THE SWISS HELVETIA FUND, INC.

SWZ US8708751016

Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.

Annual Insiders Turnover, USD ²

¹ annual and historical performance metrics are recalculated on a daily basis;
² represents the total value of insider transactions (both buying and selling);

Insider Activity

Person	Price	Shares	Total	Published	Completed
Sell Moritz A O	6.34 USD	1,815 Bought	11,507 USD	30/06/2025	30/06/2025
Hellerman Gerald O	9.24 USD	41 Sold	379 USD	02/04/2025	02/04/2025
Goldstein Phillip O	8.45 USD	4,535 Sold	38,321 USD	17/01/2025	17/01/2025

Integrated EOD Stock Data and Insider Transactions Chart

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The visibility of insider buy and sell transactions on this chart should not be the sole factor in your decision to buy or sell a particular stock. Always consider the following dynamic reports for a broader understanding of stock market activities:

• Insider Transaction Amount Distribution
• Insider Trading Seasonality
• Delta Correlation Analysis

 

Last	52W Low	52W High	All-Time Low	All-Time High	β

Company Insiders

Person / Entity	Transactions	Turnover, USD	Average, USD	First	Last
Goldstein Phillip	1	38,320.75	38,320.75	17/01/2025	17/01/2025
Sell Moritz A	1	11,507.10	11,507.10	30/06/2025	30/06/2025
Hellerman Gerald	1	378.84	378.84	02/04/2025	02/04/2025

Insiders marked in yellow represent long-term insiders. These are individuals who have engaged in transactions for over 3 years and have conducted at least 10 transactions or reached a cumulative turnover of $1M USD. When examining transaction clusters, we prioritize those conducted by long-term insiders for analysis.

Connected Companies ³

Name	ISIN	Ticker
ABRDN ASIA-PACIFIC INCOME FUND, INC.	US0030098679	FAX
High Income Securities Fund	US42968F1084	PCF

³ the firms where the current insiders have executed transactions.

Stock Advanced Metrics

Delta Correlation	subscribe 🔒
Upper Bound of Standardized Transaction Amount (ubsta), USD 4	subscribe 🔒

⁴ represents the maximum expected transaction amount for a company's insiders, calculated based on historical data. It provides insight into the typical range of insider transaction amounts and helps in identifying unusually large transactions.

⁵ a proprietary metric reflecting the consistency of insider trading behavior within a company. A higher discipline index suggests more regular and predictable insider transactions.