United States Collective Investments

Special Opportunities Fund Inc (SPE)

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Track

Ticker: SPE Exchange: NYS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Focus Partners Wealth 10% Stockholder Large shareholder
Transaction date
Proposed sale
Price
183.84
Quantity 93,129
Value US$3,082,429
3.6
Dakos Andrew President and CEO Executive Director
Transaction date
Sale
Price
285.71
Quantity 32,370 +24.2%
Value US$3,464,179
3.6
Dakos Andrew President and CEO Executive Director
Transaction date
Sale
Price
79.80
Quantity 6,652 +36.8%
Value US$4,433,815
3.6
Dakos Andrew President and CEO Executive Director
Transaction date
Sale
Price
14.02
Quantity 1,077 -17.2%
Value US$15,100
3.6
Dakos Andrew Director Non-Executive Director
Transaction date
Proposed sale
Price
24.95
Quantity 200
Value US$4,990
3.6
Dakos Andrew Director Non-Executive Director
Transaction date
Proposed sale
Price
14.03
Quantity 6,261
Value US$87,842
Focus Partners Wealth 10% Stockholder Large shareholder
Transaction date
Proposed sale
Price
24.84
Quantity 769
Value US$19,101
Focus Partners Wealth 10% Stockholder Large shareholder
Transaction date
Proposed sale
Price
24.84
Quantity 1,686
Value US$41,880
3.6
Dakos Andrew President Executive Director
Transaction date
Sale
Price
14.66
Quantity 4,098 -40.3%
Value US$60,065
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
13.80
Quantity 3,000 +9.4%
Value US$41,400
3.6
Dakos Andrew President Executive Director
Transaction date
Sale
Price
13.74
Quantity 377 -7.2%
Value US$5,180
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.78
Quantity 1,319 +4.3%
Value US$15,538
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.75
Quantity 44 +0.1%
Value US$517
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
10.85
Quantity 5,000 +18.9%
Value US$54,250
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
10.85
Quantity 2,400 +10.0%
Value US$26,040
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.85
Quantity 2,000 +10.1%
Value US$23,700
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.63
Quantity 2,000 +11.2%
Value US$23,260
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.66
Quantity 1,000 +2.3%
Value US$14,660
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.65
Quantity 100 +0.2%
Value US$1,465
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.73
Quantity 1,000 +2.4%
Value US$14,730
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.77
Quantity 2,000 +5.1%
Value US$29,540
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.94
Quantity 1,500 +3.9%
Value US$22,410
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
14.76
Quantity 2,000 +10.3%
Value US$29,510
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.50
Quantity 532 +1.2%
Value US$7,714
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.59
Quantity 68 +0.2%
Value US$992
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.63
Quantity 785 +1.9%
Value US$11,485
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.72
Quantity 285 +0.7%
Value US$4,195
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Sale
Price
15.55
Quantity 2,542 -11.6%
Value US$39,529
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
11.48
Quantity 2,000 +5.9%
Value US$22,960
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.80
Quantity 5,000 +4.2%
Value US$59,000
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.85
Quantity 5,000 +4.4%
Value US$59,250
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.74
Quantity 1,431 +58.9%
Value US$16,800
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.74
Quantity 11,405 +11.1%
Value US$133,895
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.75
Quantity 140 +0.4%
Value US$1,225
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.73
Quantity 220 +0.7%
Value US$1,921
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.71
Quantity 630 +1.9%
Value US$5,487
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.70
Quantity 10 +0.0%
Value US$87
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
12.49
Quantity 238 +0.7%
Value US$2,973
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
12.55
Quantity 762 +2.4%
Value US$9,563
3.6
Dakos Andrew President Executive Director
Transaction date
Purchase
Price
13.25
Quantity 1,000 +20.3%
Value US$13,250
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
13.98
Quantity 2,700 +10.1%
Value US$37,746
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
13.31
Quantity 1,500 +5.9%
Value US$19,965
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
13.36
Quantity 4,000 +3.9%
Value US$53,440
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
12.63
Quantity 100 +0.1%
Value US$1,263
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-06-11 2026-06-11 PrS Proposed sale
Focus Partners Wealth

10% Stockholder

Large shareholder
93,129
183.84
US$3,082,429 		93,129 183.84 US$3,082,429
2026-06-04 2026-06-03 S Sale
3.6
Dakos Andrew

President and CEO

Executive Director
32,370 +24.2%
285.71
US$3,464,179 		32,370 +24.2% 285.71 US$3,464,179
2026-06-04 2026-06-03 S Sale
3.6
Dakos Andrew

