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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   $2,573,619    

Indirect Value

  $106,480      
Total Shares   286,660      
Total Value   $2,680,099      


Eagle Caplital Growth Fund
 $2,573,619 Eagle Caplital Growth Fund
 $2,573,619
 


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%
 76.0%
     
   
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 and CEO   •       •      –    2008-12-11 4 S $4.09 $5,314 D/D (1,299) 200,354 0 -
GRF Eagle Caplital Growth Fun... President and CEO   •       •      –    2009-09-04 4 S $5.27 $26,345 D/D (4,999) 197,755 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   •       •      –    2010-03-10 5 S $6.16 $5,544 I/I (900) 11,389 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   •       •      –    2010-09-07 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   •       •      –    2010-10-11 4 S $6.25 $12,500 D/D (2,000) 214,895 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2016-07-19 4 S $7.98 $30,468 D/D (3,818) 307,585 0 -
GRF Eagle Caplital Growth Fun... President & CEO   •       •      –    2016-07-20 4 S $7.99 $9,444 D/D (1,182) 306,403 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   •       •      –    2018-07-09 4 S $7.97 $39,856 D/D (5,000) 326,786 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   •       •      –    2019-06-10 4 S $7.78 $17,161 D/D (2,200) 324,635 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   •       •      –    2020-01-29 4 S $7.84 $39,200 D/D (5,000) 320,371 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   •       •      –    2020-05-21 4 S $6.69 $27,429 D/D (4,100) 315,371 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   •       •      –    2021-04-30 4 S $8.73 $43,656 D/D (5,000) 305,271 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   •       •      –    2022-03-10 4 S $9.30 $46,500 D/D (5,000) 295,271 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   •       •      –    2023-05-10 4 S $8.50 $2,424,804 D/D (285,271) 285,271 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