| |
| |
|
| Insider
Information: |
Birzer H Kevin |
| Relationship: |
Member of Investment C... |
| City: |
Overland Park |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
8 |
|
| Direct
Shares |
62,584 |
|
|
Indirect Shares
|
1,507 |
|
|
| Direct
Value |
$312,320 |
|
|
|
Indirect Value
|
$2,833 |
|
|
| Total
Shares |
64,091 |
|
|
| Total
Value |
$315,153 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
32
|
0
|
|
Stock
price went up :
|
16
|
0
|
| Stock
price went down : |
16
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 0.6%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Tortoise Energy Infrastructure C... |
TYG |
Member of Investment C... |
2022-02-02 |
18,319 |
2021-10-04 |
154 |
Premium* |
|
|
Tortoise North American Energy C... |
TYN |
Director |
2014-06-23 |
0 |
2014-06-23 |
0 |
Premium* |
|
|
CorEnergy Infrastructure Trust |
CORR |
Director |
2011-07-26 |
25,784 |
2011-07-26 |
1,200 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Member of Investment C... |
2022-02-02 |
4,150 |
2021-10-04 |
100 |
Premium* |
|
|
Tortoise Midstream Energy Closed... |
NTG |
Member of Investment C... |
2022-02-02 |
2,260 |
2021-10-04 |
12 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Member of Investment C... |
2022-02-02 |
2,875 |
2021-10-04 |
29 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Member of Investment C... |
2022-02-02 |
1,793 |
2021-10-04 |
12 |
Premium* |
|
|
Tortoise Essential Assets Income... |
TEAF |
Member of Investment C... |
2022-02-02 |
7,403 |
2019-03-27 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
232 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 10 of 10
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– • – |
2018-11-08 |
4 |
B |
$25.11 |
$2,511 |
D/D |
100 |
69,175 |
2.31 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– • – |
2019-01-11 |
4 |
B |
$23.21 |
$2,321 |
D/D |
100 |
69,275 |
2.31 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– • – |
2019-04-05 |
4 |
B |
$23.79 |
$2,379 |
D/D |
100 |
69,375 |
2.31 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– • – |
2019-08-12 |
4 |
B |
$21.12 |
$2,112 |
D/D |
100 |
69,475 |
2.31 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– • – |
2019-10-09 |
4 |
B |
$19.18 |
$1,918 |
D/D |
100 |
69,576 |
2.31 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– • – |
2020-01-03 |
4 |
B |
$18.30 |
$1,830 |
D/D |
100 |
69,676 |
2.31 |
% |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– • – |
2017-04-12 |
4 |
B |
$35.06 |
$3,506 |
D/D |
100 |
70,108 |
2.31 |
- |
|
232 Records found
|
|
Page 10 of 10 |
| |
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 |
| |
|
|
|
|
|
