| |
| |
|
| 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 |
$333,595 |
|
|
|
Indirect Value
|
$24,827 |
|
|
| Total
Shares |
35,343 |
|
|
| Total
Value |
$358,422 |
|
|
|
|
|
|
|
|
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 : |
 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 |
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2017-09-01 |
4 |
B |
$12.81 |
$2,950 |
I/I |
230 |
596 |
0.01 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2017-09-01 |
4 |
B |
$12.81 |
$2,969 |
D/D |
232 |
7,017 |
2.36 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2017-12-01 |
4 |
B |
$12.69 |
$3,051 |
I/I |
240 |
616 |
0.01 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2017-12-01 |
4 |
B |
$12.69 |
$3,071 |
D/D |
242 |
7,259 |
2.36 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-03-01 |
4 |
A |
$9.79 |
$2,465 |
D/D |
252 |
5,886 |
0 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2009-09-23 |
4 |
B |
$19.00 |
$5,700 |
I/I |
300 |
500 |
1.99 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2010-06-01 |
5 |
A |
$0.00 |
$0 |
I/I |
306 |
310 |
0 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2013-02-14 |
4 |
S |
$26.62 |
$8,918 |
I/I |
(335) |
0 |
0 |
- |
|
| 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 |
• – – |
2009-09-29 |
4 |
B |
$18.63 |
$6,521 |
I/I |
350 |
750 |
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 |
- |
|
| 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 |
- |
|
| 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 |
– – – |
2015-08-04 |
4 |
B |
$16.23 |
$6,492 |
D/D |
400 |
4,008 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Treasurer |
• – – |
2006-02-21 |
4 |
B |
$29.19 |
$14,595 |
I/I |
500 |
611 |
1.99 |
- |
|
| TYN |
Tortoise North American E... |
Senior VP & Treasurer |
• – – |
2007-08-22 |
4 |
B |
$23.55 |
$11,775 |
D/D |
500 |
956 |
2.74 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2007-11-21 |
4 |
B |
$12.15 |
$6,075 |
I/I |
500 |
1,500 |
1.99 |
- |
|
| 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... |
Member of Investment Committee |
– – – |
2015-12-03 |
4 |
B |
$24.61 |
$12,305 |
D/D |
500 |
10,483 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2015-12-07 |
4 |
B |
$21.72 |
$10,860 |
D/D |
500 |
11,983 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Senior VP and Treasurer |
• – – |
2014-06-23 |
5 |
A |
$0.00 |
$0 |
I/I |
513 |
260 |
0 |
- |
|
| TYN |
Tortoise North American E... |
Senior VP and Treasurer |
• – – |
2009-09-14 |
5 |
A |
$0.00 |
$0 |
D/D |
529 |
1,997 |
0 |
- |
|
| TPZ |
Tortoise Power & Energy |
Senior VP and Treasurer |
• – – |
2009-09-29 |
4 |
B |
$18.50 |
$10,176 |
D/D |
550 |
750 |
2.74 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2010-11-23 |
4 |
B |
$23.99 |
$14,394 |
I/I |
600 |
1,000 |
1.99 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2015-08-04 |
4 |
B |
$22.62 |
$14,482 |
I/I |
640 |
623 |
0.01 |
- |
|
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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|
