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  • Insider Trading

Insider Transactions Reported by 11 Insiders of Wildermuth Fund

Location
Jacksonville Beach, FL

There are no Buy or Sell transactions made by insiders since 15 Mar 2025

Wildermuth Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Donald R. Henry Director $16,046 29 Oct 2021
Russell Martel Day Member of Board of Trustees $7,749 31 Dec 2021
Candice Amanda Lightfoot Secretary of Wildermuth Fund $3,160 31 Dec 2023
Bernadette Murphy Cco 19 Nov 2019
Carol Jean Wildermuth Pres Wildermuth Securities 31 Mar 2022
Samuel Cole Vice President 01 Nov 2023
Anthony H. Lewis Director 31 Mar 2024
Mitchell Mansfield Principal Executive Officer 01 Nov 2023
Randy Fretz Director 31 Mar 2024
Amanda Coetzee Asst Sec of Wildermuth Fund 31 Dec 2023
Daniel L. Wildermuth CEO and Chairman of the Board, Director 31 Mar 2022

Recent Insider Transactions by Companies or Individuals for Wildermuth Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Anthony H. Lewis WILDERMUTH FUND - CLASS I Purchase 1% 17.48 1,769 16 Jun 2023 Direct
Randy Fretz WILDERMUTH FUND - CLASS I Purchase 1% 17.48 1,769 16 Jun 2023 Direct
Anthony H. Lewis WILDERMUTH FUND - CLASS I Purchase 0.25% 4.47 1,769 17 Mar 2023 Direct
Randy Fretz WILDERMUTH FUND - CLASS I Purchase 0.25% 4.47 1,769 17 Mar 2023 Direct
Candice Amanda Lightfoot Wildermuth Fund CL I Purchase 0.26% 0.6 235 17 Mar 2023 By spouse
Donald R. Henry Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 45.3% 413 1,324 31 Jan 2023 Direct
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 30.9% 413 1,747 31 Jan 2023 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 30.9% 413 1,747 31 Jan 2023 Direct
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 0.94% 12.41 1,335 29 Dec 2022 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 0.94% 12.41 1,335 29 Dec 2022 Direct
Candice Amanda Lightfoot Wildermuth Fund CL I Purchase 0.94% 2.18 235 28 Dec 2022 By spouse
Candice Amanda Lightfoot Wildermuth Fund CL I Purchase 0.55% 1.28 233 16 Dec 2022 By spouse
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 0.6% 7.84 1,322 16 Dec 2022 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 0.6% 7.84 1,322 16 Dec 2022 Direct
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 0.51% 6.63 1,315 16 Sep 2022 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 0.51% 6.63 1,315 16 Sep 2022 Direct
Donald R. Henry Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 911 29 Jul 2022 Direct
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 1,038 29 Jul 2022 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 1,308 29 Jul 2022 Direct
Daniel L. Wildermuth Wildermuth Fund CL A Purchase 0.24% 77.21 31,925 22 Mar 2022 As POA
Carol Jean Wildermuth Wildermuth Fund CL A Purchase 0.24% 1.53 633 22 Mar 2022 By child
Anthony H. Lewis Wildermuth Fund CL I Purchase 0.24% $30.74 $13.66 2.25 939 18 Mar 2022 Direct
Randy Fretz Wildermuth Fund CL I Purchase 0.24% $30.74 $13.66 2.25 939 18 Mar 2022 Direct
Donald R. Henry Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 546 31 Jan 2022 Direct
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 937 31 Jan 2022 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 937 31 Jan 2022 Direct
Carol Jean Wildermuth Wildermuth Fund CL A Purchase 5.78% 34.51 631 28 Dec 2021 By child
Candice A. Lightfoot Wildermuth Fund CL I Purchase 5.73% 12.54 231 28 Dec 2021 By spouse
R. Martel Day Wildermuth Fund CL I Purchase 5.73% 30.75 567 28 Dec 2021 Direct
Daniel L. Wildermuth Wildermuth Fund CL A Purchase 5.78% 1,741 31,848 28 Dec 2021 As POA
Anthony H. Lewis Wildermuth Fund CL I Purchase 5.73% $421 $13.69 30.75 567 28 Dec 2021 Direct
Randy Fretz Wildermuth Fund CL I Purchase 5.73% $421 $13.69 30.75 567 28 Dec 2021 Direct
Donald R. Henry Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 2,500 176 29 Oct 2021 Direct
Carol Jean Wildermuth Wildermuth Fund CL A Purchase 0.17% 1.02 597 24 Sep 2021 By child
Candice A. Lightfoot Wildermuth Fund CL I Purchase 0.17% 0.37 219 24 Sep 2021 By spouse
R. Martel Day Wildermuth Fund CL I Purchase 0.17% 0.91 537 24 Sep 2021 Direct
Daniel L. Wildermuth Wildermuth Fund CL A Purchase 0.17% 51.53 30,108 24 Sep 2021 As POA
Anthony H. Lewis Wildermuth Fund CL I Purchase 0.17% $13.12 $14.40 0.91 537 24 Sep 2021 Direct
Randy Fretz Wildermuth Fund CL I Purchase 0.17% $13.12 $14.40 0.91 537 24 Sep 2021 Direct
Candice Amanda Lightfoot Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 3,152 218 10 Sep 2021 By spouse
Martel R. Day Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 536 30 Jul 2021 Direct
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 536 30 Jul 2021 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 5,000 536 30 Jul 2021 Direct
Carol Jean Wildermuth Wildermuth Fund CL A Purchase 0.34% 2 596 25 Jun 2021 By child
Daniel L. Wildermuth Wildermuth Fund CL A Purchase 0.34% 101 30,056 25 Jun 2021 As POA
Martel R. Day Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 4.93% 8.64 184 25 Jun 2021 Direct
Anthony H. Lewis Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 4.93% 8.64 184 25 Jun 2021 Direct
Randy Fretz Wildermuth Endowment Fund Cl I Small acquisition under Rule 16a-6 4.93% 8.64 184 25 Jun 2021 Direct
Carol Jean Wildermuth Wildermuth Fund CL A Purchase 0.3% 1.76 594 26 Mar 2021 By child
Daniel L. Wildermuth Wildermuth Fund CL A Purchase 0.3% 88.87 29,955 26 Mar 2021 As POA
* An asterisk sign (*) next to the price indicates that the price is likely invalid.