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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 :
   6.6%
 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 13 of 15
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-10 4 S $20.75 $66,400 I/I (3,200) 695,799 0 -
ETF Aberdeen Emerging Markets Director   –       •      –    2006-03-03 4 S $13.25 $106,000 I/I (8,000) 697,624 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-09 4 S $20.75 $201,275 I/I (9,700) 698,999 0 -
ETF Aberdeen Emerging Markets officerTitle   –       •      –    2006-01-31 4 S $12.90 $10,320 I/I (800) 705,624 -
ETF Aberdeen Emerging Markets officerTitle   –       •      –    2006-01-25 4 S $12.95 $49,210 I/I (3,800) 706,424 -
ETF Aberdeen Emerging Markets Director   –       •      –    2006-06-13 4/A B $10.73 $110,506 I/I 10,300 707,924 2.1 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-08 4 S $20.65 $41,300 I/I (2,000) 708,699 0 -
ETF Aberdeen Emerging Markets officerTitle   –       •      –    2006-01-13 4 S $12.85 $6,425 I/I (500) 710,224 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-07 4 S $20.80 $14,560 I/I (700) 710,699 0 -
ETF Aberdeen Emerging Markets officerTitle   –       •      –    2006-01-12 4 S $12.85 $35,980 I/I (2,800) 710,724 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-04 4 S $20.97 $220,200 I/I (10,500) 711,399 0 -
ETF Aberdeen Emerging Markets officerTitle   –       •      –    2006-01-11 4 S $12.80 $102,400 I/I (8,000) 713,524 -
ETF Aberdeen Emerging Markets Director   –       •      –    2006-06-13 4 B $10.73 $110,506 I/I 10,300 715,924 2.1 -
ETF Aberdeen Emerging Markets Director   –       •      –    2005-03-01 3 IO $0.00 $0 I/I 0 721,524 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-03 4 S $21.00 $123,900 I/I (5,900) 721,899 0 -
MVC MVC Capital Director   –       •      –    2013-06-19 4 B $12.72 $479,175 I/I 37,671 721,912 2.1 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-02 4 S $20.72 $16,576 I/I (800) 727,799 0 -
MVC MVC Capital Director   –       •      –    2013-08-21 4 B $12.30 $81,689 I/I 6,639 728,551 2.1 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-04-27 4 S $21.75 $17,400 I/I (800) 728,599 0 -
MVC MVC Capital Director   –       •      –    2013-09-11 4 B $12.70 $3,810 I/I 300 728,851 2.1 -
KEF Korea Equity Fund Inc Director   –       •      –    2010-09-21 3 IO $0.00 $0 I/I 0 732,551 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-04-25 4 S $21.50 $107,500 I/I (5,000) 735,399 0 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-04-24 4 S $21.00 $210,000 I/I (10,000) 740,399 0 -
MVC MVC Capital Director   –       •      –    2013-09-12 4 B $12.69 $214,229 I/I 16,882 745,733 2.1 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-01-24 4 S $18.75 $3,750 I/I (200) 750,399 0 -
  366  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13  14   15      
  Page 13 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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