NYSE:SWZ

Swiss Helvetia Fund (the) Stock Insider Trading

Financial Services > Asset Management

Buy SWZ

*Your capital is at risk

$5.93

-0.0100 (-0.168%)

At Close: Jul 13, 2026

Swiss Helvetia Fund (The) Stock Insider Power

Based on the 100 latest insides trades, we have calculated the insider power to be positive at 72.66. In total, the insiders bought 342.75K and sold 105.36K SWZ shares in the last 100 trades. The insider score can be negative despite buy/sell ratio being positive. The score focuses on the quality of the trades.

Insider Power (Last 100 transactions)	72.66
● Buy	342.75K shares
● Sell	105.36K shares
70% Buy Activity Weak Negative Correlation
Sell Signal Low Confidence Dec 26, 2025 Analysis Breakdown: Signal is highly questionable due to a strongly contradictory positive Insider Power Score of 72.66. Confidence increased due to high data reliability score of 100.

Historical Insider Trades

Date	Type	Person	Role	Amount
Jul 06, 2026 Buy	Common Stock P-Purchase	Goldstein Phillip Secretary	Officer	5 980 Value: $35.6K
Jul 02, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	4 767 Value: $28.2K
Jul 02, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	233 Value: $1K
Jun 29, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	2 000 Value: $11.9K
Jun 26, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	2 091 Value: $12.3K
Jun 18, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	1 853 Value: $11.0K
Jun 17, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	147 Value: $869
Jun 16, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	2 000 Value: $11.9K
Jun 15, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	155 Value: $922
May 29, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	1 000 Value: $6K
May 28, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	100 Value: $598
May 28, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	5 400 Value: $32.3K
May 27, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	3 000 Value: $17.9K
May 27, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	4 500 Value: $26.9K
May 20, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	2 987 Value: $17.8K
May 19, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	13 Value: $77
May 18, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	4 000 Value: $23.8K
Apr 24, 2026 Buy	Common Stock P-Purchase	Sell Moritz A Director	Director	1 002 Value: $6K
Apr 17, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	3 000 Value: $18.3K
Apr 16, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	547 Value: $3K
Apr 16, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	3 000 Value: $18.2K
Apr 16, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	4 718 Value: $28.6K
Apr 08, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	4 000 Value: $23.9K
Apr 07, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	2 000 Value: $11.9K
Apr 06, 2026 Buy	Common Stock P-Purchase	Dakos Andrew President And CEO	CEO / President	100 Value: $595

About Insider Power

Insider Power is a proprietary algorithm developed by StockInvest.us to evaluate the significance of insider transactions. The calculation considers the size, type, and timing of transactions, as well as the insider’s role within the company.

It is important to note that, in general, there is little to no correlation between insider transactions and short-term stock price movements. In one of our studies, only 0.22%^* of stocks with insider activity showed a measurable correlation — and even then, it was unclear whether the effect was caused by insider actions or simply by the stock’s broader trend.

While our algorithms are designed to highlight potentially meaningful signals, these cannot be regarded as statistically significant on their own. Insider trading activity should therefore be seen as informative rather than as direct trading guidance. The Insider Power metric was created to present this information in a clearer and more accessible way, helping investors better understand the possible context of insider activity.

* October 6th, 2025 - Tested on 5562 stocks

ABOUT SWISS HELVETIA FUND INC (THE)

The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing...

Read Full Profile Here