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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 |
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|
Direct
Value |
$312,320 |
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Indirect Value
|
$2,833 |
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Total
Shares |
64,091 |
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Total
Value |
$315,153 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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32
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0
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Stock
price went up :
|
16
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0
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Stock
price went down : |
16
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.6%
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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* |
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Tortoise Energy Independence Fun... |
NDP |
Member of Investment C... |
2022-02-02 |
1,793 |
2021-10-04 |
12 |
Premium* |
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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 9 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 +/- |
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|
Form |
TPZ |
Tortoise Power & Energy |
Director |
|
2009-07-29 |
4 |
B |
$20.00 |
$12,000 |
I/I |
600 |
700 |
2.1 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2009-09-25 |
4 |
B |
$18.89 |
$3,778 |
D/D |
200 |
300 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2009-12-04 |
4 |
B |
$19.30 |
$3,860 |
D/D |
200 |
500 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2014-10-30 |
4 |
B |
$27.80 |
$2,780 |
D/D |
100 |
600 |
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 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2015-07-01 |
4 |
B |
$23.59 |
$2,359 |
D/D |
100 |
900 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2015-08-17 |
4 |
B |
$23.54 |
$20,009 |
D/D |
850 |
1,750 |
2.39 |
- |
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TPZ |
Tortoise Power & Energy |
Director |
|
2015-09-28 |
4 |
B |
$18.85 |
$1,885 |
D/D |
100 |
1,850 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2016-01-06 |
4 |
B |
$16.32 |
$1,632 |
D/D |
100 |
1,950 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2016-04-04 |
4 |
B |
$16.90 |
$1,690 |
D/D |
100 |
2,050 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2016-07-05 |
4 |
B |
$19.35 |
$1,935 |
D/D |
100 |
2,150 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2016-10-05 |
4 |
B |
$21.94 |
$2,194 |
D/D |
100 |
2,250 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2017-01-05 |
4 |
B |
$22.33 |
$2,233 |
D/D |
100 |
2,350 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2017-04-12 |
4 |
B |
$23.09 |
$2,309 |
D/D |
100 |
2,450 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2017-07-10 |
4 |
B |
$20.54 |
$2,054 |
D/D |
100 |
2,550 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Director |
|
2018-07-06 |
4 |
B |
$18.93 |
$1,893 |
D/D |
100 |
2,650 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2018-11-08 |
4 |
B |
$18.20 |
$1,820 |
D/D |
100 |
2,750 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-01-11 |
4 |
B |
$18.18 |
$1,818 |
D/D |
100 |
2,850 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-04-05 |
4 |
B |
$18.89 |
$1,889 |
D/D |
100 |
2,950 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-08-12 |
4 |
B |
$17.49 |
$1,749 |
D/D |
100 |
3,050 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-10-09 |
4 |
B |
$17.84 |
$1,784 |
D/D |
100 |
3,150 |
2.31 |
- |
|
TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2020-01-03 |
4 |
B |
$17.00 |
$1,700 |
D/D |
100 |
3,250 |
2.31 |
% |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2020-07-16 |
4 |
B |
$8.98 |
$898 |
D/D |
100 |
3,350 |
2.31 |
% |
|
TPZ |
Tortoise Power & Energy |
Director |
|
2021-02-11 |
4 |
B |
$11.80 |
$1,180 |
D/D |
100 |
3,450 |
2.31 |
% |
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232 Records found
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Page 9 of 10 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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