President and CEO

Executive Director
6,652 +36.8%
79.80
US$4,433,815 		6,652 +36.8% 79.80 US$4,433,815
2026-06-04 2026-06-02 S Sale
3.6
Dakos Andrew

President and CEO

Executive Director
1,077 -17.2%
14.02
US$15,100 		1,077 -17.2% 14.02 US$15,100
2026-06-02 2026-06-02 PrS Proposed sale
3.6
Dakos Andrew

Director

Non-Executive Director
200
24.95
US$4,990 		200 24.95 US$4,990
2026-06-02 2026-06-02 PrS Proposed sale
3.6
Dakos Andrew

Director

Non-Executive Director
6,261
14.03
US$87,842 		6,261 14.03 US$87,842
2026-03-25 2026-03-25 PrS Proposed sale
Focus Partners Wealth

10% Stockholder

Large shareholder
769
24.84
US$19,101 		769 24.84 US$19,101
2026-03-25 2026-03-25 PrS Proposed sale
Focus Partners Wealth

10% Stockholder

Large shareholder
1,686
24.84
US$41,880 		1,686 24.84 US$41,880
2026-03-06 2026-03-06 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
15,427
25.09
US$387,063 		15,427 25.09 US$387,063
2026-02-26 2026-02-26 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
5,652
0.00
US$1 		5,652 0.00 US$1
2026-02-19 2026-02-19 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
155
25.02
US$3,878 		155 25.02 US$3,878
2025-12-31 2025-12-30 S Sale
3.6
Dakos Andrew

President

Executive Director
4,098 -40.3%
14.66
US$60,065 		4,098 -40.3% 14.66 US$60,065
2026-01-22 2025-11-28 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
63,660
24.90
US$1,585,134 		63,660 24.90 US$1,585,134
2025-11-28 2025-11-28 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
63,660
24.90
US$1,585,134 		63,660 24.90 US$1,585,134
2025-11-21 2025-11-21 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
912
24.80
US$22,618 		912 24.80 US$22,618
2025-10-07 2025-10-07 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
790
25.00
US$19,750 		790 25.00 US$19,750
2025-09-12 2025-09-12 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
53,541
25.15
US$1,346,556 		53,541 25.15 US$1,346,556
2025-09-10 2025-09-10 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,602
25.05
US$40,128 		1,602 25.05 US$40,128
2025-08-19 2025-08-19 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
410
24.60
US$10,086 		410 24.60 US$10,086
2025-07-15 2025-07-15 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
134
24.38
US$3,267 		134 24.38 US$3,267
2025-06-18 2025-06-18 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
11,491
25.50
US$293,020 		11,491 25.50 US$293,020
2025-06-04 2025-06-04 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,886
24.26
US$45,754 		1,886 24.26 US$45,754
2025-05-28 2025-05-28 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,862
24.58
US$45,768 		1,862 24.58 US$45,768
2025-05-19 2025-05-19 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,222
24.35
US$29,756 		1,222 24.35 US$29,756
2025-04-08 2025-04-08 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,091
24.82
US$27,073 		1,091 24.82 US$27,073
2025-04-08 2025-04-04 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
3,000 +9.4%
13.80
US$41,400 		3,000 +9.4% 13.80 US$41,400
2025-02-14 2025-02-14 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,068
24.15
US$25,792 		1,068 24.15 US$25,792
2025-02-04 2025-02-04 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
652
24.24
US$15,804 		652 24.24 US$15,804
2025-01-10 2025-01-10 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
5,986
24.02
US$143,784 		5,986 24.02 US$143,784
2024-12-02 2024-12-02 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
4,673
23.75
US$110,984 		4,673 23.75 US$110,984
2024-11-12 2024-11-12 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
24
24.00
US$576 		24 24.00 US$576
2024-10-09 2024-10-09 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
161
23.40
US$3,767 		161 23.40 US$3,767
2024-09-25 2024-09-25 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
3,749
23.23
US$87,089 		3,749 23.23 US$87,089
2024-09-23 2024-09-20 S Sale
3.6
Dakos Andrew

