Herzfeld Credit Income Fund, Inc
HERZ- Exchange
- Nasdaq
- SEC CIK
- 0000880406
No open-market purchases or sales by Herzfeld Credit Income Fund, Inc insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $20.8M in total; no superinvestor holds it.
Holders of 5% or more of HERZ
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Herzfeld Credit Income Fund, Inc, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Herzfeld Thomas J | 13D/A | 43.27%866.7K shares | +1.10 ppfrom 42.17% | Nov 25, 202416 filings | Mar 5, 2026 | SEC |
| Herzfeld Erik Mervin | 13D/A | 37.57%752.4K shares | +1.10 ppfrom 36.47% | Mar 6, 202514 filings | Mar 17, 2026 | SEC |
| Blue Bell Private Wealth Management, LLC | 13G | 12.40%823.0K shares | New | Feb 15, 20241 filing | Feb 15, 2024 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
35 Schedule 13D and 13G filings on Herzfeld Credit Income Fund, Inc, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 17, 20264:30 PM ET | Herzfeld Erik Mervin | 13D/A | 37.57%752.4K shares | +1.10 ppfrom 36.47% | Mar 13, 2026 | SEC |
| Mar 5, 20265:18 PM ET | Herzfeld Thomas J | 13D/A | 43.27%866.7K shares | +1.10 ppfrom 42.17% | Mar 3, 2026 | SEC |
| Feb 25, 20267:08 PM ET | Herzfeld Erik Mervin | 13D/A | 36.47%730.5K shares | −1.42 ppfrom 37.89% | Feb 23, 2026 | SEC |
| Feb 25, 20266:20 PM ET | Herzfeld Thomas J | 13D/A | 42.17%844.8K shares | −1.58 ppfrom 43.75% | Feb 23, 2026 | SEC |
| Feb 10, 20265:04 PM ET | Herzfeld Erik Mervin | 13D/A | 37.89%7.38M shares | −0.06 ppfrom 37.95% | Jan 7, 2026 | SEC |
| Feb 10, 20265:00 PM ET | Herzfeld Thomas J | 13D/A | 43.75%8.52M shares | −0.44 ppfrom 44.19% | Dec 30, 2025 | SEC |
| Jan 8, 20265:00 PM ET | Herzfeld Erik Mervin | 13D/A | 37.95%7.39M shares | −1.00 ppfrom 38.95% | Jan 7, 2026 | SEC |
| Jan 2, 20264:47 PM ET | Herzfeld Thomas J | 13D/A | 44.19%8.61M shares | −1.18 ppfrom 45.37% | Dec 30, 2025 | SEC |
| Dec 29, 20259:51 AM ET | Herzfeld Erik Mervin | 13D/A | 38.95%6.26M shares | −1.35 ppfrom 40.30% | Dec 22, 2025 | SEC |
| Dec 22, 20254:15 PM ET | Herzfeld Thomas J | 13D/A | 45.37%7.29M shares | −1.03 ppfrom 46.40% | Dec 18, 2025 | SEC |
| Dec 16, 20254:00 PM ET | Herzfeld Erik Mervin | 13D/A | 40.30%6.47M shares | −1.01 ppfrom 41.31% | Dec 12, 2025 | SEC |
| Dec 11, 20255:07 PM ET | Herzfeld Thomas J | 13D/A | 46.40%7.45M shares | −1.20 ppfrom 47.60% | Dec 9, 2025 | SEC |
| May 14, 202510:28 AM ET | Matisse Capital | 13G/A | 0.00%0 shares | −5.60 ppfrom 5.60%Below 5% | Mar 5, 2025 | SEC |
| May 13, 20254:45 PM ET | Herzfeld Erik Mervin | 13D/A | 41.31%6.49M shares | +1.17 ppfrom 40.14% | May 9, 2025 | SEC |
