STOCK TITAN

Bexil Investment Trust (BXSY) affiliate reports buying 7,029 shares

(Moderate)
(Positive)
Form Type
4

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 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)
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.
Shares of Beneficial Interest financial
"Security title reported as "Shares of Beneficial Interest""
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"

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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.

How many BXSY shares were purchased on each date in this Form 4?

The Form 4 shows Winmill & Co. Inc. bought 2,029 shares of BXSY on July 28, 2026 at $16.91 per share and 5,000 shares on July 29, 2026 at $17.0271 per share, all as non-derivative, direct purchases.

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.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
WINMILL & CO. INC

(Last)(First)(Middle)
17 OLD DREWSVILLE RD

(Street)
WALPOLE NEW HAMPSHIRE 03608

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
BEXIL INVESTMENT TRUST [ BXSY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
Officer (give title below)XOther (specify below)
See "Explanation of Responses"
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/28/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Shares of Beneficial Interest07/28/2026P2,029A$16.91268,872D
Shares of Beneficial Interest07/29/2026P5,000A$17.0271273,872D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
The Reporting Person is an affiliate of the registered investment adviser of the Issuer.
Russell Kamerman, on behalf of Winmill & Co. Incorporated07/29/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)