SEC Form 5 · accession 0001398344-18-002575
Wildermuth Endowment Fund · WESFX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owners
Daniel Wildermuth
Officer — CEO and Chiarman of the Board · Director
Carol Wildermuth
Officer — President · Director
Period of report
Dec 31, 2017
Accepted (ET)
Feb 16, 2018 · 5:27 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 I | Apr 28, 2017 | P | 816 | $12.26 | A | 835 | D | |
| Wildermuth Endowment Strategy Fund CI I | Jun 29, 2017 | P | 5 | $12.26 | A | 835 | D | |
| Wildermuth Endowment Strategy Fund CI I | Sep 28, 2017 | P | 3 | $12.71 | A | 835 | D | |
| Wildermuth Endowment Strategy Fund CI I | Dec 28, 2017 | P | 12 | $12.98 | A | 835 | D |
Table II — derivative securities
No Table II lines on this filing.