Brian A Berris - Net Worth and Insider Trading

Brian A Berris Net Worth

The estimated net worth of Brian A Berris is at least $79,250 dollars as of 2024-11-13. Brian A Berris is the Director of Swiss Helvetia Fund Inc and owns about 10,000 shares of Swiss Helvetia Fund Inc (SWZ) stock worth over $79,250. Details can be seen in Brian A Berris's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Brian A Berris has not made any transactions after 2015-11-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Brian A Berris

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Brian A Berris Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Brian A Berris owns 1 companies in total, including Swiss Helvetia Fund Inc (SWZ) .

Click here to see the complete history of Brian A Berris’s form 4 insider trades.

Insider Ownership Summary of Brian A Berris

Ticker Comapny Transaction Date Type of Owner
SWZ Swiss Helvetia Fund Inc 2015-11-18 director

Brian A Berris Latest Holdings Summary

Brian A Berris currently owns a total of 1 stock. Brian A Berris owns 10,000 shares of Swiss Helvetia Fund Inc (SWZ) as of November 18, 2015, with a value of $79,250.

Latest Holdings of Brian A Berris

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SWZ Swiss Helvetia Fund Inc 2015-11-18 10,000 7.93 79,250

Holding Weightings of Brian A Berris


Brian A Berris Form 4 Trading Tracker

According to the SEC Form 4 filings, Brian A Berris has made a total of 0 transactions in Swiss Helvetia Fund Inc (SWZ) over the past 5 years. The most-recent trade in Swiss Helvetia Fund Inc is the acquisition of 5,000 shares on November 18, 2015, which cost Brian A Berris around $54,400.

Insider Trading History of Brian A Berris

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Brian A Berris Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Brian A Berris Ownership Network

Ownership Network List of Brian A Berris

No Data

Ownership Network Relation of Brian A Berris

Insider Network Chart

Brian A Berris Owned Company Details

What does Swiss Helvetia Fund Inc do?

Who are the key executives at Swiss Helvetia Fund Inc?

Brian A Berris is the director of Swiss Helvetia Fund Inc. Other key executives at Swiss Helvetia Fund Inc include Chief Compliance Officer Stephanie Darling , Secretary Rajeev P Das , and Chief Financial Officer Thomas Antonucci .

Swiss Helvetia Fund Inc (SWZ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Swiss Helvetia Fund Inc (SWZ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Swiss Helvetia Fund Inc (SWZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Swiss Helvetia Fund Inc (SWZ)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Swiss Helvetia Fund Inc Insider Transactions

No Available Data

Brian A Berris Mailing Address

Above is the net worth, insider trading, and ownership report for Brian A Berris. You might contact Brian A Berris via mailing address: C/o Schroders, 875 Third Avenue, 22nd Floor, New York Ny 10022.