Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANCROFT FUND LTDBCV · Entity 6580 | Director | October 16, 2025 | June 02, 2026 |
| ELLSWORTH GROWTH & INCOME FUND LTDECF · Entity 6444 | Director | October 16, 2025 | June 02, 2026 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INCGCV · Entity 6819 | Director | October 26, 2018 | October 26, 2018 |
| GABELLI DIVIDEND & INCOME TRUSTGDV · Entity 4315 | Director | February 18, 2026 | June 02, 2026 |
| GABELLI EQUITY TRUST INCGAB · Entity 8814 | Director | April 28, 2026 | June 03, 2026 |
| GAMCO Global Gold, Natural Resources & Income TrustGGN · Entity 8912 | Director | February 18, 2026 | June 01, 2026 |
| Gabelli Healthcare & WellnessRx TrustGRX · Entity 8957 | Director | August 06, 2025 | December 02, 2025 |
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.
BANCROFT FUND LTD
Report date October 16, 2025 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectTrust account for daughter | 500 |
Reported balance
After 2025-10-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-10-16 · Sale · Disposed 750 · Balance 500 F1: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. |
| Common SharesSEC Table I · non-derivative | IndirectTrust account for son | 500 |
Reported balance
After 2025-10-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-10-16 · Sale · Disposed 400 · Balance 500 F2: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account.
F2: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account.
ELLSWORTH GROWTH & INCOME FUND LTD
Report date October 16, 2025 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectTrust account for daughter | 1,000 |
Reported balance
After 2025-10-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-10-16 · Sale · Disposed 2,000 · Balance 1,000 F1: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. |
| Common SharesSEC Table I · non-derivative | IndirectTrust account for son | 1,000 |
Reported balance
After 2025-10-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-10-16 · Sale · Disposed 1,309 · Balance 1,000 F2: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account.
F2: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account.
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC
Report date October 26, 2018 · Filed October 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.001SEC Table I · non-derivative | Direct | 482 |
Reported balance
After 2018-10-26 transaction · row 1
1 source rowRow 1 · 2018-10-26 · Other · Acquired 121 · Balance 482 F1: The reporting person acquired these common shares through the exercise of common share purchase rights. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these common shares through the exercise of common share purchase rights.
GABELLI DIVIDEND & INCOME TRUST
Report date February 18, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par Value $0.001SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-18 transaction · row 1
1 source rowRow 1 · 2026-02-18 · Sale · Disposed 1,700 · Balance 0 |
GABELLI EQUITY TRUST INC
Report date April 28, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.001SEC Table I · non-derivative | Direct | 5,500 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Other · Acquired 500 · Balance 5,500 F1: The reporting person acquired these common stock through the exercise of common stock purchase rights. |
| Common Stock, Par Value $0.001SEC Table I · non-derivative | IndirectTrust account for son | 2,200 |
Reported balance
After 2026-04-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-04-28 · Other · Acquired 200 · Balance 2,200 F1: The reporting person acquired these common stock through the exercise of common stock purchase rights. F2: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. |
| Common Stock, Par Value $0.001SEC Table I · non-derivative | IndirectTrust account for daughter | 2,200 |
Reported balance
After 2026-04-28 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-04-28 · Other · Acquired 200 · Balance 2,200 F1: The reporting person acquired these common stock through the exercise of common stock purchase rights. F3: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these common stock through the exercise of common stock purchase rights.
F2: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account.
F3: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account.
