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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 :    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   •       •      –    2023-05-10 4 S $8.50 $2,424,804 D/D (285,271) 285,271 0 %
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   –       •      –    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 B $6.00 $53,124 D/D 8,854 218,056 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   •       •      –    2013-07-19 4 B $7.84 $51,859 D/D 6,607 303,209 2.81 -
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 & CEO   •       •      –    2022-03-10 4 S $9.30 $46,500 D/D (5,000) 295,271 0 %
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... Director   –       •      –    2003-11-21 4 B $9.15 $45,750 D/D 5,000 42,039 2.39 -
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... officerTitle   –       •      –    2006-01-20 4 B $7.65 $45,068 D/D 5,841 109,269 2.39 -
GRF Eagle Caplital Growth Fun... Director   –       •      –    2007-04-17 4 B $9.00 $45,000 D/D 5,000 175,620 2.39 -
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   •       •      –    2021-04-30 4 S $8.73 $43,656 D/D (5,000) 305,271 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 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 & 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   •       •      –    2017-03-08 4 B $7.15 $40,479 D/D 5,650 323,717 2.81 -
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   •       •      –    2018-07-09 4 S $7.97 $39,856 D/D (5,000) 326,786 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   •       •      –    2020-01-29 4 S $7.84 $39,200 D/D (5,000) 320,371 0 %

  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