🕵️ Special Opportunities Fund, Inc. ($SPE-PC)
SEC insider & ownership activity, last 12 months · CIK 897802 · every row links its SEC filing
Insider sell value was withheld pending verification over the last 12 months. Kovitz Investment Group Partners, LLC added 13.6% → 47.9%. No red-flag 8-Ks in the window.
Insider flow
1 buyer, $249K (5 lots) · 1 seller, value withheld pending verification (5 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Goldstein Phillip | 5 | $249K | 0 | – | Mar 5, 2026 |
| Dakos Andrew | 0 | – | 5 | value withheld pending verification | Jun 3, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 47.9% | 13G | Nov 6, 2025 | filing ↗ | |
| Focus Partners Wealth | 42.0% | 13G | Aug 7, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Focus Partners Wealth | $28K | Jun 11, 2026 | filing ↗ |
| Dakos Andrew | $88K | Jun 2, 2026 | filing ↗ |
| Dakos Andrew | $5K | Jun 2, 2026 | filing ↗ |
| Focus Partners Wealth | $42K | Mar 25, 2026 | filing ↗ |
| Focus Partners Wealth | $19K | Mar 25, 2026 | filing ↗ |
| Kovitz Investment Group Partners, LLC | $387K | Mar 6, 2026 | filing ↗ |
| Kovitz Investment Group Partners, LLC | $1 | Feb 26, 2026 | filing ↗ |
| Kovitz Investment Group Partners, LLC | $4K | Feb 19, 2026 | filing ↗ |
| Kovitz Investment Group Partners, LLC | $1.6M | Nov 28, 2025 | filing ↗ |
| Kovitz Investment Group Partners, LLC | $1.6M | Nov 28, 2025 | filing ↗ |
| Kovitz Investment Group Partners, LLC | $23K | Nov 21, 2025 | filing ↗ |
| Kovitz Investment Group Partners, LLC | $20K | Oct 7, 2025 | filing ↗ |
Material events (8-K)
No 8-K filings in the last 12 months.