Swiss Helvetia Fund Inc. (SWZ)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 1 |
| Ownership rank: | 866 |
| % of all portfolios: | 0% |
| |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
36 |
$535,392 |
| Sells |
0 |
$0 |
Open Market Insider Buys
| Date Filed |
Reporting Name |
Relationship |
Trans. Date |
Shares |
Price $ |
Total Value $ |
| 13 Oct 2026 |
GOLDSTEIN PHILLIP |
Secretary |
08 Oct 2026 |
5,000 |
5.73 |
28,637 |
| 30 Sep 2026 |
SELL MORITZ A |
Director |
28 Sep 2026 |
2,000 |
5.76 |
11,530 |
| 29 Sep 2026 |
DAKOS ANDREW |
President and CEO |
28 Sep 2026 |
9,000 |
5.77 |
51,930 |
| 29 Sep 2026 |
DAKOS ANDREW |
President and CEO |
28 Sep 2026 |
1,000 |
5.76 |
5,760 |
| 29 Sep 2026 |
DAKOS ANDREW |
President and CEO |
25 Sep 2026 |
7,649 |
5.81 |
44,441 |
| 29 Sep 2026 |
DAKOS ANDREW |
President and CEO |
25 Sep 2026 |
2,351 |
5.82 |
13,683 |
| 01 Sep 2026 |
SELL MORITZ A |
Director |
31 Aug 2026 |
3,000 |
5.98 |
17,940 |
| 25 Aug 2026 |
DAS RAJEEV P |
Secretary |
24 Aug 2026 |
1,366 |
5.93 |
8,100 |
| 25 Aug 2026 |
DAS RAJEEV P |
Secretary |
21 Aug 2026 |
1,700 |
5.93 |
10,080 |
| 12 Aug 2026 |
SELL MORITZ A |
Director |
10 Aug 2026 |
1,000 |
5.91 |
5,910 |
| 24 Jul 2026 |
SELL MORITZ A |
Director |
23 Jul 2026 |
2,000 |
5.86 |
11,720 |
| 24 Jul 2026 |
SELL MORITZ A |
Director |
22 Jul 2026 |
517 |
5.90 |
3,050 |
| 22 Jul 2026 |
SELL MORITZ A |
Director |
21 Jul 2026 |
483 |
5.90 |
2,850 |
| 22 Jul 2026 |
SELL MORITZ A |
Director |
20 Jul 2026 |
1,000 |
5.93 |
5,930 |
| 08 Jul 2026 |
GOLDSTEIN PHILLIP |
Secretary |
06 Jul 2026 |
5,980 |
5.95 |
35,581 |
| 07 Jul 2026 |
DAKOS ANDREW |
President and CEO |
02 Jul 2026 |
4,767 |
5.92 |
28,222 |
| 07 Jul 2026 |
DAKOS ANDREW |
President and CEO |
02 Jul 2026 |
233 |
5.92 |
1,379 |
| 30 Jun 2026 |
SELL MORITZ A |
Director |
29 Jun 2026 |
2,000 |
5.92 |
11,850 |
| 30 Jun 2026 |
SELL MORITZ A |
Director |
26 Jun 2026 |
2,091 |
5.88 |
12,306 |
| 22 Jun 2026 |
SELL MORITZ A |
Director |
18 Jun 2026 |
1,853 |
5.91 |
10,951 |
| 22 Jun 2026 |
SELL MORITZ A |
Director |
17 Jun 2026 |
147 |
5.91 |
869 |
| 17 Jun 2026 |
SELL MORITZ A |
Director |
16 Jun 2026 |
2,000 |
5.96 |
11,920 |
| 17 Jun 2026 |
SELL MORITZ A |
Director |
15 Jun 2026 |
155 |
5.95 |
922 |
| 01 Jun 2026 |
SELL MORITZ A |
