Comparable stake leader
Frederick Baerenz
SEC ownership of AOG Institutional Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001897540.
Disclosed value leader
—
Comparable rows
0/1
Latest evidence
04 Nov 2024
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Frederick Baerenz
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
04 Nov 2024
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001897540
- Issuer location
- Reston, VA
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 AOG Institutional 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
Frederick Baerenz
Disclosed value leader
—
Comparable rows
0/1
Latest evidence
04 Nov 2024
3/4/5
Some rows are evidence-backed but not safely comparable across classes.
1 rows are not safely comparable across share classes.
Quick read
SEC ownership evidence is available, but the rows are not safely comparable across share classes.
0 of 1 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 Frederick Baerenz's linked filing trail.
Detailed SEC evidence table Showing 1-1 of 1 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Frederick Baerenz |
3/4/5
President and CEO, Director
|
—
mixed-class rows
|
—
67,411 shares
mixed-class rows
|
— | 04 Nov 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 01 Aug 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 AOG Institutional Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Kate DiGeronimo
Net 12M change
$0
Latest report
27 Feb 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Kate DiGeronimo | Director | Mixed | 13 Dec 2021 | |||
| Elizabeth Anth | Chief Compliance Officer | Mixed | 13 Dec 2021 | |||
| Michelle Whitlock | Director | Mixed | 04 Nov 2024 | |||
| John Henry Grady | Director | Mixed | 04 Nov 2024 | |||
| Frederick Baerenz | President and CEO, Director | Mixed | 04 Nov 2024 | |||
| Alexander Woodcock | Chief Compliance Officer | Mixed | 04 Nov 2024 | |||
| Jesse David Hallee | Secretary | Mixed | 04 Nov 2024 | |||
| Elizabeth W. Cochrane | Director | Mixed | 04 Nov 2024 | |||
| Peter Sattelmair | Chief Financial Officer | Mixed | 04 Nov 2024 | |||
| Gregory M. Pinkus | Director | Mixed | 27 Feb 2026 | |||
| Maureen E. O'Toole | Director | Mixed | 04 Nov 2024 |
Recent insider transactions for AOG Institutional 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.