Insider · SEC Form 4 filer

Gerald Hellerman

Companies

Where they file as an insider

Total Return Securities Fund (SWZ) Director Latest filing Jan 23, 2026
High Income Securities Fund (PCF) Director Latest filing Dec 26, 2024

Track record

Did their buys beat the typical stock?

Open-market buys7
Quarters checked 6 months later2
Beat the typical stock —
Quarters too new to check0

Too soon to tell. 2 quarters have finished so far. We show a record once 3 have.

High Income Securities Fund (PCF) Bought Dec 16–19, 2024 · $217K · 32,934 shares Beat typical Dec 31, 2024 $6.53 → Jun 30, 2025 $6.35 · −2.8% (typical stock −3.4%)
High Income Securities Fund (PCF) Bought Jun 4, 2024 · $681 · 100 shares Behind typical Jun 30, 2024 $6.99 → Dec 31, 2024 $6.53 · −6.6% (typical stock +3.9%)

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist