Form 4 · Filed May 20, 2026, 08:14 PM UTC
SWZ/Total Return Securities Fund
Dakos Andrew — President and CEO
AI Thesis
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Research signal, not investment advice. Form 4 AI surfaces SEC filings and applies an analytical layer — it does not predict prices or recommend trades. Past performance does not guarantee future results. See methodology and public track record for how scores are computed.
Transactions
3 rows| Date | Code | Direction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 20, 2026 | P | buy | 2,987 | $6 | $17,803 | 113,000 |
| May 19, 2026 | P | buy | 13 | $6 | $77 | 110,013 |
| May 18, 2026 | P | buy | 4,000 | $6 | $23,800 | 110,000 |
Source: SEC EDGAR raw filing ↗ · Accession 0001398344-26-009503