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Insider Information:   Sims David C
Relationship:   CFO, CCO, Secretary, T...
City:   Milwaukee
State:   WI
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   186,809    

Indirect Shares

   23,880      
Direct Value   $1,720,511    

Indirect Value

   $219,935      
Total Shares   210,689      
Total Value   $1,940,446      


Eagle Caplital Growth Fund $1,720,511 Eagle Caplital Growth Fund $1,720,511
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    23   
    0    

     Stock price went up :
    15   
    0    
     Stock price went down :
    8   
    0    
   
     Gain/Loss Ratio :
   1.9   
   0.0   
     Percentage Gain/Loss :
   3.9%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Eagle Caplital Growth Fund GRF CFO, CCO, Secretary, T... 2024-02-22 186,809 2024-02-22 23,880    Premium*  
* Premium Members only  

Records found :    95         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
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... CFO and CCO   •       –      –    2008-04-11 4 A $7.40 $740 D/D 100 13,210 0 -
GRF Eagle Caplital Growth Fun... CFO and CCO   •       –      –    2008-04-16 4 A $7.40 $2,960 D/D 400 13,610 0 -
GRF Eagle Caplital Growth Fun... CFO and CCO   •       –      –    2008-04-17 4 A $7.40 $1,480 D/D 200 13,810 0 -
GRF Eagle Caplital Growth Fun... CFO and CCO   •       –      –    2008-04-18 4 A $7.40 $2,220 D/D 300 14,110 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2008-10-06 4/A A $5.60 $7,907 D/D 1,412 32,206 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2008-10-06 4 A $5.60 $7,958 D/D 1,421 16,071 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2009-03-02 4 A $3.75 $3,056 D/D 815 17,886 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2009-04-23 4 A $3.95 $4,345 D/D 1,100 18,986 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2009-09-02 4 A $5.05 $5,050 D/D 1,000 23,515 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2009-09-16 4 A $5.50 $3,300 D/D 600 24,115 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2009-10-13 4 A $5.50 $550 D/D 100 24,215 0 -
GRF Eagle Caplital Growth Fun... CFO and COO   •       –      –    2009-10-28 4 A $5.60 $560 D/D 100 25,215 0 -
GRF Eagle Caplital Growth Fun... CFO, COO and Secretary   •       –      –    2010-03-05 4 A $6.05 $7,563 D/D 1,250 33,721 0 -
GRF Eagle Caplital Growth Fun... CFO, COO and Secretary   •       –      –    2010-03-19 4/A A $5.85 $3,510 D/D 600 33,071 0 -
GRF Eagle Caplital Growth Fun... CFO, COO and Secretary   •       –      –    2010-04-12 4 A $6.50 $1,950 I/I 300 31,920 0 -
GRF Eagle Caplital Growth Fun... CFO, COO and secretary   •       –      –    2011-08-08 4 A $6.20 $2,914 D/D 470 35,208 0 -
GRF Eagle Caplital Growth Fun... CFO, COO and secretary   •       –      –    2012-10-23 4 A $6.65 $8,858 D/D 1,332 43,390 0 -
GRF Eagle Caplital Growth Fun... CFO, COO and secretary   •       –      –    2013-07-10 4 A $7.50 $5,040 I/I 672 2,372 0 -
GRF Eagle Caplital Growth Fun... CFO, COO & Secretary   •       –      –    2014-08-27 4 A $7.70 $19,967 D/D 2,590 52,720 0 -
GRF Eagle Caplital Growth Fun... CFO, CCO, Secretary, Treasurer   •       •      –    2016-12-28 5 A $7.57 $477 D/D 63 80,389 0 -
GRF Eagle Caplital Growth Fun... CFO, CCO, Secretary, Treasurer   •       •      –    2016-12-28 5 A $7.57 $6,444 I/I 851 6,227 0 -
GRF Eagle Caplital Growth Fun... CFO, CCO, Secretary, Treasurer   •       •      –    2018-09-05 4 A $7.79 $1,558 D/D 200 86,708 0 -
GRF Eagle Caplital Growth Fun... CFO, CCO, Secretary, Treasurer   •       •      –    2018-12-28 4 A $7.36 $3,536 I/I 481 7,153 0 -
GRF Eagle Caplital Growth Fun... CFO, CCO, Secretary, Treasurer   •       •      –    2018-12-28 4 A $7.36 $37,018 D/D 5,030 100,154 0 -
GRF Eagle Caplital Growth Fun... CFO, CCO, Secretary, Treasurer   •       •      –    2019-09-09 4 A $7.83 $5,095 D/D 651 105,194 0 -
  95  Records found
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  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
 
 
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