BEXIL INVESTMENT TRUST·4

Jun 25, 4:49 PM ET

WINMILL & CO. INC 4

4 · BEXIL INVESTMENT TRUST · Filed Jun 25, 2026

Research Summary

AI-generated summary of this filing

Updated

BEXIL INVESTMENT TRUST (BXSY) Affiliate Winmill Buys 1,050 Shares

What Happened

  • Winmill & Co. Inc., identified as an affiliate of the registered investment adviser for BEXIL INVESTMENT TRUST (BXSY), reported a purchase of 1,050 shares on 2026-06-25. The shares were acquired at $16.97 each for a total reported value of $17,819. This was a purchase (transaction code P), which is generally viewed as a more informative (bullish) signal than routine sales.

Key Details

  • Transaction date: 2026-06-25
  • Transaction type/code: Open market or private purchase (P)
  • Shares acquired: 1,050 at $16.97 per share
  • Total reported value: $17,819
  • Shares owned after transaction: Not specified in the filing
  • Filing timeliness: Report lists the Period of Report and Filing Date as 2026-06-25 (filed same day)
  • Remark: Reporting person is an affiliate of the registered investment adviser of the issuer

Context

  • The filing reflects activity by an affiliate of the fund's investment adviser (institutional/affiliate trading), not necessarily an executive or director of the issuer. Purchases by advisers/affiliates can reflect portfolio management activity rather than individual insider conviction. No derivatives, option exercises, gifts, or tax-withholding events are reported in this filing.

Insider Transaction Report

Form 4
Period: 2026-06-25
Transactions
  • Purchase

    Shares of Beneficial Interest

    2026-06-25$16.97/sh+1,050$17,819230,755 total
Signature
Russell Kamerman, on behalf of Winmill & Co. Incorporated|2026-06-25

Documents

1 file
  • 4
    primary_doc.xmlPrimary

    PRIMARY DOCUMENT