SEC Form 5 · accession 0001398344-18-002577
Wildermuth Endowment Fund · WESFX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
A later amendment supersedes this filing — read the amendment. The figures below are kept as originally reported (version chain, not an overwrite).
Reporting owner
Daniel Wildermuth
Officer — CEO and Chairman of the Board · Director
Period of report
Dec 31, 2017
Accepted (ET)
Feb 16, 2018 · 5:29 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 | Oct 1, 2017 | P | 16,186 | $12.69 | A | 24,088 | I | As custodian |
| Wildermuth Endowment Strategy Fund CI AF1 | Dec 28, 2017 | P | 302 | $12.92 | A | 24,088 | I | As custodian |
| Wildermuth Endowment Strategy Fund CI AF1 | Oct 4, 2017 | P | 2,235 | $13.42 | A | 24,088 | I | As custodian |
| Wildermuth Endowment Strategy Fund CI AF1 | Dec 28, 2017 | P | 32 | $12.92 | A | 24,088 | I | As custodian |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1By Daniel L. Wildermuth as custodian for Daryl Wildermuth