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Insider
Information: |
Birzer H Kevin |
Relationship: |
Member of Investment C... |
City: |
Overland Park |
State: |
KS |
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Insider
Summary: |
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|
Companies Owned : |
8 |
|
Direct
Shares |
62,584 |
|
Indirect Shares
|
1,507 |
|
|
Direct
Value |
$311,338 |
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Indirect Value
|
$2,835 |
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Total
Shares |
64,091 |
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Total
Value |
$314,173 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
32
|
0
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Stock
price went up :
|
16
|
0
|
Stock
price went down : |
16
|
0
|
|
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|
Gain/Loss Ratio : |
0.0
|
0.0
|
Percentage
Gain/Loss : |
0.6%
|
0.0%
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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* |
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Records found :
232 |
Free Registration Required For Full Results. Limit: 25
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|
Download |
Page 3 of 10
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
NDP |
Tortoise Energy Independe... |
Director |
|
2012-07-31 |
4 |
B |
$25.00 |
$100,000 |
D/D |
4,000 |
4,000 |
2.39 |
- |
|
NDP |
Tortoise Energy Independe... |
Director |
|
2012-07-31 |
4 |
B |
$25.00 |
$12,500 |
I/I |
500 |
500 |
2.1 |
- |
|
NTG |
Tortoise Midstream Energy... |
Director |
|
2014-02-28 |
4 |
A |
$27.46 |
$519 |
D/D |
19 |
3,251 |
0 |
- |
|
NTG |
Tortoise Midstream Energy... |
Director |
|
2014-02-28 |
4 |
A |
$27.46 |
$259 |
I/I |
9 |
625 |
0 |
- |
|
TYN |
Tortoise North American E... |
Director |
|
2014-06-23 |
4 |
D |
$0.00 |
$0 |
I/I |
(888) |
0 |
0 |
- |
|
TYN |
Tortoise North American E... |
Director |
|
2014-06-23 |
4 |
D |
$0.00 |
$0 |
D/D |
(6,718) |
0 |
0 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Director |
|
2014-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
18,857 |
66,208 |
0 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Director |
|
2014-06-23 |
4 |
A |
$0.00 |
$0 |
I/I |
1,255 |
3,087 |
0 |
- |
|
NTG |
Tortoise Midstream Energy... |
Director |
|
2014-08-15 |
4 |
S |
$29.13 |
$129 |
I/I |
(4) |
630 |
0 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Director |
|
2014-08-15 |
4 |
S |
$47.74 |
$78 |
I/I |
(2) |
3,085 |
0 |
- |
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TTP |
Tortoise Pipeline & Energ... |
Director |
|
2014-08-15 |
4 |
S |
$34.58 |
$41 |
I/I |
(1) |
564 |
0 |
- |
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NTG |
Tortoise Midstream Energy... |
Director |
|
2014-08-18 |
4 |
S |
$29.59 |
$25 |
D/D |
(1) |
3,268 |
0 |
- |
|
TTP |
Tortoise Pipeline & Energ... |
Director |
|
2014-08-18 |
4 |
S |
$34.90 |
$30 |
D/D |
(1) |
5,151 |
0 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Director |
|
2014-08-18 |
4 |
S |
$48.18 |
$35 |
D/D |
(1) |
66,207 |
0 |
- |
|
TTP |
Tortoise Pipeline & Energ... |
Director |
|
2014-10-30 |
4 |
B |
$33.74 |
$3,374 |
D/D |
100 |
5,251 |
2.31 |
- |
|
NDP |
Tortoise Energy Independe... |
Director |
|
2014-10-30 |
4 |
B |
$23.15 |
$2,315 |
D/D |
100 |
4,100 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2014-10-30 |
4 |
B |
$27.80 |
$2,780 |
D/D |
100 |
600 |
2.31 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Director |
|
2014-10-30 |
4 |
B |
$46.29 |
$4,629 |
D/D |
100 |
66,518 |
2.31 |
- |
|
NTG |
Tortoise Midstream Energy... |
Director |
|
2014-10-30 |
4 |
B |
$28.65 |
$2,865 |
D/D |
100 |
3,368 |
2.31 |
- |
|
NTG |
Tortoise Midstream Energy... |
Director |
|
2015-01-27 |
4 |
B |
$26.47 |
$2,647 |
D/D |
100 |
3,468 |
2.31 |
- |
|
NDP |
Tortoise Energy Independe... |
Director |
|
2015-01-27 |
4 |
B |
$19.95 |
$1,995 |
D/D |
100 |
4,200 |
2.31 |
- |
|
TTP |
Tortoise Pipeline & Energ... |
Director |
|
2015-01-27 |
4 |
B |
$28.31 |
$2,831 |
D/D |
100 |
5,351 |
2.31 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Director |
|
2015-01-27 |
4 |
B |
$43.49 |
$4,349 |
D/D |
100 |
66,850 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2015-01-27 |
4 |
B |
$25.72 |
$2,572 |
D/D |
100 |
700 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2015-04-07 |
4 |
B |
$26.59 |
$2,659 |
D/D |
100 |
800 |
2.31 |
- |
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232 Records found
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Page 3 of 10 |
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Free Registration Required For Full Results. Limit: 25
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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 |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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