Insider Trading & Ownership - Wildermuth Fund (WESFX)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • 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>>
Time period
Insider Trading Transactions for Wildermuth Fund
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2022-12-16
Purchase
2024-02-13
12:51 pm
Wildermuth FundWESFXLightfoot Candice Amanda
Secretary of Wildermuth Fund
4$12.15$49235
(Indirect)
View
2022-03-18
Purchase(A)
2022-05-16
09:50 am
Wildermuth FundWESFXLEWIS ANTHONY H
Member of Board of Trustees
2$13.66$31939
(Direct)
View
2022-03-22
Purchase
2022-05-12
5:53 pm
Wildermuth FundWESFXWildermuth Daniel Lloyd
CEO and Chairman of the Board
77$13.53$1,04531,925
(Indirect)
View
2022-03-22
Purchase
2022-05-12
5:51 pm
Wildermuth FundWESFXWildermuth Carol Jean
Wildermuth Daniel Lloyd
Pres Wildermuth Securities
2$13.53$21633
(Indirect)
View
2022-03-18
Purchase
2022-05-12
5:48 pm
Wildermuth FundWESFXLEWIS ANTHONY H
Member of Board of Trustees
2$13.66$31939
(Direct)
View
2022-03-18
Purchase
2022-05-12
5:45 pm
Wildermuth FundWESFXFRETZ RANDY
Member of Board of Trustees
2$13.66$31939
(Direct)
View
2021-03-26
Purchase
2022-01-31
11:31 am
Wildermuth FundWESFXWildermuth Carol Jean
Wildermuth Daniel Lloyd
Pres Wildermuth Securities
39$13.61$535631
(Indirect)
View
2021-09-24
Purchase
2022-01-31
11:26 am
Wildermuth FundWESFXLightfoot Candice Amanda
COO of Wildermuth Advisory
13$13.71$177231
(Indirect)
View
2021-09-24
Purchase
2022-01-27
6:19 pm
Wildermuth FundWESFXLEWIS ANTHONY H
Member of Board of Trustees
32$13.71$434567
(Direct)
View
2021-09-24
Purchase
2022-01-27
6:15 pm
Wildermuth FundWESFXFRETZ RANDY
Member of Board of Trustees
32$13.71$434567
(Direct)
View
2021-09-24
Purchase
2022-01-27
6:12 pm
Wildermuth FundWESFXDay R. Martel
Member of Board of Trustees
32$13.71$434567
(Direct)
View
2021-03-26
Purchase
2022-01-27
6:08 pm
Wildermuth FundWESFXWildermuth Daniel Lloyd
CEO and Chairman of the Board
1,982$13.61$26,97031,848
(Indirect)
View
2020-08-21
Sale
2021-02-16
10:12 am
Wildermuth Endowment FundWESFXWildermuth Daniel Lloyd
Wildermuth Carol Jean
CEO & Chairman of the Board
56,759$13.31$755,53030
(Direct)
View
2019-03-26
Sale
2020-02-07
3:24 pm
Wildermuth Endowment FundWESFXWildermuth Advisory LLC
Investment Adviser
54,320$13.2$717,0200
(Direct)
View
2019-03-28
Purchase
2020-02-07
3:19 pm
Wildermuth Endowment FundWESFXWildermuth Carol Jean
President
16$13.57$220592
(Indirect)
View
2019-03-26
Purchase
2020-02-07
3:17 pm
Wildermuth Endowment FundWildermuth Daniel Lloyd
Wildermuth Carol Jean
CEO and Chairman of the Board
55,876$13.21$738,15655,851
(Direct)
View
2019-03-28
Purchase
2020-02-07
3:16 pm
Wildermuth Endowment FundWESFXWildermuth Daniel Lloyd
CEO and Chairman of the Board
839$13.57$11,3842,506
(Indirect)
View
2019-07-30
Sale
2020-02-07
3:16 pm
Wildermuth Endowment FundWESFXWildermuth Daniel Lloyd
CEO and Chairman of the Board
1,464$13.6$19,9122,506
(Indirect)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing

