SEC Form 5 · accession 0001398344-18-002573
Wildermuth Endowment Fund · WESFX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Carol Wildermuth
Officer — President · Director
Period of report
Dec 31, 2017
Accepted (ET)
Feb 16, 2018 · 5:25 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001586009
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Wildermuth Endowment Strategy Fund CI AF1 | Jul 5, 2017 | P | 554 | $12.28 | A | 564 | I | By custodian |
| Wildermuth Endowment Strategy Fund CI AF1 | Sep 28, 2017 | P | 8 | $12.92 | A | 564 | I | By custodian |
| Wildermuth Endowment Strategy Fund CI AF1 | Dec 28, 2017 | P | 3 | $12.66 | A | 564 | I | By custodian |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1By Carol J. Wildermuth C/F Alexis Wildermuth - UTMA