Wildermuth Advisory, LLC files SEC Form 4 disclosures for Wildermuth Endowment Strategy Fund. They have made 1 open-market trade across 1 company since 2019, most recently 2019-03-26.
CIK 0001586010
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
0 open-market purchases, against 1 sale. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| WESFX | 936 | — |
Shares reported on the most recent Form 4, priced at the 2016-07-19 close. 1 holding could not be priced and is excluded from the total.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| WESFX | SELL | 2019-03-26 | 2020-02-07 | $13.20 | $717K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.