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

  
3m +/-  
Form
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-29 4 S $17.16 $193,719 I/I (11,289) 0 0 -
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 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 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2007-08-31 4/A S $36.45 $218,710 I/I (6,000) 56,872 0 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-04 4 S $20.97 $220,200 I/I (10,500) 711,399 0 -
MVC MVC Capital Director   –       •      –    2014-04-28 4 B $12.98 $220,338 I/I 16,980 953,961 2.1 -
MVC MVC Capital Director   –       •      –    2014-04-24 4 B $13.17 $221,847 I/I 16,840 971,301 2.1 -
MVC MVC Capital Director   –       •      –    2014-04-15 4 B $13.13 $222,980 I/I 16,980 936,981 2.1 -
PCF Putnam High Income Bond F... Director   –       •      –    2020-09-15 4 S $8.45 $224,336 D/D (26,499) 118,501 0 %
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-06 4 S $15.79 $225,839 I/I (14,306) 26,194 0 -
SWZ Swiss Helvetia Fund Director   –       •      –    2019-12-02 4 B $8.09 $228,557 D/D 28,209 31,037 2.39 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-10-26 4 D $15.61 $231,496 D/D (14,830) 67,670 0 -
MVC MVC Capital Director   –       •      –    2017-06-13 4 S $9.82 $269,729 I/I (27,469) 943,832 0 -
PCF Putnam High Income Bond F... Director   –       •      –    2021-08-11 4 S $9.89 $274,131 D/D (27,718) 58,439 0 %
PCF Putnam High Income Bond F... Director   –       •      –    2021-08-17 4 S $9.97 $279,551 D/D (28,000) 129 0 %
MVC MVC Capital Director   –       •      –    2013-04-15 4 B $12.59 $320,241 I/I 25,442 560,345 2.1 -
SWZ Swiss Helvetia Fund Director   –       •      –    2019-12-17 4 B $8.15 $326,000 D/D 40,000 71,037 2.39 -
MVC MVC Capital Director   –       •      –    2013-06-05 4 B $12.69 $334,590 I/I 26,370 643,150 2.1 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-19 4 S $17.00 $402,795 I/I (23,692) 1,245 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-06-24 4 OE $5.75 $441,623 D/D 76,804 214,511 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-15 4 S $17.22 $449,531 I/I (26,100) 3,631 0 -
MVC MVC Capital Director   –       •      –    2013-06-14 4 B $12.65 $476,538 I/I 37,671 684,241 2.1 -
MVC MVC Capital Director   –       •      –    2013-06-19 4 B $12.72 $479,175 I/I 37,671 721,912 2.1 -
MVC MVC Capital Director   –       •      –    2013-05-31 4 B $12.76 $480,494 I/I 37,671 616,780 2.1 -
  366  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14  15      
  Page 14 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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