Key facts
- RGT - ROYCE GLOBAL TRUST, INC. has 7 insiders with reported activity on this page.
- Net insider value flow over the last year: -$2,539,291.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$2,539,291.
$20,304
Shares: 1,600
Insiders: 1
$2,559,595
Shares: 207,214
Insiders: 2
-$2,539,291
Shares: -205,614
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 1,600 | 150,000 | $20,304 | $1,878,629 | -$1,858,325 |
| 9-12 | 0 | 57,214 | $0 | $680,966 | -$680,966 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Charles M. Royce | Sr. Advisor Royce & Associates | $18,235,798 | -$2,473,604 | -12% | Mixed | 10 Nov 2025 |
| Christopher D. Clark | President, Director, CEO Investment Advisor | $704,396 | +$20,304 | +3% | Mixed | 26 Aug 2025 |
| Christopher C. Grisanti | Director | $35,400 | Filing P/S | 05 Oct 2022 | ||
| G. Peter Obrien | Director | $15,054 | Mixed | 23 Jul 2021 | ||
| Francis D. Gannon | Vice President | $0 | -$85,991 | -100% | Mixed | 30 Jun 2025 |
| Steven G. McBoyle | Portfolio Manager | Mixed | 14 Mar 2025 | |||
| Julia Ward Poston | Director | Mixed | 13 Jul 2023 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
13D/G
|
Company |
6.5%
from 13D/G
|
430,194
|
$5,748,252 | — | 31 Mar 2026 | |
| RAYMOND JAMES & ASSOCIATES |
13D/G
|
— |
2.7%
|
166,794
|
$2,184,603 | -$2,227,443 | 31 Dec 2025 | |
| Christopher D. Clark |
3/4/5
|
President, Director, CEO Investment Advisor |
0.9%
|
55,638
|
$704,396 | +$20,304 | 26 Aug 2025 | |
| Matisse Capital |
13F
|
Company |
4.7%
|
291,000
|
$3,888,342 | — | 31 Mar 2026 | |
| Shaker Financial Services, LLC |
13F
|
Company |
3.2%
|
196,031
|
$2,619,367 | — | 31 Mar 2026 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
2.9%
|
178,419
|
$2,384,035 | — | 31 Mar 2026 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
2.7%
|
168,005
|
$2,244,883 | — | 31 Mar 2026 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
106,381
|
$1,421,457 | — | 31 Mar 2026 | |
| LPL Financial LLC |
13F
|
Company |
1.4%
|
89,133
|
$1,190,995 | — | 31 Mar 2026 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
1.4%
|
86,727
|
$1,158,846 | — | 31 Mar 2026 | |
| Compound Planning, Inc. |
13F
|
Company |
0.81%
|
49,821
|
$665,707 | — | 31 Mar 2026 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.64%
|
39,435
|
$526,930 | — | 31 Mar 2026 | |
| ROTHSCHILD INVESTMENT LLC |
13F
|
Company |
0.6%
|
37,110
|
$495,868 | — | 31 Mar 2026 | |
| Tidal Investments LLC |
13F
|
Company |
0.47%
|
28,996
|
$387,445 | — | 31 Mar 2026 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.4%
|
24,871
|
$332,319 | — | 31 Mar 2026 | |
| Beckerman Institutional, LLC |
13F
|
Company |
0.37%
|
22,853
|
$305,362 | — | 31 Mar 2026 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.35%
|
21,827
|
$291,652 | — | 31 Mar 2026 | |
| 1776 Wealth LLC |
13F
|
Company |
0.33%
|
20,391
|
$272,465 | — | 31 Mar 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.25%
|
15,682
|
$209,543 | — | 31 Mar 2026 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.22%
|
13,520
|
$180,654 | — | 31 Mar 2026 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.2%
|
12,549
|
$167,674 | — | 31 Mar 2026 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.19%
|
11,761
|
$157,160 | — | 31 Mar 2026 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.12%
|
7,371
|
$98,491 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.1%
|
6,382
|
$85,276 | — | 31 Mar 2026 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.07%
|
4,402
|
$58,871 | — | 31 Mar 2026 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.06%
|
3,591
|
$47,983 | — | 31 Mar 2026 | |
| Atlantic Union Bankshares Corp |
13F
|
Company |
0.03%
|
2,100
|
$28,060 | — | 31 Mar 2026 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.03%
|
1,873
|
$25,028 | — | 31 Mar 2026 | |
| BFSG, LLC |
13F
|
Company |
0.01%
|
600
|
$8,018 | — | 31 Mar 2026 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.01%
|
558
|
$7,456 | — | 31 Mar 2026 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0%
|
280
|
$3,804 | — | 31 Mar 2026 | |
| Allworth Financial LP |
13F
|
Company |
0%
|
171
|
$2,285 | — | 31 Mar 2026 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
138
|
$1,839 | — | 31 Mar 2026 | |
| SALEM INVESTMENT COUNSELORS INC |
13F
|
Company |
0%
|
100
|
$1,337 | — | 31 Mar 2026 | |
| McIlrath & Eck, LLC |
13F
|
Company |
0%
|
79
|
$1,056 | — | 31 Mar 2026 | |
| City State Bank |
13F
|
Company |
0%
|
9
|
$120 | — | 31 Mar 2026 | |
| Charles M. Royce |
3/4/5
|
Sr. Advisor Royce & Associates |
—
mixed-class rows
|
1,572,920
mixed-class rows
|
$18,235,798 | -$2,473,604 | 10 Nov 2025 | |
| Christopher C. Grisanti |
3/4/5
|
Director |
—
class O/S missing
|
4,000
|
$35,400 | — | 05 Oct 2022 | |
| G. Peter Obrien |
3/4/5
|
Director |
—
class O/S missing
|
1,701
|
$15,054 | — | 23 Jul 2021 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles M. Royce | RGT | Common Stock | Sale | -5.12% | $371,974 | $12.54 | -29,663 | 549,346 | 12 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Common Stock | Sale | -10.1% | $817,130 | $12.52 | -65,266 | 579,009 | 11 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Common Stock | Sale | -5.3% | $450,577 | $12.49 | -36,075 | 644,275 | 10 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Conmon Stock | Sale | -0.37% | $31,511 | $12.44 | -2,533 | 680,350 | 07 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Conmon Stock | Sale | -1.16% | $101,110 | $12.59 | -8,031 | 682,883 | 06 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Common Stock | Sale | -1.21% | $106,328 | $12.61 | -8,432 | 690,914 | 05 Nov 2025 | Family Investment Entity |
| Christopher D. Clark | RGT | Common Stock | Purchase | 3.26% | $20,304 | $12.69 | 1,600 | 50,638 | 26 Aug 2025 | Direct |
| Francis D. Gannon | RGT | Common Stock | Sale | -100% | $85,991 | $11.92 | -7,214 | 0 | 30 Jun 2025 | Direct |
| Charles M. Royce | RGT | Common Stock | Sale | -5.17% | $453,306 | $11.89 | -38,125 | 699,345 | 27 Jun 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Common Stock | Sale | -1.58% | $141,669 | $11.93 | -11,875 | 737,470 | 26 Jun 2025 | Family Investment Entity |