Arkolith/Insider Trading/SWZ/Form 4

Goldstein Phillip

Secretary, DirectorTotal Return Securities Fund (SWZ) · full profile →Form 4 · filed Mar 5, 2026
Net Buying
Open-Market Buys
$30K
Open-Market Sells
$0
Net Open-Market Flow
$30K
Transactions
3
3 non-derivative · 0 derivative

Non-Derivative Transactions (Table I)

DateActionSharesPriceValueOwned After
Mar 3, 2026Buy(P)5K$6.01$30K93K
Feb 27, 2026Small acquisition(L)68$6.16$41988K
Feb 26, 2026Small acquisition(L)256$6.16$2K88K

Transaction Codes

P
Open-market purchase
L
See SEC Form 4 code table

Data Source & Provenance

Parsed from a single SEC EDGAR Form 4 filing (accession 0001398344-26-004532) within minutes of acceptance. Every field above traces to the original document. Verify it directly:

View original filing on SEC.govRaw Form 4 XML