Total Return Securities Fund (SWZ)

Latest Insider Confidence Score

2026Q1

52.0
Bullish

Company insider confidence (by quarter)

2005Q1 2026Q1

Largest shareholders

Insider Role (last 12 mo) Shares held Filed at
Css Llc/Il 10% Owner 1,742,506 Dec 16, 2025
Hottinger Capital Corp Other 98,699 Mar 10, 2014
Hottinger Bank Trust Ltd Other 97,355 Oct 14, 2009
Hottinger Rodolphe President 23,580 Mar 12, 2008
Brealey Richard Director 13,788 Nov 16, 2011

Recent buy/sell transactions

Exec date Filing date Insider Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Feb 26, 2026 Mar 5, 2026 GOLDSTEIN PHILLIP Secretary Buy 86.3 +5,324 6.06% $32K
Mar 2, 2026 Mar 4, 2026 Dakos Andrew CEO Buy 95.0 +14,918 24.01% $89.8K
Feb 26, 2026 Mar 2, 2026 Dakos Andrew CEO Buy 91.3 +7,000 12.70% $43.3K
Feb 23, 2026 Feb 25, 2026 GOLDSTEIN PHILLIP Director Buy 86.3 +5,000 6.03% $30.7K
Feb 23, 2026 Feb 25, 2026 Dakos Andrew CEO Buy 91.3 +5,674 11.47% $34.9K
Feb 19, 2026 Feb 23, 2026 Dakos Andrew CEO Buy 91.3 +8,000 19.30% $49.1K
Feb 6, 2026 Feb 10, 2026 GOLDSTEIN PHILLIP Director Buy 95.0 +10,000 13.72% $60.7K
Feb 3, 2026 Feb 5, 2026 Dakos Andrew CEO Buy 95.0 +16,000 62.85% $95.9K
Feb 2, 2026 Feb 4, 2026 SELL MORITZ A Director Buy 91.3 +2,120 26.91% $12.7K
Jan 30, 2026 Feb 3, 2026 GOLDSTEIN PHILLIP Director Buy 95.0 +10,000 15.90% $59.2K
Jan 23, 2026 Jan 27, 2026 HELLERMAN GERALD Director Sell 26.3 -1,755 -33.23% $12K
Jan 23, 2026 Jan 27, 2026 GOLDSTEIN PHILLIP Director Sell 22.5 -31,314 -33.23% $213.2K
Jan 23, 2026 Jan 27, 2026 Dakos Andrew CEO Sell 22.5 -12,672 -33.24% $86.3K
Jan 23, 2026 Jan 27, 2026 Das Rajeev P Secretary Sell 27.5 -166 -33.20% $1.1K
Jan 23, 2026 Jan 27, 2026 SELL MORITZ A Director Sell 26.3 -3,922 -33.24% $26.7K
Dec 29, 2025 Dec 31, 2025 CSS LLC/IL 10% Owner Sell 22.5 -19,968 -1.17% $124.8K
Dec 22, 2025 Dec 29, 2025 CSS LLC/IL 10% Owner Sell 47.5 -28,567 -0.08% $178.7K
Dec 15, 2025 Dec 17, 2025 CSS LLC/IL 10% Owner Sell 43.8 -7,000 -0.40% $43.6K
Dec 16, 2025 CSS LLC/IL 10% Owner Neutral 52.5 - 0.00% -
Dec 11, 2025 Dec 12, 2025 SELL MORITZ A Director Neutral 52.5 - 0.00% -
Dec 11, 2025 Dec 12, 2025 Dakos Andrew CEO Neutral 52.5 - 0.00% -
Dec 11, 2025 Dec 12, 2025 Das Rajeev P Secretary Neutral 52.5 - 0.00% -
Dec 11, 2025 Dec 12, 2025 GOLDSTEIN PHILLIP Director Neutral 52.5 - 0.00% -
Oct 27, 2025 Oct 29, 2025 SELL MORITZ A Director Buy 90.0 +1,000 29.41% $6.1K
Jun 30, 2025 Jul 1, 2025 SELL MORITZ A Director Buy 91.3 +1,815 114.51% $11.5K
Apr 2, 2025 Apr 3, 2025 HELLERMAN GERALD Director Sell 37.5 -41 -0.77% $378.8
Apr 3, 2025 Bulldog Investors, LLP Other Neutral 52.5 - 0.00% -
Jan 17, 2025 Jan 21, 2025 GOLDSTEIN PHILLIP Director Sell 26.3 -4,535 -27.02% $38.3K
