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BXSY on OTC

BEXIL INVESTMENT TRUST

BEXIL INVESTMENT TRUST is a fund registered in the United States, based in New York, active since 2012.2 Its shares trade on OTC under the symbol BXSY.2

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Last updated Oct 21, 2026.

Overview

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  • TickerBXSY on OTC2
  • HeadquartersNew York, United States2
  • Incorporated inDE3
  • Business address17 Old Drewsville Road, Walpole, Nh3
  • Legal formFUND2
  • Kind of organizationFund2
  • LEI549300GQF37VFS5FKW752
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O INCORP SERVICES, INC., 19713 Newark, United States2
  • Registered withDivision of Corporations, Department of State, 51004592

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Corporate structure

BEXIL INVESTMENT TRUST sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of BEXIL INVESTMENT TRUST

  • Bexil Securities LLC Filed SCHEDULE 13D/A on BEXIL INVESTMENT TRUST, latest Jul 31, 2026 (4 filings since Oct 14, 2022)
  • BEXIL INVESTMENT TRUST New York, New York, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led BEXIL INVESTMENT TRUST, and when. Pick a name to see everywhere that person has worked.

President

  1. Thomas Bassett Winmill2011–2015

Chief financial officer

  1. Thomas Omalley2011
2010201520202025
Board members and other officers (13)

Subsidiaries and ownership

Fund manager

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Former names

  • DIVIDEND & INCOME FUNDSep 12, 2011 to Dec 15, 20233
  • DIVIDEND & INCOME FUND, INC.Mar 10, 2011 to May 7, 20123
  • CHARTWELL DIVIDEND & INCOME FUND INCJun 15, 1998 to Feb 9, 20113

Timeline

  1. May 8, 2012Founded BEXIL INVESTMENT TRUST is founded2

Filings

132 filings to the SEC since October 2021: 74 insider forms, 4 large holders, 54 other. The latest 20:

  1. Oct 9, 2026DEFA14A ADDITIONAL DEFINITIVE PROXY SOLICITING MATERIALS AND RULE 14(A)(12) MATERIAL EDGAR
  2. Sep 30, 202640-17G FIDELITY BOND FILED PURSUANT TO RULE 17G1(G)(1) OF THE INVESTMENT COMPANY ACT OF EDGAR
  3. Sep 28, 2026DEFA14A EDGAR
  4. Sep 16, 2026DEFA14A ADDITIONAL DEFINITIVE PROXY SOLICITING MATERIALS AND RULE 14(A)(12) MATERIAL EDGAR
  5. Sep 1, 20264 EDGAR
  6. Aug 27, 2026N-CSRS EDGAR
  7. Aug 26, 20264 EDGAR
  8. Aug 25, 2026DEF 14A EDGAR
  9. Aug 18, 20264 EDGAR
  10. Aug 18, 2026NPORT-P EDGAR
  11. Aug 14, 20264 EDGAR
  12. Aug 12, 20264 EDGAR
  13. Aug 10, 20264 EDGAR
  14. Aug 6, 20264 EDGAR
  15. Aug 3, 20264 EDGAR
  16. Jul 31, 2026SCHEDULE 13D/A EDGAR
  17. Jul 29, 20264 EDGAR
  18. Jul 27, 20264 PRIMARY DOCUMENT EDGAR
  19. Jul 23, 2026PRER14A EDGAR
  20. Jul 23, 2026N-PX EDGAR

The 132 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

109 open-market trades by officers, directors and large owners since October 2021: 109 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 31, 2026Winmill William McCollumDirectorBuy200$18.22$3.6KForm 4
Aug 26, 2026Winmill William McCollumDirectorBuy800$18.10$14.5KForm 4
Aug 18, 2026WINMILL & CO. INCBuy2,500$17.97$44.9KForm 4
Aug 17, 2026WINMILL & CO. INCBuy5,200$18.08$94.0KForm 4
Aug 14, 2026WINMILL & CO. INCBuy5,200$18.08$94.0KForm 4
Aug 13, 2026WINMILL & CO. INCBuy5,250$18.01$94.6KForm 4
Aug 12, 2026WINMILL & CO. INCBuy5,250$17.95$94.2KForm 4
Aug 11, 2026WINMILL & CO. INCBuy5,000$17.95$89.8KForm 4
Aug 10, 2026WINMILL & CO. INCBuy5,000$17.78$88.9KForm 4
Aug 7, 2026WINMILL & CO. INCBuy5,000$17.78$88.9KForm 4
Aug 6, 2026WINMILL & CO. INCBuy2,310$17.54$40.5KForm 4
Aug 5, 2026WINMILL & CO. INCBuy5,000$17.80$89.0KForm 4
Jul 31, 2026WINMILL & CO. INCBuy5,000$17.18$85.9KForm 4
Jul 29, 2026WINMILL & CO. INCBuy5,000$17.03$85.2KForm 4
Jul 28, 2026WINMILL & CO. INCBuy2,029$16.91$34.3KForm 4
Jul 27, 2026WINMILL & CO. INCBuy4,700$16.93$79.6KForm 4
Jul 24, 2026WINMILL & CO. INCBuy4,700$16.93$79.6KForm 4
Jul 23, 2026WINMILL & CO. INCBuy4,500$17.13$77.1KForm 4
Jul 22, 2026WINMILL & CO. INCBuy3,887$17.20$66.9KForm 4
Jul 20, 2026WINMILL & CO. INCBuy4,500$17.03$76.6KForm 4

All 109 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Atlas Wealth LLC751,470$12.9M1.8%New
Ancora Advisors LLC300$5.1K0.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How BEXIL INVESTMENT TRUST is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARBEXIL INVESTMENT TRUST1
  • CIK0001059213
  • Employer ID (EIN)51-03822121
  • Incorporated inDelaware1
  • Fiscal year endsDecember 311
  • Business address17 Old Drewsville Road, Walpole, NH1
  • Phone21278509001
  • On EDGAR sinceApr 10, 19981
  • Filings533 in all: 4 (146), N-Q (31), 3 (27), NPORT-P (26), DEF 14A (25), N-CSR (24), CORRESP (23), N-CSRS (23)1
    All 51 form types

    N-PX (23), NSAR-A (20), NSAR-B (20), 40-17G (17), DEFA14A (11), SC 13D/A (10), N-30D (9), N-2/A (8), N-CEN (8), SC 13G (8), 497 (7), PRE 14A (7), SC 13G/A (7), EFFECT (5), 3/A (4), 40-17G/A (4), N-2 (4), UPLOAD (4), POS 8C (3), AW (2), N-PX/A (2), POS EX (2), SC 13D (2), SCHEDULE 13D/A (2), 25 (1), 4/A (1), 40-APP (1), 497AD (1), 5 (1), 8-A12B (1), APP WD (1), APP WDG (1), DEFC14A (1), N-2MEF (1), N-8A (1), N-CEN/A (1), N-CSR/A (1), N-CSRS/A (1), NSAR-A/A (1), NSAR-BT (1), NT-NSAR (1), PREC14A (1), PRER14A (1)

  • Latest filingsProxy statement (DEF 14A) Aug 25, 2026

Sources

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