Swiss Helvetia Fund Insider Trades

SWZ

Track insider trading activity from Swiss Helvetia Fund executives and directors. See which insiders are buying and selling SWZ stock.

Trades Last 12 Months

All Insider Trades for Swiss Helvetia Fund

Sort by: Latest Trade Biggest Holding
Insider
Holding Value
Last Transaction
Sale/Purchase
Amount
Price
Current Price
Sell Moritz A Director
Holding Value $71.2k 12,000 shares
Last Trade
May 29, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$6.01k 1,000 shares
$6.01
$5.93
Dakos Andrew other, President And CEO
Holding Value $747k 126,000 shares
Last Trade
May 28, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$32.9k 5,500 shares
$5.99
$5.93
Sell Moritz A Director
Holding Value $65.2k 11,000 shares
Last Trade
Apr 24, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$6.08k 1,002 shares
$6.07
$5.93
Goldstein Phillip other, Secretary
Holding Value $671k 113,234 shares
Last Trade
Mar 18, 2026 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$59.8k 10,000 shares
$5.98
$5.93
Hellerman Gerald Director
Holding Value $20.9k 3,527 shares
Last Trade
Jan 23, 2026 Sale (Sale to Issuer)Shares sold back to the company, such as a repurchase or tender.
$10.6k 1,755 shares
$6.02
$5.93
Das Rajeev P Secretary
Holding Value $1.98k 334 shares
Last Trade
Jan 23, 2026 Sale (Sale to Issuer)Shares sold back to the company, such as a repurchase or tender.
$999 166 shares
$6.02
$5.93
Css Llc/Il 10% owner
Holding Value $10M 1,686,971 shares
Last Trade
Dec 30, 2025 Sale (Open Market)Shares sold on the open market or in a private sale.
$1.23k 196 shares
$6.27
$5.93
Holding Value $0 0 shares
Last Trade
Mar 10, 2017 Sale (Open Market)Shares sold on the open market or in a private sale.
$33.2k 3,000 shares
$11.07
$5.93
Holding Value $62.3k 10,513 shares
Last Trade
Feb 18, 2011 Sale (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$36.4k 2,650 shares
$13.74
$5.93
Claude Frey Director
Holding Value $30.2k 5,086 shares
Last Trade
Oct 13, 2008 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
$20.9k 2,000 shares
$10.44
$5.93
Hottinger Rodolphe President
Holding Value $140k 23,580 shares
Last Trade
Mar 11, 2008 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
No data
No data
$5.93
Holding Value $24.9k 4,200 shares
Last Trade
Jun 25, 2007 Purchase (Open Market)Shares bought on the open market or in a private purchase outside of a company compensation plan.
No data
No data
$5.93
Holding Value $1.48M 249,527 shares
Last Trade
Jun 22, 2007 Purchase (In The Money)Reported as In The Money on SEC Form 4.
No data
No data
$5.93
Brenner Paul Director
Holding Value $89.5k 15,087 shares
Last Trade
Jun 22, 2007 Purchase (In The Money)Reported as In The Money on SEC Form 4.
No data
No data
$5.93
Holding Value $18.2k 3,070 shares
Last Trade
Jun 22, 2007 Purchase (In The Money)Reported as In The Money on SEC Form 4.
No data
No data
$5.93

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