| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Secretary | Director, Affiliate Of The Adviser | Director +2 more
6 companies
Goldstein Phillip is a 10% Owner at HERZ, with reported holdings spanning 6 companies. Recent filings cover 99 purchases and 117 sales. Those positions are worth an estimated $2.4M at current prices.
Our model assigns Goldstein Phillip a strong insider score of 73/100, based on 41 past trades. Over a 12-month horizon, 92.1% of those trades were profitable, with an average 12-month return of +10.0%.
Goldstein Phillip's largest disclosed position is in HERZ as 10% Owner, worth about $724K. The recent filings there lean toward selling, a net 181,426 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 8, 2026 | SWZ Total Return Securities, Inc. | Secretary | Buy | 5,000 | $5.73 | $28,637.00 | +4.2% | - | - | |
| Aug 20, 2026 | PCF High Income Securities Fund | Director, Affiliate Of The Adviser | Buy | 25,000 | $5.38 | $134,400.00 | +52.2% | - | - | |
| Aug 6, 2026 | PCF High Income Securities Fund | Director, Affiliate Of The Adviser | Buy | 819 | $5.30 | $4,340.70 | +1.7% | - | - | |
| Jul 6, 2026 | SWZ Total Return Securities, Inc. | Secretary | Buy | 5,980 | $5.95 | $35,581.00 | +5.3% | -3.2% | - | |
| Apr 8, 2026 | PCF High Income Securities Fund | Director, Affiliate Of The Adviser | Buy | 5,688 | $5.46 | $31,042.51 | +13.8% | -0.5% | - | |
| Mar 18, 2026 | PCF High Income Securities Fund | Director, Affiliate Of The Adviser | Buy | 17,905 | $5.46 | $97,761.30 | +76.4% | +1.5% | - | |
| Mar 18, 2026 | SWZ Total Return Securities, Inc. | Secretary | Buy | 10,000 | $5.98 | $59,800.00 | +9.7% | -0.2% | - | |
| Mar 5, 2026 | SWZ Total Return Securities, Inc. | Secretary | Buy | 10,000 | $5.99 | $59,900.00 | +10.7% | -0.8% | - | |
| Mar 3, 2026 | SWZ Total Return Securities, Inc. | Secretary | Buy | 5,000 | $6.01 | $30,050.00 | +5.7% | -0.3% | - | |
| Feb 23, 2026 | SWZ Total Return Securities, Inc. | Director | Buy | 5,000 | $6.13 | $30,650.00 | +6.0% | -2.6% | - |