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Insider Transactions Reported by 13 Insiders of CAZ Strategic Opportunities Fund

Location
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 $3,833,067 +$1,495,440 +64% 02 Sep 2025
CAZ Investments Registered Adviser LLC Investment Adviser 09 Jan 2024
Thomas M. Aycock Trustee 24 Nov 2025
Robert Hungate III Trustee 24 Nov 2025
Marcie McVeigh Treasurer 09 Jan 2024
Randi Jean Roessler Chief Compliance Officer 09 Jan 2024
John-Paul Nigro Assistant Treasurer 26 Aug 2025
Matthew Lindholm Trustee 01 Nov 2024
AUSTIN A. ADAMS Trustee 09 Jan 2024
Frank Easterly Trustee 09 Jan 2024
Richard H. Wilson Jr. Trustee 09 Jan 2024
Kent Barnes Secretary 22 Aug 2024
Jesse Hallee Secretary 09 Jan 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.