GAMCO Global Gold, Natural Resources & Income Trust
Report date February 18, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par Value $0.001SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-18 transaction · row 1
1 source rowRow 1 · 2026-02-18 · Sale · Disposed 2,300 · Balance 0 |
Gabelli Healthcare & WellnessRx Trust
Report date August 06, 2025 · Filed December 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par Value $0.001SEC Table I · non-derivative | Direct | 2,185 |
Ending reported balance
After 2025-10-14 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2025-08-06 · Sale · Disposed 2,000 · Balance 9,185 Row 2 · 2025-08-13 · Sale · Disposed 2,000 · Balance 7,185 Row 3 · 2025-09-04 · Sale · Disposed 200 · Balance 6,985 Row 4 · 2025-09-05 · Sale · Disposed 800 · Balance 6,185 Row 5 · 2025-10-08 · Sale · Disposed 1,000 · Balance 5,185 Row 6 · 2025-10-09 · Sale · Disposed 1,000 · Balance 4,185 Row 7 · 2025-10-13 · Sale · Disposed 1,000 · Balance 3,185 Row 8 · 2025-10-14 · Sale · Disposed 1,000 · Balance 2,185 |
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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Jun 3, 2026 18:20 UTC | GABELLI EQUITY TRUST INC GAB · Entity 8814 | OtherCommon Stock, Par Value $0.001 | 200 | $5.50 | $1,100.00 |
DisclosureSEC source: 0001247238-26-000007 · primary_doc.xml · nonDerivative · entry 3 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for daughter Disclosed balance after: 2,200 F1 · kind: The reporting person acquired these common stock through the exercise of common stock purchase rights. F3 · ownership.nature: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. Read SEC document |
| April 28, 2026 Filed Jun 3, 2026 18:20 UTC | GABELLI EQUITY TRUST INC GAB · Entity 8814 | OtherCommon Stock, Par Value $0.001 | 200 | $5.50 | $1,100.00 |
DisclosureSEC source: 0001247238-26-000007 · primary_doc.xml · nonDerivative · entry 2 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for son Disclosed balance after: 2,200 F1 · kind: The reporting person acquired these common stock through the exercise of common stock purchase rights. F2 · ownership.nature: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. Read SEC document |
| April 28, 2026 Filed Jun 3, 2026 18:20 UTC | GABELLI EQUITY TRUST INC GAB · Entity 8814 | OtherCommon Stock, Par Value $0.001 | 500 | $5.50 | $2,750.00 |
DisclosureSEC source: 0001247238-26-000007 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,500 F1 · kind: The reporting person acquired these common stock through the exercise of common stock purchase rights. Read SEC document |
| February 18, 2026 Filed Jun 1, 2026 20:56 UTC | GAMCO Global Gold, Natural Resources & Income Trust GGN · Entity 8912 | SaleCommon Shares, Par Value $0.001 | 2,300 | $5.58 | $12,834.00 |
DisclosureSEC source: 0001247238-26-000002 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 18, 2026 Filed Jun 2, 2026 19:40 UTC | GABELLI DIVIDEND & INCOME TRUST GDV · Entity 4315 | SaleCommon Shares, Par Value $0.001 | 1,700 | $29.15 | $49,555.00 |
DisclosureSEC source: 0001247238-26-000003 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 23, 2025 Filed Dec 2, 2025 17:53 UTC | GABELLI DIVIDEND & INCOME TRUST GDV · Entity 4315 | SaleCommon Shares, Par Value $0.001 | 500 | $26.86 | $13,430.00 |
DisclosureSEC source: 0001247238-25-000007 · primary_doc.xml · nonDerivative · entry 2 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Read SEC document |
| October 17, 2025 Filed Dec 2, 2025 17:53 UTC | GABELLI DIVIDEND & INCOME TRUST GDV · Entity 4315 | SaleCommon Shares, Par Value $0.001 | 420 | $26.78 | $11,248.06 |
DisclosureSEC source: 0001247238-25-000007 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 Read SEC document |
| October 16, 2025 Filed Jun 2, 2026 21:02 UTC | BANCROFT FUND LTD BCV · Entity 6580 | SaleCommon Shares | 400 | $23.52 | $9,406.00 |
DisclosureSEC source: 0001247238-26-000004 · primary_doc.xml · nonDerivative · entry 2 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for son Disclosed balance after: 500 F2 · ownership.nature: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. Read SEC document |
| October 16, 2025 Filed Jun 2, 2026 21:02 UTC | BANCROFT FUND LTD BCV · Entity 6580 | SaleCommon Shares | 750 | $23.53 | $17,651.03 |
DisclosureSEC source: 0001247238-26-000004 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for daughter Disclosed balance after: 500 F1 · ownership.nature: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. Read SEC document |
| October 16, 2025 Filed Jun 2, 2026 21:19 UTC | ELLSWORTH GROWTH & INCOME FUND LTD ECF · Entity 6444 | SaleCommon Shares | 1,309 | $12.28 | $16,071.38 |
