Bexil Investment Trust (BXSY) affiliate reports buying 7,029 shares
Rhea-AI Filing Summary
Winmill & Co. Inc., an affiliate of the registered investment adviser to Bexil Investment Trust (BXSY), reported two open market or private purchases of Shares of Beneficial Interest: 2,029 shares at $16.91 on July 28, 2026, and 5,000 shares at $17.0271 on July 29, 2026, for total direct acquisitions of 7,029 shares. The filing’s Rule 10b5-1 checkbox is unchecked.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 7,029 shares
Net Buy
2 txns
Insider
WINMILL & CO. INC
Role
Insider
Bought
7,029 shs ($119K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Shares of Beneficial Interest | 5,000 | $17.0271 | $85K |
| Purchase | Shares of Beneficial Interest | 2,029 | $16.91 | $34K |
Holdings After Transaction:
Shares of Beneficial Interest — 273,872 shares (Direct)
Key Figures
Total shares purchased: 7,029 shares
Purchase on 2026-07-28: 2,029 shares
Price on 2026-07-28: $16.91 per share
+2 more
5 metrics
Total shares purchased
7,029 shares
Aggregate non-derivative purchases reported in this Form 4
Purchase on 2026-07-28
2,029 shares
Non-derivative direct purchase at $16.91 per share
Price on 2026-07-28
$16.91 per share
Shares of Beneficial Interest bought by Winmill & Co. Inc.
Purchase on 2026-07-29
5,000 shares
Non-derivative direct purchase at $17.0271 per share
Price on 2026-07-29
$17.0271 per share
Shares of Beneficial Interest bought by Winmill & Co. Inc.
Key Terms
Shares of Beneficial Interest, registered investment adviser, Purchase in open market or private transaction
3 terms
registered investment adviser regulatory
"Affiliate of the registered investment adviser of the Issuer"
A registered investment adviser (RIA) is a firm or individual legally registered with regulators to give personalized investment advice and manage clients' money, with a duty to put clients’ interests ahead of their own. Think of an RIA as a licensed financial guide who must disclose fees, conflicts and how they are paid; that transparency and legal duty matter to investors because it reduces the risk of hidden costs or biased recommendations.
Purchase in open market or private transaction financial
"Transaction code description: Purchase in open market or private transaction"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider activity did Winmill & Co. Inc. report for BXSY?
Winmill & Co. Inc. reported buying a total of 7,029 Shares of Beneficial Interest in Bexil Investment Trust (BXSY) in two direct, non-derivative transactions on July 28 and 29, 2026, at per-share prices of $16.91 and $17.0271, respectively.
Were the BXSY insider purchases made under a Rule 10b5-1 trading plan?
The Rule 10b5-1 checkbox in the filing is unchecked, so these BXSY share purchases are not affirmed as being made under a Rule 10b5-1 trading plan, based on the information disclosed in the Form 4.
What type of security did Winmill & Co. Inc. purchase in BXSY?
Winmill & Co. Inc. purchased Shares of Beneficial Interest of Bexil Investment Trust. Both reported transactions are non-derivative and classified as “Purchase in open market or private transaction,” with direct ownership indicated in the filing data.
What is the relationship between Winmill & Co. Inc. and Bexil Investment Trust (BXSY)?
The remarks state that Winmill & Co. Inc. is an affiliate of the registered investment adviser of Bexil Investment Trust (BXSY). The Form 4 is filed in that capacity, reporting the entity’s direct holdings and recent purchases.