Jerry Hellerman

Track

Insider profile

Currently holds positions in Special Opportunities Fund Inc, Mexico Equity and Income Fund Inc, Crossroads Liquidating Trust, MVC Capital Inc and High Income Securities Fund

Performance

Overall performance
3.3
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -0% 8.2% 15.1%
Success rate 51% 68% 82%
Transactions
54 96% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 98%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Chief Compliance Officer, Director Special Opportunities Fund Inc Dec. 1, 2013 -
Chief Compliance Officer, Director Mexico Equity and Income Fund Inc Jan. 1, 2014 -
Director Crossroads Liquidating Trust Aug. 12, 2015 -
Independent Director MVC Capital Inc None -
Independent Trustee High Income Securities Fund Jan. 1, 2018 -
Independent Director Emergent Capital Inc Aug. 2, 2012 - July 28, 2017
Chief Financial Officer, Chief Compliance Officer, Director Mexico Equity and Income Fund Inc Jan. 1, 2004 - Jan. 1, 2014
Chief Financial Officer, Chief Compliance Officer, Director Special Opportunities Fund Inc Jan. 1, 2010 - Dec. 1, 2013
Jerry Hellerman's trades of Total Return Securities Fund's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-04-03 2025-04-02
S Sale
54,692 -38.9%
126.95
US$3,799,958 		54,692 -38.9% 126.95 US$3,799,958
2024-12-30 2024-12-26
S Sale
80,617 +37.1%
242.83
US$1,343,484 		80,617 +37.1% 242.83 US$1,343,484
2024-12-23 2024-12-19
B Purchase
56,401 -49.4%
309.65
US$2,164,426 		56,401 -49.4% 309.65 US$2,164,426
2024-12-18 2024-12-17
B Purchase
2,525 +7.7%
6.50
US$16,412 		2,525 +7.7% 6.50 US$16,412
2024-12-18 2024-12-17
B Purchase
12,000 +57.9%
6.60
US$79,200 		12,000 +57.9% 6.60 US$79,200
2024-12-18 2024-12-17
B Purchase
6,409 +44.7%
6.50
US$41,658 		6,409 +44.7% 6.50 US$41,658
2024-12-18 2024-12-16
B Purchase
5,000 +53.6%
6.63
US$33,150 		5,000 +53.6% 6.63 US$33,150
2024-12-18 2024-12-16
B Purchase
5,000 +115.6%
6.69
US$33,450 		5,000 +115.6% 6.69 US$33,450
2024-06-06 2024-06-04
B Purchase
100 +0.3%
6.81
US$681 		100 +0.3% 6.81 US$681
2022-04-07 2022-04-06
B Purchase
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
100 +0.2%
14.65
US$1,465 		100 +0.2% 14.65 US$1,465
2022-04-07 2022-04-06
B Purchase
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
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
1,500 +3.9%
14.94
US$22,410 		1,500 +3.9% 14.94 US$22,410
2022-03-03 2022-03-02
B Purchase
498 +10.3%
8.84
US$4,402 		498 +10.3% 8.84 US$4,402
2022-03-03 2022-03-02
B Purchase
235 +5.1%
8.85
US$2,080 		235 +5.1% 8.85 US$2,080
2022-03-03 2022-03-02
B Purchase
267 +6.2%
8.87
US$2,368 		267 +6.2% 8.87 US$2,368
2022-01-28 2022-01-28
B Purchase
532 +1.2%
14.50
US$7,714 		532 +1.2% 14.50 US$7,714
2022-01-28 2022-01-28
B Purchase
68 +0.2%
14.59
US$992 		68 +0.2% 14.59 US$992
2022-01-28 2022-01-26
B Purchase
785 +1.9%
14.63
US$11,485 		785 +1.9% 14.63 US$11,485
2022-01-28 2022-01-26
B Purchase
285 +0.7%
14.72
US$4,195 		285 +0.7% 14.72 US$4,195
2022-01-24 2022-01-21
B Purchase
700 +2.2%
8.28
US$5,796 		700 +2.2% 8.28 US$5,796
2020-11-02 2020-10-30
B Purchase
1,900 +32.3%
7.25
US$13,775 		1,900 +32.3% 7.25 US$13,775
2020-11-02 2020-10-30
B Purchase
100 +1.7%
7.24
US$724 		100 +1.7% 7.24 US$724
2020-10-28 2020-10-28
B Purchase
2,000 +5.9%
11.48
US$22,960 		2,000 +5.9% 11.48 US$22,960
2020-09-15 2020-09-11
B Purchase
50 +0.9%
8.26
US$413 		50 +0.9% 8.26 US$413
2020-04-07 2020-04-03
B Purchase
140 +0.4%
8.75
US$1,225 		140 +0.4% 8.75 US$1,225
2020-04-07 2020-04-03
B Purchase
220 +0.7%
8.73
US$1,921 		220 +0.7% 8.73 US$1,921
2020-04-07 2020-04-03
B Purchase
630 +1.9%
8.71
US$5,487 		630 +1.9% 8.71 US$5,487
2020-04-07 2020-04-03
B Purchase
10 +0.0%
8.70
US$87 		10 +0.0% 8.70 US$87
2020-04-06 2020-04-03
B Purchase
1,000 +22.6%
5.91
US$5,910 		1,000 +22.6% 5.91 US$5,910
2020-04-03 2020-04-03
B Purchase
1,000 +32.6%
6.90
US$6,900 		1,000 +32.6% 6.90 US$6,900
2020-03-10 2020-03-09
B Purchase
238 +0.7%
12.49
US$2,973 		238 +0.7% 12.49 US$2,973
2020-03-10 2020-03-09
B Purchase
762 +2.4%
12.55
US$9,563 		762 +2.4% 12.55 US$9,563
2020-03-02 2020-02-27
B Purchase
1,000 +48.6%
8.00
US$8,000 		1,000 +48.6% 8.00 US$8,000
2019-10-24 2019-10-23
B Purchase
1,750 +70.0%
8.48
US$14,840 		1,750 +70.0% 8.48 US$14,840
2019-10-10 2019-10-08
B Purchase
1,000 +1.5%
8.88
US$8,880 		1,000 +1.5% 8.88 US$8,880
2019-10-09 2019-10-08
B Purchase
1,000 +66.7%
8.46
US$8,460 		1,000 +66.7% 8.46 US$8,460
2019-10-09 2019-10-08
B Purchase
1,000 +96.1%
7.93
US$7,930 		1,000 +96.1% 7.93 US$7,930
2019-10-04 2019-10-03
B Purchase
1,500 +inf%
8.52
US$12,780 		1,500 +inf% 8.52 US$12,780
2019-10-01 2019-09-30
B Purchase
29 +0.0%
8.95
US$260 		29 +0.0% 8.95 US$260
2019-10-01 2019-09-30
B Purchase
322 +0.5%
8.97
US$2,888 		322 +0.5% 8.97 US$2,888
2019-10-01 2019-09-30
B Purchase
1,649 +2.5%
8.97
US$14,792 		1,649 +2.5% 8.97 US$14,792
2019-07-29 2019-07-25
B Purchase
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
1,500 +5.9%
13.31
US$19,965 		1,500 +5.9% 13.31 US$19,965