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  • Insider Trading

Insider Transactions Reported by 13 Insiders of CAZ Strategic Opportunities Fund

Location
Houston, TX

Insiders trading volume in the past year

CAZ Strategic Opportunities Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Christopher Zook Trustee $3,833,067 +$1,028,115 +37% 02 Sep 2025
Richard H. Wilson Jr. Trustee 09 Jan 2024
Thomas M. Aycock Trustee 24 Nov 2025
Kent Barnes Secretary 22 Aug 2024
CAZ Investments Registered Adviser LLC Investment Adviser 09 Jan 2024
Marcie McVeigh Treasurer 09 Jan 2024
Jesse David Hallee Secretary 09 Jan 2024
Frank Easterly Trustee 09 Jan 2024
Matthew Lindholm Trustee 01 Nov 2024
John-Paul Vincent Nigro Assistant Treasurer 26 Aug 2025
Robert Hungate III Trustee 24 Nov 2025
AUSTIN A. ADAMS Trustee 09 Jan 2024
Randi Jean Roessler Chief Compliance Officer 09 Jan 2024

Recent Insider Transactions by Companies or Individuals for CAZ Strategic Opportunities Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Christopher Zook Common Shares of Beneficial Ownership Purchase 32.2% $934,650 $24.71 37,825 155,122 02 Sep 2025 CAZ Founders Class Aggregator, LP
Christopher Zook Common Shares of Beneficial Ownership Purchase 3.4% $93,465 $24.23 3,857 117,297 01 Aug 2025 CAZ Founders Class Aggregator, LP
Christopher Zook Common Shares of Beneficial Ownership Purchase 7.48% 7,891 113,440 01 Jul 2025 CAZ Founders Class Aggregator, LP
Christopher Zook Common Shares of Beneficial Ownership Purchase 7.84% 5,946 81,787 01 May 2025 CAZ Founders Class Aggregator, L.P.
Christopher Zook Common Shares of Beneficial Ownership Purchase 48.6% $560,790 $22.62 24,792 75,841 03 Feb 2025 CAZ Founders Class Aggregator, LP
Matthew Lindholm Common Shares of Beneficial Interest - Class I Purchase 4,606 4,364 01 Nov 2024 Direct
Christopher Zook Common Shares of Beneficial Ownership Purchase 9.33% $94,300 $21.65 4,356 51,050 03 Sep 2024 CAZ Founders Class Aggregator, LP
Christopher Zook Common Shares of Beneficial Ownership Purchase 46,694 46,694 01 Mar 2024 CAZ Founders Class Aggregator, LP
* An asterisk sign (*) next to the price indicates that the price is likely invalid.