| |
| |
|
| Insider
Information: |
Malvey Kenneth P |
| Relationship: |
Member of Investment C... |
| City: |
Overland Park |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
7 |
|
| Direct
Shares |
32,175 |
|
|
Indirect Shares
|
3,168 |
|
|
| Direct
Value |
$331,628 |
|
|
|
Indirect Value
|
$24,658 |
|
|
| Total
Shares |
35,343 |
|
|
| Total
Value |
$356,286 |
|
|
|
|
|
|
|
|
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 : |
 5.1%
|
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... |
2017-12-20 |
14,635 |
2017-12-20 |
297 |
Premium* |
|
|
Tortoise North American Energy C... |
TYN |
Senior VP and Treasurer |
2014-06-23 |
0 |
2014-06-23 |
0 |
Premium* |
|
|
CorEnergy Infrastructure Trust |
CORR |
Senior VP |
2011-09-02 |
6,750 |
2011-09-02 |
1,600 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Member of Investment C... |
2017-06-01 |
865 |
2017-06-01 |
114 |
Premium* |
|
|
Tortoise Midstream Energy Closed... |
NTG |
Member of Investment C... |
2017-06-01 |
1,197 |
2017-06-01 |
301 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Member of Investment C... |
2017-06-01 |
1,469 |
2017-06-01 |
240 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Member of Investment C... |
2017-12-01 |
7,259 |
2017-12-01 |
616 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
273 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 10 of 11
|
| 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 |
Senior VP and Treasurer |
• – – |
2009-07-30 |
4 |
B |
$20.00 |
$4,000 |
D/D |
200 |
200 |
2.66 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2007-11-21 |
4 |
B |
$12.24 |
$4,896 |
D/D |
400 |
6,220 |
2.66 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2016-03-01 |
4 |
B |
$25.10 |
$5,080 |
D/D |
202 |
12,556 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2016-06-01 |
4 |
B |
$28.25 |
$5,213 |
D/D |
185 |
12,740 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2016-09-01 |
4 |
B |
$30.46 |
$5,333 |
D/D |
175 |
13,119 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2016-12-01 |
4 |
B |
$31.01 |
$5,447 |
D/D |
176 |
13,403 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2013-02-14 |
4 |
S |
$44.33 |
$5,458 |
I/I |
(123) |
0 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2017-03-01 |
4 |
A |
$34.94 |
$5,562 |
D/D |
159 |
13,660 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2017-06-01 |
4 |
A |
$31.98 |
$5,667 |
D/D |
177 |
13,946 |
0 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2009-09-23 |
4 |
B |
$19.00 |
$5,700 |
I/I |
300 |
500 |
1.99 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2017-09-01 |
4 |
B |
$28.82 |
$5,782 |
D/D |
201 |
14,270 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2017-12-01 |
4 |
B |
$26.22 |
$5,914 |
D/D |
226 |
14,636 |
2.44 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2007-11-21 |
4 |
B |
$12.15 |
$6,075 |
I/I |
500 |
1,500 |
1.99 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2015-08-04 |
4 |
B |
$16.23 |
$6,492 |
D/D |
400 |
4,008 |
2.44 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2009-09-29 |
4 |
B |
$18.63 |
$6,521 |
I/I |
350 |
750 |
1.99 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Assistant Treasurer |
• – – |
2004-08-16 |
4 |
B |
$24.77 |
$8,668 |
D/D |
350 |
1,397 |
2.74 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2013-02-14 |
4 |
S |
$26.62 |
$8,918 |
I/I |
(335) |
0 |
0 |
- |
|
| TYN |
Tortoise North American E... |
Senior VP and Treasurer |
• – – |
2007-11-21 |
4 |
B |
$22.74 |
$9,096 |
D/D |
400 |
1,363 |
2.74 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2009-09-29 |
4 |
B |
$18.50 |
$10,176 |
D/D |
550 |
750 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2015-12-07 |
4 |
B |
$21.72 |
$10,860 |
D/D |
500 |
11,983 |
2.44 |
- |
|
| TYN |
Tortoise North American E... |
Senior VP & Treasurer |
• – – |
2007-08-22 |
4 |
B |
$23.55 |
$11,775 |
D/D |
500 |
956 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2015-12-03 |
4 |
B |
$24.61 |
$12,305 |
D/D |
500 |
10,483 |
2.44 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2010-08-24 |
4 |
B |
$25.00 |
$12,500 |
I/I |
500 |
400 |
1.99 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2007-11-21 |
4 |
B |
$32.25 |
$12,900 |
D/D |
400 |
6,190 |
2.74 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior Vice President |
• – – |
2007-08-20 |
4 |
B |
$14.08 |
$14,080 |
I/I |
1,000 |
1,100 |
1.99 |
- |
|
273 Records found
|
|
Page 10 of 11 |
| |
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 |
| |
|
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|
