CAZ Strategic Opportunities Fund

Ownership Transactions Reported by 9 Insiders

Location
One Riverway, Suite 2000, Houston, TX

There are no Buy or Sell transactions made by insiders since 9/13/2023

CAZ Strategic Opportunities Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
CAZ Investments Registered Adviser LLC Investment Adviser Jan 9, 2024
Marcie McVeigh Treasurer Jan 9, 2024
Randi Jean Roessler Chief Compliance Officer Jan 9, 2024
Jesse D. Hallee Secretary Jan 9, 2024
Austin A. Adams Trustee Jan 9, 2024
Frank Easterly Trustee Jan 9, 2024
Matthew Lindholm Trustee Jan 9, 2024
Christopher Zook Trustee Mar 31, 2024
Richard H. Wilson Jr. Trustee Jan 9, 2024

Recent Insider Transactions by Companies or Individuals for CAZ Strategic Opportunities Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.