Informed-money record

SWZ · Total Return Securities Fund

Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.

Bullish filings

Bearish filings

Named actors

Disclosed $ (bull / bear)

$1.4M / $347K

Recent disclosures

25 of 94 in the window · linked to source

Date	Who	What	Disclosed $	Receipt
2026-08-31	Director SELL MORITZ A	bought	$18K	SEC ↗
2026-08-24	Secretary Das Rajeev P	bought	$8K	SEC ↗
2026-08-21	Secretary Das Rajeev P	bought	$10K	SEC ↗
2026-08-10	Director SELL MORITZ A	bought	$6K	SEC ↗
2026-08-03	5%+ holder (13G) BANK OF AMERICA CORP /DE/	disclosed a passive stake (13G)	—	SEC ↗

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Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals