| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ELLSWORTH GROWTH & INCOME FUND LTD | President, Director | Common Shares | 12,292 | $142,587 | $11.60 | 17 Dec 2025 | Direct |
| BANCROFT FUND LTD | President, Director | Common Shares | 990 | $21,285 | $21.50 | 17 Dec 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ECF | ELLSWORTH GROWTH & INCOME FUND LTD | 17 Dec 2025 | 1 | +$2,320 | 4 | President, Director | 07 Jan 2026, 14:14 |
| BCV | BANCROFT FUND LTD | 17 Dec 2025 | 1 | +$4,730 | 4 | President, Director | 07 Jan 2026, 14:11 |
| ECF | ELLSWORTH GROWTH & INCOME FUND LTD | 23 Jan 2024 | 1 | +$4,784 | 4 | President | 25 Jan 2024, 12:43 |
| BCV | BANCROFT FUND LTD | 23 Jan 2024 | 1 | +$4,622 | 4 | President | 25 Jan 2024, 11:37 |
| BCV | BANCROFT FUND LTD | 02 Mar 2023 | 1 | +$6,300 | 4 | President | 03 Mar 2023, 13:45 |
| ECF | ELLSWORTH GROWTH & INCOME FUND LTD | 01 Jul 2022 | 1 | +$30,000 | 4 | President | 06 Jul 2022, 11:30 |