HERZFELD CARIBBEAN BASIN FD COM

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $HERZ. The institutional holders table below shows the broader 13F picture.

Insider activity · last 90 days

3 transactions · 2 filers

15 Apr 2026

Paylor Ryan M —

▲ BOUGHT

390

$16.01

27 Mar 2026

Paylor Ryan M —

▲ BOUGHT

$15.50

15 Apr 2026

Herzfeld Thomas J —

▲ BOUGHT

3,610

$16.01

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HERZ in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence detection for $HERZ lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $HERZ — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:52 UTC.