Filing Details
- Accession Number:
- 0001398344-18-002573
- Form Type:
- 5
- Zero Holdings:
- No
- Publication Time:
- 2018-02-16 17:25:29
- Reporting Period:
- 2017-12-31
- Accepted Time:
- 2018-02-16 17:25:29
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1586009 | Wildermuth Endowment Strategy Fund | WESFX | () | 000000000 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1678041 | Carol Wildermuth | 1045 Leadhall St Alpharetta GA 30005 | President | Yes | Yes | No | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Wildermuth Endowment Strategy Fund Ci A | Acquisiton | 2017-07-05 | 554 | $12.28 | 564 | No | 5 | P | Indirect | By custodian |
Wildermuth Endowment Strategy Fund Ci A | Acquisiton | 2017-09-28 | 8 | $12.92 | 564 | No | 5 | P | Indirect | By custodian |
Wildermuth Endowment Strategy Fund Ci A | Acquisiton | 2017-12-28 | 3 | $12.66 | 564 | No | 5 | P | Indirect | By custodian |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 5 | P | Indirect | By custodian |
No | 5 | P | Indirect | By custodian |
No | 5 | P | Indirect | By custodian |
Footnotes
- By Carol J. Wildermuth C/F Alexis Wildermuth - UTMA