Bexil Trust director buys 200 shares at $18.22

BEXIL INVESTMENT TRUST (BXSY) discloses that director William McCollum Winmill purchased 200 Shares of Beneficial Interest on 2026-08-31 at $18.22 per share in an open-market or private transaction.

Rhea-AI Filing Summary

BEXIL INVESTMENT TRUST (BXSY) discloses that director William McCollum Winmill purchased 200 Shares of Beneficial Interest on 2026-08-31 at $18.22 per share in an open-market or private transaction. Following this purchase, his direct holdings total 10,700 shares. The Rule 10b5-1 plan affirmation box was not checked.

Insider Trade Summary

Net Buyer: 200 shares

Net Buy 1 txn

Insider Winmill William McCollum

Role Director

Bought 200 shs ($4K)

Type	Security	Shares	Price	Value
Purchase	Shares of Beneficial Interest	200	$18.22	$4K

Holdings After Transaction: Shares of Beneficial Interest — 10,700 shares (Direct)

Key Figures

Shares purchased: 200 shares Purchase price per share: $18.22 per share Total shares owned after transaction: 10,700 shares

3 metrics

Shares purchased 200 shares Shares of Beneficial Interest acquired by director on 2026-08-31

Purchase price per share $18.22 per share Price paid for BEXIL INVESTMENT TRUST Shares of Beneficial Interest

Total shares owned after transaction 10,700 shares Director’s direct holdings following the reported purchase

Key Terms

Shares of Beneficial Interest, Rule 10b5-1 trading plan, open market or private transaction

3 terms

Shares of Beneficial Interest financial

"security_title: "Shares of Beneficial Interest""

Rule 10b5-1 trading plan regulatory

"aff_10b5_one flag indicates Rule 10b5-1 trading plan status"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

open market or private transaction financial

"transaction_code_description: "Purchase in open market or private transaction""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did BXSY report for William McCollum Winmill?

BEXIL INVESTMENT TRUST reported that director William McCollum Winmill bought 200 Shares of Beneficial Interest on 2026-08-31 at $18.22 per share, increasing his direct ownership to 10,700 shares.

Was the recent BXSY insider trade made under a Rule 10b5-1 plan?

No. The report’s Rule 10b5-1 trading plan checkbox was not marked, indicating the disclosed purchase was not affirmed as being made under a Rule 10b5-1 trading plan.

How many BXSY shares does William McCollum Winmill own after the transaction?

After the reported purchase, director William McCollum Winmill directly owns 10,700 Shares of Beneficial Interest of BEXIL INVESTMENT TRUST.

What price did the BXSY director pay per share in the latest transaction?

Director William McCollum Winmill paid $18.22 per share for 200 BEXIL INVESTMENT TRUST Shares of Beneficial Interest on 2026-08-31.

Is the BXSY insider transaction a buy or sell?

The disclosed BEXIL INVESTMENT TRUST insider transaction is a purchase. Director William McCollum Winmill acquired 200 shares, raising his direct holdings to 10,700 shares.

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

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Available on EDGAR 09/01/2026 - 04:09 PM EDT Accepted by SEC EDGAR 09/01/2026 - 04:08 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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 William McCollum

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/31/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Shares of Beneficial Interest	08/31/2026		P		200	A	$18.22	10,700	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	William Winmill	09/01/2026
	** Signature of Reporting Person	Date
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)