Wildermuth Endowment Strategy Fund 5/A

5/A · Wildermuth Endowment Strategy Fund · Filed Feb 16, 2017

Insider Transaction Report

Form 5/AAmended
Period: 2016-12-31
Wildermuth Carol
DirectorExec. V.P.10% OwnerOther
Transactions
  • Other

    Class A Common Stock - WESFX

    2016-06-29$11.09/sh+317.99$3,52751,695.911 total(indirect: Note)
  • Other

    Class A Common Stock - WESFX

    2016-03-30$10.61/sh+258.8$2,74651,695.911 total(indirect: Note)
  • Other

    Class C Common Stock - WEFCX

    2016-12-29$11.68/sh+0.96$11121.94 total(indirect: Note)
  • Other

    Class A Common Stock - WESFX

    2016-09-29$11.63/sh+216.68$2,52051,695.911 total(indirect: Note)
  • Other

    Class C Common Stock - WEFCX

    2016-06-29$11.06/sh+5.84$65121.94 total(indirect: Note)
  • Other

    Class A Common Stock - WESFX

    2016-12-29$11.76/sh+51.82$60951,695.911 total(indirect: Note)
  • Other

    Class C Common Stock - WEFCX

    2016-09-29$11.58/sh+3.98$46121.94 total(indirect: Note)
Footnotes (2)
  • [F1]Reinvested Distributions
  • [F2]The nature of indirect beneficial ownership pertains to Carol Wildermuth's ownership of Wildermuth Advisory, LLC, which in turn has direct ownership of the Class A and Class C Common Stock.

Documents

1 file
  • 5
    fp0024028_5a.xml

    OWNERSHIP DOCUMENT