Goldstein Phillip (CIK 0001067621)

Latest company ownership

Shares held
4,295,140
Last filed at
Dec 16, 2016
Confidence Score
50.0
2025Q4
Confidence Score History
2016Q2 2025Q4
Shares held
917,955
Last filed at
Dec 7, 2017
Confidence Score
50.0
2025Q4
Confidence Score History
2017Q4 2025Q4
Shares held
457,550
Last filed at
Feb 16, 2017
Confidence Score
50.0
2025Q4
Confidence Score History
2016Q3 2025Q4
Shares held
246,513
Last filed at
Dec 20, 2017
Confidence Score
50.0
2025Q4
Confidence Score History
2018Q2 2025Q4
Shares held
203,931
Last filed at
Apr 21, 2020
Confidence Score
50.0
2025Q4
Confidence Score History
2019Q3 2025Q4
Shares held
34,822
Last filed at
Aug 25, 2025
Confidence Score
51.7
2025Q4
Confidence Score History
2010Q1 2025Q4
Shares held
12,248
Last filed at
Jan 21, 2025
Confidence Score
49.7
2025Q4
Confidence Score History
2018Q4 2025Q4
Shares held
10,002
Last filed at
Oct 18, 2021
Confidence Score
50.0
2025Q4
Confidence Score History
2005Q4 2025Q4
Shares held
4,148
Last filed at
Apr 24, 2015
Confidence Score
50.0
2025Q4
Confidence Score History
2014Q1 2025Q4
Shares held
2,400
Last filed at
Jun 21, 2013
Confidence Score
50.0
2025Q4
Confidence Score History
2009Q4 2025Q4
Shares held
400
Last filed at
Mar 24, 2017
Confidence Score
50.0
2025Q4
Confidence Score History
2017Q3 2025Q4
Shares held
147
Last filed at
Feb 26, 2025
Confidence Score
80.5
2025Q4
Confidence Score History
2017Q1 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Dec 16, 2025 Dec 18, 2025 HIGH INCOME SECURITIES FUND Director Buy 91.3 +5,787 3936.73% ✗ $34.8K
Apr 4, 2025 Apr 8, 2025 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 86.3 +3,000 9.43% ✗ $41.4K
Feb 24, 2025 Feb 26, 2025 HIGH INCOME SECURITIES FUND Director Sell 22.5 -26,280 -99.44% ✗ $179.9K
Jan 17, 2025 Jan 21, 2025 Total Return Securities Fund Director Sell 26.3 -4,535 -27.02% ✗ $38.3K
Dec 12, 2024 Dec 16, 2024 HIGH INCOME SECURITIES FUND Director Sell 17.5 -233,119 -89.82% ✗ $1.6M
Jun 28, 2024 Jul 1, 2024 HIGH INCOME SECURITIES FUND Director Sell 20.0 -90,000 -90.20% ✗ $623.7K
Jun 26, 2024 Jun 28, 2024 HIGH INCOME SECURITIES FUND Director Sell 20.0 -144,600 -59.17% ✗ $990.9K
Dec 28, 2023 Jan 2, 2024 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 83.8 +1,363 4.47% ✗ $16.1K
Apr 21, 2023 Apr 25, 2023 HIGH INCOME SECURITIES FUND Director Buy 87.5 +10,000 4.27% ✗ $63.7K
Apr 10, 2023 Apr 12, 2023 HIGH INCOME SECURITIES FUND Director Buy 87.5 +10,000 4.46% ✗ $63.9K
Apr 6, 2023 Apr 10, 2023 HIGH INCOME SECURITIES FUND Director Buy 87.5 +9,510 4.43% ✗ $61K
Apr 5, 2023 Apr 7, 2023 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 95.0 +7,400 30.76% ✗ $80.3K
Mar 29, 2023 Mar 31, 2023 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 91.3 +2,243 10.28% ✗ $24.3K
Mar 17, 2023 Mar 21, 2023 HIGH INCOME SECURITIES FUND Director Buy 78.8 +4,000 1.90% ✗ $25.1K
