Bexil Investment Trust (BXSY) affiliate reports 5,000-share insider purchase
Rhea-AI Filing Summary
Winmill & Co. Inc., an affiliate of the registered investment adviser to Bexil Investment Trust, purchased 5,000 Shares of Beneficial Interest on July 31, 2026 at $17.1758 per share. Following this insider purchase, Winmill & Co. Inc. directly holds 278,872 shares of the trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 5,000 shares
Net Buy
1 txn
Insider
WINMILL & CO. INC
Role
Insider
Bought
5,000 shs ($86K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Shares of Beneficial Interest | 5,000 | $17.1758 | $86K |
Holdings After Transaction:
Shares of Beneficial Interest — 278,872 shares (Direct)
Key Figures
Shares purchased: 5,000 shares
Purchase price: $17.1758 per share
Post-transaction holdings: 278,872 shares
3 metrics
Shares purchased
5,000 shares
Shares of Beneficial Interest bought on July 31, 2026
Purchase price
$17.1758 per share
Price paid for Shares of Beneficial Interest on July 31, 2026
Post-transaction holdings
278,872 shares
Directly held Shares of Beneficial Interest after the purchase
Key Terms
Shares of Beneficial Interest, registered investment adviser, Rule 10b5-1 trading plan
3 terms
registered investment adviser financial
"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 trading plan regulatory
"transactions were not reported as under a Rule 10b5-1 trading plan"
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did WINMILL & CO. INC report for BXSY?
WINMILL & CO. INC reported a purchase of 5,000 Shares of Beneficial Interest of Bexil Investment Trust on July 31, 2026 at $17.1758 per share, increasing its direct holdings to 278,872 shares.
What is WINMILL & CO. INC's ownership in BXSY after the reported trade?
After the reported transaction, WINMILL & CO. INC directly holds 278,872 Shares of Beneficial Interest of Bexil Investment Trust, reflecting the addition of 5,000 shares purchased on July 31, 2026.
Was the BXSY insider trade by WINMILL & CO. INC under a Rule 10b5-1 plan?
The transaction was not reported as being under a Rule 10b5-1 trading plan, as the related checkbox was not marked, indicating the purchase was not affirmed as pre-arranged under such a plan.
What type of security did WINMILL & CO. INC acquire in BXSY?
WINMILL & CO. INC acquired Shares of Beneficial Interest in Bexil Investment Trust. The reported insider purchase covered 5,000 shares, bringing its direct position to 278,872 shares after the transaction.