HERZFELD THOMAS J

HERZ insiderThomas J. Herzfeld buys 3,610 shares at $16.01; stock now $17.10, up 9.2% in 30 days but down 38.0% from 52-week high.

Thomas J. Herzfeld purchased 3,610 shares of Herzfeld Credit Income Fund at $16.01 on 2026-04-15, increasing his holdings to 197,248 shares (a 1.9% addition). The stock has since risen to $17.10, up 9.2% over 30 days, yet remains 38.0% below its 52-week high of $27.60. Herzfeld's cross-ticker track record shows marginal 30-day and 90-day returns (-1.0% and -0.2% average, respectively), and at this same ticker he has made two prior measurable purchases in early March with mixed near-term outcomes (one up 3.0%, one down 0.7% at 30 days). The current buy represents a small incremental position increase at a price well below the stock's recent range extremes, with insufficient price history elapsed to assess outcome yet.

HERZ insider Herzfeld bought 2,974 shares at $15.50 on 2026-03-27, bringing holdings to 193.6K; stock is -43.8% from 52-week high.

Thomas J Herzfeld purchased 2,974 shares at $15.50 on 2026-03-27, expanding his stake by +1.6% to 193.6K shares. The buy occurred in the context of significant weakness: the stock is trading -43.8% below its 52-week high of $27.60. Over the same 25-day period, Herzfeld executed two prior open-market purchases at HERZ (2026-03-02 and 2026-03-03), suggesting a pattern of accumulation during recent declines. Notably, his cross-ticker track record across 19 prior buys shows a 35.29% 90-day win rate with an average 90-day return of -0.2%, providing limited evidence that his timing selections have historically produced positive outcomes. Investors should monitor whether this cluster of March buys represents conviction at current depressed valuations or simply reflects ongoing management portfolio activity during a weak period.

Insider Thomas J Herzfeld bought 5,036 shares for $77,769.33 across 2 transactions as stock down 40.0% over 90 days

Thomas J Herzfeld executed 2 separate purchases totaling 5,036 shares for $77,769.33, increasing his holdings by 2.7% from 185,628 to 190,664 shares. The buys occurred at $15.32 on 2026-03-02 and $15.81 on 2026-03-03, with a blended average price of $15.44, slightly below the current price of $15.72. The stock has experienced significant pressure, trading -40.0% over the 90-day period and -18.1% over the past 30 days, currently -43.0% from its 52-week high of $27.60. However, Herzfeld's track record across all tickers shows limited predictive value: his 17 prior open-market buys averaged -1.3% return over 30 days and -0.2% over 90 days, with just a 35.29% 90-day win rate, suggesting his purchase decisions have historically underperformed.

HERZFELD THOMAS J bought 1,706 shares of CUBA at $2.40 on 2025-04-07; 5 buys in 2 weeks, minimal position change (+0.1%)

Thomas Herzfeld purchased 1,706 shares at $2.40 on 2025-04-07, adding 1,706 shares to holdings of 1,572,018 shares for a net change of +0.1%. This purchase is the fifth open-market buy at CUBA within 11 days (2025-03-24 through 2025-04-07), suggesting a consistent pattern of small acquisitions at this fund. The current price of $2.59 is -4.1% from the 52-week high of $2.70, with the stock up 10.0% over 90 days and +0.3% over 30 days. Across Herzfeld's cross-ticker open-market history, his 16 prior buys averaged -2.3% returns 30 days after purchase, providing limited evidence that his buy timing has been effective.

Thomas J. Herzfeld buys 781 shares of CUBA at $2.65; accumulation pattern continues with 5 buys in past 14 days.

Herzfeld purchased 781 shares at $2.65 on 2025-04-01, adding to a concentration of buying activity: 5 prior purchases at CUBA within the past 14 days (2025-03-14 through 2025-03-31), none yet measurable at the 90-day mark. The current price of $2.54 sits -5.9% from the 52-week high but +7.6% over the past 90 days, placing the transaction near the upper range of recent price action. Additionally, 2 other insiders also bought within the past 14 days, indicating a cluster buy pattern. Herzfeld's cross-ticker track record shows 15 prior open-market buys with an average 30-day return of +2.7%, though same-ticker outcomes remain pending measurement.