Mar 13, 2023 Mar 15, 2023 HIGH INCOME SECURITIES FUND Director Buy 60.0 +790 0.38% ✗ $5K
Feb 3, 2023 Feb 7, 2023 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 91.3 +2,000 10.09% ✗ $23.7K
Jan 30, 2023 Feb 1, 2023 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 91.3 +2,000 11.23% ✗ $23.3K
Apr 5, 2022 Apr 7, 2022 SPECIAL OPPORTUNITIES FUND, INC. Chair Sell 22.5 -3,534 -16.55% ✗ $55.4K
Feb 7, 2022 Feb 9, 2022 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 91.3 +2,000 10.34% ✗ $29.5K
Dec 16, 2021 Dec 20, 2021 SPECIAL OPPORTUNITIES FUND, INC. Chair Sell 26.3 -2,542 -11.61% ✗ $39.5K
Aug 17, 2021 Aug 18, 2021 HIGH INCOME SECURITIES FUND Director Sell 20.0 -28,000 -99.54% ✗ $279.6K
Aug 13, 2021 Aug 17, 2021 HIGH INCOME SECURITIES FUND Director Sell 20.0 -30,310 -51.87% ✗ $300.9K
Aug 11, 2021 Aug 13, 2021 HIGH INCOME SECURITIES FUND Director Sell 20.0 -27,718 -32.17% ✗ $274.1K
Aug 9, 2021 Aug 11, 2021 HIGH INCOME SECURITIES FUND Director Sell 20.0 -26,506 -23.53% ✗ $262.3K
Aug 5, 2021 Aug 9, 2021 HIGH INCOME SECURITIES FUND Director Sell 20.0 -27,701 -19.74% ✗ $273.7K
Aug 3, 2021 Aug 5, 2021 HIGH INCOME SECURITIES FUND Director Sell 22.5 -23,342 -14.26% ✗ $230.2K
Jul 2, 2021 Jul 6, 2021 Total Return Securities Fund Director Sell 26.3 -1,212 -6.74% ✗ $11.9K
Jun 4, 2021 Jun 8, 2021 SPECIAL OPPORTUNITIES FUND, INC. Chair Sell 17.5 -98,330 -85.69% ✗ $1.5M
Jun 4, 2021 Jun 8, 2021 Total Return Securities Fund Director Sell 20.0 -76,958 -81.05% ✗ $731.4K
Jun 3, 2021 Jun 4, 2021 Total Return Securities Fund Director Sell 26.3 -1,994 -2.06% ✗ $19.3K
Jun 1, 2021 Jun 3, 2021 Total Return Securities Fund Director Sell 22.5 -18,800 -16.24% ✗ $182.6K
Dec 23, 2020 Dec 28, 2020 HIGH INCOME SECURITIES FUND Director Sell 22.5 -13,700 -99.98% ✗ $117K
Dec 8, 2020 Dec 28, 2020 HIGH INCOME SECURITIES FUND Director Sell 37.5 -368 -0.94% ✗ $3.2K
Dec 2, 2020 Dec 28, 2020 HIGH INCOME SECURITIES FUND Director Sell 37.5 -410 -0.64% ✗ $3.4K
Dec 18, 2020 Dec 22, 2020 HIGH INCOME SECURITIES FUND Director Sell 26.3 -5,000 -25.67% ✗ $45.1K
Dec 15, 2020 Dec 17, 2020 HIGH INCOME SECURITIES FUND Director Sell 22.5 -20,000 -50.66% ✗ $175.1K
Dec 8, 2020 Dec 10, 2020 HIGH INCOME SECURITIES FUND Director Sell 26.3 -5,000 -11.24% ✗ $43.3K
Dec 4, 2020 Dec 8, 2020 HIGH INCOME SECURITIES FUND Director Sell 22.5 -12,255 -21.60% ✗ $105K
Dec 1, 2020 Dec 3, 2020 HIGH INCOME SECURITIES FUND Director Sell 22.5 -12,700 -18.29% ✗ $107.1K
Oct 21, 2020 Oct 23, 2020 HIGH INCOME SECURITIES FUND Director Sell 27.5 -1,188 -1.68% ✗ $9.7K
Oct 8, 2020 Oct 13, 2020 HIGH INCOME SECURITIES FUND Director Sell 22.5 -19,728 -21.83% ✗ $164.5K
Oct 1, 2020 Oct 5, 2020 HIGH INCOME SECURITIES FUND Director Sell 22.5 -13,301 -12.83% ✗ $110.2K
Sep 21, 2020 Sep 23, 2020 HIGH INCOME SECURITIES FUND Director Sell 26.3 -2,856 -2.68% ✗ $23.9K
