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CAZ Strategic Opportunities Fund [N/A]

Reporting date: 09/02/2025

⚠️ Bullish Insider Buy Detected

📝 What Happened

  • Insider: Zook Christopher
  • Role: Trustee
  • Company: CAZ Strategic Opportunities Fund (N/A)
  • Transaction Date(s): 2025-09-02
  • Table I (Non-Derivative Securities)
    • Sale : 37,824.77
    • Average Sale Price: $24.71
    • Total Value: 37,824.77 * $24.71 ≈ ~$934,650.07
    • Post-Transaction Direct Holdings: 0
    • Indirect Holdings: 155,122.11 (via CAZ Founders Class Aggregator, LP)
    • 10b5-1 Plan Used? No

📄 Summary

Zook Christopher, Trustee at CAZ Strategic Opportunities Fund (N/A), bought 37,824.77 shares on September 02, 2025, at an average price of $24.71, for a total cost of about ~$934,650.07. After the transaction, he now holds 0 direct shares and 155,122.11 shares indirectly via CAZ Founders Class Aggregator, LP. For retail traders, this is a bullish event: insider materially increased stake, signaling confidence in the fund.

🔑 Interpretation

  • Type: Discretionary — this appears to be a voluntary purchase (transaction code P/A), not a compensation grant.
  • Disposition: Shares were acquired and held (added to indirect holdings), not sold.
  • Size Context: The purchase of 37,824.77 shares increased indirect holdings from ~117,297.34 to 155,122.11 — roughly a ~32% increase in holdings, a meaningful stake increase rather than a small routine trade.
  • ATH Metric: Ticker is listed as N/A in the filing, so an all-time-high/low check cannot be performed from public market quotes here; unable to assess whether the timing was opportunistic relative to ATH/ATL without an exchange ticker or external price history.
  • Outlier Check: Based on this single filing there is insufficient historical trade data to flag this as an outlier; the size is material relative to prior implied holdings but past filings would be needed to confirm unusual activity.

📊 Bullish or Bearish?

Bullish

Bullish. This is a single, reported acquisition (code P/A) that meaningfully increases the insider's indirect stake to 155,122.11 shares and is not part of a 10b5-1 plan, suggesting discretionary confidence. Dataset is limited to one filing and no clustered insider activity can be determined from this filing alone.

✅ Bottom Line (Retail Takeaway)

This transaction looks like a deliberate stake increase rather than a bearish signal. For retail traders, it’s noise unless corroborated by additional insider purchases from other senior insiders or further material company signals — not a standalone trade trigger.