Bexil director buys 4,680 shares in open market
BEXIL INVESTMENT TRUST director Roger A. Atkinson reported an open-market purchase of the trust’s Shares of Beneficial Interest.
Accepted by SEC EDGAR
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Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
BEXIL INVESTMENT TRUST director Roger A. Atkinson reported an open-market purchase of the trust’s Shares of Beneficial Interest. He bought 4,680 shares at a price of $17.08 per share. Following this transaction, his directly held position increased to 24,680 shares of the trust.
Insider Trade Summary
Net Buyer: 4,680 shares
Net Buy
1 txn
Insider
Atkinson Roger A.
Role
Director
Bought
4,680 shs ($80K)
Increase in Position
23.4%
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Shares of Beneficial Interest | 4,680 | $17.08 | $80K |
Holdings After Transaction:
Shares of Beneficial Interest — 24,680 shares (Direct)
Holdings Before and After:
Shares of Beneficial Interest, 20,000 to 24,680 shares (Direct)
Other Insiders: 1 other insider reported open-market purchases of this stock in the 30 days up to this filing.
Key Figures
Shares purchased: 4,680 shares
Purchase price: $17.08 per share
Total shares after transaction: 24,680 shares
3 metrics
Shares purchased
4,680 shares
Open-market purchase on 2026-07-08
Purchase price
$17.08 per share
Price for Shares of Beneficial Interest
Total shares after transaction
24,680 shares
Direct holdings following the purchase
Key Terms
Shares of Beneficial Interest, open-market purchase, Form 4, beneficial ownership
4 terms
open-market purchase financial
"transaction_action: open-market purchase"
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
beneficial ownership financial
"Shares of Beneficial Interest and total shares following transaction"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did BEXIL Investment Trust (BXSY) disclose?
BEXIL Investment Trust reported that director Roger A. Atkinson made an open-market purchase of its Shares of Beneficial Interest. He acquired 4,680 shares, which indicates additional personal capital committed to the trust at the disclosed transaction price.
What are Roger A. Atkinson’s BEXIL Investment Trust holdings after this trade?
After the reported transaction, Roger A. Atkinson directly holds 24,680 Shares of Beneficial Interest in BEXIL Investment Trust. This figure reflects his total direct ownership immediately following the 4,680-share open-market purchase disclosed in the Form 4 filing.
Was the BXSY insider transaction a buy or a sell?
The BEXIL Investment Trust insider transaction was a buy. The Form 4 classifies it as an open-market purchase, coded “P,” meaning Roger A. Atkinson acquired additional shares rather than disposing of or transferring existing holdings.
What type of security did the BXSY director purchase in this Form 4?
The director purchased BEXIL Investment Trust’s Shares of Beneficial Interest. This is the non-derivative equity security referenced in the Form 4, indicating he acquired standard trust units rather than options, warrants, or other derivative instruments.
AI-generated analysis. How Rhea-AI works. Not financial advice.
