SPE (Special Opportunities Fund, Inc.)

Insider Trading Activity

Every open-market purchase and sale reported by SPE officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Form 4 Filings
50
most recent
Open-Market Buys
23
code P
Sales
7
code S
Reporting Insiders
9
current holders
SPE — Recent Form 4 Transactions (latest 2026-06-04)
FiledInsiderRole TypeSharesValue
2026-06-04 Andrew Dakos President and CEO Sell
2026-03-09 PHILLIP GOLDSTEIN Chairman and Secretary MIXED
2026-03-02 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2026-02-25 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2025-12-31 Andrew Dakos President Sell
2025-08-25 PHILLIP GOLDSTEIN Chairman and Secretary Sell
2025-04-08 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2024-10-16 PHILLIP GOLDSTEIN Chairman and Secretary Sell
2024-09-23 Andrew Dakos President Sell
2024-01-02 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2024-01-02 CHARLES C WALDEN Director Buy
2023-04-07 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2023-03-31 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2023-02-07 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2023-02-01 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2022-04-08 Rajeev P Das Vice President D
2022-04-07 PHILLIP GOLDSTEIN Chairman and Secretary D
2022-04-07 CHARLES C WALDEN Director D
2022-04-07 Andrew Dakos President D
2022-04-07 GERALD HELLERMAN Director MIXED
2022-02-09 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2022-01-28 CHARLES C WALDEN Director X
2022-01-28 PHILLIP GOLDSTEIN Chairman and Secretary X
2022-01-28 GERALD HELLERMAN Director Buy
2022-01-28 Marc Lunder Director X
2022-01-28 Andrew Dakos President X
2021-12-20 PHILLIP GOLDSTEIN Chairman and Secretary Sell
2021-09-21 GERALD HELLERMAN Director Buy
2021-07-20 GERALD HELLERMAN Director Buy
2021-07-15 CHARLES C WALDEN Director M
2021-07-14 Andrew Dakos President M
2021-06-29 Marc Lunder Director M
2021-06-24 PHILLIP GOLDSTEIN Chairman and Secretary M
2021-06-08 PHILLIP GOLDSTEIN Chairman and Secretary Sell
2021-05-12 BEN H HARRIS Director M
2021-05-11 BEN H HARRIS Director M
2020-12-17 GERALD HELLERMAN Director D
2020-10-28 GERALD HELLERMAN Director Buy
2020-08-18 PHILLIP GOLDSTEIN Chairman and Secretary MIXED
2020-08-18 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2020-07-23 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2020-07-16 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2020-06-23 PHILLIP GOLDSTEIN Chairman and Secretary D
2020-06-10 Andrew Dakos President Buy
2020-06-10 PHILLIP GOLDSTEIN Chairman and Secretary D
2020-04-07 GERALD HELLERMAN Director Buy
2020-03-10 GERALD HELLERMAN CCO Buy
2020-03-03 Andrew Dakos President Buy
2020-02-25 PHILLIP GOLDSTEIN Chairman and Secretary Buy
2020-02-18 PHILLIP GOLDSTEIN Chairman and Secretary Buy
SPE — Current Insider Holders
InsiderRole Shares HeldValue
Director 54,299
Chairman and Secretary 35,869
Director 30,958
Director 14,733
President and CEO 5,184
Director 4,805
Vice President 2,704
Director 785
523
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the SPE quote page; the site-wide leaderboard is on the insider transactions hub.