HELLERMAN GERALD
SEC insider (Form 3/4/5 filer). CIK 0001222911. Director at Total Return Securities Fund (SWZ) and 1 other issuer. 10 reported Form 4/5 transactions since Sep 2024; latest on Jan 23, 2026. Located in BOCA RATON, FL.
Companies HELLERMAN GERALD has filed insider reports for
- Total Return Securities Fund (SWZ): Director
- HIGH INCOME SECURITIES FUND (PCF): Director
HELLERMAN GERALD
CIK: 0001222911
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 (10 total)
- Jan 23, 2026SWZ
Total Return Securities Fund
DispositionDirect1.8K shares at avg. $6.81$12K - Apr 2, 2025SWZ
SWISS HELVETIA FUND, INC.
SaleDirect41 shares at avg. $9.24$378.84 - Dec 26, 2024PCF
HIGH INCOME SECURITIES FUND
SaleDirect259 shares at avg. $6.47$2K - Dec 19, 2024PCF
HIGH INCOME SECURITIES FUND
PurchaseDirect2K shares at avg. $6.34$13K - Dec 17, 2024PCF
HIGH INCOME SECURITIES FUND
PurchaseDirect6.4K shares at avg. $6.50$42K - Dec 17, 2024PCF
HIGH INCOME SECURITIES FUND
PurchaseDirect12K shares at avg. $6.60$79K - Dec 17, 2024PCF
HIGH INCOME SECURITIES FUND
PurchaseDirect2.5K shares at avg. $6.50$16K - Dec 16, 2024PCF
HIGH INCOME SECURITIES FUND
PurchaseDirect5K shares at avg. $6.63$33K - Dec 16, 2024PCF
HIGH INCOME SECURITIES FUND
PurchaseDirect5K shares at avg. $6.69$33K - Dec 12, 2024PCF
HIGH INCOME SECURITIES FUND
DispositionDirect38.1K shares at avg. $7.07$270K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jan 23, 2026 |  SWZ Total Return Securities Fund | Disposition | 1,755 | $6.81 | $11,952 | Direct |
| Apr 2, 2025 | SWZ SWISS HELVETIA FUND, INC. | Sale | 41 | $9.24 | $379 | Direct |
| Dec 26, 2024 |  PCF HIGH INCOME SECURITIES FUND | Sale | 259 | $6.47 | $1,676 | Direct |
| Dec 19, 2024 | PCF HIGH INCOME SECURITIES FUND | Purchase | 2,000 | $6.34 | $12,680 | Direct |
| Dec 17, 2024 | PCF HIGH INCOME SECURITIES FUND | Purchase | 6,409 | $6.50 | $41,659 | Direct |
| Dec 17, 2024 | PCF HIGH INCOME SECURITIES FUND | Purchase | 12,000 | $6.60 | $79,200 | Direct |
| Dec 17, 2024 | PCF HIGH INCOME SECURITIES FUND | Purchase | 2,525 | $6.50 | $16,413 | Direct |
| Dec 16, 2024 | PCF HIGH INCOME SECURITIES FUND | Purchase | 5,000 | $6.63 | $33,150 | Direct |
| Dec 16, 2024 | PCF HIGH INCOME SECURITIES FUND | Purchase | 5,000 | $6.69 | $33,450 | Direct |
| Dec 12, 2024 | PCF HIGH INCOME SECURITIES FUND | Disposition | 38,142 | $7.07 | $269,664 | Direct |
1-10 of 10 transactions