Filing Details
- Accession Number:
- 0001398344-20-002431
- Form Type:
- 5
- Zero Holdings:
- No
- Publication Time:
- 2020-02-07 15:16:18
- Reporting Period:
- 2019-12-31
- Accepted Time:
- 2020-02-07 15:16:18
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1586009 | Wildermuth Endowment Fund | WESFX | () | 000000000 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1678040 | Lloyd Daniel Wildermuth | 1263 Ponte Vedra Beach Blvd Ponte Vedra Beach FL 32082 | Ceo And Chairman Of The Board | 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 Fund Cl A | Acquisiton | 2019-03-28 | 205 | $13.10 | 28,258 | No | 5 | P | Indirect | as custodian |
| Wildermuth Endowment Fund Cl A | Acquisiton | 2019-06-27 | 193 | $13.55 | 28,451 | No | 5 | P | Indirect | as custodian |
| Wildermuth Endowment Fund Cl A | Disposition | 2019-07-30 | 1,464 | $13.60 | 26,987 | No | 5 | S | Indirect | as custodian |
| Wildermuth Endowment Fund Cl A | Acquisiton | 2019-09-26 | 213 | $13.65 | 27,200 | No | 5 | P | Indirect | as custodian |
| Wildermuth Endowment Fund Cl A | Acquisiton | 2019-12-27 | 159 | $14.08 | 27,359 | No | 5 | P | Indirect | as custodian |
| Wildermuth Endowment Fund Cl A | Acquisiton | 2019-03-28 | 18 | $13.10 | 2,455 | No | 5 | P | Indirect | POA |
| Wildermuth Endowment Fund Cl A | Acquisiton | 2019-06-27 | 17 | $13.55 | 2,472 | No | 5 | P | Indirect | POA |
| Wildermuth Endowment Fund Cl A | Acquisiton | 2019-09-26 | 20 | $13.65 | 2,491 | No | 5 | P | Indirect | POA |
| Wildermuth Endowment Fund Cl A | Acquisiton | 2019-12-27 | 15 | $14.08 | 2,506 | No | 5 | P | Indirect | POA |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 5 | P | Indirect | as custodian |
| No | 5 | P | Indirect | as custodian |
| No | 5 | S | Indirect | as custodian |
| No | 5 | P | Indirect | as custodian |
| No | 5 | P | Indirect | as custodian |
| No | 5 | P | Indirect | POA |
| No | 5 | P | Indirect | POA |
| No | 5 | P | Indirect | POA |
| No | 5 | P | Indirect | POA |
Footnotes
- By Daniel L. Wildermuth as custodian for Daryl Wildermuth
- By Daniel L. Wildermuth. Power of Attorney for Daryl Wildermuth
Billionaire Hedge Funds
