| |
| |
|
| 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 7 of 11
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2017-03-01 |
4 |
A |
$20.75 |
$485 |
I/I |
23 |
1,172 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Senior VP and Treasurer |
• – – |
2013-12-02 |
5 |
A |
$27.86 |
$455 |
D/D |
16 |
1,176 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Senior VP and Treasurer |
• – – |
2014-03-03 |
5 |
A |
$29.15 |
$462 |
D/D |
16 |
1,176 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Senior VP and Treasurer |
• – – |
2014-06-02 |
5 |
A |
$33.16 |
$468 |
D/D |
14 |
1,176 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Senior VP and Treasurer |
• – – |
2014-09-02 |
5 |
A |
$36.66 |
$474 |
D/D |
13 |
1,176 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2014-12-01 |
4 |
A |
$31.64 |
$479 |
D/D |
15 |
1,191 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
– – – |
2017-06-01 |
4 |
A |
$19.29 |
$495 |
D/D |
26 |
1,197 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2015-03-02 |
4 |
A |
$29.19 |
$536 |
D/D |
18 |
1,209 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2015-06-01 |
4 |
A |
$27.65 |
$544 |
D/D |
20 |
1,229 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2015-09-01 |
5 |
A |
$21.15 |
$553 |
D/D |
26 |
1,255 |
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 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2015-12-01 |
5 |
A |
$17.47 |
$565 |
D/D |
32 |
1,388 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2016-03-01 |
5 |
A |
$12.67 |
$525 |
D/D |
41 |
1,388 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2016-06-01 |
5 |
A |
$17.37 |
$541 |
D/D |
31 |
1,388 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2016-09-01 |
5 |
A |
$19.68 |
$554 |
D/D |
28 |
1,388 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and TreasurerOfficer |
• – – |
2007-02-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,392 |
|
- |
|
| TYG |
Tortoise Energy Infrastru... |
Assistant Treasurer |
• – – |
2004-08-16 |
4 |
B |
$24.77 |
$8,668 |
D/D |
350 |
1,397 |
2.74 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2016-12-01 |
4 |
A |
$21.93 |
$566 |
D/D |
26 |
1,414 |
0 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2017-03-01 |
4 |
A |
$21.58 |
$576 |
D/D |
27 |
1,441 |
0 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Sr. V.P. and Asst. Treas. |
• – – |
2004-10-02 |
4 |
B |
$27.30 |
$151 |
D/D |
6 |
1,444 |
2.66 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2017-06-01 |
4 |
A |
$20.07 |
$587 |
D/D |
29 |
1,470 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Senior VP and Treasurer |
• – – |
2007-11-21 |
4 |
B |
$12.15 |
$6,075 |
I/I |
500 |
1,500 |
1.99 |
- |
|
| TYN |
Tortoise North American E... |
Senior VP and Treasurer |
• – – |
2009-09-14 |
5 |
A |
$0.00 |
$0 |
D/D |
529 |
1,997 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Senior VP and Treasurer |
• – – |
2012-12-27 |
4 |
B |
$21.45 |
$21,450 |
D/D |
1,000 |
2,000 |
2.74 |
- |
|
| NDP |
Tortoise Energy Independe... |
Senior VP and Treasurer |
• – – |
2012-12-27 |
4 |
B |
$21.50 |
$43,994 |
I/I |
2,046 |
2,000 |
1.99 |
- |
|
273 Records found
|
|
Page 7 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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|
