Bexil Securities LLC → BEXIL INVESTMENT TRUST BXSY

Stake: 14.40% Shares: 1,857,455 CUSIP: 25538A204 Class: Shares of Beneficial Interest

Item 4 — Purpose of Transaction

This amendment relates to the acquisition of Shares by the Reporting Persons for investment purposes. Notwithstanding any of the foregoing, the Reporting Persons may at any time modify, change, abandon, or replace, some or all of the foregoing purposes and plans and discussions relating thereto or discontinue or re-continue such modifications, changes, abandonments, or replacements at any time.

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

4 13D/G filings on this issuer

3 other filings besides this one

Filer Track Record

3 filings by this filer

2 other filings in the data moat

Short Interest · settle 2026-07-15

DTC 1.00

16,320 shares short · -12.6% vs prior

Post-Filing Returns · since 2024-12-31 on BXSY

+1 day

-0.3%

+5 days

+0.1%

+30 days

+4.4%

+60 days

+2.6%

+90 days

+2.6%

+180 days

+12.3%

Anchor price 11.18 on closest trading day on/after 2024-12-31. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on BEXIL INVESTMENT TRUST

Filed	Form	Filer	Stake	Shares
2024-07-26	SC	Bexil Securities LLC	—	—	view →
2021-01-08	SC	Bexil Securities LLC	—	—	view →
2020-02-03	SC	Bulldog Investors, LLC	—	—	view →

Other Filings by Bexil Securities LLC

Filed	Form	Issuer	Stake	Shares
2024-07-26	SC	BEXIL INVESTMENT TRUST BXSY	—	—	view →
2021-01-08	SC	DIVIDEND & INCOME FUND BXSY	—	—	view →

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