Andrew Dakos bought $30k of SWZ
President and CEO at Total Return Securities Fund. 5,000 shares at an average of $5.92, traded Jul 2, 2026, filed Jul 7, 2026.
Score components
- +25RoleCEO
- +5Trade size$30k at market
- 0Relative to holdingsHoldings up 4.0%
- +10Price context1% above the 52-week low
- +15Cluster3 insiders buying within 14 days
- +5Repeat buying5 buys in 90 days
- -5Track recordMedian 6-month excess return -16% over 11 past buys
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.
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 0001398344-26-011834, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jul 2, 2026 | POpen-market purchase Common Stockindirect: Limited Partnership | +233 | $5.92 | $1,379 | 126,233 | Jul 7, 2026 |
| Jul 2, 2026 | POpen-market purchase Common Stockindirect: Limited Partnership | +4,767 | $5.92 | $28k | 131,000 | Jul 7, 2026 |
Related signals
Other insiders at Total Return Securities Fund and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 31Weak | Total Return Securities Fund | Moritz A Sell director | $12k 2,000 shares | +7% | |
| 53Moderate | Total Return Securities Fund | Andrew Dakos President and CEO | $116k 20,000 shares | +50% | |
| 36Weak | Total Return Securities Fund | Moritz A Sell director | $18k 3,000 shares | +12% | |
| 43Moderate | Total Return Securities Fund | P Das Rajeev Secretary | $18k 3,066 shares | +918% | |
| 33Weak | 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 | Total Return Securities Fund | Moritz A Sell director | $8,780 1,483 shares | +7% | |
| 44Moderate | Total Return Securities Fund | Phillip Goldstein Secretary | $36k 5,980 shares | +5% | |
| 46Moderate | Total Return Securities Fund | Moritz A Sell director | $24k 4,091 shares | +25% | |
| 28Weak | SWZbuy Total Return Securities Fund | Moritz A Sell director | $12k 2,000 shares | +14% |
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.