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

  
3m +/-  
Form
IFT Imperial Holdings, Llc Director   –       •       •   2014-09-19 4 B $6.38 $63,800 I/I 10,000 1,109,855 2.25 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-09-25 4 B $6.36 $636 I/I 100 1,109,955 2.17 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-09-26 4 B $6.36 $5,444 I/I 856 1,110,811 2.17 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-10-01 4 B $6.36 $34,859 I/I 5,481 1,116,292 2.25 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-03-31 5 B $5.75 $28,750 I/I 5,000 1,121,792 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-08-11 5 B $6.46 $1,292 I/I 200 1,121,792 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-09-19 5 B $6.36 $1,908 I/I 300 1,121,792 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2013-08-30 4 D $0.00 $0 I/I (25,000) 1,149,912 0 -
SWZ Swiss Helvetia Fund Director   –       •      –    2018-10-19 4 A $0.00 $0 I/I 598,378 1,887,008 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-12-04 4 D $0.00 $0 I/I (44,385) 1,969,460 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-12-07 4 B $3.85 $115,497 I/I 30,000 1,999,460 2.25 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-11-12 4 B $4.42 $22,100 I/I 5,000 2,013,845 2.17 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-12-08 4 A $0.00 $0 I/I 60,856 2,060,316 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-06-24 4 OE $5.75 $10,685,461 I/I 1,858,341 2,224,869 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2012-08-02 3 IO $0.00 $0 I/I 0 2,423,493 -
IFT Imperial Holdings, Llc Director   –       •       •   2012-08-02 3/A IO $0.00 $0 I/I 0 2,428,493 -
  366  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15     
  Page 15 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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