| |
| |
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| Insider
Information: |
Sims Luke E |
| Relationship: |
President & CEO, Direc... |
| City: |
Milwaukee |
| State: |
WI |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
275,271 |
|
|
Indirect Shares
|
11,389 |
|
|
| Direct
Value |
$2,604,064 |
|
|
|
Indirect Value
|
$107,740 |
|
|
| Total
Shares |
286,660 |
|
|
| Total
Value |
$2,711,804 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
11
|
|
Stock
price went up :
|
0
|
8
|
| Stock
price went down : |
0
|
3
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
2.7
|
| Percentage
Gain/Loss : |
0.0%
|
 76.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Eagle Caplital Growth Fund |
GRF |
President & CEO, Direc... |
2024-02-22 |
275,271 |
2024-02-22 |
11,389 |
Premium* |
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Records found :
243 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 10 of 10
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| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| GRF |
Eagle Caplital Growth Fun... |
President & CEO |
• • – |
2024-02-22 |
4 |
S |
$9.19 |
$45,950 |
D/D |
(5,000) |
275,271 |
0 |
% |
|
| GRF |
Eagle Caplital Growth Fun... |
President & CEO |
• • – |
2017-03-07 |
4 |
B |
$7.00 |
$39,432 |
D/D |
5,600 |
318,067 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President & CEO |
• • – |
2017-03-08 |
4 |
B |
$7.15 |
$40,479 |
D/D |
5,650 |
323,717 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
officerTitle |
– • – |
2006-01-20 |
4 |
B |
$7.65 |
$45,068 |
D/D |
5,841 |
109,269 |
2.39 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2013-09-19 |
4 |
B |
$8.06 |
$48,443 |
D/D |
6,000 |
310,000 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2012-09-11 |
4 |
B |
$6.70 |
$42,773 |
D/D |
6,335 |
252,789 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2013-07-19 |
4 |
B |
$7.84 |
$51,859 |
D/D |
6,607 |
303,209 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
Director |
– • – |
2004-02-20 |
4 |
B |
$9.10 |
$60,970 |
D/D |
6,700 |
77,111 |
2.39 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2012-09-20 |
4 |
B |
$6.86 |
$58,528 |
D/D |
8,523 |
273,755 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2010-02-22 |
4/A |
B |
$6.00 |
$53,124 |
D/D |
8,854 |
218,046 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2010-02-22 |
4 |
B |
$6.00 |
$53,124 |
D/D |
8,854 |
218,056 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2012-09-24 |
4 |
B |
$6.75 |
$68,291 |
D/D |
9,917 |
283,672 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President and CEO |
• • – |
2012-03-30 |
4 |
B |
$6.69 |
$67,234 |
D/D |
10,000 |
242,254 |
2.81 |
- |
|
| GRF |
Eagle Caplital Growth Fun... |
Director |
– • – |
2005-05-23 |
4 |
A |
$0.00 |
$0 |
D/D |
10,495 |
80,465 |
|
- |
|
| GRF |
Eagle Caplital Growth Fun... |
Director |
– • – |
2006-04-17 |
4 |
D |
$0.00 |
$0 |
I/I |
(20,141) |
0 |
|
- |
|
| GRF |
Eagle Caplital Growth Fun... |
Director |
– • – |
2005-02-28 |
4 |
D |
$0.00 |
$0 |
D/D |
(32,041) |
64,470 |
|
- |
|
| GRF |
Eagle Caplital Growth Fun... |
Director |
– • – |
2005-04-07 |
4 |
D |
$0.00 |
$0 |
I/I |
(43,460) |
16,514 |
|
- |
|
| GRF |
Eagle Caplital Growth Fun... |
President & CEO |
• • – |
2023-05-10 |
4 |
S |
$8.50 |
$2,424,804 |
D/D |
(285,271) |
285,271 |
0 |
% |
|
243 Records found
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Page 10 of 10 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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