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Winmill & Co. Inc., an affiliate of the registered investment adviser to Bexil Investment Trust, reported purchasing a total of 9,400 Shares of Beneficial Interest in two open market or private transactions on July 24 and July 27, 2026, at prices of $16.93 and $16.9346 per share.
Winmill & Co. Inc., an affiliate of the registered investment adviser of BEXIL Investment Trust, reported purchasing a total of 8,387 Shares of Beneficial Interest in two non-derivative open-market or private transactions, buying 4,500 shares at $17.1258 on July 23, 2026 and 3,887 shares at $17.20 on July 22, 2026. The Rule 10b5-1 trading plan checkbox is unchecked.
Bexil Investment Trust is asking shareholders to approve two changes at a virtual special meeting in 2026. Proposal 1 would reclassify the Fund’s investment objective from a fundamental policy (changeable only by shareholders) to a non-fundamental policy, allowing the Board to change the objective in the future with at least 60 days’ prior written notice to shareholders. If approved, the Fund currently intends to shift its objective from seeking high current income (with capital appreciation secondary) to seeking “optimal total return.” The Investment Manager states it does not currently intend to materially change how it manages the portfolio or materially increase the Fund’s risk profile, although this change may diminish shareholder control.
Proposal 2 asks shareholders to re-approve subclassifying the Fund as a non-diversified fund under the Investment Company Act of 1940. As a diversified fund, at least 75% of assets must be invested so that no more than 5% is in any one issuer and no more than 10% of an issuer’s voting securities are held, with the remaining 25% unconstrained. As a non-diversified fund, these 1940 Act limits would not apply, permitting larger positions in fewer issuers. The Fund notes that investing more heavily in single issuers can increase loss and volatility risk but believes the added flexibility could enhance performance and better position it to pursue its investment strategies.
Winmill & Co. Inc., an affiliate of the registered investment adviser to BEXIL INVESTMENT TRUST, reported two open-market purchases of the trust’s Shares of Beneficial Interest. It bought 4,500 shares at $17.01 on July 17, 2026, and 4,500 shares at $17.03 on July 20, 2026, increasing its direct holdings to 249,056 shares.
Winmill & Co. Inc., a reporting holder of BEXIL INVESTMENT TRUST, reported an open-market purchase of 4,500 Shares of Beneficial Interest on July 15, 2026 at an average price of $16.9862 per share. Following this transaction, it directly holds 240,056 shares of the trust.
Bexil Investment Trust insider Winmill & Co. Inc reported an open-market purchase of 4,500 Shares of Beneficial Interest on July 13, 2026 at $17.04 per share. Following this transaction, the reporting entity directly holds 235,556 Shares of Beneficial Interest in BXSY.
BEXIL INVESTMENT TRUST director Roger A. Atkinson reported an open-market purchase of the trust’s Shares of Beneficial Interest. He bought 4,680 shares at a price of $17.08 per share. Following this transaction, his directly held position increased to 24,680 shares of the trust.
The Board of Trustees of Bexil Investment Trust is soliciting proxies for a virtual special meeting to seek shareholder approval of two proposals: (1) change the Fund’s investment objective from seeking high current income with secondary capital appreciation to seeking "optimal total return" and reclassify that objective as a non-fundamental policy, and (2) re-approve the Fund’s subclassification as a non-diversified fund. The Board unanimously recommends voting "FOR" both proposals. Approval of Proposal 1 would permit the Board to change the Fund’s objective in the future after providing at least 60 days notice to shareholders. Approval of Proposal 2 would remove the 1940 Act diversification limits (including the 75% test and 5%/10% issuer caps) and permit larger concentrations in single issuers; the proxy explains the related tax-code diversification tests (50% and 25%) that the Fund intends to respect for RIC status.
BEXIL INVESTMENT TRUST reported an insider share purchase by Winmill & Co. Inc. The reporting holder bought a total of 301 Shares of Beneficial Interest in two open-market purchases at a price of $17.03 per share. After these transactions, Winmill & Co. Inc. directly holds 231,056 shares.
Winmill & Co. Inc., a reporting shareholder of Bexil Investment Trust, made an open-market purchase of 1,050 Shares of Beneficial Interest at $16.97 per share. After this transaction, Winmill & Co. directly holds 230,755 shares, reflecting a modest increase to its existing position.