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BEXIL INVESTMENT TRUST (BXSY) discloses that director William McCollum Winmill purchased 200 Shares of Beneficial Interest on 2026-08-31 at $18.22 per share in an open-market or private transaction. Following this purchase, his direct holdings total 10,700 shares. The Rule 10b5-1 plan affirmation box was not checked.
BEXIL INVESTMENT TRUST (BXSY) director William McCollum Winmill reported purchasing 800 Shares of Beneficial Interest on 2026-08-26 in an open-market or private transaction at a reported price of $18.10 per share. Following this transaction, his directly held position increased to 10,500 shares.
BEXIL INVESTMENT TRUST (BXSY) is calling a virtual special shareholder meeting on October 8, 2026 to vote on two governance-related investment policy changes. Shareholders of record as of August 20, 2026, when 12,943,342 common shares were outstanding, are entitled to vote.
Proposal 1 would reclassify the Fund’s investment objective from a shareholder-protected “fundamental” policy to a “non-fundamental” policy that the Board could change without shareholder approval, with at least 60 days’ prior written notice. The Board currently intends, if approved, to shift the objective from high current income with capital appreciation secondary to “optimal total return,” while the Investment Manager states it does not currently plan to materially change investment strategies or the Fund’s risk profile. The Fund notes this change may diminish shareholder control.
Proposal 2 would re-approve subclassifying the Fund as a “non-diversified” fund under the 1940 Act, allowing higher concentration of assets in fewer issuers. The Fund describes higher concentration risk and potentially greater share price volatility, but also cites increased flexibility to pursue investment opportunities. Both proposals require approval by a “majority of the Fund’s outstanding voting securities” as defined under the 1940 Act.
BEXIL INVESTMENT TRUST (BXSY) reported insider purchases by Winmill & Co. Inc., an affiliate of the trust’s registered investment adviser. Winmill & Co. acquired a total of 7,700 Shares of Beneficial Interest in two open-market transactions on August 17 and 18, 2026, at prices around $18 per share.
Winmill & Co. Inc., an affiliate of the registered investment adviser to Bexil Investment Trust, reported open-market purchases of the trust’s Shares of Beneficial Interest. On August 14, 2026 it purchased 5,200 shares at $18.08 per share, and on August 13, 2026 it purchased 5,250 shares at $18.01 per share, for total reported purchases of 10,450 shares. The holdings after these transactions are not stated.
Winmill & Co. Inc, an affiliate of the registered investment adviser of Bexil Investment Trust, reported open-market purchases of the trust’s Shares of Beneficial Interest. On 2026-08-11 it purchased 5,000 shares at $17.95 per share, and on 2026-08-12 it purchased an additional 5,250 shares at $17.95 per share, for a total of 10,250 shares acquired in these transactions. The holdings after these purchases are not specified in this report.
WINMILL & CO. INC, an affiliate of the registered investment adviser of BEXIL INVESTMENT TRUST, reported open-market purchases of the trust’s Shares of Beneficial Interest. The entity bought 10,000 shares in total, with 5,000 shares purchased on August 7, 2026 and 5,000 shares on August 10, 2026 at a price of $17.78 per share.
Winmill & Co. Inc., an affiliate of the registered investment adviser to BEXIL Investment Trust, reported purchases of the trust’s Shares of Beneficial Interest. It bought 5,000 shares at $17.80 on August 5, 2026 and 2,310 shares at $17.54 on August 6, 2026, totaling 7,310 shares. The Rule 10b5-1 checkbox was left unchecked, indicating these trades were not made under a pre-arranged trading plan.
Winmill & Co. Inc., an affiliate of the registered investment adviser to Bexil Investment Trust, purchased 5,000 Shares of Beneficial Interest on July 31, 2026 at $17.1758 per share. Following this insider purchase, Winmill & Co. Inc. directly holds 278,872 shares of the trust.
Bexil Investment Trust has a significant concentration of ownership among entities and individuals affiliated with the Winmill family. Reported beneficial ownership includes Bexil Advisers LLC with 684,699.31 shares, representing 5.3% of the class, and Bexil Securities LLC with 879,274.60 shares, representing 6.8% of the class. Midas Securities Group, Inc. reports 1,651,603.71 shares, or 12.8%, while Winmill & Co. Inc. and the Winmill Family Trust each report 1,925,475.71 shares, or 14.9% of the class. Thomas B. Winmill reports aggregate beneficial ownership of 1,976,553.71 shares, representing 15.3% of the class.
The reporting persons are a group of related entities and Winmill family members, with layered ownership links among Bexil Corporation, Bexil Securities LLC, Bexil Advisers LLC, Midas Securities Group, Winmill & Co. Inc., and the Winmill Family Trust. Bexil Advisers LLC serves as investment manager to Bexil Investment Trust under an investment management agreement that provides a 0.95% annual fee on the trust’s managed assets, plus reimbursement at cost for specified compliance and accounting services.
The group states that the shares have been acquired for investment purposes while reserving the ability to change or abandon these plans. Winmill & Co. Inc. reports a series of recent open-market purchases between June 23 and July 29, 2026, including 5,000 shares at $17.0271 per share on July 29, 2026 and multiple additional trades in the roughly $16.78–$17.20 price range.