SELL MORITZ A
SEC insider (Form 3/4/5 filer). CIK 0001053116. Director at Total Return Securities Fund (SWZ) and 5 other issuers. 30 reported Form 4/5 transactions since Sep 2024; latest on Aug 31, 2026. Located in CINCINNATI, OH.
Companies SELL MORITZ A has filed insider reports for
- Total Return Securities Fund (SWZ): Director
- ABRDN ASIA-PACIFIC INCOME FUND, INC. (FAX): Director
- ABRDN GLOBAL INCOME FUND, INC. (FCO): Director
- SPECIAL OPPORTUNITIES FUND, INC. (SPE): Director
- ABRDN AUSTRALIA EQUITY FUND, INC. (IAF): Director
- HIGH INCOME SECURITIES FUND (PCF): Director
SELL MORITZ A
CIK: 0001053116
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (30 total)
- Aug 31, 2026SWZ
Total Return Securities Fund
PurchaseDirect3K shares at avg. $5.98$18K - Aug 10, 2026SWZ
Total Return Securities Fund
PurchaseDirect1K shares at avg. $5.91$6K - Jul 23, 2026SWZ
Total Return Securities Fund
PurchaseDirect2K shares at avg. $5.86$12K - Jul 22, 2026SWZ
Total Return Securities Fund
PurchaseDirect517 shares at avg. $5.90$3K - Jul 21, 2026SWZ
Total Return Securities Fund
PurchaseDirect483 shares at avg. $5.90$3K - Jul 20, 2026SWZ
Total Return Securities Fund
PurchaseDirect1K shares at avg. $5.93$6K - Jun 18, 2026SWZ
Total Return Securities Fund
PurchaseDirect1.9K shares at avg. $5.91$11K - Jun 17, 2026SWZ
Total Return Securities Fund
PurchaseDirect147 shares at avg. $5.91$868.77 - Jun 16, 2026SWZ
Total Return Securities Fund
PurchaseDirect2K shares at avg. $5.96$12K - Jun 15, 2026SWZ
Total Return Securities Fund
PurchaseDirect155 shares at avg. $5.95$922.25
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 31, 2026 |  SWZ Total Return Securities Fund | Purchase | 3,000 | $5.98 | $17,940 | Direct |
| Aug 10, 2026 | SWZ Total Return Securities Fund | Purchase | 1,000 | $5.91 | $5,910 | Direct |
| Jul 23, 2026 | SWZ Total Return Securities Fund | Purchase | 2,000 | $5.86 | $11,720 | Direct |
| Jul 22, 2026 | SWZ Total Return Securities Fund | Purchase | 517 | $5.90 | $3,050 | Direct |
| Jul 21, 2026 | SWZ Total Return Securities Fund | Purchase | 483 | $5.90 | $2,850 | Direct |
| Jul 20, 2026 | SWZ Total Return Securities Fund | Purchase | 1,000 | $5.93 | $5,930 | Direct |
| Jun 18, 2026 | SWZ Total Return Securities Fund | Purchase | 1,853 | $5.91 | $10,951 | Direct |
| Jun 17, 2026 | SWZ Total Return Securities Fund | Purchase | 147 | $5.91 | $869 | Direct |
| Jun 16, 2026 | SWZ Total Return Securities Fund | Purchase | 2,000 | $5.96 | $11,920 | Direct |
| Jun 15, 2026 | SWZ Total Return Securities Fund | Purchase | 155 | $5.95 | $922 | Direct |
1-10 of 30 transactions