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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   $2,573,866    

Indirect Value

  $106,491      
Total Shares   286,660      
Total Value   $2,680,357      


Eagle Caplital Growth Fund
 $2,573,866 Eagle Caplital Growth Fund
 $2,573,866
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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   •       •      –    2023-08-28 4 S $8.88 $44,400 D/D (5,000) 280,271 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2023-05-10 4 S $8.50 $2,424,804 D/D (285,271) 285,271 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2023-05-10 4/A S $8.50 $42,500 D/D (5,000) 285,271 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2022-08-02 4 S $8.59 $42,950 D/D (5,000) 290,271 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2022-03-10 4 S $9.30 $46,500 D/D (5,000) 295,271 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2021-08-16 4 S $9.15 $45,750 D/D (5,000) 300,271 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2021-04-30 4 S $8.73 $43,656 D/D (5,000) 305,271 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2021-01-20 4 S $8.02 $40,100 D/D (5,000) 310,371 0 %
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 & CEO   •       •      –    2020-05-18 4/A S $7.03 $703 D/D (100) 319,371 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2020-05-18 4 S $7.00 $6,300 D/D (900) 319,471 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2020-01-29 4 S $7.84 $39,200 D/D (5,000) 320,371 0 %
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2019-12-26 4 A $7.58 $26,803 D/D 3,536 325,371 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2019-06-11 4 S $7.66 $21,448 D/D (2,800) 321,835 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2019-06-10 4 S $7.78 $17,161 D/D (2,200) 324,635 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2018-12-28 4 A $7.36 $20,328 D/D 2,762 326,835 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2018-10-11 4 S $7.45 $20,212 D/D (2,713) 324,073 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2018-07-09 4 S $7.97 $39,856 D/D (5,000) 326,786 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2017-09-11 4 S $7.80 $39,000 D/D (5,000) 318,717 0 -
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... 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   •       •      –    2017-01-19 4 A $7.17 $9,680 D/D 1,350 312,467 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2016-12-28 5 A $7.57 $35,686 D/D 4,714 311,117 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2016-07-21 4 B $7.94 $199 I/I 25 480 2.58 -

  25  Records found
  1     
  Page 1 of 1  
 
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