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NYSE · USD

SWZ

Total Return Securities Fund

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Tapewire entity
8820
SEC CIK
0000813623
Parsed reports
135

Last 12 months

Inside the activity.

73 purchase rows · 24 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 2025024
Jan 202610
Feb 2026190
Mar 2026130
Apr 202690
May 202680
Jun 202660
Jul 202670
Aug 202640
Sep 202650
Oct 202610

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 10, 2017 Filed Apr 19, 2017 16:09 UTC SaleCommon Stock 3,000 $11.07 $33,197.40
Disclosure

SEC source: 0001012975-17-000334 · edgar.xml · nonDerivative · entry 1

Boillat Jean-Marc · CIK 0001347766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
December 30, 2016 Filed Jan 3, 2017 21:58 UTC PurchaseCommon Stock 250 $10.21 $2,552.50
Disclosure

SEC source: 0000899681-17-000010 · p17-0005_form4.xml · nonDerivative · entry 2

Calhoun Joseph S III · CIK 0001691830 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 550

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December 09, 2016 Filed Jan 3, 2017 21:58 UTC PurchaseCommon Stock 300 $10.03 $3,009.00
Disclosure

SEC source: 0000899681-17-000010 · p17-0005_form4.xml · nonDerivative · entry 1

Calhoun Joseph S III · CIK 0001691830 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.