Jerry V Swank - Net Worth and Insider Trading
Jerry V Swank Net Worth
The estimated net worth of Jerry V Swank is at least $3 Million dollars as of 2024-04-28. Jerry V Swank is the CEO of NXG Cushing Midstream Energy Fund and owns about 32,702 shares of NXG Cushing Midstream Energy Fund (SRV) stock worth over $1 Million. Jerry V Swank is the See Remarks of Cushing® NextGen Infrastructure Income Fund and owns about 33,900 shares of Cushing® NextGen Infrastructure Income Fund (NXG) stock worth over $1 Million. Jerry V Swank is also the Trustee of The Cushing Energy Income Fund and owns about 9,188 shares of The Cushing Energy Income Fund (SRF) stock worth over $37,855. Details can be seen in Jerry V Swank's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jerry V Swank has not made any transactions after 2023-12-05 and currently still holds the listed stock(s).
Transaction Summary of Jerry V Swank
Jerry V Swank Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jerry V Swank owns 4 companies in total, including NXG Cushing Midstream Energy Fund (SRV) , The Cushing Energy Income Fund (SRF) , and Cushing® NextGen Infrastructure Income Fund (NXG) among others .
Click here to see the complete history of Jerry V Swank’s form 4 insider trades.
Insider Ownership Summary of Jerry V Swank
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SRV | NXG Cushing Midstream Energy Fund | 2015-07-24 | President and CEO |
| SRF | The Cushing Energy Income Fund | 2012-12-28 | other: Trustee |
| NXG | Cushing® NextGen Infrastructure Income Fund | 2023-12-05 | CEO and President & other: Trustee & Chairman of the Board |
| ENGY | Central Energy Partners LP | 2011-06-29 | director |
Jerry V Swank Latest Holdings Summary
Jerry V Swank currently owns a total of 3 stocks. Among these stocks, Jerry V Swank owns 32,702 shares of NXG Cushing Midstream Energy Fund (SRV) as of July 24, 2015, with a value of $1 Million and a weighting of 49.34%. Jerry V Swank owns 33,900 shares of Cushing® NextGen Infrastructure Income Fund (NXG) as of December 5, 2023, with a value of $1 Million and a weighting of 49.26%. Jerry V Swank also owns 9,188 shares of The Cushing Energy Income Fund (SRF) as of December 28, 2012, with a value of $37,855 and a weighting of 1.39%.
Latest Holdings of Jerry V Swank
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SRV | NXG Cushing Midstream Energy Fund | 2015-07-24 | 32,702 | 40.98 | 1,340,128 |
| NXG | Cushing® NextGen Infrastructure Income Fund | 2023-12-05 | 33,900 | 39.47 | 1,338,033 |
| SRF | The Cushing Energy Income Fund | 2012-12-28 | 9,188 | 4.12 | 37,855 |
Holding Weightings of Jerry V Swank
Jerry V Swank Form 4 Trading Tracker
According to the SEC Form 4 filings, Jerry V Swank has made a total of 0 transactions in NXG Cushing Midstream Energy Fund (SRV) over the past 5 years. The most-recent trade in NXG Cushing Midstream Energy Fund is the acquisition of 6,250 shares on July 24, 2015, which cost Jerry V Swank around $81,750.
According to the SEC Form 4 filings, Jerry V Swank has made a total of 3 transactions in Cushing® NextGen Infrastructure Income Fund (NXG) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Cushing® NextGen Infrastructure Income Fund is the acquisition of 8,900 shares on December 5, 2023, which cost Jerry V Swank around $300,375.
According to the SEC Form 4 filings, Jerry V Swank has made a total of 0 transactions in The Cushing Energy Income Fund (SRF) over the past 5 years. The most-recent trade in The Cushing Energy Income Fund is the acquisition of 5,000 shares on December 28, 2012, which cost Jerry V Swank around $93,550.
Insider Trading History of Jerry V Swank
- 1
Jerry V Swank Trading Performance
GuruFocus tracks the stock performance after each of Jerry V Swank's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jerry V Swank is -10.48%. GuruFocus also compares Jerry V Swank's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jerry V Swank within 3 months outperforms 2 times out of 6 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jerry V Swank's insider trading performs compared to the benchmark.
Performance of Jerry V Swank
Average Return
-11.31%
Outperforming Transactions
67%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.73 | -10.48 | -10.86 | -11.31 | -14.48 | -31.95 |
| Relative Return to S&P 500(%) | -1.51 | -15.43 | -19.49 | -23.29 | -25.83 | -43.63 |
Jerry V Swank Ownership Network
Ownership Network List of Jerry V Swank
Ownership Network Relation of Jerry V Swank
Jerry V Swank Owned Company Details
What does NXG Cushing Midstream Energy Fund do?
Who are the key executives at NXG Cushing Midstream Energy Fund?
Jerry V Swank is the President and CEO of NXG Cushing Midstream Energy Fund. Other key executives at NXG Cushing Midstream Energy Fund include other: Adviser COO Todd Sunderland , Chief Compliance Officer Jeffrey A Engelsman , and CFO/Treasurer and Interim CCO John Alban .
NXG Cushing Midstream Energy Fund (SRV) Insider Trades Summary
Over the past 18 months, Jerry V Swank made no insider transaction in NXG Cushing Midstream Energy Fund (SRV). Other recent insider transactions involving NXG Cushing Midstream Energy Fund (SRV) include a net sale of 18,355 shares made by Saba Capital Management, L.p. , a net purchase of 1,000 shares made by John Alban , and a net purchase of 300 shares made by Todd Sunderland .
In summary, during the past 3 months, insiders sold 0 shares of NXG Cushing Midstream Energy Fund (SRV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 18,355 shares of NXG Cushing Midstream Energy Fund (SRV) were sold and 1,300 shares were bought by its insiders, resulting in a net sale of 17,055 shares.
NXG Cushing Midstream Energy Fund (SRV)'s detailed insider trading history can be found in Insider Trading Tracker table.
NXG Cushing Midstream Energy Fund Insider Transactions
Jerry V Swank Mailing Address
Above is the net worth, insider trading, and ownership report for Jerry V Swank. You might contact Jerry V Swank via mailing address: 3300 Oak Lawn Avenue, Suite 650, Dallas Tx 75219.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
