SWZ The Swiss Helvetia Fund Inc.
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.
Where they traded
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 |
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.