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Insider Information:   Baumann Barbara M
Relationship:  
City:   Denver
State:   CO
   
Insider Summary:
  
   
Companies Owned :   11    
Direct Shares   151,831    

Indirect Shares

  0      
Direct Value   $7,267,195    

Indirect Value

  $0      
Total Shares   151,831      
Total Value   $7,267,195      


Sm Energy Company
 $1,919,031 Putnam High Income Bond Fund
 $673 Putnam Master Intermediate Income Trust
 $321 Putnam Municipal Opportunities Trust
 $1,009 Putnam Managed Municipal Income Trust
 $599 Putnam Premier Income Trust
 $354 CVR Energy Inc
 $348,287 Devon Energy Corp
 $4,049,424 National Fuel Gas Co
 $947,497 Sm Energy Company
 $1,919,031 Putnam High Income Bond Fund
 $673 Putnam Master Intermediate Income Trust
 $321 Putnam Municipal Opportunities Trust
 $1,009 Putnam Managed Municipal Income Trust
 $599 Putnam Premier Income Trust
 $354 CVR Energy Inc
 $348,287 Devon Energy Corp
 $4,049,424 National Fuel Gas Co
 $947,497
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Sm Energy Company SM Director 2013-08-02 39,674 2004-05-27 0    Premium*  
            UniSource Energy Corp UNS Director 2014-08-11 0 2005-09-12 0    Premium*  
            Putnam High Income Bond Fund PCF Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Master Intermediate Incom... PIM Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Municipal Opportunities T... PMO Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Managed Municipal Income ... PMM Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Premier Income Trust PPT Director 2010-07-02 100 2010-07-02 0    Premium*  
            CVR Energy Inc CVI Director 2011-12-30 11,715 2011-05-18 0    Premium*  
            Devon Energy Corp DVN Director 2023-06-07 82,980 2014-01-31 0    Premium*  
            Buckeye Partners LP BPL Director 2019-11-01 0 2016-02-04 0    Premium*  
            National Fuel Gas Co NFG 2024-04-01 16,962 0    Premium*  
* Premium Members only  

Records found :    70         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
BPL Buckeye Partners LP Director   –       •      –    2019-02-06 4 OE $0.00 $0 D/D 2,000 8,667 0 -
NFG National Fuel Gas Co   –       •      –    2021-10-01 4 A $53.32 $43,772 D/D 821 9,441 0 -
SM Sm Energy Company Director   –       •      –    2005-05-26 4 A $25.85 $59,998 D/D 2,321 9,721 -
NFG National Fuel Gas Co   –       •      –    2022-01-03 4 A $63.66 $43,795 D/D 688 10,129 0 -
NFG National Fuel Gas Co   –       •      –    2022-04-01 4 A $69.98 $43,804 D/D 626 10,755 0 -
NFG National Fuel Gas Co   –       •      –    2022-07-01 4 A $66.74 $43,781 D/D 656 11,411 0 -
CVI CVR Energy Inc Director   –       •      –    2011-12-30 4 A $0.00 $0 D/D 7,208 11,715 0 -
NFG National Fuel Gas Co   –       •      –    2022-10-03 4 A $63.29 $43,797 D/D 692 12,103 0 -
NFG National Fuel Gas Co   –       •      –    2023-01-03 4 A $61.63 $43,757 D/D 710 12,813 0 -
DVN Devon Energy Corp Director   •       •      –    2015-07-06 4 B $56.58 $254,606 D/D 4,500 13,120 2.39 -
SM Sm Energy Company Director   –       •      –    2006-05-18 4 A $36.81 $159,976 D/D 4,346 14,067 -
NFG National Fuel Gas Co   –       •      –    2023-07-03 4 A $51.59 $43,800 D/D 849 14,420 0 -
NFG National Fuel Gas Co   –       •      –    2023-10-02 4 A $51.07 $43,763 D/D 857 15,277 0 -
NFG National Fuel Gas Co   –       •      –    2024-01-02 4 A $50.60 $43,765 D/D 865 16,142 0 -
SM Sm Energy Company Director   –       •      –    2008-07-01 4 GD $0.00 $0 D/D 1,930 16,538 0 -
NFG National Fuel Gas Co   –       •      –    2024-04-01 4 A $53.37 $43,759 D/D 820 16,962 0 -
SM Sm Energy Company Director   –       •      –    2009-02-28 4 OE $0.00 $0 D/D 784 17,322 0 -
SM Sm Energy Company Director   –       •      –    2007-05-16 4 A $0.00 $0 D/D 4,382 18,449 0 -
SM Sm Energy Company Director   –       •      –    2008-06-27 4 S $61.90 $339,049 D/D (5,470) 18,468 0 -
SM Sm Energy Company Director   –       •      –    2008-02-28 4 OE $0.00 $0 D/D 2,355 20,804 0 -
SM Sm Energy Company Director   –       •      –    2008-05-22 4 A $0.00 $0 D/D 3,134 23,938 0 -
SM Sm Energy Company Director   –       •      –    2009-05-21 4 A $0.00 $0 D/D 7,858 25,180 0 -
DVN Devon Energy Corp Director   •       •      –    2016-06-08 4 A $0.00 $0 D/D 4,098 25,418 0 -
SM Sm Energy Company Director   –       •      –    2010-05-27 4 A $0.00 $0 D/D 3,750 28,930 0 -
SM Sm Energy Company Director   –       •      –    2011-05-26 4 A $0.00 $0 D/D 3,218 32,148 0 -

  70  Records found
  1   2  3      
  Page 2 of 3  
 
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