Andrew Dakos: insider trades

Every open market trade Andrew Dakos has filed with the SEC, when each filing appeared, and how the buys did against the S&P 500 once the filing was public.

Key Facts

  • Andrew Dakos is listed as President and CEO at SWZ.
  • Between 2026-03-26 (26 March 2026) and 2026-07-07 (7 July 2026) Andrew Dakos filed 16 open market buys worth $385K and 0 open market sales worth $0.
  • Across 7 scored buys, Andrew Dakos averaged -10.1% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is too few trades to draw a conclusion.
  • Data as of 2026-09-29 (29 September 2026).
Open market buys 16 $385K
Open market sales 0 $0
Avg vs S&P, 90d -10.1% 7 scored buys
Beat the S&P 0% 90 days after entry

Would copying Andrew Dakos have paid?

prices as of 2026-09-28

The result. Across 7 scored buys, Andrew Dakos averaged -10.1% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is too few trades to draw a conclusion.

Average return of Andrew Dakos's open market buys against the S&P 500.
Days after entryScored buysAvg vs S&PBeat S&PEntry monthst statisticReading
30 days 8 -5.7% 13% 5 n/a too few trades to draw a conclusion
90 days 7 -10.1% 0% 4 n/a too few trades to draw a conclusion
180 days 2 -21.2% 0% 2 n/a too few trades to draw a conclusion

A return curve needs at least 10 scored buys. Andrew Dakos does not have enough yet.

Stocks traded

  1. SWZ16 trades, $385K

Every open market trade

as of 2026-09-29
16 trades.
Open market trades filed by Andrew Dakos, newest first.
FiledStockTypeSharesPriceValue90 day vs S&P
7 Jul 2026 SWZ buy 5,000 $5.92 $29.6K n/a
29 May 2026 SWZ buy 7,500 $5.97 $44.8K -1.2%
29 May 2026 SWZ buy 5,500 $5.99 $32.9K -1.2%
20 May 2026 SWZ buy 4,000 $5.95 $23.8K -4.3%
20 May 2026 SWZ buy 13 $5.95 $77 -4.3%
20 May 2026 SWZ buy 2,987 $5.96 $17.8K -4.3%
20 Apr 2026 SWZ buy 7,718 $6.06 $46.7K -8.6%
20 Apr 2026 SWZ buy 547 $6.04 $3.3K -8.6%
20 Apr 2026 SWZ buy 3,000 $6.09 $18.3K -8.6%
9 Apr 2026 SWZ buy 4,000 $5.97 $23.9K -12.7%
9 Apr 2026 SWZ buy 2,000 $5.95 $11.9K -12.7%
6 Apr 2026 SWZ buy 100 $5.95 $595 -14.6%
6 Apr 2026 SWZ buy 4,863 $5.93 $28.8K -14.6%
31 Mar 2026 SWZ buy 5,900 $5.92 $34.9K -14.3%
31 Mar 2026 SWZ buy 5,300 $5.91 $31.3K -14.3%
26 Mar 2026 SWZ buy 6,000 $5.96 $35.8K -15.3%

Insider sales are shown but not scored, because they are often planned for tax or diversification reasons.

Frequently asked questions

What has Andrew Dakos bought and sold?

Between 2026-03-26 (26 March 2026) and 2026-07-07 (7 July 2026) Andrew Dakos filed 16 open market buys worth $385K and 0 open market sales worth $0.

Did Andrew Dakos's buys beat the market?

Across 7 scored buys, Andrew Dakos averaged -10.1% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is too few trades to draw a conclusion. Insider sales are not scored because they are often planned for tax or diversification reasons.

Sources: Insider trades: SEC Form 4 filings, collected from Finviz. Prices: Yahoo Finance daily adjusted closes. Data as of 2026-09-29 (29 September 2026). About these sources.

Not investment advice. Past disclosed trades do not predict future returns. Disclosures are published late, so the trades shown are ones you could only have copied after the fact. Talk to a licensed adviser before you invest.