Total Return Securities Fund Announces Annual Meeting

Total Return Securities Fund (NYSE: SWZ) announced its 2026 Annual Meeting of Stockholders will be held at 2:00 p.m. ET on Thursday, June 11, 2026 at Bulldog Investors LLP, 250 Pehle Avenue, Suite 708, Saddle Brook, NJ 07663.

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Rhea-AI Summary

Total Return Securities Fund (NYSE: SWZ) announced its 2026 Annual Meeting of Stockholders will be held at 2:00 p.m. ET on Thursday, June 11, 2026 at Bulldog Investors LLP, 250 Pehle Avenue, Suite 708, Saddle Brook, NJ 07663.

Stockholder proposals and director nomination notices under Rule 14a-8 must be received by April 17, 2026. For information, contact InvestorCom at (877) 972-0090.

Argus Mar 30 session

+0.34% close to close 0.6x rel. volume Open Argus

Details

News Market Reaction – SWZ

On Mar 30, the first trading day after this news, SWZ closed 0.34% above the previous close.

Data tracked by StockTitan Argus for the Mar 30 session.

Key Figures

Annual meeting time: 2:00 p.m. Eastern Time Annual meeting date: June 11, 2026 Proposal deadline: April 17, 2026 +1 more

Annual meeting time: 2:00 p.m. Eastern Time; Scheduled start time for 2026 Annual Meeting on June 11, 2026
Annual meeting date: June 11, 2026; Date of 2026 Annual Meeting of Stockholders
Proposal deadline: April 17, 2026; Deadline for Rule 14a-8 stockholder proposals and other proposals
Information phone: (877) 972-0090; InvestorCom information agent contact number

Historical Context

5 past events · Latest: Jan 22

5 events

Jan 22
Tender final pricing

24h Move

+0.2%

Announced acceptance of 4,000,000 shares at $6.81 after tender offer.
Jan 21
Tender results

24h Move

-1.3%

Reported oversubscribed tender and proration at 98% of per-share NAV.
Dec 19
Tender commencement

24h Move

+1.3%

Launched cash tender to buy up to 4,000,000 shares at 98% of NAV.
Dec 08
Rights offering expiry

24h Move

+1.1%

Rights offering expired; fund expects to issue 3,983,157 new shares.
Nov 03
Rights & tender plan

24h Move

-0.2%

Outlined non-transferable rights offering and planned tender for 15%–30% of shares.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

rule 14a-8, securities and exchange act of 1934, proxy statement

3 terms

rule 14a-8 regulatory

"Stockholder proposals intended to be presented at the 2026 Annual Meeting in accordance with Rule 14a-8 of the Securities and Exchange Act of 1934"

Rule 14a-8 is a U.S. Securities and Exchange Commission regulation that lets eligible shareholders put proposals on a public company’s proxy ballot for an annual meeting, provided they meet basic ownership and filing requirements. It matters to investors because it creates a formal way to raise governance or strategic issues and force a company-wide vote—like getting an item onto the agenda of a neighborhood association meeting once you’ve lived there long enough—so shareholders can push for change or influence management decisions.

securities and exchange act of 1934 regulatory

"in accordance with Rule 14a-8 of the Securities and Exchange Act of 1934 must be received"

A U.S. federal law that set the rules for trading public securities, requiring companies and market participants to disclose regular financial information, keep trading records, and follow fair-dealing standards, and it created the government agency that enforces those rules. It matters to investors because these requirements act like a safety and transparency system—making company performance and trading behavior easier to verify and reducing the risk of fraud and unfair advantage.

proxy statement regulatory

"in order to be considered for inclusion in the Fund's Proxy Statement and form of Proxy for that meeting"

A proxy statement is a document companies send to shareholders ahead of a meeting that lays out the items up for a vote—like who will sit on the board, executive pay, and major corporate decisions—and provides background so shareholders can decide how to cast their votes or appoint someone to vote for them. Think of it as an agenda plus a ballot and briefing notes, important because the outcomes can change control, strategy, and value.

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03/27/2026 - 04:32 PM EDT

NEW YORK, March 27, 2026 (GLOBE NEWSWIRE) -- Total Return Securities Fund (the “Fund”) (NYSE: SWZ) announced today that its 2026 Annual Meeting of Stockholders will be held at 2:00 p.m. Eastern Time on Thursday, June 11, 2026 at the office of Bulldog Investors LLP, 250 Pehle Avenue, Suite 708, Saddle Brook, NJ 07663. Stockholder proposals intended to be presented at the 2026 Annual Meeting in accordance with Rule 14a-8 of the Securities and Exchange Act of 1934 must be received by the Fund by April 17, 2026 in proper form in order to be considered for inclusion in the Fund's Proxy Statement and form of Proxy for that meeting. In addition, if an eligible stockholder desires to bring proposals (including Director nominations) before the 2026 Annual Meeting, appropriate written notice of such proposals must be received by the Fund at the above address by April 17, 2026.

For more information, please call InvestorCom, the Fund’s information agent, at (877) 972-0090.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

When and where is Total Return Securities Fund (SWZ) holding its 2026 Annual Meeting?

The meeting is scheduled for 2:00 p.m. ET on Thursday, June 11, 2026. According to Total Return Securities Fund, the location is Bulldog Investors LLP, 250 Pehle Avenue, Suite 708, Saddle Brook, NJ 07663.

What is the deadline to submit stockholder proposals for SWZ's 2026 Annual Meeting?

Stockholder proposals must be received by April 17, 2026 to be considered for the proxy. According to Total Return Securities Fund, submissions must comply with Rule 14a-8 and be in proper form by that date.

How can eligible stockholders nominate directors for SWZ's June 11, 2026 meeting?

Eligible stockholders must deliver written notice of nominations by April 17, 2026. According to Total Return Securities Fund, notices should be sent to the Fund's address at Bulldog Investors LLP, as specified in the meeting announcement.

Where should SWZ stockholders send proposals or nomination notices for the 2026 meeting?

Send proposals and nomination notices to Bulldog Investors LLP, 250 Pehle Avenue, Suite 708, Saddle Brook, NJ 07663. According to Total Return Securities Fund, submissions must arrive by April 17, 2026 to be considered.

Who can SWZ investors contact for more information about the 2026 Annual Meeting?

Investors can call InvestorCom at (877) 972-0090 for details. According to Total Return Securities Fund, InvestorCom is the Fund’s information agent for questions about proposals, proxy materials, and meeting logistics.

Total Return Securities Fund Announces Annual Meeting