| |
| |
|
| Insider
Information: |
Berney Rand C |
| Relationship: |
Director |
| City: |
Houston |
| State: |
TX |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
8 |
|
| Direct
Shares |
56,197 |
|
|
Indirect Shares
|
2,152 |
|
|
| Direct
Value |
$6,455,601 |
|
|
|
Indirect Value
|
$280,276 |
|
|
| Total
Shares |
58,349 |
|
|
| Total
Value |
$6,735,877 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
5
|
0
|
|
Stock
price went up :
|
3
|
0
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.5
|
0.0
|
| Percentage
Gain/Loss : |
 16.6%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
ConocoPhillips |
COP |
Vice President and Con... |
2008-05-15 |
48,813 |
2008-05-15 |
2,152 |
Premium* |
|
|
Tortoise Midstream Energy Closed... |
NTG |
Director |
2022-01-21 |
735 |
2014-02-14 |
0 |
Premium* |
|
|
Tortoise Energy Infrastructure C... |
TYG |
Director |
2022-01-21 |
1,196 |
2014-02-14 |
0 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Director |
2022-01-21 |
1,292 |
2014-02-14 |
0 |
Premium* |
|
|
Tortoise North American Energy C... |
TYN |
Director |
2014-06-23 |
0 |
2014-02-14 |
0 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Director |
2022-01-21 |
958 |
2014-02-14 |
0 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Director |
2022-01-21 |
2,092 |
2014-02-14 |
0 |
Premium* |
|
|
Tortoise Essential Assets Income... |
TEAF |
Director |
2022-01-21 |
1,111 |
2020-07-17 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
38 |
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 |
| NDP |
Tortoise Energy Independe... |
Director |
– • – |
2015-12-10 |
4 |
B |
$11.29 |
$9,811 |
D/D |
869 |
1,677 |
2.39 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Director |
– • – |
2015-12-10 |
4 |
B |
$13.82 |
$5,141 |
D/D |
372 |
1,067 |
2.39 |
- |
|
| NTG |
Tortoise Midstream Energy... |
Director |
– • – |
2015-12-10 |
4 |
B |
$14.98 |
$5,018 |
D/D |
335 |
1,062 |
2.39 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Director |
– • – |
2015-12-10 |
4 |
B |
$24.25 |
$25,560 |
D/D |
1,054 |
1,508 |
2.39 |
- |
|
| NDP |
Tortoise Energy Independe... |
Director |
– • – |
2019-09-04 |
4 |
B |
$4.03 |
$19,949 |
D/D |
4,950 |
6,627 |
2.39 |
- |
|
| TPZ |
Tortoise Power & Energy |
Director |
– • – |
2020-07-16 |
4 |
B |
$9.04 |
$7,991 |
D/D |
884 |
1,992 |
2.39 |
% |
|
| TEAF |
Tortoise Essential Assets... |
Director |
– • – |
2020-07-17 |
4 |
B |
$11.11 |
$11,110 |
D/D |
1,000 |
1,000 |
2.39 |
% |
|
| TPZ |
Tortoise Power & Energy |
Director |
– • – |
2022-01-21 |
4 |
B |
$14.16 |
$1,416 |
D/D |
100 |
2,092 |
2.31 |
% |
|
| NTG |
Tortoise Midstream Energy... |
Director |
– • – |
2022-01-21 |
4 |
B |
$32.77 |
$3,277 |
D/D |
100 |
735 |
2.31 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
Director |
– • – |
2022-01-21 |
4 |
B |
$29.31 |
$2,931 |
D/D |
100 |
1,196 |
2.31 |
- |
|
| NDP |
Tortoise Energy Independe... |
Director |
– • – |
2022-01-21 |
4 |
B |
$25.40 |
$2,540 |
D/D |
100 |
1,292 |
2.31 |
% |
|
| TTP |
Tortoise Pipeline & Energ... |
Director |
– • – |
2022-01-21 |
4 |
B |
$25.50 |
$2,550 |
D/D |
100 |
958 |
2.31 |
- |
|
| TEAF |
Tortoise Essential Assets... |
Director |
– • – |
2022-01-21 |
4 |
B |
$15.08 |
$1,508 |
D/D |
100 |
1,111 |
2.31 |
% |
|
38 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 |
| |
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