| |
| |
|
| 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 |
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2006-12-01 |
4 |
A |
$36.02 |
$1,630 |
D/D |
45 |
5,564 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2015-12-01 |
4 |
A |
$13.30 |
$2,387 |
D/D |
179 |
5,634 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2007-03-02 |
4 |
A |
$36.54 |
$1,685 |
D/D |
46 |
5,648 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-09-01 |
4 |
B |
$15.51 |
$2,415 |
I/I |
156 |
5,677 |
0.01 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2007-06-04 |
4 |
A |
$41.98 |
$1,726 |
D/D |
41 |
5,725 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2007-07-12 |
4 |
S |
$43.74 |
$40 |
D/D |
(1) |
5,735 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2007-06-12 |
4 |
A |
$40.74 |
$449 |
D/D |
11 |
5,736 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2007-09-05 |
4 |
B |
$38.73 |
$1,178 |
D/D |
30 |
5,790 |
2.66 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior Vice President |
• – – |
2007-08-20 |
4 |
B |
$14.09 |
$14,090 |
D/D |
1,000 |
5,799 |
2.74 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2007-09-05 |
4 |
A |
$14.79 |
$180 |
D/D |
12 |
5,820 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-12-01 |
4 |
B |
$15.99 |
$2,484 |
I/I |
155 |
5,832 |
0.01 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-03-01 |
4 |
A |
$9.79 |
$2,465 |
D/D |
252 |
5,886 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2017-03-01 |
4 |
A |
$16.59 |
$2,551 |
I/I |
154 |
5,986 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-06-01 |
4 |
A |
$13.55 |
$2,575 |
D/D |
190 |
6,076 |
0 |
- |
|
| 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 VP and Treasurer |
• – – |
2007-11-21 |
4 |
B |
$12.24 |
$4,896 |
D/D |
400 |
6,220 |
2.66 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-09-01 |
4 |
B |
$15.51 |
$2,658 |
D/D |
171 |
6,247 |
2.36 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2007-12-03 |
5 |
A |
$11.79 |
$233 |
D/D |
20 |
6,346 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2007-12-03 |
5 |
A |
$32.50 |
$1,200 |
D/D |
37 |
6,415 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-12-01 |
4 |
B |
$15.99 |
$2,733 |
D/D |
171 |
6,418 |
2.36 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2017-03-01 |
4 |
A |
$16.59 |
$2,808 |
D/D |
169 |
6,588 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2009-12-01 |
5 |
A |
$6.30 |
$186 |
D/D |
30 |
6,621 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2010-03-02 |
5 |
A |
$6.96 |
$190 |
D/D |
27 |
6,621 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2010-06-02 |
5 |
A |
$5.66 |
$149 |
D/D |
26 |
6,621 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2010-09-02 |
5 |
A |
$5.55 |
$152 |
D/D |
27 |
6,621 |
0 |
- |
|
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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|