Mar 3, 2022 Mar 4, 2022 Dakos Andrew CEO Buy 90.0 +1,000 48.45% $8.8K
Mar 2, 2022 Mar 3, 2022 HELLERMAN GERALD Director Buy 90.0 +1,000 23.13% $8.9K
Feb 2, 2022 Feb 4, 2022 Dakos Andrew CEO Buy 90.0 +1,000 93.98% $9.3K
Jul 2, 2021 Jul 6, 2021 GOLDSTEIN PHILLIP Director Sell 26.3 -1,212 -6.74% $11.9K
Jun 4, 2021 Jun 8, 2021 GOLDSTEIN PHILLIP Director Sell 20.0 -76,958 -81.05% $731.4K
Jun 3, 2021 Jun 4, 2021 GOLDSTEIN PHILLIP Director Sell 26.3 -1,994 -2.06% $19.3K
Jun 1, 2021 Jun 3, 2021 GOLDSTEIN PHILLIP Director Sell 22.5 -18,800 -16.24% $182.6K
May 5, 2021 May 6, 2021 SELL MORITZ A Director Sell 26.3 -2,000 -60.06% $18.2K
Oct 2, 2020 Oct 2, 2020 SELL MORITZ A Director Sell 26.3 -2,000 -37.52% $16.7K
Apr 30, 2020 May 4, 2020 GOLDSTEIN PHILLIP Director Buy 60.0 +500 0.43% $3.7K
Apr 23, 2020 Apr 27, 2020 GOLDSTEIN PHILLIP Director Buy 83.8 +5,000 4.54% $36.8K
Apr 3, 2020 Apr 3, 2020 HELLERMAN GERALD Director Buy 90.0 +1,000 32.61% $6.9K
Mar 16, 2020 Mar 16, 2020 SELL MORITZ A Director Buy 90.0 +1,017 25.22% $6.2K
Mar 9, 2020 Mar 10, 2020 SELL MORITZ A Director Buy 91.3 +2,000 98.38% $15.3K
Feb 28, 2020 Mar 3, 2020 Dakos Andrew CEO Buy 90.0 +1,000 1562.50% $7.8K
Feb 27, 2020 Mar 2, 2020 HELLERMAN GERALD Director Buy 90.0 +1,000 48.61% $8K
Feb 27, 2020 Mar 2, 2020 GOLDSTEIN PHILLIP Director Buy 47.5 - 0.00% $77.8K
Feb 24, 2020 Feb 26, 2020 GOLDSTEIN PHILLIP Director Buy 95.0 +25,000 33.18% $209.7K
Jan 6, 2020 Jan 8, 2020 GOLDSTEIN PHILLIP Director Buy 77.5 +1,086 1.46% $9K
Dec 19, 2019 Dec 23, 2019 GOLDSTEIN PHILLIP Director Buy 83.8 +2,611 3.64% $21.4K
Dec 17, 2019 Dec 19, 2019 GOLDSTEIN PHILLIP Director Buy 97.5 +40,614 130.86% $331K
Nov 29, 2019 Dec 3, 2019 GOLDSTEIN PHILLIP Director Buy 95.0 +30,000 2892.96% $243.1K
Oct 8, 2019 Oct 9, 2019 HELLERMAN GERALD Director Buy 90.0 +1,000 96.06% $7.9K
Aug 5, 2019 Aug 7, 2019 SELL MORITZ A Director Buy 91.3 +1,875 1500.00% $14.8K
Aug 2, 2019 Aug 5, 2019 HELLERMAN GERALD Director Buy 90.0 +1,000 2439.02% $8K
Aug 2, 2019 Aug 2, 2019 HELLERMAN GERALD Director Buy 90.0 +1,000 2439.02% $8K
Feb 1, 2019 Das Rajeev P Secretary Neutral 52.5 - 0.00% -
Feb 1, 2019 Antonucci Thomas CFO Neutral 52.5 - 0.00% -
Feb 1, 2019 Darling Stephanie Chief Compliance Officer Neutral 52.5 - 0.00% -
Jan 2, 2019 Jan 4, 2019 GOLDSTEIN PHILLIP Director Neutral 27.5 -104,660 -99.01% -
Jan 2, 2019 Jan 4, 2019 Dakos Andrew Director Neutral 27.5 -104,660 -99.94% -
Nov 20, 2018 Nov 23, 2018 GOLDSTEIN PHILLIP Director Sell 15.0 -1,799,981 -94.45% $14.1M
Nov 20, 2018 Nov 23, 2018 Dakos Andrew Director Sell 15.0 -1,783,443 -94.45% $14M
Nov 20, 2018 Nov 23, 2018 SELL MORITZ A Director Sell 26.3 -2,129 -94.45% $16.7K
