Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INCGCV · Entity 6819 | Director | February 22, 2018 | February 27, 2018 |
| GABELLI DIVIDEND & INCOME TRUSTGDV · Entity 4315 | Director | January 23, 2026 | July 02, 2026 |
| GABELLI GLOBAL UTILITY & INCOME TRUSTGLU.B · Entity 8903 | Director | July 28, 2023 | August 30, 2023 |
| GAMCO Global Gold, Natural Resources & Income TrustGGN · Entity 8912 | Director | January 22, 2019 | January 24, 2019 |
| GDL FUNDGDL.C · Entity 8945 | Director | March 26, 2025 | April 22, 2025 |
| Gabelli Go Anywhere TrustGGO · Entity 135007 | Director | September 30, 2021 | October 01, 2021 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | Director | February 24, 2022 | February 25, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC
Report date February 22, 2018 · Filed February 27, 2018
This filing explicitly reported no securities owned.
GABELLI DIVIDEND & INCOME TRUST
Report date January 23, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par Value $0.001SEC Table I · non-derivative | Direct | 1,000 |
Reported balance
After 2026-01-23 transaction · row 1
1 source rowRow 1 · 2026-01-23 · Purchase · Acquired 1,000 · Balance 1,000 |
| Common Shares, Par Value $0.001SEC Table I · non-derivative | IndirectLe Cle Investments | 6,951.698 |
Reported balance
After 2026-01-23 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-01-23 · Purchase · Acquired 1,000 · Balance 6,951.698 F1: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey.
GABELLI GLOBAL UTILITY & INCOME TRUST
Report date July 28, 2023 · Filed August 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series B Cumulative Puttable and Callable Preferred SharesSEC Table I · non-derivative | IndirectLe Cle Investments | 0 |
Reported balance
After 2023-07-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-07-28 · Sale · Disposed 1,092 · Balance 0 F1: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey.
GAMCO Global Gold, Natural Resources & Income Trust
Report date January 22, 2019 · Filed January 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par Value $0.001SEC Table I · non-derivative | IndirectLe Cle Investments | 3,953 |
Reported balance
After 2019-01-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-01-22 · Purchase · Acquired 3,953 · Balance 3,953 F1: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey.
GDL FUND
Report date March 26, 2025 · Filed April 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series C Cumulative Puttable and Callable Preferred SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-03-26 transaction · row 1
1 source rowRow 1 · 2025-03-26 · Other · Disposed 3,038 · Balance 0 F1: The shares being reported were redeemed in accordance with the redemption of all remaining outstanding Series C Cumulative Puttable and Callable Preferred Shares on March 26, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares being reported were redeemed in accordance with the redemption of all remaining outstanding Series C Cumulative Puttable and Callable Preferred Shares on March 26, 2025.
Gabelli Go Anywhere Trust
Report date September 30, 2021 · Filed October 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par Value $0.001SEC Table I · non-derivative | IndirectLe Cle Investments | 0 |
Reported balance
After 2021-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-09-30 · Other · Disposed 1,545 · Balance 0 F1: The shares being reported were tendered at 100% of NAV pursuant with the tender offer. F2: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares being reported were tendered at 100% of NAV pursuant with the tender offer.
F2: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey.
Southwest Gas Holdings, Inc.
Report date February 24, 2022 · Filed February 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,232.1086 |
Reported balance
After 2022-02-24 transaction · row 1
1 source rowRow 1 · 2022-02-24 · Grant · Acquired 1,855.817 · Balance 42,232.1086 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Dec 30, 2017 00:34 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 135.6987 | $80.67 | $10,946.81 |
DisclosureSEC source: 0001225208-17-019299 · doc4.xml · nonDerivative · entry 2 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,585.4983 Read SEC document |
| March 01, 2017 Filed Dec 30, 2017 00:34 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 115.4365 | $85.76 | $9,899.83 |
DisclosureSEC source: 0001225208-17-019299 · doc4.xml · nonDerivative · entry 1 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,449.7996 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 16:28 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 2,050 | $77.26 | $158,383.00 |
DisclosureSEC source: 0001225208-17-004659 · doc4.xml · nonDerivative · entry 1 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,334.3631 Read SEC document |
| December 01, 2016 Filed Jan 24, 2017 18:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 121.6744 | $73.33 | $8,922.38 |
DisclosureSEC source: 0001225208-17-001531 · doc4.xml · nonDerivative · entry 4 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,284.3631 Read SEC document |
| September 06, 2016 Filed Apr 7, 2017 21:26 UTC | Gabelli Go Anywhere Trust GGO/GGO.A · Entity 135007 | PurchaseSeries A Cumulative Puttable and Callable Preferred Shares | 515 | $40.00 | $20,600.00 |
DisclosureSEC source: 0001271163-17-000007 · primary_doc.xml · nonDerivative · entry 2 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Le Cle Investments Disclosed balance after: 515 F1 · shares: From September 6, 2016 to November 1, 2016, the common shares and Series A Preferred Shares traded only as Combinations on the NYSE MKT. Each Combination consisted of 3 common shares and 1 Series A Preferred Share, and traded under the symbol GGO.C. The reported beneficial ownership of common shares and Series A Preferred Shares therefore represented 515 combinations. The common and Series A Preferred Shares began trading separately on November 2, 2016. F2 · ownership.direct: Mr. Melarkey resigned his trustee position on Gabelli Go Anywhere Trust in 2016 but rejoined the Board of Trustees on February 23, 2017. F3 · ownership.nature: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey. Read SEC document |
| September 06, 2016 Filed Apr 7, 2017 21:26 UTC | Gabelli Go Anywhere Trust GGO/GGO.A · Entity 135007 | PurchaseCommon Shares | 1,545 | $19.00 | $29,355.00 |
DisclosureSEC source: 0001271163-17-000007 · primary_doc.xml · nonDerivative · entry 1 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Le Cle Investments Disclosed balance after: 1,545 F1 · shares: From September 6, 2016 to November 1, 2016, the common shares and Series A Preferred Shares traded only as Combinations on the NYSE MKT. Each Combination consisted of 3 common shares and 1 Series A Preferred Share, and traded under the symbol GGO.C. The reported beneficial ownership of common shares and Series A Preferred Shares therefore represented 515 combinations. The common and Series A Preferred Shares began trading separately on November 2, 2016. F2 · ownership.direct: Mr. Melarkey resigned his trustee position on Gabelli Go Anywhere Trust in 2016 but rejoined the Board of Trustees on February 23, 2017. F3 · ownership.nature: Mr. Melarkey is a managing member of Le Cle Investments whose controlling members include trusts controlled by Mr. Melarkey. Read SEC document |
| September 01, 2016 Filed Jan 24, 2017 18:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 126.9734 | $69.82 | $8,865.28 |
DisclosureSEC source: 0001225208-17-001531 · doc4.xml · nonDerivative · entry 3 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,162.6887 Read SEC document |
| June 01, 2016 Filed Jan 24, 2017 18:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 124.899 | $70.53 | $8,809.13 |
DisclosureSEC source: 0001225208-17-001531 · doc4.xml · nonDerivative · entry 2 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,035.7153 Read SEC document |
| March 01, 2016 Filed Jan 24, 2017 18:45 UTC | Southwest Gas Holdings, Inc. SWX · Entity 3751 | GrantCommon Stock | 129.6603 | $60.74 | $7,875.57 |
DisclosureSEC source: 0001225208-17-001531 · doc4.xml · nonDerivative · entry 1 MELARKEY MICHAEL J · CIK 0001270868 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,910.8163 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.