Director |
29 May 2026 |
1,000 |
6.01 |
6,010 |
| 29 May 2026 |
DAKOS ANDREW |
President and CEO |
28 May 2026 |
5,400 |
5.99 |
32,346 |
| 29 May 2026 |
DAKOS ANDREW |
President and CEO |
28 May 2026 |
100 |
5.98 |
598 |
| 29 May 2026 |
DAKOS ANDREW |
President and CEO |
27 May 2026 |
3,000 |
5.98 |
17,940 |
| 29 May 2026 |
DAKOS ANDREW |
President and CEO |
27 May 2026 |
4,500 |
5.97 |
26,865 |
| 20 May 2026 |
DAKOS ANDREW |
President and CEO |
20 May 2026 |
2,987 |
5.96 |
17,803 |
| 20 May 2026 |
DAKOS ANDREW |
President and CEO |
19 May 2026 |
13 |
5.95 |
77 |
| 20 May 2026 |
DAKOS ANDREW |
President and CEO |
18 May 2026 |
4,000 |
5.95 |
23,800 |
| 27 Apr 2026 |
SELL MORITZ A |
Director |
24 Apr 2026 |
1,002 |
6.06 |
6,077 |
| 20 Apr 2026 |
DAKOS ANDREW |
President and CEO |
17 Apr 2026 |
3,000 |
6.09 |
18,270 |
| 20 Apr 2026 |
DAKOS ANDREW |
President and CEO |
16 Apr 2026 |
3,000 |
6.05 |
18,150 |
| 20 Apr 2026 |
DAKOS ANDREW |
President and CEO |
16 Apr 2026 |
4,718 |
6.06 |
28,591 |
| 20 Apr 2026 |
DAKOS ANDREW |
President and CEO |
16 Apr 2026 |
547 |
6.04 |
3,304 |
| 09 Apr 2026 |
DAKOS ANDREW |
President and CEO |
08 Apr 2026 |
4,000 |
5.98 |
23,900 |
| 09 Apr 2026 |
DAKOS ANDREW |
President and CEO |
07 Apr 2026 |
2,000 |
5.95 |
11,900 |
| 06 Apr 2026 |
DAKOS ANDREW |
President and CEO |
06 Apr 2026 |
100 |
5.95 |
595 |
| 06 Apr 2026 |
DAKOS ANDREW |
President and CEO |
02 Apr 2026 |
4,863 |
5.93 |
28,828 |
| 31 Mar 2026 |
DAKOS ANDREW |
President and CEO |
30 Mar 2026 |
5,300 |
5.91 |
31,312 |
| 31 Mar 2026 |
DAKOS ANDREW |
President and CEO |
27 Mar 2026 |
5,900 |
5.92 |
34,928 |
| 26 Mar 2026 |
DAKOS ANDREW |
President and CEO |
24 Mar 2026 |
1,000 |
5.95 |
5,950 |
| 26 Mar 2026 |
DAKOS ANDREW |
President and CEO |
24 Mar 2026 |
5,000 |
5.96 |
29,800 |
| 19 Mar 2026 |
GOLDSTEIN PHILLIP |
Secretary |
18 Mar 2026 |
10,000 |
5.98 |
59,800 |
| 13 Mar 2026 |
DAKOS ANDREW |
President and CEO |
12 Mar 2026 |
3,324 |
6.00 |
19,944 |
| 13 Mar 2026 |
DAKOS ANDREW |
President and CEO |
11 Mar 2026 |
1,700 |
6.00 |
10,200 |
| 09 Mar 2026 |
DAKOS ANDREW |
President and CEO |
06 Mar 2026 |
12,500 |
5.97 |
74,625 |
| 09 Mar 2026 |
DAKOS ANDREW |
President and CEO |
05 Mar 2026 |
12,000 |
6.01 |
72,120 |
| 09 Mar 2026 |
GOLDSTEIN PHILLIP |