| May 13, 20254:40 PM ET | Herzfeld Thomas J | 13D/A | 47.60%7.48M shares | +1.17 ppfrom 46.43% | May 9, 2025 | SEC |
| Apr 9, 20255:20 PM ET | Herzfeld Erik Mervin | 13D/A | 40.14%6.31M shares | +1.00 ppfrom 39.14% | Apr 7, 2025 | SEC |
| Apr 9, 20255:15 PM ET | Herzfeld Thomas J | 13D/A | 46.43%7.30M shares | +1.02 ppfrom 45.41% | Apr 7, 2025 | SEC |
| Apr 7, 20254:35 PM ET | Bulldog Investors, LLPand 2 others | 13G/A | 0.04%6.72K shares | −4.98 ppfrom 5.02%Below 5% | Mar 31, 2025 | SEC |
| Mar 27, 20255:00 PM ET | Herzfeld Thomas J | 13D/A | 45.41%7.14M shares | +2.34 ppfrom 43.07% | Mar 25, 2025 | SEC |
| Mar 26, 20255:00 PM ET | Herzfeld Erik Mervin | 13D/A | 39.14%6.15M shares | +2.67 ppfrom 36.47% | Mar 24, 2025 | SEC |
| Mar 18, 20255:00 PM ET | Herzfeld Thomas J | 13D/A | 43.07%6.87M shares | +1.00 ppfrom 42.07% | Mar 14, 2025 | SEC |
| Mar 14, 20255:00 PM ET | Herzfeld Erik Mervin | 13D/A | 36.47%5.73M shares | +2.76 ppfrom 33.71% | Mar 12, 2025 | SEC |
| Mar 14, 20255:00 PM ET | Herzfeld Thomas J | 13D/A | 42.07%6.71M shares | +2.18 ppfrom 39.89% | Mar 11, 2025 | SEC |
| Mar 13, 20255:00 PM ET | Herzfeld Erik Mervin | 13D/A | 33.71%5.30M shares | +1.09 ppfrom 32.62% | Mar 11, 2025 | SEC |
| Mar 13, 20255:00 PM ET | Herzfeld Thomas J | 13D/A | 39.89%6.27M shares | +1.10 ppfrom 38.79% | Mar 11, 2025 | SEC |
| Mar 11, 20255:00 PM ET | Herzfeld Thomas J | 13D/A | 38.79%6.10M shares | +2.94 ppfrom 35.85% | Mar 7, 2025 | SEC |
| Mar 11, 20255:00 PM ET | Herzfeld Erik Mervin | 13D/A | 32.62%5.13M shares | +3.54 ppfrom 29.08% | Mar 7, 2025 | SEC |
| Mar 10, 20255:00 PM ET | Herzfeld Erik Mervin | 13D/A | 29.08%4.57M shares | +2.20 ppfrom 26.88% | Mar 6, 2025 | SEC |
| Mar 10, 20255:00 PM ET | Herzfeld Thomas J | 13D/A | 35.85%5.64M shares | +1.73 ppfrom 34.12% | Mar 6, 2025 | SEC |
| Mar 6, 20255:00 PM ET | Herzfeld Thomas J | 13D/A | 34.12%5.36M shares | +9.25 ppfrom 24.87% | Mar 4, 2025 | SEC |
| Mar 6, 20255:00 PM ET | Herzfeld Erik Mervin | 13D/A | 26.88%4.23M shares | – | Mar 4, 2025 | SEC |
| Feb 7, 20254:05 PM ET | Bulldog Investors, LLPand 2 others | 13G | 5.02%789.8K shares | New | Dec 31, 2024 | SEC |
| Nov 25, 20245:24 PM ET | Herzfeld Thomas J | 13D/A | 24.87%3.91M shares | – | Nov 21, 2024 | SEC |
| Feb 15, 202411:09 AM ET | Blue Bell Private Wealth Management, LLC | 13G | 12.40%823.0K shares | New | Dec 31, 2023 | SEC |
| Feb 14, 20242:21 PM ET | Matisse Capital | 13G | 5.60%899.5K shares | New | Dec 29, 2023 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Herzfeld Credit Income Fund, Inc shares.
No Form 144 notices for Herzfeld Credit Income Fund, Inc are on file.