Maurice Clark Werdegar

Insider Reports History

Entity
Individual
Location
C/O Westech Investment Advisors, Llc, 104 La Mesa Drive, Suite 102, Portola Valley, CA
Signature
/s/ Christian Carlson, Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Maurice Clark Werdegar:

Stock Role Class Num Shares Value Price $ Report Date Ownership
WTI Fund XI, Inc. Chairman, Director, 10%+ Owner Common Shares 100K Apr 1, 2024 Indirect
WTI Fund X, Inc. Chief Executive Officer, Director, Membership Interest Common Shares 293 Jul 9, 2021 Membership Interest

Insider Reports Filed by Maurice Clark Werdegar

Symbol Company Period Transactions Value $ Form Type Date Filed Role
NONE WTI Fund XI, Inc. Apr 1, 2024 0 $0 3 Apr 1, 2024 Chairman, Director, 10%+ Owner
NONE WTI Fund X, Inc. Jul 9, 2021 0 $0 3 Jul 19, 2021 Chief Executive Officer, Director, Membership Interest