Filing Details

Accession Number:
0001398344-20-002433
Form Type:
5
Zero Holdings:
No
Publication Time:
2020-02-07 15:19:01
Reporting Period:
2019-12-31
Accepted Time:
2020-02-07 15:19:01
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1586009 Wildermuth Endowment Fund WESFX () 000000000
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
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 A Acquisiton 2019-03-28 4 $13.10 580 No 5 P Indirect By custodian
Wildermuth Endowment Fund Cl A Acquisiton 2019-06-27 4 $13.55 584 No 5 P Indirect By custodian
Wildermuth Endowment Fund Cl A Acquisiton 2019-09-26 5 $13.65 588 No 5 P Indirect By custodian
Wildermuth Endowment Fund Cl A Acquisiton 2019-12-27 3 $14.08 592 No 5 P Indirect By custodian
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 5 P Indirect By custodian
No 5 P Indirect By custodian
No 5 P Indirect By custodian
No 5 P Indirect By custodian
Footnotes
  1. By Carol J. Wildermuth C/F Alexis Wildermuth - UTMA