Nov 20, 2018 Nov 23, 2018 HELLERMAN GERALD Director Sell 27.5 -691 -94.40% $5.4K
Oct 19, 2018 Oct 23, 2018 Dakos Andrew Director Neutral 90.0 +598,745 46.44% -
Oct 19, 2018 Oct 23, 2018 SELL MORITZ A Director Neutral 90.0 +715 46.46% -
Oct 19, 2018 Oct 23, 2018 HELLERMAN GERALD Director Neutral 90.0 +232 46.40% -
Oct 19, 2018 Oct 23, 2018 GOLDSTEIN PHILLIP Director Neutral 90.0 +604,302 46.44% -
Jul 27, 2018 DAYAN RICHARD Director Neutral 52.5 - 0.00% -
Jul 20, 2018 Calhoun Joseph S III Director Neutral 52.5 - 0.00% -
Jul 9, 2018 HELLERMAN GERALD Director Neutral 52.5 - 0.00% -
Jul 6, 2018 GOLDSTEIN PHILLIP Director Neutral 52.5 - 0.00% -
Jul 3, 2018 Berris Brian A Director Neutral 52.5 - 0.00% -
Jul 3, 2018 Hoysradt Jean Director Neutral 52.5 - 0.00% -
Jun 6, 2018 Jun 8, 2018 Dakos Andrew Director Neutral 27.5 -54,549 -4.06% -
Feb 16, 2018 Feb 21, 2018 Dakos Andrew Director Buy 65.0 +6,200 0.46% $79K
Feb 12, 2018 Feb 14, 2018 Dakos Andrew Director Buy 72.5 +11,200 0.84% $138.3K
Feb 5, 2018 Feb 7, 2018 Dakos Andrew Director Buy 65.0 +6,442 0.49% $83K
Oct 13, 2017 Feb 6, 2018 Hoysradt Jean Director Buy 91.3 +3,100 100.00% $39.9K
Feb 1, 2018 Feb 5, 2018 Dakos Andrew Director Buy 56.3 +1,353 0.10% $18.1K
Jan 30, 2018 Feb 1, 2018 Dakos Andrew Director Buy 65.0 +5,042 0.38% $67.8K
Jan 19, 2018 Jan 23, 2018 Dakos Andrew Director Buy 82.5 +16,103 1.24% $211.8K
Jan 10, 2018 Jan 12, 2018 Dakos Andrew Director Buy 47.5 +292 0.02% $3.8K
Jan 8, 2018 Jan 10, 2018 Dakos Andrew Director Buy 72.5 +9,982 0.78% $129K
Jan 3, 2018 Jan 5, 2018 Dakos Andrew Director Buy 72.5 +9,483 0.74% $121.8K
Dec 29, 2017 Jan 3, 2018 Dakos Andrew Director Buy 56.3 +1,332 0.10% $17K
Dec 27, 2017 Dec 29, 2017 Dakos Andrew Director Buy 90.0 +33,636 2.71% $425.2K
Dec 21, 2017 Dec 26, 2017 Dakos Andrew Director Buy 72.5 +7,235 0.59% $90.9K
Dec 19, 2017 Dec 21, 2017 Dakos Andrew Director Buy 72.5 +6,463 0.53% $80.7K
Nov 29, 2017 Dec 1, 2017 Dakos Andrew Director Buy 65.0 +5,156 0.42% $65.4K
Nov 21, 2017 Nov 24, 2017 Dakos Andrew Director Buy 82.5 +13,060 1.08% $164.5K
Nov 15, 2017 Nov 17, 2017 Dakos Andrew Director Buy 56.3 +1,394 0.12% $17.2K
Sep 22, 2017 WITT SAMUEL B Director Neutral 52.5 - 0.00% -
Aug 24, 2017 Dakos Andrew Director Neutral 52.5 - 0.00% -
Aug 24, 2017 Helbig Claus Director Neutral 52.5 - 0.00% -
Jul 20, 2017 Hoysradt Jean Director Neutral 52.5 - 0.00% -
Jul 19, 2017 Ricciardi Fred J Director Neutral 52.5 - 0.00% -
Jul 18, 2017 BOCK DAVID Director Neutral 52.5 - 0.00% -
Jul 18, 2017 SELL MORITZ A Director Neutral 52.5 - 0.00% -
Jun 28, 2017 Brealey Richard Director Neutral 52.5 - 0.00% -
Jun 7, 2017 Jun 9, 2017 Ricciardi Fred J Director Buy 95.0 +4,000 100.00% $50.4K