|
|
|
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 6 of 10
|
Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2017-04-12 |
4 |
B |
$23.09 |
$2,309 |
D/D |
100 |
2,450 |
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 |
- |
|
TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
|
2017-07-10 |
4 |
B |
$19.02 |
$1,902 |
D/D |
100 |
7,201 |
2.31 |
- |
|
NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
|
2017-07-10 |
4 |
B |
$13.25 |
$1,325 |
D/D |
100 |
6,450 |
2.31 |
- |
|
NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2017-07-10 |
4 |
B |
$18.88 |
$1,888 |
D/D |
100 |
5,468 |
2.31 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
|
2017-07-10 |
4 |
B |
$29.73 |
$2,973 |
D/D |
100 |
68,974 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2017-07-10 |
4 |
B |
$20.54 |
$2,054 |
D/D |
100 |
2,550 |
2.31 |
- |
|
TTP |
Tortoise Pipeline & Energ... |
Director |
|
2018-07-06 |
4 |
B |
$17.14 |
$1,714 |
D/D |
100 |
7,301 |
2.31 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Director |
|
2018-07-06 |
4 |
B |
$26.51 |
$2,651 |
D/D |
100 |
69,075 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2018-07-06 |
4 |
B |
$18.93 |
$1,893 |
D/D |
100 |
2,650 |
2.31 |
- |
|
NDP |
Tortoise Energy Independe... |
Director |
|
2018-07-06 |
4 |
B |
$12.64 |
$1,264 |
D/D |
100 |
6,550 |
2.31 |
- |
|
NTG |
Tortoise Midstream Energy... |
Director |
|
2018-07-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,823 |
7,291 |
0 |
- |
|
NTG |
Tortoise Midstream Energy... |
Director |
|
2018-07-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,000 |
13,291 |
0 |
- |
|
NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2018-07-24 |
4/A |
OE |
$0.00 |
$0 |
D/D |
5,711 |
13,002 |
0 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
|
2018-11-08 |
4 |
B |
$25.11 |
$2,511 |
D/D |
100 |
69,175 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2018-11-08 |
4 |
B |
$18.20 |
$1,820 |
D/D |
100 |
2,750 |
2.31 |
- |
|
NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
|
2018-11-08 |
4 |
B |
$10.65 |
$1,065 |
D/D |
100 |
6,650 |
2.31 |
- |
|
TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
|
2018-11-08 |
4 |
B |
$15.72 |
$1,572 |
D/D |
100 |
7,401 |
2.31 |
- |
|
NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2018-11-08 |
4 |
B |
$14.95 |
$1,495 |
D/D |
100 |
13,102 |
2.31 |
- |
|
NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
|
2019-01-11 |
4 |
B |
$8.52 |
$852 |
D/D |
100 |
6,750 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-01-11 |
4 |
B |
$18.18 |
$1,818 |
D/D |
100 |
2,850 |
2.31 |
- |
|
NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2019-01-11 |
4 |
B |
$13.72 |
$1,372 |
D/D |
100 |
13,202 |
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 |
- |
|
TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
|
2019-01-11 |
4 |
B |
$14.59 |
$1,459 |
D/D |
100 |
7,501 |
2.31 |
- |
|
TEAF |
Tortoise Essential Assets... |
MEMBER, INVESTMENT COMMITTEE |
|
2019-03-27 |
4 |
B |
$20.00 |
$100,000 |
D/D |
5,000 |
5,000 |
2.39 |
- |
|
232 Records found
|
|
Page 6 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 |
|
|
|
|
|
|