Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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   $1,324,723    

Indirect Value

   $5,197,027      
Total Shares   775,716      
Total Value   $6,521,751      


Tortoise Energy Infrastructure Corp $21,160 Crestwood Equity Partners Lp $56,520 CorEnergy Infrastructure Trust $690 First Trust/Gallatin Specialty Finance & Financial Opportunities Fund $26,800 Tortoise Power & Energy $31,040 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $2,849 Tortoise Energy Independence Fund, Inc. $33,830 Western Gas Equity Partners, Lp $1,151,834 Tortoise Energy Infrastructure Corp $21,160 Crestwood Equity Partners Lp $56,520 CorEnergy Infrastructure Trust $690 First Trust/Gallatin Specialty Finance & Financial Opportunities Fund $26,800 Tortoise Power & Energy $31,040 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $2,849 Tortoise Energy Independence Fund, Inc. $33,830 Western Gas Equity Partners, Lp $1,151,834
 


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*  
* Premium Members only  

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
CEQP Crestwood Equity Partners... Director   –       •      –    2004-08-13 4 A $0.00 $0 I/I 183,636 183,636 -
TYG Tortoise Energy Infrastru... President & CEO   •       –      –    2007-06-12 5 A $40.74 $65 D/D 2 3,758 0 -
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 -
TYN Tortoise North American E... Chief Executive Officer   •       –      –    2009-09-14 5 A $0.00 $0 D/D 1,059 5,912 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-12-02 5 A $5.58 $825 D/D 148 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-03-01 5 A $6.11 $877 D/D 144 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-06-01 5 A $7.22 $929 D/D 129 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-09-01 5 A $6.73 $980 D/D 146 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-12-02 5 A $7.65 $1,003 D/D 131 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-03-01 5 A $8.04 $1,023 D/D 127 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-06-01 5 A $7.67 $1,042 D/D 136 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-09-01 5 A $6.63 $1,097 D/D 165 7,025 0 -
CORR CorEnergy Infrastructure ... President & CEO   •       –      –    2012-12-13 4 A $6.00 $249,996 D/D 41,666 46,183 0 -
CORR CorEnergy Infrastructure ... President & CEO   •       –      –    2012-12-13 4/A A $6.00 $249,996 D/D 41,666 57,285 0 -
TYG Tortoise Energy Infrastru... Senior Vice President   •       –      –    2014-06-23 5 A $0.00 $0 D/D 1,018 4,354 0 -
TYG Tortoise Energy Infrastru... Senior Vice President   •       –      –    2014-06-23 5 A $0.00 $0 I/I 278 278 0 -
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2021-07-06 4 A $0.00 $0 I/I 90,929 50,822 0 -
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2021-07-06 4 A $0.00 $0 I/I 616,404 344,525 0 -
CORR CorEnergy Infrastructure ... Chief Executive Officer   •       •      –    2024-02-12 4 A $0.00 $0 I/I 248,388 483,355 0 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-02-24 4 B $25.00 $7,500 I/I 300 3,023 1.99 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-02-25 4 B $24.98 $2,498 D/D 100 3,123 2.66 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-03-01 4 B $26.00 $26,000 I/I 1,000 4,123 1.99 -
  119  Records found
  1  2   3   4   5      
  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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us