HERZ: Herzfeld Credit Income Fund, Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-10-20 | New 13G stake | CSS LLC/IL | 5.49% | SEC | |
| 2026-10-08 | 13D stake cut | Erik M. Herzfeld, et al. | 34.13% | -3.37 pts | SEC |
| 2026-10-08 | 13D stake cut | Thomas J. Herzfeld, et al. | 40.59% | -2.76 pts | SEC |
| 2026-09-30 | 13D amendment | Thomas J. Herzfeld, et al. | 43.35% | SEC | |
| 2026-09-28 | 13D amendment | Erik M. Herzfeld, et al. | 37.50% | SEC |
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