Gerald Hellerman

Companies

• Total Return Securities FundBoard member Jul 9, 2018 to now¹
• HIGH INCOME SECURITIES FUNDBoard member Jun 29, 2018 to Dec 30, 2024²
• SPECIAL OPPORTUNITIES FUND, INC.Board member Aug 24, 2009 to Apr 7, 2022³
• SPECIAL OPPORTUNITIES FUND, INC.CCO Aug 30, 2016 to Mar 10, 2020⁴
• SPECIAL OPPORTUNITIES FUND, INC.Chief financial officer Jun 29, 2012 to Nov 2, 2016⁵

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• SOSPECIAL OPPORTUNITIES FUND, INC. SPE43,584 shares⁶$538.5K at $12.36Apr 6, 2022
• HIHIGH INCOME SECURITIES FUND PCF37,000 shares⁷$186.5K at $5.04Dec 26, 2024
• TRTotal Return Securities Fund SWZ3,527 shares⁸$20.4K at $5.79Jan 23, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• Jan 23, 2026Returned to company 1,755 shares at $6.81 of Total Return Securities Fund⁸
• Apr 2, 2025Sold 41 shares at $9.24 of Total Return Securities Fund⁹
• Dec 26, 2024Sold 259 shares at $6.47 of HIGH INCOME SECURITIES FUND⁷
• Dec 19, 2024Bought 2,000 shares at $6.34 of HIGH INCOME SECURITIES FUND¹⁰
• Dec 17, 2024Bought 2,525 shares at $6.50 of HIGH INCOME SECURITIES FUND¹¹
• Dec 17, 2024Bought 12,000 shares at $6.60 of HIGH INCOME SECURITIES FUND¹¹
• Dec 17, 2024Bought 6,409 shares at $6.50 of HIGH INCOME SECURITIES FUND¹¹
• Dec 16, 2024Bought 5,000 shares at $6.63 of HIGH INCOME SECURITIES FUND¹¹
• Dec 16, 2024Bought 5,000 shares at $6.69 of HIGH INCOME SECURITIES FUND¹¹
• Dec 12, 2024Returned to company 38,142 shares at $7.07 of HIGH INCOME SECURITIES FUND¹²
• Aug 15, 2024Exercised options 2,441 shares at $6.48 of HIGH INCOME SECURITIES FUND¹³
• Jun 4, 2024Bought 100 shares at $6.81 of HIGH INCOME SECURITIES FUND¹⁴
• Apr 6, 2022Bought 1,000 shares at $14.66 of SPECIAL OPPORTUNITIES FUND, INC.⁶
• Apr 6, 2022Bought 100 shares at $14.65 of SPECIAL OPPORTUNITIES FUND, INC.⁶
• Apr 6, 2022Bought 1,000 shares at $14.73 of SPECIAL OPPORTUNITIES FUND, INC.⁶
• Apr 6, 2022Bought 2,000 shares at $14.77 of SPECIAL OPPORTUNITIES FUND, INC.⁶
• Apr 6, 2022Bought 1,500 shares at $14.94 of SPECIAL OPPORTUNITIES FUND, INC.⁶
• Apr 5, 2022Returned to company 5,333 shares at $15.69 of SPECIAL OPPORTUNITIES FUND, INC.⁶
• Mar 2, 2022Bought 498 shares at $8.84 of Total Return Securities Fund¹⁵
• Mar 2, 2022Bought 235 shares at $8.85 of Total Return Securities Fund¹⁵
• Mar 2, 2022Bought 267 shares at $8.87 of Total Return Securities Fund¹⁵
• Jan 28, 2022Bought 532 shares at $14.50 of SPECIAL OPPORTUNITIES FUND, INC.¹⁶
• Jan 28, 2022Bought 68 shares at $14.59 of SPECIAL OPPORTUNITIES FUND, INC.¹⁶
• Jan 26, 2022Bought 785 shares at $14.63 of SPECIAL OPPORTUNITIES FUND, INC.¹⁶
• Jan 26, 2022Bought 285 shares at $14.72 of SPECIAL OPPORTUNITIES FUND, INC.¹⁶