Wildermuth Endowment Strategy Fund 5/A
5/A · Wildermuth Endowment Strategy Fund · Filed Jul 19, 2016
Insider Transaction Report
Form 5/AAmended
Wildermuth Advisory, LLC
10% OwnerOther
Transactions
- Award
Class C Common Stock - WEFCX
2016-03-14$10.68/sh+936.33$10,000→ 936.33 total
Holdings
- 50,850.615
Class A Common Stock - WESFX
Footnotes (3)
- [F1]Form 3 should have been filed on or about January 12, 2015 (10 days after the fund commenced operations), at which time Wildermuth Advisory, LLC would have been a 10% owner).
- [F2]Form 4 should have been filed within 2 business days of the date of the acquisition.
- [F3]This number reflects the amount of securities beneficially owned after the completion of the transaction, as the fiscal year is not yet over