Secretary |
05 Mar 2026 |
10,000 |
5.99 |
59,900 |
| 05 Mar 2026 |
GOLDSTEIN PHILLIP |
Secretary |
03 Mar 2026 |
5,000 |
6.01 |
30,050 |
| 04 Mar 2026 |
DAKOS ANDREW |
President and CEO |
02 Mar 2026 |
9,918 |
5.95 |
59,012 |
| 04 Mar 2026 |
DAKOS ANDREW |
President and CEO |
02 Mar 2026 |
5,000 |
6.15 |
30,750 |
| 02 Mar 2026 |
DAKOS ANDREW |
President and CEO |
27 Feb 2026 |
2,000 |
6.20 |
12,400 |
| 02 Mar 2026 |
DAKOS ANDREW |
President and CEO |
26 Feb 2026 |
5,000 |
6.17 |
30,850 |
| 25 Feb 2026 |
GOLDSTEIN PHILLIP |
Director |
23 Feb 2026 |
5,000 |
6.13 |
30,650 |
| 25 Feb 2026 |
DAKOS ANDREW |
President and CEO |
24 Feb 2026 |
1,348 |
6.17 |
8,317 |
| 25 Feb 2026 |
DAKOS ANDREW |
President and CEO |
24 Feb 2026 |
326 |
6.14 |
2,002 |
| 25 Feb 2026 |
DAKOS ANDREW |
President and CEO |
23 Feb 2026 |
2,000 |
6.13 |
12,260 |
| 25 Feb 2026 |
DAKOS ANDREW |
President and CEO |
23 Feb 2026 |
2,000 |
6.14 |
12,280 |
| 23 Feb 2026 |
DAKOS ANDREW |
President and CEO |
20 Feb 2026 |
183 |
6.14 |
1,124 |
| 23 Feb 2026 |
DAKOS ANDREW |
President and CEO |
20 Feb 2026 |
2,817 |
6.16 |
17,353 |
| 23 Feb 2026 |
DAKOS ANDREW |
President and CEO |
19 Feb 2026 |
119 |
6.11 |
727 |
| 23 Feb 2026 |
DAKOS ANDREW |
President and CEO |
19 Feb 2026 |
4,881 |
6.12 |
29,872 |
| 10 Feb 2026 |
GOLDSTEIN PHILLIP |
Director |
06 Feb 2026 |
10,000 |
6.07 |
60,700 |
| 05 Feb 2026 |
DAKOS ANDREW |
President and CEO |
04 Feb 2026 |
2,000 |
6.03 |
12,060 |
| 05 Feb 2026 |
DAKOS ANDREW |
President and CEO |
04 Feb 2026 |
2,000 |
6.04 |
12,080 |
| 05 Feb 2026 |
DAKOS ANDREW |
President and CEO |
04 Feb 2026 |
2,000 |
6.02 |
12,040 |
| 05 Feb 2026 |
DAKOS ANDREW |
President and CEO |
03 Feb 2026 |
7,000 |
5.97 |
41,790 |
| 05 Feb 2026 |
DAKOS ANDREW |
President and CEO |
03 Feb 2026 |
3,000 |
5.96 |
17,880 |
| 04 Feb 2026 |
SELL MORITZ A |
Director |
03 Feb 2026 |
1,000 |
5.96 |
5,960 |
| 04 Feb 2026 |
SELL MORITZ A |
Director |
02 Feb 2026 |
1,120 |
5.98 |
6,698 |
| 03 Feb 2026 |
GOLDSTEIN PHILLIP |
Director |
30 Jan 2026 |
10,000 |
5.92 |
59,200 |
| 29 Oct 2025 |
SELL MORITZ A |
Director |
27 Oct 2025 |
1,000 |
6.06 |
6,055 |
| 01 Jul 2025 |
SELL MORITZ A |
Director |
30 Jun 2025 |
1,815 |
6.34 |
11,507 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.
P = Preferred Stock