sellWeak

Gerald Hellerman sold $379 of SWZ

director at Total Return Securities Fund. 41 shares at an average of $9.24, traded Apr 2, 2025, filed Apr 3, 2025.

Warning score
15
Value
$379
41 shares
Holdings after
5,283
-1% from before
From 52-week low
+26%
low $5.01, close $6.29
From 52-week high
-0%
high $6.30, as of Apr 2, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $379 at market
    0
  • Share of holdings sold
    Sold 0.8% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +1.9%, 3m +0.2%, 6m -3.5%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

SWZOct 12, 2026 · close 5.76
Since filing Apr 3, 2025: -8.5%SPY +47.4% · excess -55.9%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001398344-25-006575, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Apr 2, 2025SOpen-market sale
Common Stock
-41$9.24$3795,283Apr 3, 2025

Related signals

Other insiders at Total Return Securities Fund and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
Pro nowfree Oct 20, 2026
SWZbuy 3
Total Return Securities Fund
Phillip Goldstein
Secretary
$29k
5,000 shares
+4%
43Moderate
SWZbuy 3
Total Return Securities Fund
Moritz A Sell
director
$12k
2,000 shares
+7%
70Notable
SWZbuy 3
Total Return Securities Fund
Andrew Dakos
President and CEO
$116k
20,000 shares
+50%
36Weak
SWZbuy 2
Total Return Securities Fund
Moritz A Sell
director
$18k
3,000 shares
+12%
43Moderate
SWZbuy 2
Total Return Securities Fund
P Das Rajeev
Secretary
$18k
3,066 shares
+918%
33Weak
SWZbuy 2
Total Return Securities Fund
Moritz A Sell
director
$5,910
1,000 shares
+4%
28Weak
SWZbuy
Total Return Securities Fund
Moritz A Sell
director
$15k
2,517 shares
+12%
36Weak
SWZbuy 2
Total Return Securities Fund
Moritz A Sell
director
$8,780
1,483 shares
+7%
44Moderate
SWZbuy 3
Total Return Securities Fund
Phillip Goldstein
Secretary
$36k
5,980 shares
+5%
55Moderate
SWZbuy 3
Total Return Securities Fund
Andrew Dakos
President and CEO
$30k
5,000 shares
+4%

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.

Gerald Hellerman sold $379 of SWZ | InsiderTell