Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.
| Filed | Form | Issuer | Stake | Shares | Intent | |
|---|---|---|---|---|---|---|
| 2026-07-31 | SCHEDULE 13D/A | Bexil Investment TrustBXSY | 15.30% | 879,274.6 | view → | |
| 2025-01-08 | SCHEDULE | BEXIL INVESTMENT TRUSTBXSY | 14.40% | 1,857,455 | view → | |
| 2024-07-26 | SC | BEXIL INVESTMENT TRUSTBXSY | — | — | view → | |
| 2021-01-08 | SC | DIVIDEND & INCOME FUNDBXSY | — | — | view → |
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