Sep 16, 2020 Sep 17, 2020 HIGH INCOME SECURITIES FUND Director Sell 22.5 -11,992 -10.12% ✗ $101.4K
Sep 14, 2020 Sep 16, 2020 HIGH INCOME SECURITIES FUND Director Sell 20.0 -31,499 -21.00% ✗ $266.4K
Jul 21, 2020 Aug 18, 2020 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 90.0 +10,000 9.55% ✗ $118.3K
Jul 15, 2020 Aug 18, 2020 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 52.5 - 0.00% ✗ -
Jul 21, 2020 Jul 23, 2020 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 90.0 +10,000 8.50% ✗ $118.3K
Jul 15, 2020 Jul 16, 2020 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 95.0 +12,836 12.25% ✗ $150.7K
Apr 30, 2020 May 4, 2020 Total Return Securities Fund Director Buy 60.0 +500 0.43% ✗ $3.7K
Apr 23, 2020 Apr 27, 2020 Total Return Securities Fund Director Buy 83.8 +5,000 4.54% ✗ $36.8K
Apr 6, 2020 Apr 21, 2020 Herzfeld Credit Income Fund, Inc 10% Owner Sell 22.5 -55,480 -21.39% ✗ $184.7K
Mar 17, 2020 Apr 6, 2020 Herzfeld Credit Income Fund, Inc 10% Owner Sell 22.5 -55,856 -1.20% ✗ $191.7K
Feb 27, 2020 Mar 2, 2020 Total Return Securities Fund Director Buy 47.5 - 0.00% ✗ $77.8K
Feb 24, 2020 Feb 26, 2020 Total Return Securities Fund Director Buy 95.0 +25,000 33.18% ✗ $209.7K
Feb 6, 2020 Feb 7, 2020 MEXICO EQUITY & INCOME FUND INC Director Sell 22.5 -5,583 -100.00% ✗ $67.1K
Jan 6, 2020 Jan 8, 2020 Total Return Securities Fund Director Buy 77.5 +1,086 1.46% ✗ $9K
Dec 19, 2019 Dec 23, 2019 Total Return Securities Fund Director Buy 83.8 +2,611 3.64% ✗ $21.4K
Dec 17, 2019 Dec 19, 2019 Total Return Securities Fund Director Buy 97.5 +40,614 130.86% ✗ $331K
Nov 29, 2019 Dec 3, 2019 Total Return Securities Fund Director Buy 95.0 +30,000 2892.96% ✗ $243.1K
Oct 16, 2019 Oct 18, 2019 HIGH INCOME SECURITIES FUND Director Sell 52.5 -107 -0.07% ✗ $905.7
Aug 26, 2019 Aug 29, 2019 Herzfeld Credit Income Fund, Inc 10% Owner Buy 78.8 +5,000 1.28% ✗ $30.8K
Mar 25, 2019 Mar 27, 2019 HIGH INCOME SECURITIES FUND Director Sell 20.0 -70,000 -31.80% ✗ $647.5K
Mar 19, 2019 Mar 20, 2019 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 87.5 +4,000 3.75% ✗ $53.4K
Mar 19, 2019 Mar 20, 2019 HIGH INCOME SECURITIES FUND 10% Owner Sell 15.0 -1,257,403 -85.10% ✗ $11.6M
Mar 19, 2019 Mar 20, 2019 HIGH INCOME SECURITIES FUND Director Sell 15.0 -1,253,347 -85.06% ✗ $11.6M
Feb 20, 2019 Feb 21, 2019 MEXICO EQUITY & INCOME FUND INC Director Sell 26.3 -3,036 -35.22% ✗ $35.2K
Jan 28, 2019 Jan 29, 2019 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 83.8 +3,100 2.99% ✗ $39.3K
Jan 15, 2019 Jan 16, 2019 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 83.8 +3,100 3.08% ✗ $38.7K
Dec 19, 2018 Jan 4, 2019 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 90.0 +5,003 5.24% ✗ $58.1K
Dec 27, 2018 Dec 31, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 90.0 +6,000 6.70% ✗ $67.9K
