Thummel Robert Joseph Jr. - Net Worth and Insider Trading

Thummel Robert Joseph Jr. Net Worth

The estimated net worth of Thummel Robert Joseph Jr. is at least $72,598 dollars as of 2024-11-09. Thummel Robert Joseph Jr. is the Member of Investment Committee of Tortoise Essential Assets Income Term and owns about 2,550 shares of Tortoise Essential Assets Income Term (TEAF) stock worth over $32,385. Thummel Robert Joseph Jr. is the Member of Investment Committee of Tortoise Energy Independence Fund, Inc. and owns about 375 shares of Tortoise Energy Independence Fund, Inc. (NDP) stock worth over $15,885. Thummel Robert Joseph Jr. is also the Member of Investment Committee of Tortoise Energy Infrastructure Corp and owns about 342 shares of Tortoise Energy Infrastructure Corp (TYG) stock worth over $14,655. Besides these, Thummel Robert Joseph Jr. also holds Tortoise Midstream Energy Fund, Inc. (NTG) , Tortoise Pipeline & Energy Fund Inc (TTP) . Details can be seen in Thummel Robert Joseph Jr.'s Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Thummel Robert Joseph Jr. has not made any transactions after 2019-05-24 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Thummel Robert Joseph Jr.

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Thummel Robert Joseph Jr. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Thummel Robert Joseph Jr. owns 6 companies in total, including Tortoise Essential Assets Income Term (TEAF) , Tortoise Energy Infrastructure Corp (TYG) , and Tortoise Energy Independence Fund, Inc. (NDP) among others .

Click here to see the complete history of Thummel Robert Joseph Jr.’s form 4 insider trades.

Insider Ownership Summary of Thummel Robert Joseph Jr.

Ticker Comapny Transaction Date Type of Owner
TEAF Tortoise Essential Assets Income Term 2019-05-24 other: MEMBER OF INVESTMENT COMMITTEE
TYG Tortoise Energy Infrastructure Corp 2018-11-08 other: Member of Investment Committee
NDP Tortoise Energy Independence Fund, Inc. 2018-11-08 other: Member of Investment Committee
LIMIT LIMIT 2017-11-30 other: Member of Investment Committee
LIMIT LIMIT 2015-07-27 other: Member of Investment Committee
LIMIT LIMIT 2015-06-30 other: Member of Investment Committee

Thummel Robert Joseph Jr. Latest Holdings Summary

Thummel Robert Joseph Jr. currently owns a total of 5 stocks. Among these stocks, Thummel Robert Joseph Jr. owns 2,550 shares of Tortoise Essential Assets Income Term (TEAF) as of May 24, 2019, with a value of $32,385 and a weighting of 44.61%. Thummel Robert Joseph Jr. owns 375 shares of Tortoise Energy Independence Fund, Inc. (NDP) as of November 8, 2018, with a value of $15,885 and a weighting of 21.88%. Thummel Robert Joseph Jr. also owns 342 shares of Tortoise Energy Infrastructure Corp (TYG) as of November 8, 2018, with a value of $14,655 and a weighting of 20.19%. The other 2 stocks Tortoise Midstream Energy Fund, Inc. (NTG) , Tortoise Pipeline & Energy Fund Inc (TTP) have a combined weighting of 13.32% among all his current holdings.

Latest Holdings of Thummel Robert Joseph Jr.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
TEAF Tortoise Essential Assets Income Term 2019-05-24 2,550 12.70 32,385
NDP Tortoise Energy Independence Fund, Inc. 2018-11-08 375 42.36 15,885
TYG Tortoise Energy Infrastructure Corp 2018-11-08 342 42.85 14,655
NTG Tortoise Midstream Energy Fund, Inc. 2017-11-30 125 53.54 6,693
TTP Tortoise Pipeline & Energy Fund Inc 2015-07-27 62 48.07 2,980

Holding Weightings of Thummel Robert Joseph Jr.


Thummel Robert Joseph Jr. Form 4 Trading Tracker

According to the SEC Form 4 filings, Thummel Robert Joseph Jr. has made a total of 0 transactions in Tortoise Essential Assets Income Term (TEAF) over the past 5 years. The most-recent trade in Tortoise Essential Assets Income Term is the acquisition of 1,300 shares on May 24, 2019, which cost Thummel Robert Joseph Jr. around $24,375.

According to the SEC Form 4 filings, Thummel Robert Joseph Jr. has made a total of 0 transactions in Tortoise Energy Independence Fund, Inc. (NDP) over the past 5 years. The most-recent trade in Tortoise Energy Independence Fund, Inc. is the acquisition of 112 shares on November 8, 2018, which cost Thummel Robert Joseph Jr. around $9,873.

According to the SEC Form 4 filings, Thummel Robert Joseph Jr. has made a total of 0 transactions in Tortoise Energy Infrastructure Corp (TYG) over the past 5 years. The most-recent trade in Tortoise Energy Infrastructure Corp is the acquisition of 98 shares on November 8, 2018, which cost Thummel Robert Joseph Jr. around $9,929.

More details on Thummel Robert Joseph Jr.'s insider transactions can be found in the Insider Trading History of Thummel Robert Joseph Jr. table.

Insider Trading History of Thummel Robert Joseph Jr.

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Thummel Robert Joseph Jr. Trading Performance

GuruFocus tracks the stock performance after each of Thummel Robert Joseph Jr.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Thummel Robert Joseph Jr. is -6.3%. GuruFocus also compares Thummel Robert Joseph Jr.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Thummel Robert Joseph Jr. within 3 months outperforms 2 times out of 7 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Thummel Robert Joseph Jr.'s insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Thummel Robert Joseph Jr.

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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2 out of 7 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -5.77 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.55 LIMIT LIMIT LIMIT LIMIT LIMIT

Thummel Robert Joseph Jr. Ownership Network

Ownership Network List of Thummel Robert Joseph Jr.

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Ownership Network Relation of Thummel Robert Joseph Jr.

Insider Network Chart

Thummel Robert Joseph Jr. Owned Company Details

What does Tortoise Essential Assets Income Term do?

Who are the key executives at Tortoise Essential Assets Income Term?

Thummel Robert Joseph Jr. is the other: MEMBER OF INVESTMENT COMMITTEE of Tortoise Essential Assets Income Term. Other key executives at Tortoise Essential Assets Income Term include President & other: Member of Investment Committee Katherine Moore , director & other: MEMBER & INVESTMENT COMMITTEE H Kevin Birzer , and CFO & PFO & TREASURER P. Bradley Adams .

Tortoise Essential Assets Income Term (TEAF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Tortoise Essential Assets Income Term (TEAF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Tortoise Essential Assets Income Term (TEAF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Tortoise Essential Assets Income Term (TEAF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Tortoise Essential Assets Income Term Insider Transactions

No Available Data

Thummel Robert Joseph Jr. Mailing Address

Above is the net worth, insider trading, and ownership report for Thummel Robert Joseph Jr.. You might contact Thummel Robert Joseph Jr. via mailing address: 11550 Ash Street, Suite 300, Leawood Ks 66211.