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HERZ
NASDAQ Unknown

President Erik Herzfeld and Advisory Clients Increase Stake to 38.59% with Over $384K in Recent Purchases

Analysis by Wiseek AI
Sentiment info
Positive
Importance info
8
Price
$17.65
Mkt Cap
$27.468M
52W Low
$13.71
52W High
$31
Market data snapshot near publication time

Summary

Erik M. Herzfeld, President, and his advisory clients have significantly increased their beneficial ownership in Herzfeld Credit Income Fund, Inc. to 38.59% through a series of open market purchases totaling over $384,000.


Key Events

  • Significant Ownership Increase

    Erik M. Herzfeld, President, and his advisory clients now beneficially own 772,965 shares, representing 38.59% of the common stock.

  • Consistent Open Market Purchases

    The group made net purchases of 24,004 shares through open market transactions between March 17 and April 16, 2026.

  • Substantial Investment

    These recent net purchases represent an investment of approximately $384,000 by the insider group and their clients.

  • Insider Conviction

    The ongoing buying activity by the President and associated clients signals strong confidence in the company's prospects, with purchases made below the current market price.


Analysis

This Schedule 13D/A, the 29th amendment, details a substantial increase in beneficial ownership by President Erik M. Herzfeld and his advisory clients. The group's stake now stands at 772,965 shares, representing 38.59% of the company's common stock, following net open market purchases of 24,004 shares valued at approximately $384,000 between March 17 and April 16, 2026. This consistent buying activity by a key insider and associated entities, which is part of an ongoing pattern of stake accumulation, signals strong conviction in the company's value. The purchases occurred at prices ranging from $15.50 to $16.527, below the current stock price of $17.65, further reinforcing the positive signal for investors.

At the time of this filing, HERZ was trading at $17.65 on NASDAQ in the Unknown sector, with a market capitalization of approximately $27.5M. The 52-week trading range was $13.71 to $31.00. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.

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HERZ - Latest Insights

HERZ
Apr 20, 2026, 4:56 PM EDT
Filing Type: SCHEDULE 13D/A
Importance Score:
9
Price at Filing: $17.65
Real-time Price: $16.62 info
Change: -$1.03 (-6%) info
Market Cap: N/A info
HERZ
Apr 20, 2026, 4:50 PM EDT
Filing Type: SCHEDULE 13D/A
Importance Score:
8
Price at Filing: $17.65
Real-time Price: $16.62 info
Change: -$1.03 (-6%) info
Market Cap: N/A info
HERZ
Apr 17, 2026, 8:00 AM EDT
Filing Type: 4
Importance Score:
7
Price at Filing: $16.69
Real-time Price: $16.62 info
Change: -$0.070 (-0.42%) info
Market Cap: N/A info
HERZ
Mar 31, 2026, 4:30 PM EDT
Filing Type: 4
Importance Score:
7
Price at Filing: $15.50
Real-time Price: $16.62 info
Change: +$1.12 (+7%) info
Market Cap: N/A info
HERZ
Mar 17, 2026, 4:30 PM EDT
Filing Type: SCHEDULE 13D/A
Importance Score:
9
Price at Filing: $15.50
Real-time Price: $16.62 info
Change: +$1.12 (+7%) info
Market Cap: N/A info
HERZ
Mar 05, 2026, 5:18 PM EST
Filing Type: SCHEDULE 13D/A
Importance Score:
9
Price at Filing: $15.68
Real-time Price: $16.62 info
Change: +$0.9359 (+6%) info
Market Cap: N/A info
HERZ
Mar 04, 2026, 5:00 PM EST
Filing Type: 4
Importance Score:
8
Price at Filing: $15.72
Real-time Price: $16.62 info
Change: +$0.900 (+6%) info
Market Cap: N/A info
HERZ
Feb 25, 2026, 7:08 PM EST
Filing Type: SCHEDULE 13D/A
Importance Score:
7
Price at Filing: $15.50
Real-time Price: $16.62 info
Change: +$1.12 (+7%) info
Market Cap: N/A info
HERZ
Feb 25, 2026, 6:20 PM EST
Filing Type: SCHEDULE 13D/A
Importance Score:
7
Price at Filing: $15.50
Real-time Price: $16.62 info
Change: +$1.12 (+7%) info
Market Cap: N/A info
HERZ
Feb 10, 2026, 5:04 PM EST
Filing Type: SCHEDULE 13D/A
Importance Score:
8
Price at Filing: $18.68
Real-time Price: $16.62 info
Change: -$2.06 (-11%) info
Market Cap: N/A info