Richard Brealey - Net Worth and Insider Trading

Richard Brealey Net Worth

The estimated net worth of Richard Brealey is at least $109,109 dollars as of 2024-11-13. Richard Brealey is the Director of Swiss Helvetia Fund Inc and owns about 13,788 shares of Swiss Helvetia Fund Inc (SWZ) stock worth over $109,109. Details can be seen in Richard Brealey'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 Richard Brealey has not made any transactions after 2011-08-30 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 Richard Brealey

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Richard Brealey Insider Ownership Reports

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

Click here to see the complete history of Richard Brealey’s form 4 insider trades.

Insider Ownership Summary of Richard Brealey

Ticker Comapny Transaction Date Type of Owner
SWZ Swiss Helvetia Fund Inc 2011-08-30 director

Richard Brealey Latest Holdings Summary

Richard Brealey currently owns a total of 1 stock. Richard Brealey owns 13,788 shares of Swiss Helvetia Fund Inc (SWZ) as of August 30, 2011, with a value of $109,109.

Latest Holdings of Richard Brealey

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SWZ Swiss Helvetia Fund Inc 2011-08-30 13,788 7.91 109,109

Holding Weightings of Richard Brealey


Richard Brealey Form 4 Trading Tracker

According to the SEC Form 4 filings, Richard Brealey 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 770 shares on August 30, 2011, which cost Richard Brealey around $9,602.

Insider Trading History of Richard Brealey

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.

Richard Brealey Trading Performance

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

Richard Brealey Ownership Network

Ownership Network List of Richard Brealey

No Data

Ownership Network Relation of Richard Brealey

Insider Network Chart

Richard Brealey Owned Company Details

What does Swiss Helvetia Fund Inc do?

Who are the key executives at Swiss Helvetia Fund Inc?

Richard Brealey 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

Richard Brealey Mailing Address

Above is the net worth, insider trading, and ownership report for Richard Brealey. You might contact Richard Brealey via mailing address: 1270 Avenue Of The Americas, Suite 400, New York Ny 10020.