Insider Thomas J Herzfeld buys 864 shares at avg $2.60 in 2 transactions; stock at 52-week high, cluster pattern with 2 other insiders buying in past 14 days.

Thomas J Herzfeld purchased 864 shares across 2 separate transactions totaling $2,245.41 at a blended average price of $2.60, increasing his position to 1,571,237 shares. The purchases occur as the stock trades at $2.70, matching its 52-week high, with the stock up 15.9% over the past 30 days. A cluster pattern is evident: 2 other insiders also bought within the past 14 days, suggesting coordinated insider interest at current price levels. Herzfeld's prior open-market activity across all tickers shows 14 buy transactions, but outcomes at this specific ticker remain unmeasurable given all 5 recent CUBA trades are recent and unresolved.

HERZFELD THOMAS J bought 3,824 shares in 2 transactions for $10,316.12 at $2.70; cluster pattern with 2 other insiders buying within 14 days

Thomas J. Herzfeld purchased 3,824 shares across two transactions on March 24–25, 2025, at a blended average price of $2.70, increasing his holdings from 1.57M to 1.57M shares. The current price of $2.67 is -1.1% from the 52-week high of $2.70, and the stock has gained 13.9% over 30 days and 4.9% over 90 days. Notably, Herzfeld has executed 5 prior trades at CUBA within the past two weeks (March 12–14), all purchases, and 2 other insiders have also bought within the past 14 days, forming a cluster buy pattern. The timing context shows 0 of 0 prior buys at this ticker were well-timed at the 90-day mark, though outcomes for the recent March 12–14 trades remain unmeasurable. This filing documents coordinated insider accumulation at a stock trading near its 52-week peak, though the significance remains moderate pending resolution of near-term price action.

Insider Herzfeld buys 987 shares of CUBA at $2.64; cluster pattern shows 4 other insiders bought within past 14 days

Thomas J Herzfeld purchased 987 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) at $2.64 on 2025-03-14, increasing his holdings from 1,565,562 to 1,566,549 shares. The transaction occurred as the stock was trading near its 52-week high of $2.65, having appreciated +8.4% over 30 days and +9.6% over 90 days. Most notably, a cluster pattern is present: 4 other insiders also purchased CUBA shares within the past 14 days, with 5 insider buys recorded from 2025-03-11 through 2025-03-14. This concentrated buying activity across multiple insiders within a short window, combined with recent positive price momentum, represents a coordinated accumulation signal worth monitoring.

Insider HERZFELD purchases 8,549 shares (8.5K) in 2 transactions for $22,591.64 blended average $2.64; cluster pattern: 4 other insiders bought within 14 days.

HERZFELD THOMAS J executed 2 separate purchases totaling 8,549 shares for $22,591.64 at a blended average price of $2.64, increasing his stake in HERZFELD CARIBBEAN BASIN FUND INC (CUBA) from 1,557,013 to 1,565,562 shares. The current price of $2.65 stands at the 52-week high, with the stock up 9.3% over the past 30 days and 7.3% over 90 days. A material signal here is the cluster pattern: 4 other insiders also initiated purchases within the past 14 days, indicating concurrent insider appetite across multiple parties at this price level. The timing of these purchases occurs as the stock approaches its 52-week maximum valuation, and outcomes of these recent trades are not yet measurable (all within the current evaluation window).

Insider Herzfeld buys 8,549 shares of CUBA at $2.64 avg; 4 other insiders bought in past 14 days

Thomas J. Herzfeld purchased 8,549 shares across 2 transactions on 2025-03-12 and 2025-03-13 at a blended average price of $2.64, bringing his holdings to 1,565,562 shares. The current stock price is $2.65, matching the 52-week high, with the stock up 10.6% over 30 days and 7.5% over 90 days. A cluster pattern is present: 4 other insiders also bought within the past 14 days, suggesting coordinated accumulation activity. The insider's cross-ticker track record shows 9 prior buys, though outcomes at this specific ticker remain unmeasurable. The timing of this purchase relative to recent price momentum and concurrent insider activity warrants observation by holders of the fund.