| |
| |
|
| Insider
Information: |
Heath Charles E |
| Relationship: |
Director |
| City: |
Overland Park |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
7 |
|
| Direct
Shares |
4,150 |
|
|
Indirect Shares
|
24,299 |
|
|
| Direct
Value |
$37,702 |
|
|
|
Indirect Value
|
$134,720 |
|
|
| Total
Shares |
28,449 |
|
|
| Total
Value |
$172,422 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
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 |
Director |
2004-08-03 |
0 |
2015-12-17 |
15,000 |
Premium* |
|
|
Tortoise North American Energy C... |
TYN |
Director |
|
0 |
2014-06-23 |
0 |
Premium* |
|
|
CorEnergy Infrastructure Trust |
CORR |
|
2018-04-02 |
2,150 |
2018-04-02 |
1,299 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Director Emeritus |
2009-09-18 |
0 |
2018-07-19 |
4,000 |
Premium* |
|
|
Tortoise Midstream Energy Closed... |
NTG |
Director Emeritus |
2010-11-18 |
0 |
2018-07-02 |
4,000 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Director |
2011-11-08 |
1,000 |
2011-11-08 |
0 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Director |
2012-09-07 |
1,000 |
2012-09-07 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
55 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CORR |
CorEnergy Infrastructure ... |
|
• • – |
2017-07-03 |
4 |
A |
$34.16 |
$7,500 |
D/D |
220 |
1,948 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
|
• • – |
2018-04-02 |
4 |
A |
$37.25 |
$7,500 |
D/D |
201 |
2,150 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Director |
– • – |
2015-06-10 |
4 |
B |
$40.76 |
$8,152 |
I/I |
200 |
14,800 |
2.1 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Director |
– • – |
2015-03-10 |
4 |
B |
$43.54 |
$4,354 |
I/I |
100 |
14,600 |
2.1 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Director |
– • – |
2014-10-30 |
4 |
B |
$46.32 |
$14,927 |
I/I |
322 |
14,500 |
2.1 |
- |
|
55 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
