Anthony H. Lewis - 31 Mar 2024 Form 5 Insider Report for Wildermuth Fund

Reporting relationship: Director
Issuer ticker: N/A
Reported as of: 31 Mar 2024
Net transaction value: +$230
SEC form: 5
Accepted by SEC: 14 May 2024, 10:24:45 UTC
Prior SEC filing: 16 May 2022
Source filing: View source filing
Reporting owner signature: /s/ Anthony H Lewis

Key filing fact

Anthony H. Lewis filed Form 5 for Wildermuth Fund on 14 May 2024.

Key facts

This page summarizes Anthony H. Lewis's Form 5 filing for Wildermuth Fund.
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 14 May 2024, 10:24.

Change

Previous filing in this sequence was filed on 16 May 2022.
Current net transaction value: +$230.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WEIFX transaction

WILDERMUTH FUND - CLASS I

Purchase

Transaction value: $176
Shares: +17
Change %: +1%
Price: $10.08^*
Shares after: 1,769
Date: 16 Jun 2023
Ownership: Direct

WEIFX transaction

WILDERMUTH FUND - CLASS I

Purchase

Transaction value: $53.64
Shares: +4
Change %: +0.25%
Price: $12.01^*
Shares after: 1,769
Date: 17 Mar 2023
Ownership: Direct

^* marks a reported price that did not pass the local price check.

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