| |
| |
|
| Insider
Information: |
Sallee Matthew |
| Relationship: |
DIR.; MEMBER OF INV. C... |
| City: |
Leawood |
| State: |
KS |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
6 |
|
| Direct
Shares |
2,082 |
|
|
Indirect Shares
|
3,017 |
|
|
| Direct
Value |
$23,719 |
|
|
|
Indirect Value
|
$13,597 |
|
|
| Total
Shares |
5,099 |
|
|
| Total
Value |
$37,316 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 13.5%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Tortoise Midstream Energy Closed... |
NTG |
President, Member of I... |
2022-01-21 |
95 |
2022-01-21 |
1,017 |
Premium* |
|
|
Tortoise Energy Infrastructure C... |
TYG |
President, Member of I... |
2022-01-21 |
175 |
2022-01-21 |
1,700 |
Premium* |
|
|
Tortoise Power & Energy |
TPZ |
Member of Investment C... |
2022-01-21 |
400 |
2022-01-21 |
100 |
Premium* |
|
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Member of Investment C... |
2022-01-21 |
100 |
2022-01-21 |
100 |
Premium* |
|
|
Tortoise Energy Independence Fun... |
NDP |
Member of Investment C... |
2022-01-21 |
62 |
2022-01-21 |
100 |
Premium* |
|
|
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 :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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... |
Member of Investment Committee |
– – – |
2022-01-21 |
4 |
B |
$25.62 |
$2,562 |
I/I |
100 |
100 |
0.01 |
% |
|
| TYG |
Tortoise Energy Infrastru... |
PresidentMember of Investment |
• – – |
2022-01-21 |
4 |
B |
$29.15 |
$2,915 |
I/I |
100 |
1,700 |
1.91 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2022-01-21 |
4 |
B |
$25.30 |
$2,530 |
I/I |
100 |
100 |
0.01 |
- |
|
| TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
– – – |
2022-01-21 |
4 |
B |
$14.04 |
$1,404 |
I/I |
100 |
100 |
0.01 |
% |
|
| NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
• – – |
2022-01-21 |
4 |
B |
$32.44 |
$3,244 |
I/I |
100 |
1,017 |
1.91 |
- |
|
| TEAF |
Tortoise Essential Assets... |
DIR.; MEMBER OF INV. COMM.^ |
– – – |
2019-06-03 |
4 |
B |
$17.77 |
$4,443 |
D/D |
250 |
1,250 |
2.36 |
- |
|
| TEAF |
Tortoise Essential Assets... |
DIR.; MEMBER OF INV. COMM.^ |
– – – |
2019-03-27 |
4 |
B |
$20.00 |
$20,000 |
D/D |
1,000 |
1,000 |
2.44 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
PresidentMember of Investment |
• – – |
2018-11-28 |
4 |
B |
$22.00 |
$22,000 |
I/I |
1,000 |
6,400 |
1.99 |
- |
|
| NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
• – – |
2018-11-28 |
4 |
B |
$13.36 |
$26,720 |
I/I |
2,000 |
9,175 |
1.99 |
- |
|
| NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
• – – |
2018-07-12 |
4 |
OE |
$0.00 |
$0 |
I/I |
1,025 |
7,175 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
• – – |
2017-11-30 |
4 |
B |
$15.56 |
$77,956 |
I/I |
5,000 |
6,150 |
1.99 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
PresidentMember of Investment |
• – – |
2017-11-30 |
4 |
B |
$25.47 |
$127,350 |
I/I |
5,000 |
5,400 |
1.99 |
- |
|
| NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
• – – |
2017-11-16 |
4 |
B |
$16.35 |
$16,350 |
I/I |
1,000 |
1,150 |
1.99 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
PresidentMember of Investment |
• – – |
2016-12-14 |
4 |
B |
$30.25 |
$12,100 |
D/D |
400 |
1,100 |
2.74 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
PresidentMember of Investment |
• – – |
2016-12-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
400 |
700 |
0 |
- |
|
| NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
• – – |
2016-12-14 |
4 |
B |
$18.87 |
$2,831 |
D/D |
150 |
1,150 |
2.66 |
- |
|
| NTG |
Tortoise Midstream Energy... |
PresidentMember of Investment |
• – – |
2016-12-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
150 |
950 |
0 |
- |
|
| NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
– – – |
2016-04-08 |
4 |
B |
$11.56 |
$5,780 |
D/D |
500 |
500 |
2.44 |
- |
|
| TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
– – – |
2016-04-08 |
4 |
B |
$17.27 |
$5,181 |
D/D |
300 |
400 |
2.44 |
- |
|
| TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
– – – |
2016-04-08 |
4 |
B |
$14.61 |
$5,844 |
D/D |
400 |
400 |
2.44 |
- |
|
| NTG |
Tortoise Midstream Energy... |
President |
• – – |
2015-12-10 |
4 |
B |
$15.21 |
$1,521 |
D/D |
100 |
1,100 |
2.66 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President |
• – – |
2015-12-10 |
4 |
B |
$24.14 |
$2,414 |
D/D |
100 |
1,100 |
2.66 |
- |
|
| NTG |
Tortoise Midstream Energy... |
President |
• – – |
2015-12-02 |
4 |
B |
$16.03 |
$2,405 |
D/D |
150 |
1,000 |
2.66 |
- |
|
| TYG |
Tortoise Energy Infrastru... |
President |
• – – |
2015-12-02 |
4 |
B |
$25.42 |
$10,168 |
D/D |
400 |
1,000 |
2.74 |
- |
|
| NTG |
Tortoise Midstream Energy... |
President |
• – – |
2015-07-02 |
4 |
B |
$21.06 |
$2,106 |
D/D |
100 |
850 |
2.66 |
- |
|
25 Records found
|
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 |
| |
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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