Insider holders · CIK 0001586009
Wildermuth Endowment Fund · WESFX
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Wildermuth Advisory, LLCrelationship not stated | 54,320 | — | 54,320 | Feb 14, 2019 · 3:49 pm EST | Form 5 |
| Daniel WildermuthCEO and Chairman of the Board | 853 | 30,490 | 31,343 | Feb 14, 2019 · 4:20 pm EST | Form 5 |
| Carol WildermuthPresident | 853 | 576 | 1,429 | Feb 14, 2019 · 4:20 pm EST | Form 5 |
| Robert F. AmwegChief Compliance Officer | 0 | — | 0 | Jul 11, 2016 · 12:28 pm EDT | Form 5 |
| R. Martel DayDirector | 0 | — | 0 | Jul 11, 2016 · 12:23 pm EDT | Form 5 |
| Gerard ScarpatiTreasurer and CFO | 0 | — | 0 | Jul 11, 2016 · 12:21 pm EDT | Form 5 |
| Anthony H LewisDirector | 0 | — | 0 | Jul 11, 2016 · 12:12 pm EDT | Form 5 |
| Randy FretzDirector | 0 | — | 0 | Jul 11, 2016 · 12:26 pm EDT | Form 5 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.