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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
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-09 4 B $4.57 $4,454 D/D 975 139,550 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-10 4 B $4.57 $1,737 D/D 380 139,930 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-09 4 B $4.59 $5,022 D/D 1,093 146,893 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-07-20 4 B $4.60 $2,440 D/D 530 134,819 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-01 4 B $4.60 $2,440 D/D 531 135,350 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-11 4 B $4.60 $584 D/D 127 140,057 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-12 4 B $4.61 $2,088 D/D 453 140,510 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-15 4 B $4.61 $2,523 D/D 547 141,057 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-08 4 B $4.66 $14,181 D/D 3,045 145,800 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-06 4 B $4.67 $7,936 D/D 1,698 142,755 2.37 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-08-25 4 B $5.26 $12,408 D/D 2,359 225,957 3.92 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-08-26 4 B $5.26 $13,892 D/D 2,641 228,598 3.92 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-08-06 4 B $5.55 $627 D/D 113 214,624 3.84 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-08-07 4 B $5.55 $33,306 D/D 5,974 220,598 3.92 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-08-21 4 B $5.60 $16,800 D/D 3,000 223,598 3.92 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-03-28 4 B $5.73 $58,100 I/I 10,000 1,053,316 2.25 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-03-31 4 B $5.75 $103,500 D/D 18,000 40,149 3.92 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-03-31 5 B $5.75 $74,750 D/D 13,000 130,426 0 -
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   –       •       •   2014-03-31 4 B $5.75 $57,499 I/I 10,000 1,063,316 2.25 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-06-24 4 OE $5.75 $441,623 D/D 76,804 214,511 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   –       •       •   2014-03-28 4 B $5.82 $101,490 D/D 17,428 22,149 3.92 -
IFT Imperial Holdings, Llc Director   –       •       •   2014-12-26 4 B $6.13 $18,580 D/D 3,031 131,185 3.92 -
CUBA Herzfeld Caribbean 10% Owner   –       –       •   2019-08-26 4 A $6.15 $4,920 D/D 800 391,887 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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