Comparable stake leader
Donald R. Henry
SEC ownership of Wildermuth Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001586009.
Disclosed value leader
Donald R. Henry
Comparable rows
0/7
Latest evidence
31 Mar 2024
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Donald R. Henry
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
31 Mar 2024
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001586009
- Issuer location
- Jacksonville Beach, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Wildermuth Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Donald R. Henry
Disclosed value leader
Donald R. Henry
Comparable rows
0/7
Latest evidence
31 Mar 2024
3/4/5
Highest disclosed value: $16,046
7 rows are not safely comparable across share classes.
Quick read
Donald R. Henry has the largest disclosed position value at $16K.
0 of 7 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Donald R. Henry's linked filing trail.
Disclosed position value
Top 3
Donald R. Henry
$16K
Russell Martel Day
$7.7K
Candice Amanda Lightfoot
$3.2K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-7 of 7 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Donald R. Henry |
3/4/5
Director
|
—
class O/S missing
|
$16,046
1,324 shares
|
— | 29 Oct 2021 |
| Russell Martel Day |
3/4/5
Member of Board of Trustees
|
—
class O/S missing
|
$7,749
567 shares
|
— | 31 Dec 2021 |
| Candice Amanda Lightfoot |
3/4/5
Secretary of Wildermuth Fund
|
—
class O/S missing
|
$3,160
235 shares
|
— | 31 Dec 2023 |
| Daniel L. Wildermuth |
3/4/5
CEO and Chairman of the Board, Director
|
—
class O/S missing
|
—
31,925 shares
|
— | 31 Mar 2022 |
| Anthony H. Lewis |
3/4/5
Director
|
—
class O/S missing
|
—
1,769 shares
|
— | 31 Mar 2024 |
| Randy Fretz |
3/4/5
Director
|
—
class O/S missing
|
—
1,769 shares
|
— | 31 Mar 2024 |
| Carol Jean Wildermuth |
3/4/5
Pres Wildermuth Securities
|
—
class O/S missing
|
—
633 shares
|
— | 31 Mar 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 17 Jul 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to Wildermuth Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Donald R. Henry
Net 12M change
$0
Latest report
31 Mar 2024
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Donald R. Henry | Director | $16,046 | Mixed | 29 Oct 2021 | ||
| Russell Martel Day | Member of Board of Trustees | $7,749 | Mixed | 31 Dec 2021 | ||
| Candice Amanda Lightfoot | Secretary of Wildermuth Fund | $3,160 | Mixed | 31 Dec 2023 | ||
| Bernadette Murphy | Cco | Mixed | 19 Nov 2019 | |||
| Carol Jean Wildermuth | Pres Wildermuth Securities | Mixed | 31 Mar 2022 | |||
| Samuel Cole | Vice President | Mixed | 01 Nov 2023 | |||
| Anthony H. Lewis | Director | Mixed | 31 Mar 2024 | |||
| Mitchell Mansfield | Principal Executive Officer | Mixed | 01 Nov 2023 | |||
| Randy Fretz | Director | Mixed | 31 Mar 2024 | |||
| Amanda Coetzee | Asst Sec of Wildermuth Fund | Mixed | 31 Dec 2023 | |||
| Daniel L. Wildermuth | CEO and Chairman of the Board, Director | Mixed | 31 Mar 2022 |
Recent insider transactions for Wildermuth Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.