STOCK TITAN

Winmill & Co. (BXSY) adds 9,000 BEXIL Investment Trust shares in July trades

(Moderate)
(Positive)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider WINMILL & CO. INC
Role Insider
Bought 9,000 shs ($153K)
Type Security Shares Price Value
Purchase Shares of Beneficial Interest 4,500 $17.03 $77K
Purchase Shares of Beneficial Interest 4,500 $17.01 $77K
Holdings After Transaction: Shares of Beneficial Interest — 249,056 shares (Direct)
Shares purchased 2026-07-17 4,500 shares at $17.01 Open-market purchase of Shares of Beneficial Interest
Shares purchased 2026-07-20 4,500 shares at $17.03 Open-market purchase of Shares of Beneficial Interest
Total shares purchased 9,000 shares Combined July 17 and July 20, 2026 transactions
Holdings after transactions 249,056 shares Direct ownership of Shares of Beneficial Interest after July 20, 2026 trade
Shares of Beneficial Interest financial
"It bought 4,500 shares at $17.01 and 4,500 at $17.03 of Shares of Beneficial Interest."
registered investment adviser financial
"Winmill & Co. Inc. is an 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.
direct holdings financial
"These purchases increased its direct holdings to 249,056 shares."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider transactions did Winmill & Co. report for BEXIL Investment Trust (BXSY)?

Winmill & Co. Inc. reported two open-market purchases totaling 9,000 Shares of Beneficial Interest in BEXIL Investment Trust. The trades occurred on July 17, 2026 and July 20, 2026, each for 4,500 shares, according to the Form 4 data.

At what prices did Winmill & Co. buy BEXIL Investment Trust (BXSY) shares?

Winmill & Co. bought 4,500 shares at $17.01 on July 17, 2026, and another 4,500 shares at $17.03 on July 20, 2026. Both transactions involved BEXIL Investment Trust’s Shares of Beneficial Interest in open-market purchases.

How many BEXIL Investment Trust (BXSY) shares does Winmill & Co. hold after these trades?

After the July 2026 purchases, Winmill & Co. directly holds 249,056 Shares of Beneficial Interest in BEXIL Investment Trust. This post-transaction balance is reported in the Form 4 as the total shares following the last transaction.

Were Winmill & Co.’s BEXIL (BXSY) purchases made under a Rule 10b5-1 trading plan?

The Form 4 indicates the Rule 10b5-1 checkbox is not checked, so these transactions are not reported as being made pursuant to a Rule 10b5-1 trading plan. They are described simply as open-market or private purchases.

What is Winmill & Co.’s relationship to BEXIL Investment Trust (BXSY)?

Winmill & Co. Inc. is described as an affiliate of the registered investment adviser of BEXIL Investment Trust. The Form 4 identifies Winmill as the reporting person for these purchases of Shares of Beneficial Interest.
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)
07/17/2026
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 Interest07/17/2026P4,500A$17.01244,556D
Shares of Beneficial Interest07/20/2026P4,500A$17.03249,056D
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. Incorporated07/20/2026
** 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)