STOCK TITAN

Bexil Investment Trust (BXSY) affiliate reports 5,000-share insider purchase

(Neutral)
(Positive)
Form Type
4

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 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)
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
Shares of Beneficial Interest financial
"security_title: "Shares of Beneficial Interest""
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.

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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.

At what price did WINMILL & CO. INC buy BXSY shares?

WINMILL & CO. INC bought 5,000 Shares of Beneficial Interest of Bexil Investment Trust at a price of $17.1758 per share on July 31, 2026, according to the reported insider transaction details.

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.
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)
07/31/2026
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 Interest07/31/2026P5,000A$17.1758278,872D
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. Incorporated08/03/2026
** 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)