Ownership
2024-02-13
1:03 pm
N/A
N/A
Wildermuth FundWESFXCoetzee Amanda
Asst Sec of Wildermuth Fund
0$00
(Direct)
View
2022-09-16
Acquisition
2023-02-02
5:19 pm
N/A
N/A
Wildermuth FundWESFXLEWIS ANTHONY H
Director
7$13.561,747
(Direct)
View
2022-12-16
Acquisition
2023-02-02
5:19 pm
N/A
N/A
Wildermuth FundWESFXLEWIS ANTHONY H
Director
8$13.121,747
(Direct)
View
2023-01-31
Acquisition
2023-02-02
5:19 pm
N/A
N/A
Wildermuth FundWESFXLEWIS ANTHONY H
Director
413$12.121,747
(Direct)
View
2022-12-29
Acquisition
2023-02-02
5:19 pm
N/A
N/A
Wildermuth FundWESFXLEWIS ANTHONY H
Director
12$12.941,747
(Direct)
View
2022-09-16
Acquisition
2023-02-02
5:15 pm
N/A
N/A
Wildermuth FundWESFXFRETZ RANDY
Director
7$13.561,747
(Direct)
View
2022-12-16
Acquisition
2023-02-02
5:15 pm
N/A
N/A
Wildermuth FundWESFXFRETZ RANDY
Director
8$13.121,747
(Direct)
View
2023-01-31
Acquisition
2023-02-02
5:15 pm
N/A
N/A
Wildermuth FundWESFXFRETZ RANDY
Director
413$12.121,747
(Direct)
View
2022-12-29
Acquisition
2023-02-02
5:15 pm
N/A
N/A
Wildermuth FundWESFXFRETZ RANDY
Director
12$12.941,747
(Direct)
View
2023-01-31
Acquisition
2023-02-02
5:11 pm
N/A
N/A
Wildermuth FundWESFXHenry Donald R
Director
413$12.121,324
(Direct)
View
2022-07-29
Acquisition
2022-08-04
1:07 pm
N/A
N/A
Wildermuth FundWESFXLEWIS ANTHONY H
Director
5,000$13.681,038
(Direct)
View
2022-07-29
Acquisition
2022-08-04
1:04 pm
N/A
N/A
Wildermuth FundWESFXFRETZ RANDY
Director
5,000$13.681,308
(Direct)
View
2022-07-29
Acquisition
2022-08-04
12:57 pm
N/A
N/A
Wildermuth FundWESFXHenry Donald R
Director
5,000$13.68911
(Direct)
View
2022-01-31
Acquisition
2022-02-03
1:36 pm
N/A
N/A
Wildermuth FundWESFXFRETZ RANDY
Director
5,000$13.52937
(Direct)
View
2022-01-31
Acquisition
2022-02-03
1:24 pm
N/A
N/A
Wildermuth FundWESFXLEWIS ANTHONY H
Director
5,000$13.52937
(Direct)
View
2022-01-31
Acquisition
2022-02-03
1:15 pm
N/A
N/A
Wildermuth FundWESFXHenry Donald R
Director
5,000$13.52546
(Direct)
View
2021-09-10
Acquisition
2021-12-07
11:56 am
N/A
N/A
Wildermuth Endowment FundWESFXLightfoot Candice Amanda
VP and Secretary
3,152$14.43218
(Indirect)
View
2021-10-29
Acquisition
2021-12-07
11:52 am
N/A
N/A
Wildermuth Endowment FundWESFXHenry Donald R
Director
2,500$14.2176
(Direct)
View

