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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   •       •      –    2022-04-05 4 D $15.69 $55,448 D/D (3,534) 17,816 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-07 4/A S $15.74 $25,178 I/I (1,600) 24,594 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-07 4 S $15.74 $73,442 I/I (4,667) 7,227 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-06 4 S $15.79 $225,839 I/I (14,306) 26,194 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-01 4 S $15.83 $178,443 I/I (11,275) 9,186 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-05 4 S $15.87 $6,347 I/I (400) 30,784 0 -
ISL Aberdeen First Israel Fun... Director   –       •      –    2005-08-17 4 S $16.00 $80,000 I/I (5,000) 8,199 -
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   •       •      –    2014-01-24 4 A $16.90 $99,406 D/D 5,882 8,112 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-19 4 S $17.00 $402,795 I/I (23,692) 1,245 0 -
ISL Aberdeen First Israel Fun... Director   –       •      –    2005-08-18 4 S $17.02 $139,547 I/I (8,199) 0 -
ISL Aberdeen First Israel Fun... Director   –       •      –    2005-04-13 4 S $17.10 $102,600 I/I (6,000) 22,799 -
ISL Aberdeen First Israel Fun... Director   –       •      –    2005-04-14 4/A S $17.15 $102,900 I/I (6,000) 16,799 -
ISL Aberdeen First Israel Fun... Director   –       •      –    2005-04-15 4/A S $17.16 $61,776 I/I (3,600) 13,199 -
ISL Aberdeen First Israel Fun... Director   –       •      –    2005-04-15 4 S $17.16 $61,776 I/I (3,600) 19,199 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-25 4 S $17.16 $18,344 I/I (1,069) 1,137 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-29 4 S $17.16 $193,719 I/I (11,289) 0 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-15 4 S $17.22 $449,531 I/I (26,100) 3,631 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-12 4 S $17.42 $57,334 I/I (3,291) 21,303 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-12 4 S $17.42 $109,912 I/I (6,309) 6,260 0 -
ETF Aberdeen Emerging Markets Director   –       •      –    2006-12-27 4 B $17.81 $2,496 D/D 140 16,286 2.31 -
ISL Aberdeen First Israel Fun... Director   –       •      –    2006-12-27 4 B $18.05 $2,494 D/D 138 525 2.31 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-01-18 4 S $18.50 $33,301 I/I (1,800) 750,599 0 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-01-24 4 S $18.75 $3,750 I/I (200) 750,399 0 -
ETF Aberdeen Emerging Markets Director   –       •      –    2007-05-08 4 S $20.65 $41,300 I/I (2,000) 708,699 0 -
  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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