Nov 20, 2018 Nov 23, 2018 Total Return Securities Fund Director Sell 15.0 -1,799,981 -94.45% ✗ $14.1M
Jun 8, 2018 Oct 3, 2018 Brookfield DTLA Fund Office Trust Investor Inc. Director Buy 26.3 -44,895 -18.21% ✗ $28.6K
Jul 2, 2018 Jul 3, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 83.8 +2,407 2.76% ✗ $36K
Jun 28, 2018 Jul 2, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 55.0 +93 0.11% ✗ $1.4K
May 24, 2018 May 25, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 83.8 +3,000 3.57% ✗ $45K
May 11, 2018 May 15, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 60.0 +186 0.22% ✗ $2.8K
Apr 13, 2018 Apr 17, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 83.8 +3,000 3.71% ✗ $44.7K
Mar 27, 2018 Mar 29, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 83.8 +2,500 3.19% ✗ $36.8K
Mar 22, 2018 Mar 26, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 87.5 +3,630 4.86% ✗ $52.9K
Feb 27, 2018 Mar 1, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 78.8 +1,000 1.36% ✗ $14.9K
Feb 28, 2018 Mar 1, 2018 MEXICO EQUITY & INCOME FUND INC Director Sell 26.3 -1,985 -18.73% ✗ $24.1K
Feb 2, 2018 Feb 6, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 47.5 +100 0.01% ✗ $900
Feb 2, 2018 Feb 6, 2018 SPECIAL OPPORTUNITIES FUND, INC. Chair Buy 78.8 +1,000 1.37% ✗ $15.1K
Jan 31, 2018 Feb 2, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 82.5 +23,948 1.54% ✗ $218.9K
Jan 30, 2018 Jan 31, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 61.3 +4,297 0.28% ✗ $39.2K
Jan 25, 2018 Jan 29, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 61.3 +3,358 0.22% ✗ $30.8K
Jan 19, 2018 Jan 23, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 61.3 +4,000 0.26% ✗ $36.4K
Jun 2, 2017 Jan 22, 2018 MEXICO EQUITY & INCOME FUND INC Director Buy 91.3 +2,500 30.86% ✗ $27.4K
Jan 17, 2018 Jan 19, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 100.0 +260,243 20.29% ✗ $2.4M
Jan 12, 2018 Jan 17, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 82.5 +13,750 1.08% ✗ $125.2K
Jan 10, 2018 Jan 12, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 72.5 +6,337 0.50% ✗ $57.7K
Jan 3, 2018 Jan 5, 2018 HIGH INCOME SECURITIES FUND 10% Owner Buy 47.5 +200 0.02% ✗ $1.8K
Dec 21, 2017 Dec 26, 2017 HIGH INCOME SECURITIES FUND 10% Owner Buy 56.3 +2,189 0.17% ✗ $19.6K
Dec 5, 2017 Dec 7, 2017 abrdn Emerging Markets ex-China Fund, Inc. 10% Owner Sell 43.8 -2,590 -0.27% ✗ $20.3K
Nov 17, 2017 Nov 21, 2017 HIGH INCOME SECURITIES FUND 10% Owner Buy 61.3 +3,164 0.25% ✗ $28.3K
Nov 15, 2017 Nov 17, 2017 HIGH INCOME SECURITIES FUND 10% Owner Buy 56.3 +1,150 0.09% ✗ $10.2K
Nov 13, 2017 Nov 15, 2017 HIGH INCOME SECURITIES FUND 10% Owner Buy 82.5 +18,600 1.50% ✗ $165.6K
Nov 8, 2017 Nov 13, 2017 HIGH INCOME SECURITIES FUND 10% Owner Buy 82.5 +25,907 2.14% ✗ $231.5K
Nov 8, 2017 Nov 13, 2017 abrdn Emerging Markets ex-China Fund, Inc. 10% Owner Sell 43.8 -2,300 -0.24% ✗ $20.4K