Gerald Hellerman is CCO at SPECIAL OPPORTUNITIES FUND, INC. (SPE). They have made 71 open-market trades across 7 companies since 2006, most recently 2026-01-23.
CIK 0001222911
67 open-market purchases totalling $1.7M since 2006, against 4 sales. Across 64 scored buys the stock is up 1.5% at ninety days, and 1.3 points behind the S&P over the same stretch.
64 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 30% | 63% | 59% |
| Avg Move | -1.6% | +0.8% | +1.5% |
| Alpha | +0.8% | -0.3% | -1.3% |
| Scored | 64 | 64 | 64 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SWZ | SELL | 2025-04-02 | 2025-04-03 | $9.24 | $379 | -30.4% | -30.9% | -31.2% |
| PCF | SELL | 2024-12-26 | 2024-12-30 | $6.47 | $2K | +0.5% | +2.8% | +2.6% |
| PCF | BUY | 2024-12-19 | 2024-12-23 | $6.34 | $13K | +2.2% | +3.4% | +3.5% |
| PCF | BUY | 2024-12-16 | 2024-12-18 | $6.59 | $204K | +1.9% | +3.9% | +2.7% |
| PCF | BUY | 2024-06-04 | 2024-06-06 | $6.81 | $681 | -0.1% | -2.6% | -1.2% |
| SPE | BUY | 2022-04-06 | 2022-04-07 | $14.79 | $83K | -1.4% | -8.2% | -15.1% |
| SWZ | BUY | 2022-03-02 | 2022-03-03 | $8.85 | $9K | +0.7% | +9.2% | -4.2% |
| SPE | BUY | 2022-01-26 | 2022-01-28 | $14.60 | $24K | +1.8% | -2.4% | -5.5% |
| PCF | BUY | 2022-01-21 | 2022-01-24 | $8.28 | $6K | +5.5% | +1.4% | -4.1% |
| SPE | BUY | 2021-09-20 | 2021-09-21 | $15.17 | $25K | -0.6% | +1.2% | -6.5% |
| PCF | SELL | 2021-09-17 | 2021-09-20 | $10.00 | $90K | -9.4% | -4.9% | -11.6% |
| SPE | BUY | 2021-07-19 | 2021-07-20 | $15.00 | $15K | +0.9% | +2.0% | +4.1% |
| PCF | BUY | 2020-10-30 | 2020-11-02 | $7.25 | $14K | +2.1% | +12.0% | +15.2% |
| SPE | BUY | 2020-10-28 | 2020-10-28 | $11.48 | $23K | +5.4% | +13.9% | +26.8% |
| PCF | BUY | 2020-09-11 | 2020-09-15 | $8.26 | $413 | -3.3% | -3.5% | +2.8% |
| PCF | BUY | 2020-04-03 | 2020-04-06 | $5.91 | $6K | +14.5% | +9.0% | +16.9% |
| SWZ | BUY | 2020-04-03 | 2020-04-03 | $6.90 | $7K | +1.9% | +4.4% | +12.5% |
| SPE | BUY | 2020-04-03 | 2020-04-07 | $8.72 | $9K | +3.7% | +5.1% | +18.6% |
| SPE | BUY | 2020-03-09 | 2020-03-10 | $12.54 | $13K | -28.1% | -17.0% | -6.9% |
| SWZ | BUY | 2020-02-27 | 2020-03-02 | $8.00 | $8K | -21.9% | -15.4% | -5.5% |
| PCF | BUY | 2019-10-23 | 2019-10-24 | $8.48 | $15K | +1.5% | +0.7% | +10.6% |
| MVC | BUY | 2019-10-08 | 2019-10-10 | $8.88 | $9K | +2.4% | +1.6% | +4.7% |
| PCF | BUY | 2019-10-08 | 2019-10-09 | $8.46 | $8K | -0.5% | +0.6% | +6.2% |
| SWZ | BUY | 2019-10-08 | 2019-10-09 | $7.93 | $8K | +2.7% | +2.8% | +6.6% |
| PCF | BUY | 2019-10-03 | 2019-10-04 | $8.52 | $13K | -0.4% | +1.2% | +5.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| Total |
| $1.4M |
Shares reported on the most recent Form 4, priced at the 2026-01-27 close. 2 holdings could not be priced and are excluded from the total.