SEC Insider Transactions from HELLERMAN GERALD.

Last updated: 2026-03-14 11:46 UTC | Total transactions: 12

Gerald Hellerman, a director at Total Return Securities Fund (SWZ), made one open market sale of SWZ shares in the last year, totaling $379 on April 2, 2025. This ranks his sales 11,573rd among 11,678 insiders, far below the average of 8.6 million per seller across 6.4 transactions. Hellerman had no open market purchases in the period.

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Transaction Date Company Ticker Insider Name Title Transaction Type Security Shares Price Shares Owned Following Total Shares Outstanding % of Owned % of Outstanding
Jan. 23, 2026 Total Return Securities Fund $SWZ HELLERMAN GERALD Director D Common Stock 1755 $6.81 3,527.0000 0 33.23% 0.00%
April 2, 2025 Total Return Securities Fund $SWZ HELLERMAN GERALD Director S Common Stock 41 $9.24 5,283.0000 0 0.77% 0.00%
Dec. 26, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director S Common Stock 259 $6.47 37,000.0000 0 0.70% 0.00%
Dec. 19, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director P Common Stock 2000 $6.34 37,259.0000 0 5.67% 0.00%
Dec. 17, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director P Common Stock 6409 $6.50 20,734.0000 0 44.74% 0.00%
Dec. 17, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director P Common Stock 12000 $6.60 32,734.0000 0 57.88% 0.00%
Dec. 17, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director P Common Stock 2525 $6.50 35,259.0000 0 7.71% 0.00%
Dec. 16, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director P Common Stock 5000 $6.63 14,325.0000 0 53.62% 0.00%
Dec. 16, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director P Common Stock 5000 $6.69 9,325.0000 0 115.61% 0.00%
Dec. 12, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director D Common Stock 38142 $7.07 4,325.0000 0 89.82% 0.00%
Aug. 15, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director M Common Stock 2441 $6.48 42,467.0000 0 6.10% 0.00%
June 4, 2024 HIGH INCOME SECURITIES FUND $PCF HELLERMAN GERALD Director P Common Stock 100 $6.81 40,026.0000 0 0.25% 0.00%