person · Reporting owner
WILHELM ROWLAND OTTO JR
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REAVES UTILITY INCOME FUNDUTG · Entity 4146 | Officer of Investment Advisor | January 05, 2018 | July 08, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
REAVES UTILITY INCOME FUND
Report date January 05, 2018 · Filed July 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Reaves Utility Income FundSEC Table I · non-derivative | Direct | 300.387 |
Ending reported balance
After 2019-07-05 transaction · row 20
20 source rows · reconciled sequenceRow 1 · 2018-01-05 · Other · Acquired 1.399 · Balance 519.764 F1: Shares acquired because of the dividend reinvestment. Row 2 · 2018-01-19 · Other · Acquired 2.719 · Balance 522.483 F1: Shares acquired because of the dividend reinvestment. Row 3 · 2018-03-06 · Other · Acquired 2.961 · Balance 525.444 F1: Shares acquired because of the dividend reinvestment. Row 4 · 2018-04-05 · Other · Acquired 3.006 · Balance 528.45 F1: Shares acquired because of the dividend reinvestment. Row 5 · 2018-05-03 · Other · Acquired 3.183 · Balance 531.633 F1: Shares acquired because of the dividend reinvestment. Row 6 · 2018-06-05 · Other · Acquired 3.183 · Balance 534.816 F1: Shares acquired because of the dividend reinvestment. Row 7 · 2018-07-05 · Other · Acquired 3.127 · Balance 537.943 F1: Shares acquired because of the dividend reinvestment. Row 8 · 2018-08-06 · Other · Acquired 3.015 · Balance 540.958 F1: Shares acquired because of the dividend reinvestment. Row 9 · 2018-09-06 · Other · Acquired 2.961 · Balance 543.919 F1: Shares acquired because of the dividend reinvestment. Row 10 · 2018-10-04 · Other · Acquired 2.99 · Balance 546.909 F1: Shares acquired because of the dividend reinvestment. Row 11 · 2018-11-06 · Other · Acquired 3.053 · Balance 549.962 F1: Shares acquired because of the dividend reinvestment. Row 12 · 2018-12-06 · Other · Acquired 2.966 · Balance 552.928 F1: Shares acquired because of the dividend reinvestment. Row 13 · 2019-01-07 · Other · Acquired 3.194 · Balance 556.122 F1: Shares acquired because of the dividend reinvestment. Row 14 · 2019-01-23 · Other · Acquired 3.069 · Balance 559.191 F1: Shares acquired because of the dividend reinvestment. Row 15 · 2019-03-06 · Other · Acquired 2.937 · Balance 562.128 F1: Shares acquired because of the dividend reinvestment. Row 16 · 2019-04-26 · Other · Acquired 2.831 · Balance 564.959 F1: Shares acquired because of the dividend reinvestment. Row 17 · 2019-05-03 · Other · Acquired 2.786 · Balance 567.745 F1: Shares acquired because of the dividend reinvestment. Row 18 · 2019-06-06 · Other · Acquired 2.879 · Balance 570.624 F1: Shares acquired because of the dividend reinvestment. Row 19 · 2019-07-05 · Other · Acquired 2.763 · Balance 573.387 F1: Shares acquired because of the dividend reinvestment. Row 20 · 2019-07-05 · Sale · Disposed 273 · Balance 300.387 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired because of the dividend reinvestment.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 05, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | SaleReaves Utility Income Fund | 273 | $35.94 | $9,812.38 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 20 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300.387 Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.763 | $35.11 | $97.01 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 19 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573.387 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| June 06, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.879 | $33.53 | $96.53 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 18 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570.624 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| May 03, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.786 | $34.47 | $96.03 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 17 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567.745 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| April 26, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.831 | $33.76 | $95.57 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 16 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564.959 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| March 06, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.937 | $32.37 | $95.06 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 15 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562.128 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| January 23, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.069 | $30.63 | $93.99 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 14 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559.191 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| January 07, 2019 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.194 | $29.30 | $93.58 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 13 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556.122 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| December 06, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.966 | $32.52 | $96.47 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 12 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552.928 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| November 06, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.053 | $30.45 | $92.96 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 11 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549.962 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| October 04, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.99 | $30.93 | $92.48 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 10 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546.909 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| September 06, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.961 | $31.06 | $91.96 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 9 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543.919 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| August 06, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.015 | $30.33 | $91.44 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 8 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540.958 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| July 05, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.127 | $29.08 | $90.93 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 7 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537.943 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| June 05, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.183 | $28.40 | $90.38 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 6 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534.816 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| May 03, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.183 | $28.22 | $89.83 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 5 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531.633 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| April 05, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 3.006 | $27.07 | $81.37 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 4 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528.45 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| March 06, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.961 | $28.23 | $83.60 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 3 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525.444 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| January 19, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 2.719 | $30.51 | $82.95 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 2 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522.483 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| January 05, 2018 Filed Jul 8, 2019 15:39 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 1.399 | $30.69 | $42.93 |
DisclosureSEC source: 0001715297-19-000001 · primary_doc.xml · nonDerivative · entry 1 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519.764 F1 · kind: Shares acquired because of the dividend reinvestment. Read SEC document |
| December 19, 2017 Filed Dec 20, 2017 18:28 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 250 | $30.14 | $7,535.00 |
DisclosureSEC source: 0001715297-17-000003 · primary_doc.xml · nonDerivative · entry 2 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518.365 F2 · kind: Acquired through the dissolution of parent's trust Read SEC document |
| December 06, 2017 Filed Dec 20, 2017 18:28 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 1.365 | $31.29 | $42.71 |
DisclosureSEC source: 0001715297-17-000003 · primary_doc.xml · nonDerivative · entry 1 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268.365 F1 · kind: Dividend Reinvestment Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 17:47 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | PurchaseREAVES UTILITY INCOME FUND | 67 | $29.93 | $2,005.31 |
DisclosureSEC source: 0001715297-17-000002 · primary_doc.xml · nonDerivative · entry 1 WILHELM ROWLAND OTTO JR · CIK 0001715297 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.