Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Insider Ownership

NYSE PTA
$17.25 +0.26 (+1.53%)
At close: Nov 6, 2026 · 4:00 PM EST

Insider Holdings by Owner

12.50K Shares
Elaine Zaharis-Nikas6.32K50.6%
William F Scapell3.00K24.0%
Jerry Dorost2.00K16.0%
Jane F. Magpiong6134.9%
Ramona Lynn Rogers-Windsor5624.5%

Insider Ownership Statistics

as of 30 Sep, 2025
Insider Ownership
—
share count not reported for this filer set
Shares Held by Insiders
562
filed for Sep 2025
■0.00% QoQ
Shares Outstanding
—
not reported
Direct Holdings
562
Indirect: 0
Net Open-Market Trades
0
no open-market trades in Sep 2025
Insiders Holding Shares
5
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Open-Market Insider Trades

Bought Sold
Latest quarter —
Net over range —
Net-buying quarters —
Form 4 Holdings

Insiders Holding PTA

Insiders 5
Shares held 12.50K
Of outstanding —
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Elaine Zaharis-Nikas Vice President 6,321 0 6,321 50.6% 22 Feb, 2022
2 William F Scapell Vice President 3,000 0 3,000 24.0% 16 Feb, 2022
3 Jerry Dorost Vice President 2,000 0 2,000 16.0% 29 Dec, 2022
4 Jane F. Magpiong Director 613 0 613 4.9% 28 Dec, 2022
5 Ramona Lynn Rogers-Windsor Director 562 0 562 4.5% 13 Oct, 2023

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

20 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2025
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
11 Oct, 2023 Ramona Lynn Rogers-Windsor Director Acquired P 115 $17.27 $1.99K 562 Direct
06 Jul, 2023 Ramona Lynn Rogers-Windsor Director Acquired P 125 $17.23 $2.15K 447 Direct
28 Dec, 2022 Jerry Dorost Vice President Acquired P 2,000 $17.57 $35.14K 2,000 Direct
23 Dec, 2022 Jane F. Magpiong Director Acquired P 175 $18.04 $3.16K 613 Direct
17 Feb, 2022 Elaine Zaharis-Nikas Vice President Acquired P 2,300 $21.82 $50.19K 6,321 Direct
14 Feb, 2022 William F Scapell Vice President Acquired P 3,000 $21.86 $65.57K 3,000 Direct
17 Dec, 2021 Ramona Lynn Rogers-Windsor Director Acquired P 100 $23.73 $2.37K 300 Direct
17 Aug, 2021 Elaine Zaharis-Nikas Vice President Acquired P 4,000 $25.54 $102.16K 12,800 Direct
06 Apr, 2021 Daphne L Richards Director Acquired P 40 $24.94 $998 4,040 Direct
01 Apr, 2021 Ramona Lynn Rogers-Windsor Director Acquired P 200 $24.90 $4.98K 200 Direct
05 Mar, 2021 Gerald J. Maginnis Director Acquired P 400 $24.95 $9.98K 400 Direct
01 Feb, 2021 Elaine Zaharis-Nikas Vice President Acquired P 4,000 $25.37 $101.47K 4,000 Direct
02 Feb, 2021 Elaine Zaharis-Nikas Vice President Acquired P 4,000 $25.30 $101.19K 8,000 Direct
03 Feb, 2021 Elaine Zaharis-Nikas Vice President Acquired P 400 $25.28 $10.11K 8,400 Direct
03 Feb, 2021 Elaine Zaharis-Nikas Vice President Acquired P 400 $25.26 $10.10K 8,800 Direct
16 Dec, 2020 Dean Junkans Director Acquired P 1,000 $25.57 $25.57K 1,000 Direct
15 Dec, 2020 Michael G Clark Director Acquired P 600 $25.90 $15.54K 600 Direct
10 Nov, 2020 Jane F. Magpiong Director Acquired P 438 $25.10 $10.99K 438 Direct
30 Oct, 2020 Daphne L Richards Director Acquired P 4,000 $25.00 $100.00K 4,000 Direct
30 Oct, 2020 C Edward Jr Ward Director Acquired P 400 $25.00 $10.00K 400 Direct