InsidersTradesSigma
Track the Herzfeld Caribbean Basin Fund INC share price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares trade on the US market, under the oversight of SEC (Form 4). Operating in the Finance & Banking sector, Herzfeld Caribbean Basin Fund INC has published 151 insider filings. The latest transaction was disclosed on 2 July 2025 (J). Among the most active insiders: HERZFELD THOMAS J. The full history is openly available.
151
Insider Decl.
n/a
Thresholds
€737,365
29 ops.
Buy Volume
€4m
20 ops.
Sell Volume
43Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 2 July 2025
Declarations151 total
2,357 shares@ US$2.46186.0% of flowCommon stockSEC:0001398344-25-012637:0
3,756 shares@ US$2.461811.5% of flowCommon StockSEC:0001398344-25-012636:0
775 shares@ US$2.46186.8% of flowCommon StockSEC:0001398344-25-012635:0
282 shares@ US$2.46185.8% of flowCommon stockSEC:0001398344-25-012634:0
90,313 shares@ US$2.46182.5% of flowCommon stockSEC:0001398344-25-012633:0
55,241 shares@ US$2.46184.9% of flowCommon stockSEC:0001398344-25-012632:0
4,358 shares@ US$2.46185.6% of flowCommon stockSEC:0001398344-25-012631:0
7,009 shares@ US$2.46189.0% of flowCommon stockSEC:0001398344-25-012630:0
1,706 shares@ US$2.39730.0% of flowCommon stockSEC:0001398344-25-006862:0
Canonical exit: 6 Jul 2025 (T+90)
1,294 shares@ US$2.64792.1% of flowCommon stockSEC:0001398344-25-006579:0
Canonical exit: 30 Jun 2025 (T+90)
781 shares@ US$2.64790.0% of flowCommon stockSEC:0001398344-25-006580:0
Canonical exit: 30 Jun 2025 (T+90)
394 shares@ US$2.610.0% of flowCommon stockSEC:0001398344-25-006420:0
Canonical exit: 26 Jun 2025 (T+90)
322 shares@ US$2.610.5% of flowCommon stockSEC:0001398344-25-006421:0
Canonical exit: 26 Jun 2025 (T+90)
20,000 shares@ US$2.689329.3% of flowCommon stockSEC:0001398344-25-006031:0
Canonical exit: 22 Jun 2025 (T+90)
1,674 shares@ US$2.69610.1% of flowCommon stockSEC:0001398344-25-006032:0
Canonical exit: 22 Jun 2025 (T+90)
815 shares@ US$2.68931.4% of flowCommon stockSEC:0001398344-25-006030:0
Canonical exit: 22 Jun 2025 (T+90)
987 shares@ US$2.640.0% of flowCommon stockSEC:0001398344-25-005709:0
Canonical exit: 12 Jun 2025 (T+90)
1,430 shares@ US$2.642.3% of flowCommon stockSEC:0001398344-25-005708:0
Canonical exit: 12 Jun 2025 (T+90)
7,297 shares@ US$2.64820.2% of flowCommon stockSEC:0001398344-25-005628:0
Canonical exit: 10 Jun 2025 (T+90)
2,243 shares@ US$2.573.6% of flowCommon stockSEC:0001398344-25-005575:0
Canonical exit: 8 Jun 2025 (T+90)
2,462 shares@ US$2.64824.0% of flowCommon stockSEC:0001398344-25-005606:0
Canonical exit: 10 Jun 2025 (T+90)
7,297 shares@ US$2.64820.2% of flowCommon stockSEC:0001398344-25-005626:0
Canonical exit: 10 Jun 2025 (T+90)
1,625 shares@ US$2.570.0% of flowCommon stockSEC:0001398344-25-005502:0
Canonical exit: 8 Jun 2025 (T+90)
2,243 shares@ US$25.5735.6% of flowCommon stockSEC:0001398344-25-005501:0
Canonical exit: 8 Jun 2025 (T+90)
95,999 shares@ US$2.609.1% of flowCommon stockSEC:0001398344-25-005424:0
Canonical exit: 5 Jun 2025 (T+90)
25 of 151 declarations
关于 Herzfeld Caribbean Basin Fund INC
Herzfeld Caribbean Basin Fund Inc.（历史股票代码：CUBA）是一家在美国上市的投资工具，在纳斯达克市场交易，注册地在美国。它是一家根据马里兰州法律组织并根据1940年《投资公司法》注册的非多元化封闭式管理投资公司。该基金的主要行政办公室位于佛罗里达州迈阿密海滩华盛顿大道119号504室。它成立于1992年，在区域性封闭式基金这一小众领域拥有悠久的运营历史。（[sec.gov](https://www.sec.gov/Archives/edgar/data/880406/000139834425017779/fp0094577-2_ncsrixbrl.htm?utm_source=openai)) 历史上，该基金的投资目标是通过投资预期受益于加勒比海盆地经济、政治、结构和技术发展的发行人，实现长期资本增值。这一机会范围包括古巴、牙买加、特立尼达和多巴哥、巴哈马、多米尼加共和国、波多黎各、墨西哥、巴拿马、哥伦比亚、美国以及其他区域市场。这使得CUBA成为一个差异化的主题产品，而非广泛的新兴市场工具，具有非常具体的地理和政策敏感性敞口。（[sec.gov](https://www.sec.gov/Archives/edgar/data/0000880406/000199937123000493/cuba-424b3_112223.htm?utm_source=openai)) 从竞争角度来看，该基金一直是一个小众的上市产品，而非大型多元化资产管理公司。其吸引力来自于其专业的区域性投资目标、封闭式结构和积极的投资组合管理。近期SEC披露的信息显示，其持股可能包括与区域相关的公司，如Copa Holdings，这突显了其对旅游、交通以及更广泛的加勒比/拉丁美洲经济活动的敞口。对投资者而言，这意味着该基金历史上是作为一种有针对性的区域配置工具，而非核心市值风格的股票基金。（[sec.gov](https://www.sec.gov/Archives/edgar/data/880406/000175272425098111/herzfeld-soi.htm?utm_source=openai)) 最近最重要的发展是战略变革。2025年，该基金宣布从旧的加勒比海盆地战略转向CLO股权战略，新的主要目标是最大化风险调整后的总回报，次要目标是产生高额当期收入。SEC文件还显示，该基金于2025年更名，不再以CUBA代码交易。因此，现在对该公司的任何分析都需要将其传统的加勒比海盆地身份与其当前转型后的投资概况区分开来。（[sec.gov](https://www.sec.gov/Archives/edgar/data/880406/000139834425011936/fp0094000-1_ex991.htm?utm_source=openai))
