Insider · SEC Form 4 filer
Ramona Rogers-Windsor
Past buys: 8 of 13 beat
Companies
Where they file as an insider
Capital Southwest (CSWC) Director Latest filing Aug 10, 2026
Cohen & Steers Quality Income Realty Fund (RQI) Director Latest filing Jul 15, 2026
Cohen & Steers Infrastructure Fund (UTF) Director Latest filing Oct 16, 2025
Cohen & Steers Closed-End Opportunity Fund (FOF) Director Latest filing May 6, 2024
Cohen & Steers Select Preferred & Income Fund (PSF) Director Latest filing May 6, 2024
Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) Director Latest filing May 6, 2024
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) Director Latest filing Oct 11, 2023
Track record
Did their buys beat the typical stock?
Open-market buys18
Quarters checked 6 months later13
Beat the typical stock 8 of 13
Quarters too new to check1
8 of 13 checked quarters beat the typical stock. A past record is data, not a forecast.
Capital Southwest (CSWC) Bought Jun 1–30, 2026 · $9.99K · 424 shares Too new Too new. Its 6-month check uses prices as of Dec 31, 2026.
Capital Southwest (CSWC) Bought Oct 1, 2025 · $9.98K · 463 shares Beat typical Dec 31, 2025 $22.15 → Jun 30, 2026 $23.77 · +7.3% (typical stock +4.7%)
Capital Southwest (CSWC) Bought Jun 23, 2025 · $9.98K · 471 shares Behind typical Jun 30, 2025 $22.04 → Dec 31, 2025 $22.15 · +0.5% (typical stock +2.1%)
Capital Southwest (CSWC) Bought Mar 26, 2025 · $10.1K · 450 shares Behind typical Mar 31, 2025 $22.32 → Sep 30, 2025 $21.86 · −2.1% (typical stock +7.3%)
Capital Southwest (CSWC) Bought Nov 7–Dec 12, 2024 · $17.2K · 750 shares Beat typical Dec 31, 2024 $21.82 → Jun 30, 2025 $22.04 · +1.0% (typical stock −3.4%)
Capital Southwest (CSWC) Bought Sep 16, 2024 · $6.26K · 250 shares Behind typical Sep 30, 2024 $25.29 → Mar 31, 2025 $22.32 · −11.7% (typical stock −7.5%)
Capital Southwest (CSWC) Bought May 23–Jun 28, 2024 · $18.1K · 700 shares Behind typical Jun 30, 2024 $26.09 → Dec 31, 2024 $21.82 · −16.4% (typical stock +3.9%)
Cohen & Steers Quality Income Realty Fund (RQI) Bought May 6, 2024 · $2.99K · 267 shares Beat typical Jun 30, 2024 $11.68 → Dec 31, 2024 $12.24 · +4.8% (typical stock +3.9%)
Cohen & Steers Closed-End Opportunity Fund (FOF) Bought May 6, 2024 · $4.99K · 426 shares Beat typical Jun 30, 2024 $11.95 → Dec 31, 2024 $12.70 · +6.3% (typical stock +3.9%)
Cohen & Steers Select Preferred & Income Fund (PSF) Bought May 6, 2024 · $2.99K · 154 shares Behind typical Jun 30, 2024 $19.78 → Dec 31, 2024 $19.77 · −0.1% (typical stock +3.9%)
Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) Bought May 6, 2024 · $2.99K · 220 shares Beat typical Jun 30, 2024 $14.23 → Dec 31, 2024 $14.78 · +3.9% (typical stock +3.9%)
Capital Southwest (CSWC) Bought Nov 2–Dec 21, 2023 · $22.5K · 1,000 shares Beat typical Dec 31, 2023 $23.70 → Jun 30, 2024 $26.09 · +10.1% (typical stock −1.2%)
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) Bought Oct 11, 2023 · $1.99K · 115 shares Beat typical Dec 31, 2023 $18.01 → Jun 30, 2024 $19.85 · +10.2% (typical stock −1.2%)
Cohen & Steers Infrastructure Fund (UTF) Bought Oct 11, 2023 · $4.98K · 253 shares Beat typical Dec 31, 2023 $21.24 → Jun 30, 2024 $22.48 · +5.8% (typical stock −1.2%)
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.
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