Ownership
2021-11-30
4:34 pm
N/A
N/A
Wildermuth Endowment FundWESFXHenry Donald R
Member of Board of Trustees
0$00
(Direct)
View
2021-02-26
Acquisition
2021-08-04
6:37 pm
N/A
N/A
Wildermuth Endowment FundWESFXLEWIS ANTHONY H
Director
2,500$13.69536
(Direct)
View
2021-07-30
Acquisition
2021-08-04
6:37 pm
N/A
N/A
Wildermuth Endowment FundWESFXLEWIS ANTHONY H
Director
5,000$14.21536
(Direct)
View
2021-03-26
Acquisition
2021-08-04
6:37 pm
N/A
N/A
Wildermuth Endowment FundWESFXLEWIS ANTHONY H
Director
7$13.6536
(Direct)
View
2021-06-25
Acquisition
2021-08-04
6:37 pm
N/A
N/A
Wildermuth Endowment FundWESFXLEWIS ANTHONY H
Director
9$14.09536
(Direct)
View
2021-02-26
Acquisition
2021-08-04
6:34 pm
N/A
N/A
Wildermuth Endowment FundWESFXFRETZ RANDY
Director
2,500$13.69536
(Direct)
View
2021-07-30
Acquisition
2021-08-04
6:34 pm
N/A
N/A
Wildermuth Endowment FundWESFXFRETZ RANDY
Director
5,000$14.21536
(Direct)
View
2021-03-26
Acquisition
2021-08-04
6:34 pm
N/A
N/A
Wildermuth Endowment FundWESFXFRETZ RANDY
Director
7$13.6536
(Direct)
View
2021-06-25
Acquisition
2021-08-04
6:34 pm
N/A
N/A
Wildermuth Endowment FundWESFXFRETZ RANDY
Director
9$14.09536
(Direct)
View
2021-02-26
Acquisition
2021-08-04
6:30 pm
N/A
N/A
Wildermuth Endowment FundWESFXDay R. Martel
Director
2,500$13.69536
(Direct)
View
2021-07-30
Acquisition
2021-08-04
6:30 pm
N/A
N/A
Wildermuth Endowment FundWESFXDay R. Martel
Director
5,000$14.21536
(Direct)
View
2021-03-26
Acquisition
2021-08-04
6:30 pm
N/A
N/A
Wildermuth Endowment FundWESFXDay R. Martel
Director
7$13.6536
(Direct)
View
2021-06-25
Acquisition
2021-08-04
6:30 pm
N/A
N/A
Wildermuth Endowment FundWESFXDay R. Martel
Director
9$14.09536
(Direct)
View

Ownership
2021-07-20
1:12 pm
N/A
N/A
Wildermuth Endowment FundWESFXLightfoot Candice Amanda
VP and Secretary
0$00
(Direct)
View

Ownership
2021-07-20
1:07 pm
N/A
N/A
Wildermuth Endowment FundWESFXCoetzee Amanda
Assistant Secretary
0$00
(Direct)
View

Ownership
2021-07-15
10:23 am
N/A
N/A
Wildermuth Endowment FundWESFXMurphy Bernadette
CCO
0$00
(Direct)
View
2020-08-14
Ownership
2021-02-16
10:16 am
N/A
N/A
Wildermuth Endowment FundWESFXWildermuth Daniel Lloyd
CEO and Chairman of the Board
1$13.429,888
(Indirect)
View
2020-08-14
Ownership
2021-02-16
10:12 am
N/A
N/A
Wildermuth Endowment FundWESFXWildermuth Daniel Lloyd
Wildermuth Carol Jean
CEO & Chairman of the Board
1$13.2730
(Direct)
View
2020-08-14
Ownership
2021-02-16
10:12 am
N/A
N/A
Wildermuth Endowment FundWESFXWildermuth Daniel Lloyd
Wildermuth Carol Jean
CEO & Chairman of the Board
29$13.430
(Direct)
View
2020-08-14
Ownership
2021-02-16
10:08 am
N/A
N/A
Wildermuth Endowment FundWESFXWildermuth Carol Jean
Member of Board of Trustees
Director
0$13.4592
(Indirect)
View
(A) Indicate amendment filing.