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PTA Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) Insider Trading, Ownership & Congress Trades

Funds & Trusts · Registered investment company · CIK 0001793882
Quote by TradingView
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
0
13F, latest reported quarter

What the filings say about PTA

Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-04-21

Cohen & Steers Tax-Advantaged Preferred Securities & 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 Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Rogers-Windsor Ramona Lynn
Director
BUY
2023-10-13 SECtraded 2023-10-11
115
$2.0K
+22.7%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Jul 6, 2023.
  • -1.6% median (-1.6% mean) 90-day return after 2 previous buys.
  • The trade is 20.5% of the 561 shares held after it.
  • No other insider bought within 30 days.
Insider activity: Director Rogers-Windsor Ramona Lynn bought about $2.0K of PTA on Oct 11, 2023.
Rogers-Windsor Ramona Lynn
Director
BUY
2023-07-10 SECtraded 2023-07-06
125
$2.2K
+21.2%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Dec 17, 2021.
  • The trade is 28.0% of the 446 shares held after it.
  • No other insider bought within 30 days.
Insider activity: Director Rogers-Windsor Ramona Lynn bought about $2.2K of PTA on Jul 6, 2023.
Dorost Jerry
Vice President
BUY
2022-12-29 SECtraded 2022-12-28
2,000
$35.1K
+27.2%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 2,000 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Vice President Dorost Jerry bought about $35.1K of PTA on Dec 28, 2022; 1 other insider bought within 30 days.
Magpiong Jane F.
Director
BUY
2022-12-28 SECtraded 2022-12-23
175
$3.2K
+27.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 28.5% of the 613 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Director Magpiong Jane F. bought about $3.2K of PTA on Dec 23, 2022; 1 other insider bought within 30 days.
Zaharis-Nikas Elaine
Vice President
BUY
2022-02-22 SECtraded 2022-02-17
2,300
$50.2K
+13.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Aug 17, 2021.
  • The trade is 36.4% of the 6,320 shares held after it.
  • 1 other insider bought within 30 days.
Insider activity: Vice President Zaharis-Nikas Elaine bought about $50.2K of PTA on Feb 17, 2022; 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.
See all insider buying · insider selling
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
1 member bought in the last year
the lowest in Funds & Trusts
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 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch PTA

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-10.7%12M
-12%-7%-3%+2%2025-102025-122026-022026-042026-062026-082026-10
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns PTA: 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 PTA

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Debbie Dingell
Bought 2026-04-21 · disclosed 7 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

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

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

PTA 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.
The record shows 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
RCGECATBCATASANMFCRWAYGFMEGITPVGPFXEMOCPZ

PTA Stock Sonar score 1/7 axes

Find similar shapesCompare
Institutional and government
73
Inputs
  • Funds adding, latest quarterfewer than five funds report holding it
  • Congress net buyers, 365d1 · 73 pct, universe of 719
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
6 not measured: Profitability, Financial health, Growth, Insider conviction, 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
  • 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

1 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

PTA filings, in plain words

Have members of Congress traded PTA?

Yes. In the year to 2026-10-28, 1 House member disclosed buying PTA and 0 House members disclosed selling it; the latest on record is a purchase by Debbie Dingell dated 2026-04-21.

Read the full summary

In the year to 2026-10-28, 1 member of Congress disclosed buying PTA and 0 members disclosed selling it; the latest on record is a purchase by Debbie Dingell dated 2026-04-21. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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