Insiders who reported open-market trades in the last 12 months at the companies Gerald Hellerman files at. Multiple unrelated insiders buying the same stock within a short window, cluster buying, has historically been one of the strongest Form 4 signals.
Andrew Dakos - $990K in SWZ purchases and sales in the last 12 months
Phillip Goldstein - $374K in PCF purchases and sales in the last 12 months
Moritz A. Sell - $132K in SWZ purchases and sales in the last 12 months
Rajeev P. Das - $20K in PCF purchases and sales in the last 12 months
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Gerald Hellerman is a corporate insider, tracked as Director of Total Return Securities Fund (SWZ). InsiderAlpha holds 6 primary Form 4 filings for them, the earliest from 2024, updated as new SEC EDGAR filings are processed.
When did Gerald Hellerman last file a Form 4?
The most recent primary Form 4 on record is dated 27 January 2026, one of 6 filings going back to 2024.
Has Gerald Hellerman been buying or selling stock?
Recorded transactions: 6 open-market purchases ($217K) and 2 open-market sales ($2K) across all tracked filings.
Gerald Hellerman is Director of Total Return Securities Fund (SWZ). 6 SEC Form 4 filings on record going back to 2024, most recently on 27 January 2026. Most recent open-market trade: sold $379 of SWZ on 2 April 2025. Lifetime open-market purchases: $217K. Lifetime open-market sales: $2K.
Recent transactions
10
The latest 10 SEC Form 4 transactions reported by Gerald Hellerman.
InsiderAlpha's records for Gerald Hellerman go back to 2024: 6 primary Form 4 filings, an average of 2.0 per year. The typical open-market purchase is $36K (6 buys totaling $217K). The largest single buy on record is $79K of PCF in 2024. Sales side: 2 recorded sales totaling $2K, so the filing history runs buy-heavy by dollar value. No recorded transaction carries a Rule 10b5-1 plan flag. An absent flag does not establish whether a transaction was pre-arranged or discretionary.
