Transactions
1
Insider / Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
Dorost Jerry
Vice President at Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
- Ticker
- PTA
- First filing on record
- December 29, 2022
- Latest trade on record
- December 28, 2022
- SEC filings
- EDGAR ↗
Dorost Jerry, Vice President at Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund, has disclosed 1 transaction in PTA since December 29, 2022: 1 purchase (1 open-market buy) and 0 sales, worth about $35K at the reported prices. The latest was filed December 29, 2022, 1 day after the trade.
Open-market buys
1
Sales
0
Avg. disclosure lag
1.0d
Trading in charts
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Dorost Jerry has traded 1 stock on record; the largest by dollars is PTA.
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| P | Open-market purchase | 1 | 2,000 | $35K |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2022 | 1 | 1 · $35K | 0 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| PTA | Buy P | December 28, 2022 | December 29, 2022 | 1d | 2,000 | $18 | $35K | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| December 29, 2022 | Form 4 | 0000899243-22-039482 | 1 | published | EDGAR ↗ |
Other insiders at Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
- Rogers-Windsor Ramona Lynn Director 8 rows
- Magpiong Jane F. Director 3 rows
- SCAPELL WILLIAM F Vice President 3 rows
- Zaharis-Nikas Elaine Vice President 2 rows
- Richards Daphne L Director 1 row
Everyone on file, with contracts and lobbying under the company's name: Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 1 | 1 | December 29, 2022 | December 29, 2022 | Form 4 list on EDGAR |
Site built October 27, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.