GOLDSTEIN PHILLIP - Insider Non-Derivative Transactions at Total Return Securities Fund (SWZ) - (SEC)

Updated on January 3, 2026.

According to recent SEC insider information filed on Dec 11, 2025, GOLDSTEIN PHILLIP's relationship to Total Return Securities Fund (SWZ) is Director, and currently has 93,224 shares of Common Stock.

The chart below shows the number of shares owned, and the table shows the recent insider transactions.

You can see similar information for other SWZ insiders.

Related Topics: SEC Topic List.

Data Source: SEC.

GOLDSTEIN PHILLIP - Insider Non-Derivative Transactions of SWZ Common Stock

GOLDSTEIN PHILLIP - Insider Non-Derivative Transactions at SWZ

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Date	Transaction	No. of Shares	Price Per Share	Shares Owned After Transactions
Dec 12, 2025	M -- (Common Stock)	80976	6.07	93224
Jan 18, 2025	Sell -- (Common Stock)	4535	8.45	12248