| |
| |
|
| Insider
Information: |
Schulte David J |
| Relationship: |
Director |
| City: |
Overland Park |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
10 |
|
| Direct
Shares |
105,877 |
|
|
Indirect Shares
|
669,839 |
|
|
| Direct
Value |
$1,346,387 |
|
|
|
Indirect Value
|
$5,197,124 |
|
|
| Total
Shares |
775,716 |
|
|
| Total
Value |
$6,543,511 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
6
|
1
|
|
Stock
price went up :
|
2
|
0
|
| Stock
price went down : |
4
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -23.3%
|
-49.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Tortoise Energy Infrastructure C... |
TYG |
Senior Vice President |
2014-06-23 |
4,354 |
2014-06-23 |
278 |
Premium* |
|
|
Crestwood Equity Partners Lp |
CEQP |
Director |
2004-08-13 |
2,000 |
2004-08-13 |
183,636 |
Premium* |
|
|
Tortoise North American Energy C... |
TYN |
Senior Vice President |
2014-06-23 |
0 |
2014-06-23 |
0 |
Premium* |
|
|
CorEnergy Infrastructure Trust |
CORR |
Chief Executive Office... |
2024-02-12 |
54,768 |
2024-02-12 |
485,925 |
Premium* |
|
|
First Trust/Gallatin Specialty F... |
FGB |
Director-Investment Su... |
2011-09-01 |
7,025 |
2008-08-22 |
0 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Senior Vice President |
2011-12-22 |
2,000 |
2009-07-29 |
0 |
Premium* |
|
|
Tortoise Midstream Energy Closed... |
NTG |
Senior Vice President |
2011-12-22 |
3,000 |
2010-07-30 |
0 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Senior Vice President |
2014-02-21 |
700 |
2011-10-27 |
0 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Senior Vice President |
2012-07-31 |
1,000 |
2012-07-31 |
0 |
Premium* |
|
|
Western Gas Equity Partners, Lp |
WGP |
Director |
2024-02-27 |
31,030 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
119 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 5
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2009-12-02 |
5 |
A |
$5.58 |
$825 |
D/D |
148 |
6,466 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2010-03-01 |
5 |
A |
$6.11 |
$877 |
D/D |
144 |
6,466 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2010-06-01 |
5 |
A |
$7.22 |
$929 |
D/D |
129 |
6,466 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2010-09-01 |
5 |
A |
$6.73 |
$980 |
D/D |
146 |
6,466 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2010-12-02 |
5 |
A |
$7.65 |
$1,003 |
D/D |
131 |
7,025 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2011-03-01 |
5 |
A |
$8.04 |
$1,023 |
D/D |
127 |
7,025 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2011-06-01 |
5 |
A |
$7.67 |
$1,042 |
D/D |
136 |
7,025 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2011-09-01 |
5 |
A |
$6.63 |
$1,097 |
D/D |
165 |
7,025 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• – – |
2007-06-12 |
5 |
A |
$40.74 |
$65 |
D/D |
2 |
3,758 |
0 |
- |
|
| TYN |
Tortoise North American E... |
President & CEO |
• – – |
2007-11-23 |
4 |
B |
$23.19 |
$11,606 |
D/D |
500 |
4,102 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• • – |
2004-08-16 |
4 |
B |
$24.77 |
$14,860 |
D/D |
600 |
3,423 |
2.81 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• • – |
2004-12-22 |
4 |
B |
$27.35 |
$8,205 |
I/I |
300 |
2,600 |
2.58 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• • – |
2004-12-22 |
4 |
B |
$27.35 |
$27,350 |
D/D |
1,000 |
4,423 |
2.81 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• – – |
2006-01-05 |
4 |
S |
$29.03 |
$20 |
D/D |
(1) |
4,737 |
|
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• – – |
2006-08-09 |
4 |
B |
$29.71 |
$8,913 |
D/D |
300 |
4,442 |
2.74 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
President & CEO |
• – – |
2007-02-02 |
4 |
B |
$15.00 |
$93,750 |
D/D |
6,250 |
10,767 |
2.74 |
- |
|
| TYN |
Tortoise North American E... |
President & CEO |
• – – |
2007-02-20 |
4 |
B |
$23.27 |
$4,659 |
I/I |
200 |
200 |
1.91 |
- |
|
| TYN |
Tortoise North American E... |
President & CEO |
• – – |
2008-08-20 |
4 |
B |
$20.86 |
$10,430 |
D/D |
500 |
4,653 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• – – |
2008-11-13 |
4 |
B |
$18.34 |
$18,337 |
D/D |
1,000 |
4,767 |
2.74 |
- |
|
| TPZ |
Tortoise Power & Energy |
President & CEO |
• – – |
2009-07-29 |
4 |
B |
$20.00 |
$25,000 |
D/D |
1,250 |
1,250 |
2.74 |
- |
|
| TPZ |
Tortoise Power & Energy |
President & CEO |
• – – |
2009-10-08 |
4 |
B |
$18.84 |
$18,860 |
D/D |
1,000 |
2,250 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• – – |
2009-12-14 |
4 |
B |
$10.00 |
$5,000 |
D/D |
500 |
500 |
2.74 |
- |
|
| TPZ |
Tortoise Power & Energy |
President & CEO |
• – – |
2011-03-10 |
4 |
B |
$24.53 |
$24,532 |
D/D |
1,000 |
3,250 |
2.74 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
President & CEO |
• • – |
2012-12-13 |
4/A |
B |
$6.00 |
$249,996 |
D/D |
41,666 |
46,183 |
2.81 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
President & CEO |
• – – |
2012-12-13 |
4 |
A |
$6.00 |
$249,996 |
D/D |
41,666 |
46,183 |
0 |
- |
|
119 Records found
|
|
Page 2 of 5 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
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 |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
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|
