Skip to main content

Dakos Andrew's Form 4 filing

Total Return Securities Fund (SWZ) · filed Mar 31, 2026

Accession no.
0001398344-26-005935
Filed
Mar 31, 2026
Trade date
Mar 27-30, 2026
Filing delay
4 days
Rule 10b5-1 plan
Not checked

This filing lists 2 non-derivative transactions. Open-market purchases total $66.3K. It was filed 4 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Dakos AndrewCIK 0001341021Director, Officer (President and CEO), Other: Affiliate of Adviser

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Mar 27, 2026Common StockPPurchaseAcquired+5,900$5.92F2+$34,92878,019Indirect
Mar 30, 2026Common StockPPurchaseAcquired+5,300$5.91F2+$31,32383,319Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F2

Represents the weighted average price.

Referenced by the price of 2 transactions in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)