| |
| |
|
| 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 |
$331,597 |
|
|
|
Indirect Value
|
$24,659 |
|
|
| Total
Shares |
35,343 |
|
|
| Total
Value |
$356,256 |
|
|
|
|
|
|
|
|
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 6 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... |
Member of Investment Committee |
– – – |
2017-12-01 |
4 |
B |
$26.22 |
$1,991 |
I/I |
76 |
3,116 |
0.01 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2017-12-01 |
4 |
B |
$26.22 |
$5,914 |
D/D |
226 |
14,636 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
– – – |
2017-12-20 |
4 |
S |
$25.87 |
$21 |
D/D |
(1) |
14,635 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior Vice Pres. & Treasurer |
• – – |
2010-07-30 |
4 |
B |
$25.00 |
$60,000 |
I/I |
2,400 |
2,400 |
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 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2010-11-18 |
4 |
B |
$24.29 |
$24,291 |
I/I |
1,000 |
3,400 |
1.99 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2010-11-23 |
4 |
B |
$23.99 |
$14,394 |
I/I |
600 |
1,000 |
1.99 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2010-11-23 |
4 |
B |
$24.03 |
$24,030 |
D/D |
1,000 |
1,000 |
2.74 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2012-03-01 |
5 |
A |
$27.11 |
$1,491 |
I/I |
55 |
3,841 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2012-06-01 |
5 |
A |
$25.00 |
$1,525 |
I/I |
61 |
3,841 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2012-09-04 |
5 |
A |
$26.42 |
$1,559 |
I/I |
59 |
3,841 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Senior VP and Treasurer |
• – – |
2013-02-14 |
4 |
S |
$27.44 |
$105,440 |
I/I |
(3,841) |
0 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2015-08-25 |
4 |
B |
$18.54 |
$2,874 |
I/I |
155 |
255 |
0.01 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2015-09-01 |
5 |
A |
$19.60 |
$465 |
I/I |
24 |
1,022 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2015-09-01 |
5 |
A |
$19.60 |
$422 |
D/D |
22 |
1,022 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2015-12-01 |
5 |
A |
$16.31 |
$455 |
I/I |
28 |
0 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2015-12-01 |
5 |
A |
$16.31 |
$432 |
D/D |
26 |
1,124 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-03-01 |
5 |
A |
$16.33 |
$443 |
I/I |
27 |
1,124 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-03-01 |
5 |
A |
$16.33 |
$443 |
D/D |
27 |
1,124 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-06-01 |
5 |
A |
$18.10 |
$454 |
I/I |
25 |
1,124 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-06-01 |
5 |
A |
$18.10 |
$454 |
D/D |
25 |
1,124 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-09-01 |
5 |
A |
$19.89 |
$465 |
I/I |
23 |
1,124 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-09-01 |
5 |
A |
$19.89 |
$465 |
D/D |
23 |
1,124 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-12-01 |
4 |
A |
$19.35 |
$475 |
I/I |
25 |
1,148 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2016-12-01 |
4 |
A |
$19.35 |
$475 |
D/D |
25 |
1,148 |
0 |
- |
|
273 Records found
|
|
Page 6 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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|
