Swiss Helvetia Fund (SWZ): Congress and insider trades
Who in Congress and inside the company traded SWZ, when each filing appeared, and what buying after each one would have earned against the S&P 500.
Key Facts
- Swiss Helvetia Fund (SWZ) is a listed stock on NYSE.
- Insiders filed 29 open market buys worth $569K and 0 sells worth $0, the latest filed 2026-09-01 (1 September 2026).
- 1 cluster buy of SWZ by three or more insiders within 30 days.
- Across 11 scored buys, Insiders averaged -9.0% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is based on too few months of entries (4) to judge.
- Data as of 2026-09-29 (29 September 2026).
Insider trades in SWZ
as of 2026-09-01| Filed | Insider | Type | Shares | Price | Value | 90 day vs S&P |
|---|---|---|---|---|---|---|
| 1 Sep 2026 | SELL MORITZ A | buy | 3,000 | $5.98 | $17.9K | n/a |
| 24 Jul 2026 | SELL MORITZ A | buy | 517 | $5.90 | $3.0K | n/a |
| 24 Jul 2026 | SELL MORITZ A | buy | 2,000 | $5.86 | $11.7K | n/a |
| 22 Jul 2026 | SELL MORITZ A | buy | 483 | $5.90 | $2.9K | n/a |
| 22 Jul 2026 | SELL MORITZ A | buy | 1,000 | $5.93 | $5.9K | n/a |
| 8 Jul 2026 | GOLDSTEIN PHILLIP | buy | 5,980 | $5.95 | $35.6K | n/a |
| 7 Jul 2026 | Dakos Andrew | buy | 5,000 | $5.92 | $29.6K | n/a |
| 30 Jun 2026 | SELL MORITZ A | buy | 2,091 | $5.88 | $12.3K | n/a |
| 30 Jun 2026 | SELL MORITZ A | buy | 2,000 | $5.92 | $11.8K | n/a |
| 22 Jun 2026 | SELL MORITZ A | buy | 147 | $5.91 | $869 | -5.4% |
| 22 Jun 2026 | SELL MORITZ A | buy | 1,853 | $5.91 | $11.0K | -5.4% |
| 1 Jun 2026 | SELL MORITZ A | buy | 1,000 | $6.01 | $6.0K | -0.4% |
| 29 May 2026 | Dakos Andrew | buy | 7,500 | $5.97 | $44.8K | -1.2% |
| 29 May 2026 | Dakos Andrew | buy | 5,500 | $5.99 | $32.9K | -1.2% |
| 20 May 2026 | Dakos Andrew | buy | 4,000 | $5.95 | $23.8K | -4.3% |
| 20 May 2026 | Dakos Andrew | buy | 13 | $5.95 | $77 | -4.3% |
| 20 May 2026 | Dakos Andrew | buy | 2,987 | $5.96 | $17.8K | -4.3% |
| 27 Apr 2026 | SELL MORITZ A | buy | 1,002 | $6.07 | $6.1K | -6.9% |
| 20 Apr 2026 | Dakos Andrew | buy | 7,718 | $6.06 | $46.7K | -8.6% |
| 20 Apr 2026 | Dakos Andrew | buy | 547 | $6.04 | $3.3K | -8.6% |
| 20 Apr 2026 | Dakos Andrew | buy | 3,000 | $6.09 | $18.3K | -8.6% |
| 9 Apr 2026 | Dakos Andrew | buy | 4,000 | $5.97 | $23.9K | -12.7% |
| 9 Apr 2026 | Dakos Andrew | buy | 2,000 | $5.95 | $11.9K | -12.7% |
| 6 Apr 2026 | Dakos Andrew | buy | 100 | $5.95 | $595 | -14.6% |
| 6 Apr 2026 | Dakos Andrew | buy | 4,863 | $5.93 | $28.8K | -14.6% |
| 31 Mar 2026 | Dakos Andrew | buy | 5,900 | $5.92 | $34.9K | -14.3% |
| 31 Mar 2026 | Dakos Andrew | buy | 5,300 | $5.91 | $31.3K | -14.3% |
| 26 Mar 2026 | Dakos Andrew | buy | 6,000 | $5.96 | $35.8K | -15.3% |
| 19 Mar 2026 | GOLDSTEIN PHILLIP | buy | 10,000 | $5.98 | $59.8K | -14.9% |
Nothing matches that search.
Cluster buys in SWZ
| Last filed | Stock | Insiders | Trades | Total value | Days spanned | 90 day vs S&P |
|---|---|---|---|---|---|---|
| 22 Jul 2026 | SWZ | 3 | 8 | $110K | 30 | n/a |
Related pages
Frequently asked questions
Who has bought SWZ?
0 Congress buys by 0 members and 29 insider buys are on file. The tables on this page list every one.
Did buying SWZ after a disclosure beat the market?
Across 11 scored buys, Insiders averaged -9.0% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is based on too few months of entries (4) to judge. A single stock is a small sample.
Sources: Congressional trades: STOCK Act disclosures, collected from CapitolTrades. 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.