STOCK TITAN

Winmill & Co. adds 7,310 BEXIL Investment Trust (BXSY) shares

(Moderate)
(Positive)
Form Type
4

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

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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.

On what dates and prices did Winmill & Co. Inc. buy BXSY shares?

Winmill & Co. Inc. bought 5,000 shares at $17.80 on August 5, 2026 and 2,310 shares at $17.54 on August 6, 2026, all as non-derivative purchases of Shares of Beneficial Interest.

How many BXSY shares did Winmill & Co. Inc. purchase in total?

In total, Winmill & Co. Inc. purchased 7,310 Shares of Beneficial Interest of BEXIL Investment Trust, based on two reported non-derivative purchase transactions summarized as a net-buy of 7,310 shares.

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.
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)
08/05/2026
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 Interest08/05/2026P5,000A$17.8283,872D
Shares of Beneficial Interest08/06/2026P2,310A$17.54286,182D
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. Incorporated08/06/2026
** 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)