Total Return Securities Fund

SWZ

Form 4 • Statement of Changes in Beneficial Ownership

SEC Accession Number: 0001398344-26-004532
Filing date: Mar 5, 2026
Earliest execution date: Feb 26, 2026
Reporting Owners: GOLDSTEIN PHILLIP (Secretary)
SEC Filing link

Summary

Type

Buy

Net shares

+5,324

% of shares

6.06%

Amount (USD)

$32,045

Insider confidence score

86.3 out of 100

Positive

  • Huge buy (≥5% of shares)

Negative

  • Small buy amount (<$50K)

Stock transactions

Transaction 1

Security

Common Stock

Action

Sell

Date

2026-02-26

Code

L

Net shares

+256.0

Price per Share

$6.16

Amount (USD)

$1,576.96

Acquired/Disposed

Acquired

Shares Owned Before

87,910.0

Shares Owned After

88,166.0

Transaction 2

Security

Common Stock

Action

Sell

Date

2026-02-27

Code

L

Net shares

+68.0

Price per Share

$6.16

Amount (USD)

$418.88

Acquired/Disposed

Acquired

Shares Owned Before

88,166.0

Shares Owned After

88,234.0

Transaction 3

Security

Common Stock

Action

Buy

Date

2026-03-03

Code

P

Net shares

+5,000.0

Price per Share

$6.01

Amount (USD)

$30,050.00

Acquired/Disposed

Acquired

Shares Owned Before

88,234.0

Shares Owned After

93,234.0

This page is for informational purposes only. While we strive for accuracy, the summary may contain inaccuracies or omissions. Please refer to the official SEC filing for authoritative information. Open the SEC filing.