SWZ The Swiss Helvetia Fund Inc.

NYSE
$5.72

The Swiss Helvetia Fund Inc. (SWZ) Insider Activity

What the officers, directors and large holders did with their own shares. Only open-market purchases and sales count toward the totals — grants, option exercises and shares withheld for tax are compensation mechanics, not decisions, and they're listed separately below.

30D 90D 6M 1Y
Insider signal Bullish Insiders bought more than they sold over this window — uncommon at any size.
Cluster activity 2 buyers in the last 30 days 4 buyers in the last 90 days 0 sellers in the last 90 days
Insiders buying
4
14 transactions
Insiders selling
0
0 transactions
Purchases
$228.5K
39,046 shares
Sales
$0
0 shares
Net activity
$228.5K
purchases less sales

Where they traded

Buy Sell Dot area is proportional to transaction value.

Last open-market purchase: September 28, 2026 , by SELL MORITZ A .

Recent open-market activity

Date Insider Role Action Shares Price Value Held after
Dakos Andrew 2 fills President and CEO Buy 10,000 $5.77 $57.7K 60,000
SELL MORITZ A Director Buy 2,000 $5.76 $11.5K 30,246
Dakos Andrew 2 fills President and CEO Buy 10,000 $5.81 $58.1K 50,000
SELL MORITZ A Director Buy 3,000 $5.98 $17.9K 28,246
Das Rajeev P Secretary Buy 1,366 $5.93 $8.1K 3,400
Das Rajeev P Secretary Buy 1,700 $5.93 $10.1K 2,034
SELL MORITZ A Director Buy 1,000 $5.91 $5.9K 25,246
SELL MORITZ A Director Buy 2,000 $5.86 $11.7K 24,246
SELL MORITZ A Director Buy 517 $5.90 $3.1K 22,246
SELL MORITZ A Director Buy 483 $5.90 $2.8K 21,729
SELL MORITZ A Director Buy 1,000 $5.93 $5.9K 21,246
GOLDSTEIN PHILLIP Secretary Buy 5,980 $5.95 $35.6K 119,214

Form 4s are due within two business days of a transaction, so this is close to real time — unlike the quarterly 13F data on the Institutional tab. A single large sale often reflects a prearranged 10b5-1 plan rather than a fresh view, so read a pattern of sales rather than any one of them.