HERZ
Herzfeld Credit Income Fund, IncPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Mar 2 to Mar 3 2 days of insider buys: $80.1K by 2 insiders, avg $15.44
- B Mar 27 2 insiders buy $47.6K at $15.50
- B Apr 15 2 insiders buy $64.1K at $16.01
- X Jul 31 Short interest falls 51.8% to 2.7K
- X Aug 14 Short interest jumps 297.6% to 10.9K
- X Aug 31 Short interest falls 33.8% to 7.2K
- X Sep 15 Short interest falls 31.9% to 4.9K
- X Sep 30 Short interest jumps 112.9% to 10.5K
Signal stack
Where each data set points today.
- InsidersBULLISH
2 insiders bought $191.8K at an average $15.64. No open-market sales. Price is 8% below their cost.
- TrendDOWNTREND
7% below its 50-day average. New closing low $14.42 on Oct 26.
Who's buying
13F| Top holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 268,909 | $4.6M |
| Private Advisor Group, LLC | 20,550 | $353.5K |
| OSAIC HOLDINGS, INC. | 4,777 | $82.3K |
| MORGAN STANLEY | 2,614 | $45.0K |
| Rockefeller Capital Management L.P. | 1,112 | $19.1K |
| ROYAL BANK OF CANADA | 534 | $9.0K |
| JPMORGAN CHASE & CO | 61 | $1.0K |
Quarterly 13F filings are due 45 days after each quarter ends.
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 20, 2026 | HERZFELD THOMAS J | TO ISSUER | $257.5K |
| Oct 20, 2026 | Herzfeld Brigitta Suzanne Director | TO ISSUER | $19.8K |
| Oct 20, 2026 | Herzfeld Erik Mervin Director | TO ISSUER | $91.0K |
| Oct 20, 2026 | Paylor Ryan M | TO ISSUER | $8.9K |
| Apr 15, 2026 | Paylor Ryan M | BUY | $6.2K |
| Apr 15, 2026 | HERZFELD THOMAS J | BUY | $57.8K |
| Mar 27, 2026 | HERZFELD THOMAS J | BUY | $46.1K |
| Mar 27, 2026 | Paylor Ryan M | BUY | $1.5K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | — | — | — | $0.00 |
| Next Q | — | — | — | $0.00 |
| Current FY | — | — | — | $0.00 |
| Next FY | — | — | — | $0.00 |
Short side
FINRA· Oct 15, 2026SecBot reports
8 filings · 1 bullish · 0 bearish · 7 neutral- NEUTRAL DEF 14AOct 26, 2026
Herzfeld Credit Income Fund filed a DEF 14A proxy statement for its December 8, 2026 annual meeting, with the sole proposal being the election of Class III director Brigitta S. Herzfeld, an interested person. The filing is routine with no shareholder proposals, no say-on-pay vote, and no…
🔒 Fresh report (last 24h), subscribers only
- NEUTRAL SC 13D/AOct 22, 2026
Two Schedule 13D/A amendments filed by Thomas J. Herzfeld and Erik M. Herzfeld disclose their…
The Herzfeld insiders remain dominant shareholders with no change in strategy. The tender offer reduced the float slightly, but the pro-rata acceptance means insider ownership percentages shifted…
- NEUTRAL SC 13GOct 20, 2026
CSS LLC/IL filed a Schedule 13G disclosing a 5.49% passive stake in Herzfeld Credit Income Fund…
A new 5.49% passive stake by CSS LLC/IL is a routine disclosure with no immediate catalyst. Monitor for any future amendment converting to Schedule 13D, which would signal activist intent.
- NEUTRAL SC TO-I/AOct 20, 2026
Herzfeld Credit Income Fund completed its cash tender offer to repurchase up to 5% of outstanding…
The massive oversubscription (14.3x) signals strong shareholder demand to exit at a 2.5% discount to NAV, suggesting the market price may have been trading at a wider discount. The activist 13D/A…
All HERZ filing & press-release reports (8)
- DEF 14A reportOct 26, 2026
- SC 13D/A reportOct 22, 2026
- SC 13G reportOct 20, 2026
- SC TO-I/A reportOct 20, 2026
- SC TO-I/A reportOct 19, 2026
- SC 13D/A reportOct 8, 2026
- SC 13D/A reportOct 8, 2026
- CLUSTER reportMar 27, 2026