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buyModerate cluster of 2

Andrew Dakos bought $66k of SWZ

President and CEO at Total Return Securities Fund. 11,200 shares at an average of $5.91, traded Mar 27, 2026, filed Mar 31, 2026.

Conviction score
59
Value
$66k
11,200 shares
Holdings after
83,319
+16% from before
From 52-week low
+1%
low $5.85, close $5.89
From 52-week high
-8%
high $6.42, as of Mar 27, 2026

Score components

  • Role
    CEO
    +25
  • Trade size
    $66k at market
    +8
  • Relative to holdings
    Holdings up 16%
    +3
  • Price context
    1% above the 52-week low
    +10
  • Cluster
    2 insiders buying within 14 days
    +8
  • Repeat buying
    9 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.

This signal so far: 1m +2.0%, 3m +0.2%, 6m -3.4%.

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 Mar 31, 2026: -2.9%SPY +20.2% · excess -23.1%

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 0001398344-26-005935, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 27, 2026POpen-market purchase
Common Stockindirect: Limited Partnership
+5,900$5.92$35k78,019Mar 31, 2026
Mar 30, 2026POpen-market purchase
Common Stockindirect: Limited Partnership
+5,300$5.91$31k83,319Mar 31, 2026

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.

Andrew Dakos bought $66k of SWZ | InsiderTell