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Insider
Information: |
Sallee Matthew |
Relationship: |
DIR.; MEMBER OF INV. C... |
City: |
Leawood |
State: |
KS |
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Insider
Summary: |
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Companies Owned : |
6 |
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Direct
Shares |
2,082 |
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Indirect Shares
|
3,017 |
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Direct
Value |
$24,183 |
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Indirect Value
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$13,574 |
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Total
Shares |
5,099 |
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Total
Value |
$37,757 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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2
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0
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Stock
price went up :
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1
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0
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Stock
price went down : |
1
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
13.5%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Tortoise Midstream Energy Closed... |
NTG |
President, Member of I... |
2022-01-21 |
95 |
2022-01-21 |
1,017 |
Premium* |
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Tortoise Energy Infrastructure C... |
TYG |
President, Member of I... |
2022-01-21 |
175 |
2022-01-21 |
1,700 |
Premium* |
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Tortoise Power & Energy |
TPZ |
Member of Investment C... |
2022-01-21 |
400 |
2022-01-21 |
100 |
Premium* |
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Tortoise Pipeline & Energy Fund,... |
TTP |
Member of Investment C... |
2022-01-21 |
100 |
2022-01-21 |
100 |
Premium* |
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Tortoise Energy Independence Fun... |
NDP |
Member of Investment C... |
2022-01-21 |
62 |
2022-01-21 |
100 |
Premium* |
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Tortoise Essential Assets Income... |
TEAF |
DIR.; MEMBER OF INV. C... |
2019-06-03 |
1,250 |
2019-03-27 |
0 |
Premium* |
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Records found :
29 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 2
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
TPZ |
Tortoise Power & Energy |
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2015-06-30 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
100 |
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- |
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TYG |
Tortoise Energy Infrastru... |
PresidentOfficer |
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2015-06-30 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
500 |
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- |
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NTG |
Tortoise Midstream Energy... |
PresidentOfficer |
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2015-06-30 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
750 |
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- |
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NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
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2018-07-12 |
4 |
OE |
$0.00 |
$0 |
I/I |
1,025 |
7,175 |
0 |
- |
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29 Records found
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Page 2 of 2 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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