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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 4 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   •       •      –    2018-05-11 4 B $15.03 $2,796 D/D 186 80,588 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2018-05-24 4 B $15.00 $45,000 D/D 3,000 83,588 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2018-06-28 4 B $14.95 $1,390 D/D 93 83,681 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2018-07-02 4 B $14.95 $35,985 D/D 2,407 86,088 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2018-12-19 4 B $11.61 $58,050 D/D 5,000 97,088 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2018-12-27 4 B $11.29 $67,890 D/D 6,000 92,088 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2019-01-02 4 B $11.75 $35 D/D 3 97,091 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2019-01-15 4 B $12.48 $38,718 D/D 3,100 100,191 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2019-01-28 4 B $12.63 $39,303 D/D 3,100 103,291 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2019-03-19 4 B $13.36 $53,440 D/D 4,000 107,291 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-15 4/A S $11.74 $58,547 D/D (4,987) 103,747 0 -
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   •       •      –    2020-07-15 4/A S $11.74 $16,800 I/I (1,431) 1,000 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-15 4 B $11.74 $133,895 D/D 11,405 113,721 2.81 %
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-15 4/A B $11.74 $75,347 D/D 6,418 108,734 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   •       •      –    2020-07-21 4/A B $11.85 $59,250 D/D 5,000 108,747 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2020-07-22 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 -
  366  Records found
  1   2   3   4  5   6   7   8   9   10   11   12   13   14   15      
  Page 4 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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