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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   $2,535,246    

Indirect Value

  $104,893      
Total Shares   286,660      
Total Value   $2,640,139      


Eagle Caplital Growth Fund
 $2,535,246 Eagle Caplital Growth Fund
 $2,535,246
 


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%
 76.9%
     
   
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*  
* Premium Members only  

Records found :    243         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 10
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 and CEO   •       •      –    2010-03-09 5 A $6.05 $1,422 D/D 235 216,329 0 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2005-11-16 4 B $7.50 $1,500 D/D 200 89,065 2.31 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-09-30 4 A $6.70 $1,675 D/D 250 195,026 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2009-10-28 4 B $5.75 $1,725 D/D 300 199,752 2.73 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2006-08-16 4 B $7.65 $1,760 D/D 230 143,429 2.31 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2003-08-14 4 B $8.90 $1,780 D/D 200 32,739 2.31 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2004-07-06 4 B $9.01 $1,802 D/D 200 79,311 2.31 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-03-29 5 A $6.12 $1,830 D/D 299 216,329 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-03-15 5 S $6.24 $1,872 I/I (300) 11,389 0 -
GRF Eagle Caplital Growth Fun... officerTitle   –       •      –    2006-01-27 4 B $7.75 $2,046 D/D 264 109,533 2.31 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2013-03-07 4 A $7.20 $2,160 D/D 300 288,752 0 -
GRF Eagle Caplital Growth Fun... officerTitle   –       •      –    2006-01-19 4 B $7.48 $2,311 D/D 309 103,428 2.31 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2006-05-03 4 B $8.10 $2,325 D/D 287 135,405 2.31 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-02-22 4 A $5.86 $2,332 D/D 396 209,192 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-02-11 4 A $6.00 $2,402 D/D 400 207,196 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-09-08 4 S $6.10 $2,446 D/D (401) 216,895 0 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2006-04-17 4 B $8.20 $2,550 D/D 311 123,380 2.31 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2013-07-22 4 B $7.86 $2,837 D/D 361 303,570 2.73 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2006-05-19 4 B $8.20 $2,870 D/D 350 138,999 2.31 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-02-18 4 B $6.00 $3,012 D/D 500 208,796 2.73 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-03-08 4 B $6.05 $3,025 D/D 500 219,796 2.73 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2011-10-05 5 A $6.20 $3,100 D/D 500 222,529 0 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2005-07-11 4 B $7.95 $3,180 D/D 400 83,865 2.31 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2013-07-23 4 A $7.80 $3,354 D/D 430 304,000 0 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2005-08-04 4 B $8.40 $3,360 D/D 400 84,865 2.31 -

  243  Records found
  1   2  3   4   5   6   7   8   9   10      
  Page 2 of 10  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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