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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   $2,546,257    

Indirect Value

  $105,348      
Total Shares   286,660      
Total Value   $2,651,605      


Eagle Caplital Growth Fund
 $2,546,257 Eagle Caplital Growth Fund
 $2,546,257
 


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%
 75.0%
     
   
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*  
* 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   •       •      –    2010-03-05 4 A $6.05 $7,563 D/D 1,250 219,296 0 -
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   •       •      –    2010-03-09 5 A $6.05 $1,422 D/D 235 216,329 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-03-09 5 S $6.05 $672 I/I (111) 11,389 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-01-08 4 A $6.09 $6,090 D/D 1,000 200,752 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-07-16 4 A $6.10 $6,100 D/D 1,000 194,776 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-09-07 4 S $6.10 $15,250 D/D (2,500) 217,296 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... 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   •       •      –    2011-08-16 5 A $6.15 $4,305 D/D 700 222,029 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2012-01-13 4 B $6.15 $30,840 D/D 5,000 227,529 2.81 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-03-10 5 S $6.16 $5,544 I/I (900) 11,389 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-03-12 5 A $6.16 $5,544 D/D 900 216,329 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-01-11 4 B $6.20 $1,240 D/D 200 200,952 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... President and CEO   •       •      –    2010-03-15 5 S $6.24 $1,872 I/I (300) 11,389 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-10-11 4 S $6.25 $12,500 D/D (2,000) 214,895 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-10-03 4 B $6.40 $12,800 D/D 2,000 198,026 2.81 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2012-11-16 4 B $6.47 $10,358 D/D 1,600 286,272 2.81 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-10-01 4 B $6.60 $6,600 D/D 1,000 196,026 2.81 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2012-05-08 4 B $6.60 $27,720 D/D 4,200 246,454 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... President & CEO   •       •      –    2020-05-21 4 S $6.69 $27,429 D/D (4,100) 315,371 0 %
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   •       •      –    2012-09-11 4 B $6.70 $42,773 D/D 6,335 252,789 2.81 -

  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