Matthew Sallee - Net Worth and Insider Trading
Matthew Sallee Net Worth
The estimated net worth of Matthew Sallee is at least $134,704 dollars as of 2024-04-20. Matthew Sallee is the Member of Investment Committee of Tortoise Energy Infrastructure Corp and owns about 1,875 shares of Tortoise Energy Infrastructure Corp (TYG) stock worth over $58,744. Matthew Sallee is the Member of Investment Committee of Tortoise Midstream Energy Fund, Inc. and owns about 1,112 shares of Tortoise Midstream Energy Fund, Inc. (NTG) stock worth over $42,347. Matthew Sallee is also the DIR.; MEMBER OF INV. COMM.^ of Tortoise Essential Assets Income Term and owns about 1,250 shares of Tortoise Essential Assets Income Term (TEAF) stock worth over $14,256. Besides these, Matthew Sallee also holds Tortoise Power & Energy Infra Fd Inc (TPZ) , Tortoise Pipeline & Energy Fund Inc (TTP) , Tortoise Energy Independence Fund, Inc. (NDP) . Details can be seen in Matthew Sallee's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Matthew Sallee has not made any transactions after 2022-01-21 and currently still holds the listed stock(s).
Transaction Summary of Matthew Sallee
Matthew Sallee Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Matthew Sallee owns 7 companies in total, including Tortoise Essential Assets Income Term () , Tortoise Energy Infrastructure Corp () , and Tortoise Midstream Energy Fund, Inc. () among others .
Click here to see the complete history of Matthew Sallee’s form 4 insider trades.
Insider Ownership Summary of Matthew Sallee
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| Tortoise Essential Assets Income Term | 2019-06-03 | other: DIR.; MEMBER OF INV. COMM.^ | |
| Tortoise Energy Infrastructure Corp | 2022-01-21 | President | |
| Tortoise Midstream Energy Fund, Inc. | 2022-01-21 | President | |
| Tortoise Power & Energy Infra Fd Inc | 2022-01-21 | other: Member of Investment Committee | |
| Tortoise Pipeline & Energy Fund Inc | 2022-01-21 | other: Member of Investment Committee | |
| Tortoise Energy Independence Fund, Inc. | 2022-01-21 | other: Member of Investment Committee | |
| Fiduciary/Claymore Energy Infrastructure Fund | 2020-10-31 | other: Portfolio Manager |
Matthew Sallee Latest Holdings Summary
Matthew Sallee currently owns a total of 6 stocks. Among these stocks, Matthew Sallee owns 1,875 shares of Tortoise Energy Infrastructure Corp (TYG) as of January 21, 2022, with a value of $58,744 and a weighting of 43.61%. Matthew Sallee owns 1,112 shares of Tortoise Midstream Energy Fund, Inc. (NTG) as of January 21, 2022, with a value of $42,347 and a weighting of 31.44%. Matthew Sallee also owns 1,250 shares of Tortoise Essential Assets Income Term (TEAF) as of June 3, 2019, with a value of $14,256 and a weighting of 10.58%. The other 3 stocks Tortoise Power & Energy Infra Fd Inc (TPZ) , Tortoise Pipeline & Energy Fund Inc (TTP) , Tortoise Energy Independence Fund, Inc. (NDP) have a combined weighting of 14.37% among all his current holdings.
Latest Holdings of Matthew Sallee
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| TYG | Tortoise Energy Infrastructure Corp | 2022-01-21 | 1,875 | 31.33 | 58,744 |
| NTG | Tortoise Midstream Energy Fund, Inc. | 2022-01-21 | 1,112 | 38.08 | 42,347 |
| TEAF | Tortoise Essential Assets Income Term | 2019-06-03 | 1,250 | 11.41 | 14,256 |
| TPZ | Tortoise Power & Energy Infra Fd Inc | 2022-01-21 | 500 | 15.11 | 7,555 |
| TTP | Tortoise Pipeline & Energy Fund Inc | 2022-01-21 | 200 | 31.60 | 6,320 |
| NDP | Tortoise Energy Independence Fund, Inc. | 2022-01-21 | 162 | 33.84 | 5,482 |
Holding Weightings of Matthew Sallee
Matthew Sallee Form 4 Trading Tracker
According to the SEC Form 4 filings, Matthew Sallee has made a total of 1 transactions in Tortoise Energy Infrastructure Corp (TYG) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Tortoise Energy Infrastructure Corp is the acquisition of 100 shares on January 21, 2022, which cost Matthew Sallee around $2,915.
According to the SEC Form 4 filings, Matthew Sallee has made a total of 1 transactions in Tortoise Midstream Energy Fund, Inc. (NTG) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Tortoise Midstream Energy Fund, Inc. is the acquisition of 100 shares on January 21, 2022, which cost Matthew Sallee around $3,244.
According to the SEC Form 4 filings, Matthew Sallee has made a total of 1 transactions in Tortoise Essential Assets Income Term (TEAF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Tortoise Essential Assets Income Term is the acquisition of 250 shares on June 3, 2019, which cost Matthew Sallee around $4,443.
More details on Matthew Sallee's insider transactions can be found in the Insider Trading History of Matthew Sallee table.Insider Trading History of Matthew Sallee
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Matthew Sallee Trading Performance
GuruFocus tracks the stock performance after each of Matthew Sallee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Matthew Sallee is 7.77%. GuruFocus also compares Matthew Sallee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Matthew Sallee within 3 months outperforms 17 times out of 21 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Matthew Sallee's insider trading performs compared to the benchmark.
Performance of Matthew Sallee
Average Return
3.68%
Outperforming Transactions
48%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.8 | 7.77 | 4.95 | 3.68 | -9.86 | -18.52 |
| Relative Return to S&P 500(%) | 0.18 | 7.38 | 4.33 | -1.49 | -20.13 | -30.43 |
Matthew Sallee Ownership Network
Ownership Network List of Matthew Sallee
Ownership Network Relation of Matthew Sallee
Matthew Sallee Owned Company Details
What does Tortoise Essential Assets Income Term do?
Who are the key executives at Tortoise Essential Assets Income Term?
Matthew Sallee is the other: DIR.; MEMBER OF INV. COMM.^ 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 () Insider Trades Summary
Over the past 18 months, Matthew Sallee made no insider transaction in Tortoise Essential Assets Income Term (). Other recent insider transactions involving Tortoise Essential Assets Income Term () include a net purchase of 200 shares made by Ciccotello Conrad S ,
In summary, during the past 3 months, insiders sold 0 shares of Tortoise Essential Assets Income Term () 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 () were sold and 200 shares were bought by its insiders, resulting in a net purchase of 200 shares.
Tortoise Essential Assets Income Term ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Tortoise Essential Assets Income Term Insider Transactions
Matthew Sallee Mailing Address
Above is the net worth, insider trading, and ownership report for Matthew Sallee. You might contact Matthew Sallee via mailing address: 5100 W. 115th Place, Leawood Ks 66211.
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