List of insiders holdings for CAZ Strategic Opportunities Fund:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | Zook Christopher Trustee | 2025-07-09 11:05:43 | 0 23,762 | 23,762 | Form 4 |
| 2 | CAZ Investments Registered Adviser LLC Investment Adviser | 2024-01-09 16:24:55 | 5,000 0 | 5,000 | Form 3 |
| 3 | Lindholm Matthew Trustee | 2025-03-07 13:49:24 | 4,364 0 | 4,364 | Form 4 |
| 4 | ADAMS AUSTIN A Trustee | 2024-01-09 16:14:50 | 0 0 | 0 | Form 3 |
| 5 | Easterly Frank Trustee | 2024-01-09 16:17:51 | 0 0 | 0 | Form 3 |
| 6 | Hallee Jesse David Secretary | 2024-01-10 09:37:12 | 0 0 | 0 | Form 3 |
| 7 | McVeigh Marcie Treasurer | 2024-01-10 14:01:52 | 0 0 | 0 | Form 3 |
| 8 | Roessler Randi Jean Chief Compliance Officer | 2024-01-10 14:14:07 | 0 0 | 0 | Form 3 |
| 9 | Wilson Richard H. Jr. Trustee | 2024-01-10 17:57:06 | 0 0 | 0 | Form 3 |
| 10 | Barnes Kent Secretary | 2025-04-29 18:15:47 | 0 0 | 0 | Form 3 |