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Insider
Information: |
Goldstein Phillip |
Relationship: |
10% Owner |
City: |
Pleasantville |
State: |
NY |
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Insider
Summary: |
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Companies Owned : |
14 |
|
Direct
Shares |
1,193,329 |
|
Indirect Shares
|
6,538,662 |
|
|
Direct
Value |
$2,862,762 |
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Indirect Value
|
$955,805 |
|
|
Total
Shares |
7,731,991 |
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|
Total
Value |
$3,818,566 |
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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
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Percentage
Gain/Loss : |
6.6%
|
1,040.8%
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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 |
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0 |
Premium* |
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Records found :
366 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 15 of 15
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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|
3m +/- |
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|
Form |
ETF |
Aberdeen Emerging Markets |
Director |
|
2007-05-02 |
4 |
S |
$20.72 |
$16,576 |
I/I |
(800) |
727,799 |
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 |
|
2007-05-10 |
4 |
S |
$20.75 |
$66,400 |
I/I |
(3,200) |
695,799 |
0 |
- |
|
ETF |
Aberdeen Emerging Markets |
Director |
|
2007-05-11 |
4 |
S |
$20.75 |
$45,650 |
I/I |
(2,200) |
693,599 |
0 |
- |
|
ETF |
Aberdeen Emerging Markets |
Director |
|
2007-05-07 |
4 |
S |
$20.80 |
$14,560 |
I/I |
(700) |
710,699 |
0 |
- |
|
ETF |
Aberdeen Emerging Markets |
Director |
|
2007-05-04 |
4 |
S |
$20.97 |
$220,200 |
I/I |
(10,500) |
711,399 |
0 |
- |
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ETF |
Aberdeen Emerging Markets |
Director |
|
2007-04-24 |
4 |
S |
$21.00 |
$210,000 |
I/I |
(10,000) |
740,399 |
0 |
- |
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ETF |
Aberdeen Emerging Markets |
Director |
|
2007-05-03 |
4 |
S |
$21.00 |
$123,900 |
I/I |
(5,900) |
721,899 |
0 |
- |
|
MXE |
Mexico Equity & Income Fu... |
officerTitle |
|
2005-11-23 |
4 |
B |
$21.15 |
$105,750 |
I/I |
5,000 |
5,000 |
2.1 |
- |
|
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 |
|
2007-04-27 |
4 |
S |
$21.75 |
$17,400 |
I/I |
(800) |
728,599 |
0 |
- |
|
ETF |
Aberdeen Emerging Markets |
Director |
|
2007-04-26 |
4 |
S |
$21.80 |
$130,827 |
I/I |
(6,000) |
729 |
0 |
- |
|
DTLAP |
Brookfield Dtla Fund Offi... |
Director |
|
2018-06-08 |
4 |
B |
$24.79 |
$28,635 |
I/I |
1,155 |
246,986 |
2.1 |
- |
|
MXE |
Mexico Equity & Income Fu... |
Director |
|
2007-08-31 |
4 |
A |
$36.24 |
$2,097,281 |
I/I |
57,872 |
62,872 |
0 |
- |
|
MXE |
Mexico Equity & Income Fu... |
Director |
|
2007-08-31 |
4/A |
S |
$36.45 |
$218,710 |
I/I |
(6,000) |
56,872 |
0 |
- |
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ASA |
ASA Gold & Precious Metal... |
Director |
|
2009-12-17 |
4 |
B |
$75.00 |
$22,500 |
D/D |
300 |
300 |
2.39 |
- |
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366 Records found
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Page 15 of 15 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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