SWZ — Total Return Securities Fund

Unclassified · NYSE

CIK 0000813623 · FYE 1231 · All Form 4 filings on EDGAR ↗

Formerly: SWISS HELVETIA FUND, INC. (until 2025-04-03); SWISS HELVETIA FUND INC (until 2005-05-24)

1Insiders filing

2Transactions

+$18kReported buys

−$0Reported sells

0Cluster events

Window in data: 2026-08-21 → 2026-08-24 · Data as of 2026-08-28

Insiders

Insider	Role	Txns	Reported value
Das Rajeev P	Secretary	2	$18k

Transaction history

Filing date	Trade date	Ticker	Insider	Type	Shares	Price	Value	Cluster
2026-08-25	2026-08-24	SWZ	Das Rajeev P Secretary	P	1,366	$5.93	+$8k	—
2026-08-25	2026-08-21	SWZ	Das Rajeev P Secretary	P	1,700	$5.93	+$10k	—

Known data limitations

Form 4 lag: insiders have 2 business days to file after a trade (weekends and holidays extend this), and this site re-ingests once daily — a transaction can appear here roughly three business days after it happened.

13F lag: quarterly 13F-HR holdings cover the prior quarter-end and are due 45 days after it — every institutional position shown here is at least 45 days old by construction, often more.

CUSIP→ticker gaps: 13F positions are reported by CUSIP; some holdings cannot be matched to a current ticker (delistings, corporate actions, thin metadata) and appear without one or are omitted from ticker-level views.

EDGAR timing variability: institutions file at different hours and days within their windows; amended filings (4/A, 13F-HR/A) can restate earlier periods, so historical aggregates may change between batches.

Insider Atlas is a descriptive research site, not investment advice — see the methodology for the full provenance chain.