Filing Details

Accession Number:
0001398344-20-002432
Form Type:
5
Zero Holdings:
No
Publication Time:
2020-02-07 15:17:15
Reporting Period:
2019-12-31
Accepted Time:
2020-02-07 15:17:15
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1586009 Wildermuth Endowment Fund WEIFXWESFX () 000000000
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1678040 Lloyd Daniel Wildermuth 1263 Ponte Vedra Beach Blvd
Ponte Vedra Beach FL 32082
Ceo And Chairman Of The Board Yes Yes No No
1678041 Jean Carol Wildermuth 1263 Ponte Vedra Beach Blvd
Ponte Vedra Beach FL 32082
President Yes Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Wildermuth Endowment Fund Cl I Acquisiton 2019-03-28 6 $13.21 859 No 5 P Direct
Wildermuth Endowment Fund Cl I Acquisiton 2019-06-27 6 $13.68 865 No 5 P Direct
Wildermuth Endowment Fund Cl I Acquisiton 2019-09-26 7 $13.78 872 No 5 P Direct
Wildermuth Endowment Fund Cl I Acquisiton 2019-12-27 7 $14.21 879 No 5 P Direct
Wildermuth Endowment Fund Cl A Acquisiton 2019-03-26 54,320 $13.20 54,320 No 5 P Direct
Wildermuth Endowment Fund Cl A Acquisiton 2019-03-28 397 $13.10 54,717 No 5 P Direct
Wildermuth Endowment Fund Cl A Acquisiton 2019-06-27 374 $13.55 55,090 No 5 P Direct
Wildermuth Endowment Fund Cl A Acquisiton 2019-09-26 435 $13.65 55,526 No 5 P Direct
Wildermuth Endowment Fund Cl A Acquisiton 2019-12-27 325 $14.08 55,851 No 5 P Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct