Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
Wildermuth Fund | Secretary of Wildermuth Fund | Wildermuth Fund CL I | 235 | $3.16K | $13.66 | Mar 17, 2023 | By spouse |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
WESFX | Wildermuth Fund | Dec 31, 2023 | 3 | $49.30 | 5 | Feb 13, 2024 | Secretary of Wildermuth Fund |
WESFX | Wildermuth Fund | Dec 31, 2021 | 2 | $177 | 5 | Jan 31, 2022 | COO of Wildermuth Advisory |
WESFX | Wildermuth Endowment Fund | Sep 10, 2021 | 1 | $45.5K | 4 | Dec 7, 2021 | VP and Secretary |
WESFX | Wildermuth Endowment Fund | Nov 19, 2019 | 0 | $0 | 3 | Jul 20, 2021 | VP and Secretary |