| |
| |
|
| Insider
Information: |
Schulte David J |
| Relationship: |
Director |
| City: |
Overland Park |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
10 |
|
| Direct
Shares |
105,877 |
|
|
Indirect Shares
|
669,839 |
|
|
| Direct
Value |
$1,297,648 |
|
|
|
Indirect Value
|
$5,197,027 |
|
|
| Total
Shares |
775,716 |
|
|
| Total
Value |
$6,494,675 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
6
|
1
|
|
Stock
price went up :
|
2
|
0
|
| Stock
price went down : |
4
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
-1.0
|
| Percentage
Gain/Loss : |
 -23.8%
|
-49.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Tortoise Energy Infrastructure C... |
TYG |
Senior Vice President |
2014-06-23 |
4,354 |
2014-06-23 |
278 |
Premium* |
|
|
Crestwood Equity Partners Lp |
CEQP |
Director |
2004-08-13 |
2,000 |
2004-08-13 |
183,636 |
Premium* |
|
|
Tortoise North American Energy C... |
TYN |
Senior Vice President |
2014-06-23 |
0 |
2014-06-23 |
0 |
Premium* |
|
|
CorEnergy Infrastructure Trust |
CORR |
Chief Executive Office... |
2024-02-12 |
54,768 |
2024-02-12 |
485,925 |
Premium* |
|
|
First Trust/Gallatin Specialty F... |
FGB |
Director-Investment Su... |
2011-09-01 |
7,025 |
2008-08-22 |
0 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Senior Vice President |
2011-12-22 |
2,000 |
2009-07-29 |
0 |
Premium* |
|
|
Tortoise Midstream Energy Closed... |
NTG |
Senior Vice President |
2011-12-22 |
3,000 |
2010-07-30 |
0 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Senior Vice President |
2014-02-21 |
700 |
2011-10-27 |
0 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Senior Vice President |
2012-07-31 |
1,000 |
2012-07-31 |
0 |
Premium* |
|
|
Western Gas Equity Partners, Lp |
WGP |
Director |
2024-02-27 |
31,030 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
119 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 5
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| FGB |
First Trust/Gallatin Spec... |
|
– – – |
2008-08-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
265 |
|
- |
|
| CORR |
CorEnergy Infrastructure ... |
CEO |
• – – |
2011-03-11 |
4 |
B |
$8.85 |
$17,750 |
D/D |
2,000 |
14,024 |
2.74 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
CEO & President |
• – – |
2007-02-20 |
4 |
B |
$14.58 |
$2,917 |
I/I |
200 |
200 |
1.91 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Chief Executive Officer |
• – – |
2007-11-21 |
4 |
B |
$12.25 |
$12,250 |
D/D |
1,000 |
11,781 |
2.74 |
- |
|
| TYN |
Tortoise North American E... |
Chief Executive Officer |
• – – |
2009-09-14 |
5 |
A |
$0.00 |
$0 |
D/D |
1,059 |
5,912 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Chief Executive Officer |
• – – |
2011-07-26 |
4 |
B |
$8.62 |
$12,938 |
D/D |
1,500 |
15,535 |
2.74 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Chief Executive Officer |
• • – |
2012-12-27 |
5 |
GD |
$0.00 |
$0 |
D/D |
48,916 |
28,035 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Chief Executive Officer |
• • – |
2012-12-27 |
5 |
GA |
$0.00 |
$0 |
I/I |
48,916 |
57,556 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Chief Executive Officer |
• • – |
2023-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
39,431 |
68,431 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Chief Executive Officer |
• • – |
2023-03-15 |
4 |
D |
$1.22 |
$16,669 |
D/D |
(13,663) |
54,768 |
0 |
- |
|
| CORR |
CorEnergy Infrastructure ... |
Chief Executive Officer |
• • – |
2024-02-12 |
4 |
A |
$0.00 |
$0 |
I/I |
248,388 |
483,355 |
0 |
- |
|
| CEQP |
Crestwood Equity Partners... |
Director |
– • – |
2004-08-13 |
4 |
A |
$0.00 |
$0 |
I/I |
183,636 |
183,636 |
|
- |
|
| WGP |
Western Gas Equity Partne... |
Director |
– • – |
2020-09-11 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
4,500 |
|
% |
|
| WGP |
Western Gas Equity Partne... |
Director |
– • – |
2021-02-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,182 |
11,682 |
0 |
- |
|
| WGP |
Western Gas Equity Partne... |
Director |
• • – |
2022-02-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,872 |
19,554 |
0 |
- |
|
| WGP |
Western Gas Equity Partne... |
Director |
– • – |
2023-02-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,588 |
25,142 |
0 |
- |
|
| WGP |
Western Gas Equity Partne... |
Director |
– • – |
2024-02-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,088 |
30,230 |
0 |
- |
|
| WGP |
Western Gas Equity Partne... |
Director |
– • – |
2024-02-27 |
4 |
B |
$34.24 |
$27,392 |
D/D |
800 |
31,030 |
2.39 |
% |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2008-08-22 |
4 |
B |
$8.90 |
$17,800 |
D/D |
2,000 |
2,265 |
2.44 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2008-11-19 |
4 |
B |
$3.02 |
$9,165 |
D/D |
3,000 |
5,265 |
2.44 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2008-12-02 |
5 |
A |
$3.06 |
$500 |
D/D |
163 |
5,900 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2009-03-02 |
5 |
A |
$2.47 |
$956 |
D/D |
387 |
5,900 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2009-06-01 |
5 |
A |
$4.12 |
$777 |
D/D |
189 |
5,900 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2009-09-01 |
5 |
A |
$5.00 |
$804 |
D/D |
161 |
5,900 |
0 |
- |
|
| FGB |
First Trust/Gallatin Spec... |
Director-Investment Subadviser |
– – – |
2009-11-30 |
5 |
S |
$5.49 |
$1,455 |
D/D |
(265) |
5,900 |
0 |
- |
|
119 Records found
|
|
Page 1 of 5 |
| |
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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|
