Comparable stake leader
Jeffrey G. Wilkins
SEC ownership of Dynamic Alternatives Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001854919.
Disclosed value leader
Jeffrey G. Wilkins
Comparable rows
0/2
Latest evidence
02 Jun 2025
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Jeffrey G. Wilkins
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
02 Jun 2025
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001854919
- Issuer location
- Columbus, OH
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 Dynamic Alternatives 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
Jeffrey G. Wilkins
Disclosed value leader
Jeffrey G. Wilkins
Comparable rows
0/2
Latest evidence
02 Jun 2025
3/4/5
Highest disclosed value: $75,792
2 rows are not safely comparable across share classes.
Quick read
Jeffrey G. Wilkins has the largest disclosed position value at $75.8K.
0 of 2 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 Jeffrey G. Wilkins's linked filing trail.
Disclosed position value
Top 1
Jeffrey G. Wilkins
$75.8K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-2 of 2 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jeffrey G. Wilkins |
3/4/5
President, Director
|
—
class O/S missing
|
$75,792
6,928 shares
|
— | 02 Jun 2025 |
| William A. Leuby |
3/4/5
Assistant Secretary
|
—
class O/S missing
|
—
26,142 shares
|
— | 03 Jun 2024 |
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 03 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 1-14 of 14 reporting-owner rows connected to Dynamic Alternatives Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
Jeffrey G. Wilkins
Net 12M change
$0
Latest report
02 Jun 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jeffrey G. Wilkins | President, Director | $75,792 | Filing P/S | 02 Jun 2025 | ||
| Justin T. Klosek | Director | Mixed | 31 Oct 2022 | |||
| Eric Kane | Secretary (11/12/2021) | Mixed | 31 Oct 2022 | |||
| James Phillip Ash | Chief Compliance Officer | Mixed | 31 May 2024 | |||
| Kent Barnes | Secretary | Mixed | 05 Sep 2024 | |||
| Michael S. Jordan | Director | Mixed | 31 Oct 2022 | |||
| N. Lynn Bowley | Chief Compliance Officer | Mixed | 31 Oct 2022 | |||
| William A. Leuby | Assistant Secretary | Mixed | 03 Jun 2024 | |||
| Zachary Paul Richmond | Treasurer | Mixed | 31 Oct 2022 | |||
| Jeremy Getson | Director | Mixed | 15 May 2024 | |||
| Carrie J. Thome | Director | Mixed | 31 Oct 2022 | |||
| Timothy James Burdick | Secretary (6/26/2023) | Mixed | 26 Jun 2023 | |||
| Dan Ellenwood | Chief Compliance Officer | Mixed | 05 Sep 2024 | |||
| Deryk Edward Lynn Jones | AML Officer | Mixed | 31 Oct 2022 |
Recent insider transactions for Dynamic Alternatives 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.