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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   $2,862,762    

Indirect Value

   $955,805      
Total Shares   7,731,991      
Total Value   $3,818,566      


Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $95,119 Special Opportunities Fund Inc $408,913 ASA Gold & Precious Metals Ltd $44,040 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 $135,439 Putnam High Income Bond Fund $1,659,293 Herzfeld Caribbean $474,853 Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $95,119 Special Opportunities Fund Inc $408,913 ASA Gold & Precious Metals Ltd $44,040 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 $135,439 Putnam High Income Bond Fund $1,659,293 Herzfeld Caribbean $474,853
 


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

  
3m +/-  
Form
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-07 4 S $15.74 $73,442 I/I (4,667) 7,227 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-02-07 4/A S $15.74 $25,178 I/I (1,600) 24,594 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-12 4 S $17.42 $109,912 I/I (6,309) 6,260 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-12 4 S $17.42 $57,334 I/I (3,291) 21,303 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-15 4 S $17.22 $449,531 I/I (26,100) 3,631 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-19 4 S $17.00 $402,795 I/I (23,692) 1,245 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-25 4 S $17.16 $18,344 I/I (1,069) 1,137 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2013-04-29 4 S $17.16 $193,719 I/I (11,289) 0 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2015-09-28 4 S $10.95 $29,149 D/D (2,662) 2,662 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2015-09-29 4 S $10.95 $25,601 D/D (2,338) 5,000 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2016-05-04 4 B $11.24 $33,720 D/D 3,000 8,000 2.39 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2017-05-03 4 B $11.05 $1,105 D/D 100 8,100 2.31 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2017-06-02 4 B $10.97 $32,910 D/D 3,000 11,100 2.39 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2017-06-02 4/A B $10.97 $27,425 D/D 2,500 10,600 2.39 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2018-02-28 4 D $12.15 $24,118 D/D (1,985) 8,615 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2019-02-20 4 D $11.58 $35,157 D/D (3,036) 5,583 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2020-02-06 4 D $12.02 $67,108 D/D (5,583) 0 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2021-10-15 4 OE $8.90 $89,009 D/D 10,001 10,002 0 -
PCF Putnam High Income Bond F... Director   –       •      –    2019-03-19 4 D $9.25 $11,535,731 I/I (1,247,106) 220,106 0 -
PCF Putnam High Income Bond F... Director   –       •      –    2019-03-19 4 D $9.25 $57,729 D/D (6,241) 0 0 -
PCF Putnam High Income Bond F... Director   –       •      –    2019-03-25 4 S $9.25 $2,035,000 I/I (220,000) 106 0 -
PCF Putnam High Income Bond F... Director   –       •      –    2019-03-25 4 B $9.25 $1,387,500 D/D 150,000 150,000 2.39 -
PCF Putnam High Income Bond F... Director   –       •      –    2019-10-16 4 S $8.46 $906 I/I (107) 0 0 -
PCF Putnam High Income Bond F... Director   –       •      –    2020-09-14 4 S $8.40 $42,020 D/D (5,000) 145,000 0 %
PCF Putnam High Income Bond F... Director   –       •      –    2020-09-15 4 S $8.45 $224,336 D/D (26,499) 118,501 0 %
  366  Records found
  1   2   3   4   5   6   7   8   9  10   11   12   13   14   15      
  Page 9 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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