Goldstein Phillip: insider buys
Every open-market stock purchase reported by Goldstein Phillip to the SEC on Form 4.
Total bought$849.16K
Purchases14
Companies3
Last purchase filedOct 13, 2026
Return on these buys-7.0%
Goldstein Phillip has made 14 open-market purchases worth $849.16K in 3 companies since Dec 18, 2025, according to SEC Form 4 filings. The most recent was filed on Oct 13, 2026: 5,000 shares of SWZ at $5.73 (Secretary, Director), worth $28.64K. The largest was $134.40K of PCF on Aug 19, 2026. Taken together, these purchases are down 7% at the latest closing prices (split-adjusted, weighted by amount).
Companies Goldstein Phillip bought
| Ticker | Company | Role | Buys | Total | Since buy | Last filed |
|---|---|---|---|---|---|---|
| PCF | High Income Securities Fund | Director | 5 | $403.99K | -11% | Aug 21 |
| SWZ | Total Return Securities Fund | Secretary, Director | 8 | $364.52K | -2.6% | Oct 13 |
| CXH | Mfs Investment Grade Municipal Trust | 10% Owner | 1 | $80.65K | — | Jan 26 |
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| Filed | Stock | Insider | Value | Shares | Price | Since buy | Stake | Trade | |
|---|---|---|---|---|---|---|---|---|---|
| Oct 13 | SWZTotal Return Securities Fund | Goldstein PhillipSecretary, Director | $28.64K | 5,000 | $5.73 | +1.6% | +4% | Oct 8 | SEC |
| Aug 21 | PCFHigh Income Securities Fund | Goldstein PhillipDirector | $134.40K | 25,000 | $5.38 | -7.0% | +76% | Aug 19 | SEC |
| Jul 8 | SWZTotal Return Securities Fund | Goldstein PhillipSecretary, Director | $35.58K | 5,980 | $5.95 | -2.2% | +5% | Jul 6 | SEC |
| Apr 9 | PCFHigh Income Securities Fund | Goldstein PhillipDirector | $31.05K | 5,688 | $5.46 | -8.4% | +14% | Apr 7 | SEC |
| Mar 19 | SWZTotal Return Securities Fund | Goldstein PhillipSecretary, Director | $59.80K | 10,000 | $5.98 | -2.7% | +10% | Mar 18 | SEC |
| Mar 19 | PCFHigh Income Securities Fund | Goldstein PhillipDirector | $97.76K | 17,905 | $5.46 | -8.4% | +76% | Mar 18 | SEC |
| Mar 9 | SWZTotal Return Securities Fund | Goldstein PhillipSecretary, Director | $59.90K | 10,000 | $5.99 | -2.8% | +11% | Mar 5 | SEC |
| Mar 5 | SWZTotal Return Securities Fund | Goldstein PhillipSecretary, Director | $30.05K | 5,000 | $6.01 | -3.2% | +6% | Mar 3 | SEC |
| Feb 25 | SWZTotal Return Securities Fund | Goldstein PhillipDirector | $30.65K | 5,000 | $6.13 | -5.1% | +6% | Feb 23 | SEC |
| Feb 10 | SWZTotal Return Securities Fund | Goldstein PhillipDirector | $60.70K | 10,000 | $6.07 | -4.1% | +14% | Feb 6 | SEC |
| Feb 4 | PCFHigh Income Securities Fund | Goldstein PhillipDirector | $105.96K | 17,514 | $6.05 | -17% | +295% | Feb 2 | SEC |
| Feb 3 | SWZTotal Return Securities Fund | Goldstein PhillipDirector | $59.20K | 10,000 | $5.92 | -1.7% | +16% | Jan 30 | SEC |
| Jan 26 | CXHMfs Investment Grade Municipa… | Goldstein Phillip +210% Owner | $80.65K | 10,119 | $7.97 | — | +363% | Jan 22 | SEC |
| Dec 18 | PCFHigh Income Securities Fund | Goldstein PhillipDirector | $34.82K | 5,787 | $6.02 | -17% | — | Dec 16 | SEC |