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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   $2,617,827    

Indirect Value

  $108,309      
Total Shares   286,660      
Total Value   $2,726,137      


Eagle Caplital Growth Fund
 $2,617,827 Eagle Caplital Growth Fund
 $2,617,827
 


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 1 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... Director   –       •      –    2003-07-02 4 A $8.40 $5,838 D/D 695 31,539 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2004-01-29 4 A $10.41 $10 D/D 1 69,411 -
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   –       •      –    2005-05-23 4 A $0.00 $0 I/I 2,627 20,141 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2006-04-17 4 A $0.00 $0 I/I 3,575 3,575 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-03-10 4 A $7.25 $725 D/D 100 191,921 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-03-31 4 A $7.45 $745 D/D 100 192,021 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-04-03 4 A $7.45 $5,625 D/D 755 192,776 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   •       •      –    2008-09-30 4 A $6.70 $1,675 D/D 250 195,026 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2008-10-30 4 A $5.00 $8,204 D/D 1,627 201,653 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2009-10-20 4 A $5.60 $3,963 D/D 697 198,452 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2009-10-28 4 A $5.60 $5,600 D/D 1,000 199,452 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   •       •      –    2010-01-29 4 A $6.05 $6,147 D/D 1,010 205,507 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-02-02 4 A $5.91 $3,550 D/D 600 206,107 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   •       •      –    2010-02-18 4 A $5.87 $6,457 D/D 1,100 208,296 0 -
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   •       •      –    2010-03-05 4 A $6.05 $7,563 D/D 1,250 219,296 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2010-03-09 5 A $6.05 $1,422 D/D 235 216,329 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   •       •      –    2010-03-29 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   •       •      –    2011-10-05 5 A $6.20 $3,100 D/D 500 222,529 0 -

  243  Records found
  1  2   3   4   5   6   7   8   9   10      
  Page 1 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