Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund

PTANYSEFinancial Services● Active

$19.40

$-0.10(-0.51%)

Market Cap$1.1B

P/E Ratio—

52W High$20.92

52W Low$18.13

Avg Volume137K

Open$19.54

Beta0.65

Overview

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Insider Trading

Form 4 buy vs sell counts, ratio, and sentiment — switch this quarter or last 12 months; chart and transactions below.

SEC EDGAR · FMP · PTA · as of Jun 8, 2026

Activity summary

Buy transactions

P-Purchase only

Sell transactions

12 Months

Buy/Sell ratio

∞

Buy/Sell (by trades)

Overall sentiment

BULLISH

↑ Buy 100%Active transactions only · RSU vesting excluded0% Sell ↓

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund insiders have been net buyers of shares over the past 12 Months, which may signal confidence in the company's outlook.

▸ Source: SEC EDGAR · Form 3 & 4 · via Financial Modeling Prep · Buy = P-Purchase only · Sell = S-Sale only

As of Jun 8, 2026

PTA insider buying and selling by quarter

PTA insider selling · PTA insider buying stocks · quarterly insider activity

Total insider buying (incl. awards)Total insider selling

5K3K0

2021 Q4

2022 Q1

2022 Q4

2023 Q3

2023 Q4

2024 Q1

2024 Q4

2025 Q4

Mobile shows last 4Q · Desktop shows full 8Q

▸ Source: SEC EDGAR · Form 3 & 4 · via Financial Modeling Prep · last 8 quarters

As of Jun 8, 2026

Recent insider transactions

PTA executive sell shares · PTA board member insider trading · PTA insider trading SEC filing

Showing 30 most recent · Common Stock · Form 4 only

Scroll horizontally to see all columns

Date	Insider	Type	Shares	Price	Value	After trans.	Filing
Oct 11, 2023	Rogers-Windsor Ramona Lynn Director	Purchase	115	$17.27	$2K	561.94	Form 4
Jul 6, 2023	Rogers-Windsor Ramona Lynn Director	Purchase	125	$17.23	$2K	446.94	Form 4
Feb 17, 2022	Zaharis-Nikas Elaine VP	Purchase	2,300	$21.82	$50K	6,320.74	Form 4
Feb 14, 2022	SCAPELL WILLIAM F VP	Purchase	3,000	$21.86	$66K	3,000	Form 4
Aug 31, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	10,000	$9.75	$98K	504.25	Form 4
Jul 28, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	1,100	$10.26	$11K	504.25	Form 4
Jul 27, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	400	$10.36	$4K	504.25	Form 4
Jul 13, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	400	$9.75	$4K	504.25	Form 4
Jul 13, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	400	$10.35	$4K	504.25	Form 4
Jul 13, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	600	$10.70	$6K	504.25	Form 4
Jul 7, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	500	$2.42	$1K	2,017	Form 4
Jul 6, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	500	$2.40	$1K	2,017	Form 4
Jun 30, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	600	$2.38	$1K	2,017	Form 4
Jun 24, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	900	$2.43	$2K	2,017	Form 4
Jul 25, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	500	$10.60	$5K	504.25	Form 4
Jul 14, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	2,900	$9.88	$29K	504.25	Form 4
Jul 12, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	700	$9.99	$7K	504.25	Form 4
Jul 11, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	1,800	$9.80	$18K	504.25	Form 4
Jun 22, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	200	$2.44	$488	2,017	Form 4
Jun 17, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	800	$2.45	$2K	2,017	Form 4
Jun 14, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	300	$2.42	$726	2,017	Form 4
Jun 15, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	200	$2.43	$486	2,017	Form 4
Jun 10, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	5,000	$2.46	$12K	2,017	Form 4
Jun 3, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	2,300	$2.26	$5K	2,017	Form 4
Jun 2, 2005	WHITEBOX ADVISORS LLC 10 percent owner	Sale	1,000	$2.23	$2K	2,017	Form 4

Rogers-Windsor Ramona Lynn

Director

Purchase

Date

Oct 11

115

Price

$17.27

Value

$2K

View Form 4 on SEC.gov

Rogers-Windsor Ramona Lynn

Director

Purchase

Date

Jul 6

125

Price

$17.23

Value

$2K

View Form 4 on SEC.gov

Zaharis-Nikas Elaine

Purchase

Date

Feb 17

2,300

Price

$21.82

Value

$50K

View Form 4 on SEC.gov

SCAPELL WILLIAM F

Purchase

Date

Feb 14

3,000

Price

$21.86

Value

$66K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Aug 31

10,000

Price

$9.75

Value

$98K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 28

1,100

Price

$10.26

Value

$11K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 27

400

Price

$10.36

Value

$4K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 13

400

Price

$9.75

Value

$4K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 13

400

Price

$10.35

Value

$4K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 13

600

Price

$10.70

Value

$6K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 7

500

Price

$2.42

Value

$1K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 6

500

Price

$2.40

Value

$1K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 30

600

Price

$2.38

Value

$1K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 24

900

Price

$2.43

Value

$2K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 25

500

Price

$10.60

Value

$5K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 14

2,900

Price

$9.88

Value

$29K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 12

700

Price

$9.99

Value

$7K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jul 11

1,800

Price

$9.80

Value

$18K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 22

200

Price

$2.44

Value

$488

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 17

800

Price

$2.45

Value

$2K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 14

300

Price

$2.42

Value

$726

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 15

200

Price

$2.43

Value

$486

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 10

5,000

Price

$2.46

Value

$12K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 3

2,300

Price

$2.26

Value

$5K

View Form 4 on SEC.gov

WHITEBOX ADVISORS LLC

10 percent owner

Sale

Date

Jun 2

1,000

Price

$2.23

Value

$2K

View Form 4 on SEC.gov

⚡ = value ≥ $1M · Award/Option price shows — · formType=4 · securityName=Common Stock · url → sec.gov/Archives/edgar

1 / 2

▸ Source: SEC EDGAR · Form 4 filings · ⚡ = value ≥ $1M · Award/Option price shows —

About PTA insider trading

PTA insider trades

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) insider trading data is sourced from SEC Form 4 filings submitted by corporate insiders, including PTA. Over the past 12 months, 0 insiders have filed transactions with the SEC. PTA insiders have been primarily buying, which may reflect pre-scheduled Rule 10b5-1 plan executions.

For Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's institutional ownership breakdown and insider ownership percentage, see the Ownership tab → Ownership tab →

Buy/Sell signal logic

acquisitionOrDisposition field:

A = Acquisition (buy) · D = Disposition (sell)

RSU vesting (M-Exempt) excluded from sentiment

Form 4SEC filing required within 2 business days of any insider transaction

10b5-1Pre-scheduled trading plan that allows insiders to sell on autopilot

Open MktDirect purchase or sale on the open market (excludes awards, options)

Ownership SEC filings Financial statements Price history Forecast & ratings Earnings

Frequently asked questions

PTA insider trading · 5 questions

The insiders of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) include executives and directors such as PTA, among others. Over the past 12 months, 0 insiders have filed Form 4 transactions with the SEC. Insider transactions are required to be reported within 2 business days of the trade date.

PTA board member insider tradingwho are PTA insidersPTA insider rosterCohen & Steers Tax-Advantaged Preferred Securities and Income Fund executives insider activity

▸ Source: FMP /stable/insider-trading/search · SEC EDGAR Form 3 & 4 · acquisitionOrDisposition A=Buy, D=Sell · RSU vesting (M-Exempt) excluded from sentiment bar · As of Jun 8, 2026