CAZ Strategic Opportunities Fund

Ownership Transactions Reported by 11 Insiders

Location
One Riverway, Suite 2000, Houston, TX

Insiders trading volume in the past year

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
Christopher Zook Trustee $3.83M +$1.5M +64% Sep 2, 2025
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 Hallee Secretary Jan 9, 2024
John-Paul Nigro Assistant Treasurer Aug 26, 2025
Austin A. Adams Trustee Jan 9, 2024
Frank Easterly Trustee Jan 9, 2024
Richard H. Wilson Jr. Trustee Jan 9, 2024
Kent Barnes Secretary Aug 22, 2024
Matthew Lindholm Trustee Nov 1, 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.