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buyNotable cluster of 2

Andrew Dakos bought $43k of SWZ

President and CEO at Total Return Securities Fund. 7,000 shares at an average of $6.18, traded Feb 26, 2026, filed Mar 2, 2026.

Conviction score
60
Value
$43k
7,000 shares
Holdings after
22,677
+45% from before
From 52-week low
+6%
low $5.85, close $6.18
From 52-week high
-4%
high $6.42, as of Feb 26, 2026

Score components

  • Role
    CEO
    +25
  • Trade size
    $43k at market
    +6
  • Relative to holdings
    Holdings up 45%
    +6
  • Price context
    6% above the 52-week low
    +10
  • Cluster
    2 insiders buying within 14 days
    +8
  • Repeat buying
    4 buys in 90 days
    +5
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

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.

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 9, 2026 · close 5.78
Since filing Mar 2, 2026: -5.9%SPY +14.3% · excess -20.2%

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 0001398344-26-004183, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 26, 2026POpen-market purchase
Common Stockindirect: Limited Partnership
+5,000$6.17$31k20,677Mar 2, 2026
Feb 27, 2026POpen-market purchase
Common Stockindirect: Limited Partnership
+2,000$6.20$12k22,677Mar 2, 2026

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
31Weak
SWZbuy 2
Total Return Securities Fund
Moritz A Sell
director
$12k
2,000 shares
+7%
53Moderate
SWZbuy 2
Total Return Securities Fund
Andrew Dakos
President and CEO
$116k
20,000 shares
+50%
18Weak
SWZbuy
Total Return Securities Fund
Moritz A Sell
director
$18k
3,000 shares
+12%
59Moderate
SWZbuy 2
Total Return Securities Fund
Andrew Dakos
President and CEO
$66k
11,200 shares
+16%
57Moderate
SWZbuy 2
Total Return Securities Fund
Andrew Dakos
President and CEO
$36k
6,000 shares
+9%
48Moderate
SWZbuy 2
Total Return Securities Fund
Phillip Goldstein
Secretary
$60k
10,000 shares
+10%
56Moderate
SWZbuy 2
Total Return Securities Fund
Andrew Dakos
President and CEO
$30k
5,024 shares
+8%
69Notable
SWZbuy 2
Total Return Securities Fund
Andrew Dakos
President and CEO
$147k
24,500 shares
+65%
48Moderate
SWZbuy 2
Total Return Securities Fund
Phillip Goldstein
Secretary
$60k
10,000 shares
+11%
46Moderate
SWZbuy 2
Total Return Securities Fund
Phillip Goldstein
Secretary
$30k
5,000 shares
+6%

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.

Andrew Dakos bought $43k of SWZ | InsiderTell