Winmill & Co. adds 7,310 BEXIL Investment Trust (BXSY) shares
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 7,310 shares
Net Buy
2 txns
Insider
WINMILL & CO. INC
Role
Insider
Bought
7,310 shs ($130K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Shares of Beneficial Interest | 2,310 | $17.54 | $41K |
| Purchase | Shares of Beneficial Interest | 5,000 | $17.80 | $89K |
Holdings After Transaction:
Shares of Beneficial Interest — 286,182 shares (Direct)
Key Figures
Shares purchased 2026-08-05: 5,000 shares
Purchase price 2026-08-05: $17.80 per share
Shares purchased 2026-08-06: 2,310 shares
+3 more
6 metrics
Shares purchased 2026-08-05
5,000 shares
Non-derivative purchase at $17.80 per share
Purchase price 2026-08-05
$17.80 per share
Shares of Beneficial Interest bought by Winmill & Co. Inc.
Shares purchased 2026-08-06
2,310 shares
Non-derivative purchase at $17.54 per share
Purchase price 2026-08-06
$17.54 per share
Shares of Beneficial Interest bought by Winmill & Co. Inc.
Total shares bought
7,310 shares
Aggregate net purchases reported across both transactions
Buy transactions count
2
Number of reported non-derivative purchase transactions
Key Terms
Shares of Beneficial Interest, registered investment adviser, Rule 10b5-1
3 terms
registered investment adviser financial
"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.
Rule 10b5-1 regulatory
"The Rule 10b5-1 checkbox was left unchecked for these trades."
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
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 7,310 Shares of Beneficial Interest of BEXIL Investment Trust across two purchases on August 5 and 6, 2026, at prices between $17.54 and $17.80 per share.
Were Winmill & Co. Inc.’s BXSY trades under a Rule 10b5-1 plan?
No. The Form 4’s Rule 10b5-1 checkbox is unchecked, meaning the reported BEXIL Investment Trust trades were not designated as being made under a Rule 10b5-1 trading plan.
What is Winmill & Co. Inc.’s relationship to BEXIL Investment Trust (BXSY)?
Winmill & Co. Inc. is described as an affiliate of the registered investment adviser of BEXIL Investment Trust, providing contextual information about its connection to the issuer whose shares it purchased.