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Insider
Information: |
Sunderland Todd |
Relationship: |
Portfolio Manager |
City: |
Dallas |
State: |
TX |
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Insider
Summary: |
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Companies Owned : |
2 |
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Direct
Shares |
287 |
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Indirect Shares
|
956 |
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Direct
Value |
$5,304 |
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Indirect Value
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$7,505 |
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Total
Shares |
1,243 |
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Total
Value |
$12,809 |
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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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0
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0
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Stock
price went up :
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Stock
price went down : |
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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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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Cushing Renaissance Fund |
SZC |
COO |
2024-07-23 |
187 |
2024-07-23 |
956 |
Premium* |
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Cushing Mlp Total Return Fund |
SRV |
Portfolio Manager |
2023-12-27 |
100 |
2023-12-05 |
0 |
Premium* |
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Records found :
5 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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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 |
SZC |
Cushing Renaissance Fund |
Adviser COO |
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2023-11-07 |
4 |
B |
$32.00 |
$3,200 |
D/D |
100 |
100 |
2.36 |
- |
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SZC |
Cushing Renaissance Fund |
COO |
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2024-07-15 |
4 |
B |
$39.96 |
$38,200 |
I/I |
956 |
956 |
0.01 |
- |
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SZC |
Cushing Renaissance Fund |
COO |
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2024-07-23 |
4 |
B |
$37.25 |
$3,241 |
D/D |
87 |
187 |
2.36 |
- |
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SRV |
Cushing Mlp Total Return ... |
Portfolio Manager |
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2023-12-05 |
4 |
B |
$0.37 |
$111 |
D/D |
300 |
300 |
2.36 |
- |
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SRV |
Cushing Mlp Total Return ... |
Portfolio Manager |
|
2023-12-27 |
4 |
OE |
$33.20 |
$3,320 |
D/D |
100 |
100 |
0 |
- |
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5 Records found
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1
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Page 1 of 1 |
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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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