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HERZ · Herzfeld Credit Income Fund, Inc
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HERZ Herzfeld Credit Income Fund (HERZ) Insider Trading, Ownership & Congress Trades

Funds & Trusts · Registered investment company · CIK 0000880406
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter

Herzfeld Credit Income Fund insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Herzfeld Credit Income Fund, Inc in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
BUY
2026-04-17 SECtraded 2026-04-15
390
$6.2K
-15.0%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Mar 27, 2026.
  • +16.1% median (+13.7% mean) 90-day return after 3 previous buys.
  • The trade is 5.9% of the 6,567 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Insider Paylor Ryan M bought about $6.2K of HERZ on Apr 15, 2026; 1 other insider bought within 30 days.
BUY
2026-04-17 SECtraded 2026-04-15
3,610
$57.8K
-15.0%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Mar 27, 2026.
  • +16.1% median (+13.7% mean) 90-day return after 3 previous buys.
  • The trade is 1.8% of the 197,248 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Insider HERZFELD THOMAS J bought about $57.8K of HERZ on Apr 15, 2026, the largest insider purchase at the company on our record; 1 other insider bought within 30 days.
BUY
2026-03-31 SECtraded 2026-03-27
2,974
$46.1K
-4.9%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Mar 3, 2026.
  • +16.9% median (+16.9% mean) 90-day return after 2 previous buys.
  • The trade is 1.5% of the 193,638 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Insider HERZFELD THOMAS J bought about $46.1K of HERZ on Mar 27, 2026; 1 other insider bought within 30 days.
BUY
2026-04-17 SECtraded 2026-03-27
96
$1.5K
-15.0%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Mar 3, 2026.
  • +16.9% median (+16.9% mean) 90-day return after 2 previous buys.
  • The trade is 1.6% of the 6,177 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Insider Paylor Ryan M bought about $1.5K of HERZ on Mar 27, 2026; 1 other insider bought within 30 days.
BUY
2026-03-04 SECtraded 2026-03-03
40
$632
-4.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Mar 2, 2026.
  • The trade is 0.7% of the 6,081 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Insider Paylor Ryan M bought about $632 of HERZ on Mar 3, 2026; 1 other insider bought within 30 days.
8 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 3 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.0 days to cover · settled 2026-10-15
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch HERZ

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+15.8%12M
-4%+21%+46%+71%2025-102025-122026-022026-042026-062026-082026-10 2026-04-15 · HERZFELD THOMAS J bought $57.8K2026-03-02 · HERZFELD THOMAS J bought $57.6K2026-03-27 · HERZFELD THOMAS J bought $46.1K2026-03-03 · HERZFELD THOMAS J bought $20.2K2026-04-15 · Paylor Ryan M bought $6.2K2026-03-02 · Paylor Ryan M bought $1.7K2026-03-27 · Paylor Ryan M bought $1.5K2026-03-03 · Paylor Ryan M bought $632
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns HERZ: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in HERZ

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

HERZ planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
Each figure here is a federal filing, dated the day it went public, so you can test what was knowable then.
Same sector, ranked by filing activity
Sector by SEC SIC code

HERZ Stock Sonar score 0/7 axes

7 not measured: Profitability, Financial health, Growth, Insider conviction, Institutional and government, Risk and compliance, US patents
  • Profitability needs 2 of 4 inputs, 0 present: not filed
  • Financial health needs 1 of 2 inputs, 0 present: not filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • Risk and compliance needs 1 of 4 inputs, 0 present: needs two 10-Ks with a Risk Factors section (not 20-F filers or stubs); no short interest or no free float on file; revenue under $50M or not filed, so a count cannot be scaled to size
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

0 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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