Phillip Goldstein - Insider Trading & Ownership

Entity
Individual
Location
60 Heritage Drive, Pleasantville, New York
Summary
The estimated net worth of Phillip Goldstein is at least $751 K dollars as of July 1, 2024. Phillip Goldstein is the Chairman and Secretary, Director of SPECIAL OPPORTUNITIES FUND, INC. and owns shares of SPECIAL OPPORTUNITIES FUND, INC. (SPE) stock worth about $460 K. Phillip Goldstein is the Director of SWISS HELVETIA FUND, INC. and owns shares of SWISS HELVETIA FUND, INC. (SWZ) stock worth about $148 K. Phillip Goldstein is the Director of MEXICO EQUITY & INCOME FUND INC and owns shares of MEXICO EQUITY & INCOME FUND INC (MXE) stock worth about $75.7 K. Phillip Goldstein is the Director of HIGH INCOME SECURITIES FUND and owns shares of HIGH INCOME SECURITIES FUND (PCF) stock worth about $67.8 K.
All Insider Reports
All Insider Reports

Ownership of Phillip Goldstein

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
SPE, SPE-PC SPECIAL OPPORTUNITIES FUND, INC. Chairman and Secretary, Director $460 K -$113 K -19.7% Dec 28, 2023
SWZ SWISS HELVETIA FUND, INC. Director $148 K Jul 2, 2021
MXE MEXICO EQUITY & INCOME FUND INC Director $75.7 K Oct 15, 2021
PCF HIGH INCOME SECURITIES FUND Director $67.8 K -$1.61 M -96% Jun 28, 2024
DMF BNY MELLON MUNICIPAL INCOME, INC. Director Jun 12, 2024
NDP TORTOISE ENERGY INDEPENDENCE FUND, INC. 10%+ Owner Apr 30, 2021

Insider Transactions Reported by Phillip Goldstein:

Sym Company Class Transaction % Value $ Price $ Shares Shares After Date Ownership