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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 7 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   •       •      –    2015-11-03 4 B $14.55 $27,165 D/D 1,867 69,894 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-11-04 4/A B $14.56 $46,592 D/D 3,200 13,000 2.81 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-11-11 4 B $4.42 $22,100 D/D 5,000 233,598 3.92 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-11-12 4 B $4.42 $22,100 I/I 5,000 2,013,845 2.17 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-12-02 4 B $14.41 $115,549 D/D 8,000 77,894 2.81 -
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   –       •       •   2015-12-04 4 B $3.96 $2,875 D/D 726 234,324 3.84 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-12-07 4 B $3.85 $77,000 D/D 20,000 254,324 3.92 -
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   –       •       •   2015-12-08 4 A $0.00 $0 I/I 60,856 2,060,316 0 -
IFT Imperial Holdings, Llc Director   –       •       •   2015-12-08 4 D $0.00 $0 D/D (60,856) 193,468 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2015-12-08 4 D $0.00 $0 D/D (38,273) 0 0 -
MVC MVC Capital Director   –       •      –    2015-12-08 4 D $0.00 $0 D/D (8,500) 37,250 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-01-05 4/A B $13.03 $3,192 D/D 245 78,139 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-01-06 4 B $12.95 $32,375 D/D 2,500 80,884 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-01-06 4/A B $12.95 $32,375 D/D 2,500 80,639 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-03-02 4 B $12.47 $1,247 D/D 100 80,739 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-03-03 4 B $12.52 $1,252 D/D 100 80,839 2.73 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-04-01 4 B $13.06 $52,240 I/I 4,000 4,213 2.66 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2016-05-04 4 B $11.24 $33,720 D/D 3,000 8,000 2.39 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-05-25 4 B $4.28 $428 D/D 100 129,843 2.37 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-06-01 4 B $13.50 $12,258 D/D 908 81,747 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-06-02 4 B $13.50 $10,152 D/D 752 82,499 2.81 -
IFT Imperial Holdings, Llc Director   –       •       •   2016-06-02 4 A $0.00 $0 D/D 11,508 204,976 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-06-03 4 B $13.50 $14 D/D 1 82,500 2.73 -
  366  Records found
  1   2   3   4   5   6   7  8   9   10   11   12   13   14   15      
  Page 7 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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