DisclosureSEC source: 0001247238-26-000005 · primary_doc.xml · nonDerivative · entry 2 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for son Disclosed balance after: 1,000 F2 · ownership.nature: The shares reported are held in a trust account for the son of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. Read SEC document |
| October 16, 2025 Filed Jun 2, 2026 21:19 UTC | ELLSWORTH GROWTH & INCOME FUND LTD ECF · Entity 6444 | SaleCommon Shares | 2,000 | $12.25 | $24,504.00 |
DisclosureSEC source: 0001247238-26-000005 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for daughter Disclosed balance after: 1,000 F1 · ownership.nature: The shares reported are held in a trust account for the daughter of Mr. van Ekris. Mr. van Ekris also serves as the trustee on the account. Read SEC document |
| October 14, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 1,000 | $9.12 | $9,122.00 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 8 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,185 Read SEC document |
| October 13, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 1,000 | $9.15 | $9,154.00 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 7 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,185 Read SEC document |
| October 09, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 1,000 | $9.27 | $9,270.00 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 6 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,185 Read SEC document |
| October 08, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 1,000 | $9.26 | $9,260.80 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 5 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,185 Read SEC document |
| September 05, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 800 | $9.50 | $7,600.00 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 4 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,185 Read SEC document |
| September 04, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 200 | $9.50 | $1,900.00 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 3 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,985 Read SEC document |
| August 13, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 2,000 | $9.20 | $18,400.00 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 2 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,185 Read SEC document |
| August 06, 2025 Filed Dec 2, 2025 20:38 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 2,000 | $9.12 | $18,239.60 |
DisclosureSEC source: 0001247238-25-000008 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,185 Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 19:39 UTC | Gabelli Healthcare & WellnessRx Trust GRX · Entity 8957 | SaleCommon Shares, Par Value $0.001 | 1,115 | $9.65 | $10,759.75 |
DisclosureSEC source: 0001271163-25-000002 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,185 Read SEC document |
| June 12, 2023 Filed Nov 7, 2023 19:22 UTC | BANCROFT FUND LTD BCV · Entity 6580 | SaleCommon Shares | 350 | $16.98 | $5,941.46 |
DisclosureSEC source: 0001271163-23-000027 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for son Disclosed balance after: 900 Read SEC document |
| March 28, 2023 Filed Nov 7, 2023 18:47 UTC | ELLSWORTH GROWTH & INCOME FUND LTD ECF · Entity 6444 | SaleCommon Shares | 691 | $7.95 | $5,494.28 |
DisclosureSEC source: 0001271163-23-000026 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust account for son Disclosed balance after: 2,309 Read SEC document |
| February 10, 2022 Filed Aug 19, 2022 18:58 UTC | GABELLI DIVIDEND & INCOME TRUST GDV · Entity 4315 | SaleCommon Shares, Par Value $0.001 | 2,000 | $25.36 | $50,721.00 |
DisclosureSEC source: 0001271163-22-000040 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,620 Read SEC document |
| November 21, 2019 Filed Nov 21, 2019 20:56 UTC | GABELLI DIVIDEND & INCOME TRUST GDV · Entity 4315 | OtherCommon Shares, Par Value $0.001 | 420 | $20.00 | $8,400.00 |
DisclosureSEC source: 0001271163-19-000068 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,620 F1 · kind: The reporting person acquired these common shares through the exercise of common share purchase rights. Read SEC document |
| October 26, 2018 Filed Oct 26, 2018 19:53 UTC | GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC GCV · Entity 6819 | OtherCommon Stock, Par Value $0.001 | 121 | $5.25 | $635.25 |
DisclosureSEC source: 0001271163-18-000061 · primary_doc.xml · nonDerivative · entry 1 VANEKRIS ANTHONIE C · CIK 0001247238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482 F1 · shares: The reporting person acquired these common shares through the exercise of common share purchase rights. 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.