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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   $2,865,587    

Indirect Value

   $955,795      
Total Shares   7,731,991      
Total Value   $3,821,382      


Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $98,670 Special Opportunities Fund Inc $408,594 ASA Gold & Precious Metals Ltd $42,600 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 $136,781 Putnam High Income Bond Fund $1,661,736 Herzfeld Caribbean $472,100 Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $98,670 Special Opportunities Fund Inc $408,594 ASA Gold & Precious Metals Ltd $42,600 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 $136,781 Putnam High Income Bond Fund $1,661,736 Herzfeld Caribbean $472,100
 


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 14 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   •       •      –    2020-07-15 4 B $11.74 $16,800 I/I 1,431 3,862 2.58 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-21 4/A B $11.85 $59,250 D/D 5,000 108,747 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-21 4 B $11.85 $59,250 D/D 5,000 118,721 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-22 4/A B $11.80 $59,000 D/D 5,000 113,747 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-22 4 B $11.80 $59,000 D/D 5,000 123,721 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2021-06-04 4 S $15.32 $1,353,216 D/D (88,330) 26,417 0 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2021-06-07 4 S $15.43 $154,300 D/D (10,000) 16,417 0 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2021-06-24 4 OE $0.00 $0 D/D 5,475 21,892 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2021-12-16 4 S $15.55 $39,529 D/D (2,542) 19,350 0 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2022-02-07 4 B $14.76 $29,510 D/D 2,000 21,350 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2022-04-05 4 D $15.69 $55,448 D/D (3,534) 17,816 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2023-01-30 4 B $11.63 $23,260 D/D 2,000 19,816 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2023-02-03 4 B $11.85 $23,700 D/D 2,000 21,816 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2023-04-05 4 B $10.85 $26,040 D/D 2,400 26,459 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2023-04-06 4 B $10.85 $54,250 D/D 5,000 31,459 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2023-12-28 4 B $11.75 $16,055 D/D 1,363 31,822 2.81 %
SWZ Swiss Helvetia Fund Director   –       •      –    2018-10-19 4 A $0.00 $0 D/D 5,924 18,683 0 -
SWZ Swiss Helvetia Fund Director   –       •      –    2018-10-19 4 A $0.00 $0 I/I 598,378 1,887,008 0 -
SWZ Swiss Helvetia Fund Director   –       •      –    2018-11-20 4 D $7.86 $138,595 D/D (17,633) 1,050 0 -
SWZ Swiss Helvetia Fund Director   –       •      –    2018-11-20 4 D $7.86 $14,009,255 I/I (1,782,348) 104,660 0 -
SWZ Swiss Helvetia Fund Director   –       •      –    2019-01-02 4 D $0.00 $0 I/I (104,660) 0 0 -
SWZ Swiss Helvetia Fund Director   –       •      –    2019-11-29 4 B $8.12 $14,543 D/D 1,791 2,828 2.39 -
SWZ Swiss Helvetia Fund Director   –       •      –    2019-12-02 4 B $8.09 $228,557 D/D 28,209 31,037 2.39 -
SWZ Swiss Helvetia Fund Director   –       •      –    2019-12-17 4 B $8.15 $326,000 D/D 40,000 71,037 2.39 -
SWZ Swiss Helvetia Fund Director   –       •      –    2019-12-18 4 B $8.15 $5,004 D/D 614 71,651 2.39 -
  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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