| |
| |
| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
1,850,000 |
| Market
Cap: |
61.18(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$27.03 - $34.48 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : 4 |
| Insider 3/6 Months : 4.6 |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
|
|
|
|
| |
|
Company Profile ortoise Energy Independence Fund is a closed-end management investment company. The Fund's investment objective is to seek high total return with an emphasis on current distributions paid to stockholders. The Fund invests primarily in equity securities of upstream North American energy companies that engage in the exploration and production of crude oil, condensate, natural gas and natural gas liquids that have presence in North American oil and gas fields, including shale reservoirs.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
400 |
400 |
925 |
| Total Buy Value |
$0 |
$11,752 |
$11,752 |
$26,547 |
| Total People Bought |
0 |
1 |
1 |
2 |
| Total Buy Transactions |
0 |
1 |
1 |
4 |
| Total Shares Sold |
0 |
0 |
0 |
0 |
| Total Sell Value |
$0 |
$0 |
$0 |
$0 |
| Total People Sold |
0 |
0 |
0 |
0 |
| Total Sell Transactions |
0 |
0 |
0 |
0 |
| End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Birzer H Kevin |
Member of Investment Committee |
– • – |
2019-10-09 |
4 |
B |
$3.77 |
$377 |
D/D |
100 |
7,050 |
2.31 |
- |
|
| Berney Rand C |
Director |
– • – |
2019-09-04 |
4 |
B |
$4.03 |
$19,949 |
D/D |
4,950 |
6,627 |
2.39 |
- |
|
| Adams P. Bradley |
CEO & Princ Financial Officer |
• – – |
2019-08-16 |
4 |
B |
$4.15 |
$830 |
D/D |
200 |
1,527 |
2.66 |
- |
|
| Kessens Brian Alan |
Member of Investment Committee |
– – – |
2019-08-16 |
4 |
B |
$4.16 |
$10,400 |
D/D |
2,500 |
3,000 |
2.44 |
- |
|
| Paquette Jennifer |
Director |
– • – |
2019-08-14 |
4 |
B |
$4.15 |
$415 |
D/D |
100 |
680 |
2.31 |
- |
|
| Birzer H Kevin |
Member of Investment Committee |
– • – |
2019-08-12 |
4 |
B |
$4.29 |
$429 |
D/D |
100 |
6,950 |
2.31 |
- |
|
| Ciccotello Conrad S |
Director |
– • – |
2019-08-12 |
4 |
B |
$4.30 |
$8,600 |
D/D |
2,000 |
3,100 |
2.39 |
- |
|
| Paquette Jennifer |
Director |
– • – |
2019-06-06 |
4 |
B |
$7.53 |
$1,506 |
D/D |
200 |
580 |
2.31 |
- |
|
| Birzer H Kevin |
Member of Investment Committee |
– • – |
2019-04-05 |
4 |
B |
$8.50 |
$850 |
D/D |
100 |
6,850 |
2.31 |
- |
|
| Birzer H Kevin |
Member of Investment Committee |
– • – |
2019-01-11 |
4 |
B |
$8.52 |
$852 |
D/D |
100 |
6,750 |
2.31 |
- |
|
| Ciccotello Conrad S |
Director |
– • – |
2018-11-14 |
4 |
B |
$9.82 |
$982 |
D/D |
100 |
1,100 |
2.31 |
- |
|
| Birzer H Kevin |
Member of Investment Committee |
– • – |
2018-11-08 |
4 |
B |
$10.65 |
$1,065 |
D/D |
100 |
6,650 |
2.31 |
- |
|
| Thummel Robert Joseph Jr. |
PresidentMember of Investment |
• – – |
2018-11-08 |
4 |
B |
$10.97 |
$9,873 |
D/D |
900 |
3,000 |
2.74 |
- |
|
| Paquette Jennifer |
Director |
– • – |
2018-08-09 |
4 |
B |
$13.13 |
$4,991 |
D/D |
380 |
380 |
2.31 |
- |
|
| Birzer H Kevin |
Director |
– • – |
2018-07-06 |
4 |
B |
$12.64 |
$1,264 |
D/D |
100 |
6,550 |
2.31 |
- |
|
| Malvey Kenneth P |
Member of Investment Committee |
– – – |
2017-12-01 |
4 |
B |
$12.69 |
$3,051 |
I/I |
240 |
616 |
0.01 |
- |
|
| Malvey Kenneth P |
Member of Investment Committee |
– – – |
2017-12-01 |
4 |
B |
$12.69 |
$3,071 |
D/D |
242 |
7,259 |
2.36 |
- |
|
| Kessens Brian Alan |
Member of Investment Committee |
– – – |
2017-11-22 |
4 |
B |
$12.44 |
$2,177 |
D/D |
175 |
500 |
2.36 |
- |
|
| Malvey Kenneth P |
Member of Investment Committee |
– – – |
2017-09-01 |
4 |
B |
$12.81 |
$2,950 |
I/I |
230 |
596 |
0.01 |
- |
|
| Malvey Kenneth P |
Member of Investment Committee |
– – – |
2017-09-01 |
4 |
B |
$12.81 |
$2,969 |
D/D |
232 |
7,017 |
2.36 |
- |
|
| Birzer H Kevin |
Member of Investment Committee |
– • – |
2017-07-10 |
4 |
B |
$13.25 |
$1,325 |
D/D |
100 |
6,450 |
2.31 |
- |
|
| Malvey Kenneth P |
Member of Investment Committee |
– – – |
2017-06-01 |
4 |
A |
$14.59 |
$2,863 |
I/I |
196 |
576 |
|
- |
|
| Malvey Kenneth P |
Member of Investment Committee |
– – – |
2017-06-01 |
4 |
A |
$14.59 |
$2,881 |
D/D |
197 |
6,785 |
|
- |
|
| Birzer H Kevin |
Member of Investment Committee |
– • – |
2017-04-12 |
4 |
B |
$16.64 |
$1,664 |
D/D |
100 |
6,350 |
2.31 |
- |
|
| Malvey Kenneth P |
Member of Investment Committee |
– – – |
2017-03-01 |
4 |
A |
$16.59 |
$2,551 |
I/I |
154 |
5,986 |
|
- |
|
130 Records found
|
|
Page 3 of 6 |
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
| |
OE |
- Options Exercised |
A |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
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|
0.49 (1.46%) 
