Greedy Insider
SWZ Insider Trades and Greediness Scores
Total Return Securities Fund (SWZ) insider trades: since Dec 15, 2025, Greedy Insider recorded 76 open-market buys and 30 sales on Form 4 from 6 insiders. The strongest recent filing scored 90 (Strong).
Who bought and who sold
Across the last 106 scoreable Form 4 transactions in SWZ, 76 were open-market purchases and 30 were sales. The table lists the most recent filings with each one's Greediness Score, so the structurally unusual trades are easy to spot first.
| Insider | Role | Type | Shares | Date | Score | ||
|---|---|---|---|---|---|---|---|
| GOLDSTEIN PHILLIP | Secretary | Buy | 5000.0 | 28637.0 | 2026-10-08 | 48 | View |
| GOLDSTEIN PHILLIP | Secretary | Buy | 15.0 | 85.65 | 2026-10-01 | 37 | View |
| Dakos Andrew | President | Buy | 9000.0 | 51930.0 | 2026-09-28 | 76 | View |
| Dakos Andrew | President | Buy | 1000.0 | 5760.0 | 2026-09-28 | 57 | View |
| SELL MORITZ A | Director | Buy | 2000.0 | 11530.0 | 2026-09-28 | 68 | View |
| Dakos Andrew | President | Buy | 7649.0 | 44440.69 | 2026-09-25 | 73 | View |
| Dakos Andrew | President | Buy | 2351.0 | 13682.82 | 2026-09-25 | 62 | View |
| SELL MORITZ A | Director | Buy | 3000.0 | 17940.0 | 2026-08-31 | 69 | View |
| Das Rajeev P | Secretary | Buy | 1366.0 | 8100.38 | 2026-08-24 | 65 | View |
| Das Rajeev P | Secretary | Buy | 1700.0 | 10080.32 | 2026-08-21 | 61 | View |
The strongest recent filing
Dakos Andrew (President) sold 11,675 shares of Total Return Securities Fund on Jan 23, 2026, a filing that scored 90 (Strong). It scored Strong because a senior insider was trading and it was direct personal ownership. The score describes the filing, not future returns. This is not investment advice.
Cluster activity
A cluster buy is present: 5 insiders (HELLERMAN GERALD, GOLDSTEIN PHILLIP, Dakos Andrew, Das Rajeev P) traded SWZ the same direction within a 7-day window. Shared conviction is a stronger structural signal than a lone trade.
How this compares with Total Return Securities Fund's own history
Open-market buys make up 72% of the 106 scoreable SWZ transactions on record between Dec 15, 2025 and Oct 8, 2026. Comparing a filing with the company's own buy/sell mix is how you tell a routine disposal from an unusual accumulation.
Methodology and sources
Scores come from six published, user-adjustable factors (insider role, cluster activity, trade size versus the insider's own history, position impact, filing urgency, and direct versus indirect ownership). The score describes the filing, not future returns. This is not investment advice.
Key facts
- Scoreable Form 4 transactions on record: 106
- Open-market buys: 76
- Sales: 30
- Distinct insiders: 6
- Strongest recent Greediness Score: 90 (Strong)
Primary sources
Related
- Strongest filing
- SWZ in the live feed
- How the Greediness Score works
- What is a cluster buy?
- Form 4 transaction codes
The score describes the filing, not future returns. This is not investment advice.