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 | 44.87%898.8K shares | +1.60 ppfrom 43.27% | Mar 19, 202125 filings | Apr 20, 2026 | SEC |
| Herzfeld Erik Mervin | 13D/A | 38.59%773.0K shares | +1.02 ppfrom 37.57% | Mar 19, 202123 filings | Apr 20, 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
55 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 |
|---|---|---|---|---|---|---|
| Nov 30, 2021 | Herzfeld Erik Mervin | 13D/AOld format | – | – | – | SEC |
| Jul 12, 2021 | Herzfeld Thomas J | 13D/AOld format | – | – | – | SEC |
| Jul 12, 2021 | Herzfeld Erik Mervin | 13D/AOld format | – | – | – | SEC |
| Mar 19, 2021 | Herzfeld Thomas J | 13D/AOld format | – | – | – | SEC |
| Mar 19, 2021 | Herzfeld Erik Mervin | 13D/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Goldstein Phillip | 13G/AOld format | – | – | – | 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.