| |
| |
|
| Insider
Information: |
Sallee Matthew |
| Relationship: |
DIR.; MEMBER OF INV. C... |
| City: |
Leawood |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
6 |
|
| Direct
Shares |
2,082 |
|
|
Indirect Shares
|
3,017 |
|
|
| Direct
Value |
$24,183 |
|
|
|
Indirect Value
|
$13,574 |
|
|
| Total
Shares |
5,099 |
|
|
| Total
Value |
$37,757 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 13.5%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Tortoise Midstream Energy Closed... |
NTG |
President, Member of I... |
2022-01-21 |
95 |
2022-01-21 |
1,017 |
Premium* |
|
|
Tortoise Energy Infrastructure C... |
TYG |
President, Member of I... |
2022-01-21 |
175 |
2022-01-21 |
1,700 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Member of Investment C... |
2022-01-21 |
400 |
2022-01-21 |
100 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Member of Investment C... |
2022-01-21 |
100 |
2022-01-21 |
100 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Member of Investment C... |
2022-01-21 |
62 |
2022-01-21 |
100 |
Premium* |
|
|
Tortoise Essential Assets Income... |
TEAF |
DIR.; MEMBER OF INV. C... |
2019-06-03 |
1,250 |
2019-03-27 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
29 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2022-01-21 |
4 |
B |
$25.30 |
$2,530 |
I/I |
100 |
100 |
0.01 |
- |
|
| TPZ |
Tortoise Power & Energy |
|
– – – |
2015-06-30 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
100 |
|
- |
|
| TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
– – – |
2016-04-08 |
4 |
B |
$17.27 |
$5,181 |
D/D |
300 |
400 |
2.44 |
- |
|
| TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
– – – |
2022-01-21 |
4 |
B |
$14.04 |
$1,404 |
I/I |
100 |
100 |
0.01 |
% |
|
29 Records found
|
|
Page 2 of 2 |
| |
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 |
| |
|
|
|
|
|
