| |
| |
|
| 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 |
$1,331,762 |
|
|
|
Indirect Value
|
$5,198,242 |
|
|
| Total
Shares |
775,716 |
|
|
| Total
Value |
$6,530,004 |
|
|
|
|
|
|
|
|
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 : |
 -23.4%
|
-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 |
| CORR |
CorEnergy Infrastructure ... |
President & CEO |
• • – |
2013-03-06 |
4 |
B |
$6.90 |
$13,800 |
I/I |
2,000 |
2,200 |
2.58 |
- |
|
| TPZ |
Tortoise Power & Energy |
President & CEO |
• – – |
2009-10-08 |
4 |
B |
$18.84 |
$18,860 |
D/D |
1,000 |
2,250 |
2.74 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2008-08-22 |
4 |
B |
$8.90 |
$17,800 |
D/D |
2,000 |
2,265 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President and CEO |
• – – |
2004-08-05 |
4 |
B |
$23.99 |
$23,990 |
I/I |
1,000 |
2,300 |
1.99 |
- |
|
| TYN |
Tortoise North American E... |
President and CEO |
• – – |
2006-04-18 |
4 |
B |
$21.58 |
$10,798 |
D/D |
500 |
2,511 |
2.74 |
- |
|
| 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 and CEOOfficer |
• – • |
2004-02-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,722 |
|
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior Vice President |
• – – |
2010-11-19 |
4 |
B |
$24.36 |
$48,870 |
D/D |
2,000 |
3,000 |
2.74 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior Vice President |
• – – |
2011-12-20 |
5 |
S |
$25.61 |
$15 |
D/D |
(1) |
3,000 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior Vice President |
• – – |
2011-12-22 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,083 |
3,000 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President and CEO |
• – – |
2004-02-24 |
4 |
B |
$25.00 |
$7,500 |
I/I |
300 |
3,023 |
1.99 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President and CEO |
• – – |
2004-02-25 |
4 |
B |
$24.98 |
$2,498 |
D/D |
100 |
3,123 |
2.66 |
- |
|
| TPZ |
Tortoise Power & Energy |
President & CEO |
• – – |
2011-03-10 |
4 |
B |
$24.53 |
$24,532 |
D/D |
1,000 |
3,250 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior Vice President |
• – – |
2011-12-06 |
5 |
GD |
$0.00 |
$0 |
D/D |
1,300 |
3,336 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior Vice President |
• – – |
2011-12-20 |
5 |
S |
$39.11 |
$13 |
D/D |
(0) |
3,336 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior Vice President |
• – – |
2011-12-22 |
5 |
GD |
$0.00 |
$0 |
D/D |
169 |
3,336 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior Vice President |
• – – |
2012-03-23 |
5 |
S |
$41.50 |
$6 |
D/D |
(0) |
3,336 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• • – |
2004-08-16 |
4 |
B |
$24.77 |
$14,860 |
D/D |
600 |
3,423 |
2.81 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior Vice President |
• – – |
2011-03-10 |
4 |
B |
$25.09 |
$12,545 |
D/D |
500 |
3,515 |
2.74 |
- |
|
| TYN |
Tortoise North American E... |
President and CEO |
• – – |
2006-11-22 |
4 |
B |
$20.91 |
$20,942 |
D/D |
1,000 |
3,541 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President & CEO |
• – – |
2007-06-12 |
5 |
A |
$40.74 |
$65 |
D/D |
2 |
3,758 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior Vice President |
• – – |
2011-03-11 |
4 |
B |
$25.10 |
$12,550 |
D/D |
500 |
4,015 |
2.74 |
- |
|
| 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 and CEO |
• – – |
2004-03-01 |
4 |
B |
$26.00 |
$26,000 |
I/I |
1,000 |
4,123 |
1.99 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior Vice President |
• – – |
2014-06-23 |
5 |
A |
$0.00 |
$0 |
D/D |
1,018 |
4,354 |
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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|
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|
