Key facts
- This page summarizes Moritz A. Sell's Form 4 filing for Total Return Securities Fund (SWZ).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 24 Jul 2026, 16:00.
Moritz A. Sell - 22 Jul 2026 Form 4 Insider Report for Total Return Securities Fund (SWZ)
- Reporting relationship
- Director
- Issuer ticker
- SWZ
- Reported as of
- 22 Jul 2026
- Net transaction value
- +$14,770
- SEC form
- 4
- Accepted by SEC
- 24 Jul 2026, 16:00:02 UTC
- Prior SEC filing
- 22 Jul 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Stephanie Darling, as Power of Attorney
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Moritz A. Sell filed Form 4 for Total Return Securities Fund (SWZ) on 24 Jul 2026.
Change
- Previous filing in this sequence was filed on 22 Jul 2026.
- Current net transaction value: +$14,770.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001053116
Primary reporting owner
SELL MORITZ A
- Relationship
- Director
- Address
- C/O ULTIMUS FUND SOLUTIONS, 225 PICTORIA DR., SUITE 450, CINCINNATI
- Signature
- /s/ Stephanie Darling, as Power of Attorney
- Signature date
- 24 Jul 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SWZ
transaction
Common Stock
Purchase
- Transaction value
- $3,050
- Shares
- +517
- Change %
- +2.4%
- Price
- $5.90
- Shares after
- 22,246
- Date
- 22 Jul 2026
- Ownership
- Direct
- Footnotes
- F1
SWZ
transaction
Common Stock
Purchase
- Transaction value
- $11,720
- Shares
- +2,000
- Change %
- +9%
- Price
- $5.86
- Shares after
- 24,246
- Date
- 23 Jul 2026
- Ownership
- Direct
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 1 footnote
Footnote F1
Amount includes shares acquired through the Issuer's dividend reinvestment plan.