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Andrew Dakos, President and CEO at Total Return Securities Fund, bought SWZ on Jul 2, 2026

Data as of Oct 16

▲ BUY$1.4K233 shares at $5.92Andrew Dakos President and CEOSWZ Total Return Securities Fund
Watch SWZ
Traded
Jul 2, 2026
Disclosed
Jul 7, 2026
Filed
5 days after the trade · late

Form 4s are due within two business days.

Official filing (SEC Form 4) ↗

The price around the disclosure

Andrew Dakos, President and CEO at Total Return Securities Fund, bought SWZ on Jul 2, 2026TRADEDDISCLOSED
SWZSimilar stocks (S&P 500 (SPY)), rebased to SWZ's price on the disclosure day
SWZ since disclosure
−3.3%
Similar stocks (SPY) since disclosure
+2.1%
S&P 500 (SPY)

Change in closing price from Jul 7, 2026 (the first trading day on or after disclosure) to Oct 16, 2026. Dividends excluded. Not a return anyone earned.

Our take

None of our tested rules fired on this trade.

Other trades in the same filing

  1. ▲ BUYAndrew Dakos President and CEOSWZ Total Return Securities Fund$28.2Kdisclosed Jul 7 · filed 5 days after the trade · late

See every trade on SWZ →