President

Executive Director
377 -7.2%
13.74
US$5,180 		377 -7.2% 13.74 US$5,180
2024-09-04 2024-09-04 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
9,284
23.16
US$215,017 		9,284 23.16 US$215,017
2024-08-06 2024-08-06 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
287
23.10
US$6,630 		287 23.10 US$6,630
2024-07-03 2024-07-03 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
750
23.27
US$17,452 		750 23.27 US$17,452
2024-06-25 2024-06-25 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
12,158
13.02
US$158,318 		12,158 13.02 US$158,318
2024-06-14 2024-06-14 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
269
23.05
US$6,200 		269 23.05 US$6,200
2024-06-11 2024-06-11 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
198
23.00
US$4,554 		198 23.00 US$4,554
2024-05-29 2024-05-29 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
3,674
23.00
US$84,502 		3,674 23.00 US$84,502
2025-02-03 2024-02-03 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
986
0.58
US$576 		986 0.58 US$576
2024-01-02 2023-12-28 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
1,319 +4.3%
11.78
US$15,538 		1,319 +4.3% 11.78 US$15,538
2024-01-02 2023-12-28 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
44 +0.1%
11.75
US$517 		44 +0.1% 11.75 US$517
2023-04-07 2023-04-06 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
5,000 +18.9%
10.85
US$54,250 		5,000 +18.9% 10.85 US$54,250
2023-04-07 2023-04-05 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,400 +10.0%
10.85
US$26,040 		2,400 +10.0% 10.85 US$26,040
2023-02-07 2023-02-03 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,000 +10.1%
11.85
US$23,700 		2,000 +10.1% 11.85 US$23,700
2023-02-01 2023-01-30 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,000 +11.2%
11.63
US$23,260 		2,000 +11.2% 11.63 US$23,260
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
1,000 +2.3%
14.66
US$14,660 		1,000 +2.3% 14.66 US$14,660
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
100 +0.2%
14.65
US$1,465 		100 +0.2% 14.65 US$1,465
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
1,000 +2.4%
14.73
US$14,730 		1,000 +2.4% 14.73 US$14,730
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
2,000 +5.1%
14.77
US$29,540 		2,000 +5.1% 14.77 US$29,540
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
1,500 +3.9%
14.94
US$22,410 		1,500 +3.9% 14.94 US$22,410
2022-02-09 2022-02-07 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,000 +10.3%
14.76
US$29,510 		2,000 +10.3% 14.76 US$29,510
2022-01-28 2022-01-28 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
532 +1.2%
14.50
US$7,714 		532 +1.2% 14.50 US$7,714
2022-01-28 2022-01-28 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
68 +0.2%
14.59
US$992 		68 +0.2% 14.59 US$992
2022-01-28 2022-01-26 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
785 +1.9%
14.63
US$11,485 		785 +1.9% 14.63 US$11,485
2022-01-28 2022-01-26 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
285 +0.7%
14.72
US$4,195 		285 +0.7% 14.72 US$4,195
2021-12-20 2021-12-16 S Sale
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,542 -11.6%
15.55
US$39,529 		2,542 -11.6% 15.55 US$39,529
2020-10-28 2020-10-28 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
2,000 +5.9%
11.48
US$22,960 		2,000 +5.9% 11.48 US$22,960
2020-07-23 2020-07-22 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
5,000 +4.2%
11.80
US$59,000 		5,000 +4.2% 11.80 US$59,000
2020-07-23 2020-07-21 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
5,000 +4.4%
11.85
US$59,250 		5,000 +4.4% 11.85 US$59,250
2020-07-16 2020-07-15 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
1,431 +58.9%
11.74
US$16,800 		1,431 +58.9% 11.74 US$16,800
2020-07-16 2020-07-15 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
11,405 +11.1%
11.74
US$133,895 		11,405 +11.1% 11.74 US$133,895
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
140 +0.4%
8.75
US$1,225 		140 +0.4% 8.75 US$1,225
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
220 +0.7%
8.73
US$1,921 		220 +0.7% 8.73 US$1,921
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
630 +1.9%
8.71
US$5,487 		630 +1.9% 8.71 US$5,487
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
10 +0.0%
8.70
US$87 		10 +0.0% 8.70 US$87
2020-03-10 2020-03-09 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
238 +0.7%
12.49
US$2,973 		238 +0.7% 12.49 US$2,973
2020-03-10 2020-03-09 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
762 +2.4%
12.55
US$9,563 		762 +2.4% 12.55 US$9,563
2020-03-03 2020-02-28 B Purchase
3.6
Dakos Andrew

President

Executive Director
1,000 +20.3%
13.25
US$13,250 		1,000 +20.3% 13.25 US$13,250
2019-07-29 2019-07-25 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
2,700 +10.1%
13.98
US$37,746 		2,700 +10.1% 13.98 US$37,746
2019-05-24 2019-05-23 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
1,500 +5.9%
13.31
US$19,965 		1,500 +5.9% 13.31 US$19,965
2019-03-20 2019-03-19 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
4,000 +3.9%
13.36
US$53,440 		4,000 +3.9% 13.36 US$53,440
2019-01-29 2019-01-28 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
100 +0.1%
12.63
US$1,263 		100 +0.1% 12.63 US$1,263
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