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Insider Information:   Goldstein Phillip
Relationship:   10% Owner
City:   Pleasantville
State:   NY
   
Insider Summary:
  
   
Companies Owned :   14    
Direct Shares   1,193,329    

Indirect Shares

   6,538,662      
Direct Value   $2,893,353    

Indirect Value

   $955,645      
Total Shares   7,731,991      
Total Value   $3,848,998      


Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $106,321 Special Opportunities Fund Inc $403,821 ASA Gold & Precious Metals Ltd $44,664 Korea Equity Fund Inc $0 Imperial Holdings, Llc $45,105 Virtus Total Return Fund $0 Brookfield Dtla Fund Office Trust Investor Inc. $0 Swiss Helvetia Fund $134,096 Putnam High Income Bond Fund $1,649,518 Herzfeld Caribbean $509,828 Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $106,321 Special Opportunities Fund Inc $403,821 ASA Gold & Precious Metals Ltd $44,664 Korea Equity Fund Inc $0 Imperial Holdings, Llc $45,105 Virtus Total Return Fund $0 Brookfield Dtla Fund Office Trust Investor Inc. $0 Swiss Helvetia Fund $134,096 Putnam High Income Bond Fund $1,649,518 Herzfeld Caribbean $509,828
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    21   
    57    

     Stock price went up :
    13   
    39    
     Stock price went down :
    8   
    18    
   
     Gain/Loss Ratio :
   1.6   
   2.2   
     Percentage Gain/Loss :
   6.7%
 1,040.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Aberdeen First Israel Fund ISL Director 2006-12-27 525 2005-08-18 0    Premium*  
            Aberdeen Emerging Markets ETF Director 2007-05-11 16,285 2007-05-11 693,599    Premium*  
            Mexico Equity & Income Fund Inc MXE Director 2021-10-15 10,002 2013-04-29 0    Premium*  
            Special Opportunities Fund Inc SPE Chairman and Secretary... 2023-12-28 31,822 2020-07-22 1,000    Premium*  
            ASA Gold & Precious Metals Ltd ASA Director 2013-06-20 2,400 2009-12-17 0    Premium*  
            Korea Equity Fund Inc KEF Director 2010-12-27 3,562 2010-09-21 732,551    Premium*  
            Imperial Holdings, Llc IFT Director, 10% Owner 2016-06-02 204,976 2016-06-02 4,285,185    Premium*  
            MVC Capital MVC 2020-12-23 0 2018-10-10 0    Premium*  
            Virtus Total Return Fund DCA See Explanation of Res... 2016-09-14 457,988 0    Premium*  
            Crossroads Capital Inc XRDC Director, 10% Owner 0 2017-06-07 826,327    Premium*  
            Brookfield Dtla Fund Office Trus... DTLAP 2019-01-02 682 2019-01-02 0    Premium*  
            Swiss Helvetia Fund SWZ Director 2021-07-02 16,783 2019-01-02 0    Premium*  
            Putnam High Income Bond Fund PCF Director 2023-04-21 244,373 2019-10-16 0    Premium*  
            Herzfeld Caribbean CUBA 10% Owner 2020-04-17 203,931 0    Premium*  
* Premium Members only  

Records found :    366         Free Registration Required For Full Results.    Limit: 25

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  Page 12 of 15
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2014-01-24 4 A $16.90 $254 I/I 15 132 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2014-02-25 4 A $0.00 $0 D/D 18,750 11,304 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2014-02-25 4 A $0.00 $0 I/I 81 213 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2014-12-22 4 B $15.23 $45,690 D/D 3,000 53,894 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2014-12-23 4 B $15.18 $156,522 D/D 10,301 3,000 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2014-12-24 4 B $15.19 $40,998 D/D 2,699 61,894 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-01-05 4 B $13.03 $3,192 D/D 245 78,139 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-01-29 4 B $14.98 $44,940 D/D 3,000 64,894 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-01-30 4 B $14.92 $82,060 D/D 5,500 6,000 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-10-01 4/A B $14.11 $42,330 D/D 3,000 9,000 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-10-02 4/A B $14.05 $26,695 D/D 1,900 13,969 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-11-02 4 B $14.55 $45,585 D/D 3,133 68,027 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-11-03 4 B $14.55 $27,165 D/D 1,867 69,894 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-11-03 4/A B $14.56 $11,648 D/D 800 9,800 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-11-04 4/A B $14.56 $46,592 D/D 3,200 13,000 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-12-02 4 B $14.41 $115,549 D/D 8,000 77,894 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-12-08 4 D $0.00 $0 D/D (38,273) 0 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-01-05 4/A B $13.03 $3,192 D/D 245 78,139 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-01-06 4 B $12.95 $32,375 D/D 2,500 80,884 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-01-06 4/A B $12.95 $32,375 D/D 2,500 80,639 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-03-02 4 B $12.47 $1,247 D/D 100 80,739 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-03-03 4 B $12.52 $1,252 D/D 100 80,839 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-04-01 4 B $13.06 $52,240 I/I 4,000 4,213 2.66 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-06-01 4 B $13.50 $12,258 D/D 908 81,747 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-06-02 4 B $13.50 $10,152 D/D 752 82,499 2.81 -
  366  Records found
  1   2   3   4   5   6   7   8   9   10   11   12  13   14   15      
  Page 12 of 15  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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