Charles E Heath - Net Worth and Insider Trading
Charles E Heath Net Worth
The estimated net worth of Charles E Heath is at least $261,329 dollars as of 2024-04-24. Charles E Heath is the Director of Tortoise Energy Infrastructure Corp and owns about 3,750 shares of Tortoise Energy Infrastructure Corp (TYG) stock worth over $119,813. Charles E Heath is the Director of Tortoise North American Energy and owns about 2,000 shares of Tortoise North American Energy (TYN) stock worth over $63,080. Charles E Heath is also the Director Emeritus of Tortoise Power & Energy Infra Fd Inc and owns about 4,000 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) stock worth over $60,560. Besides these, Charles E Heath also holds Tortoise Midstream Energy Fund, Inc. (NTG) , Tortoise Energy Independence Fund, Inc. (NDP) , CorEnergy Infrastructure Trust Inc (CORRQ) . Details can be seen in Charles E Heath's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charles E Heath has not made any transactions after 2018-07-19 and currently still holds the listed stock(s).
Transaction Summary of Charles E Heath
Charles E Heath Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Charles E Heath owns 6 companies in total, including Tortoise Power & Energy Infra Fd Inc () , Tortoise Midstream Energy Fund, Inc. () , and CorEnergy Infrastructure Trust Inc () among others .
Click here to see the complete history of Charles E Heath’s form 4 insider trades.
Insider Ownership Summary of Charles E Heath
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
Tortoise Power & Energy Infra Fd Inc | 2018-07-19 | director | |
Tortoise Midstream Energy Fund, Inc. | 2016-10-07 | director | |
CorEnergy Infrastructure Trust Inc | 2014-03-20 | director | |
Tortoise Energy Infrastructure Corp | 2015-12-17 | director | |
Tortoise Energy Independence Fund, Inc. | 2012-09-07 | director | |
Tortoise Pipeline & Energy Fund Inc | 2011-10-26 | director |
Charles E Heath Latest Holdings Summary
Charles E Heath currently owns a total of 6 stocks. Among these stocks, Charles E Heath owns 3,750 shares of Tortoise Energy Infrastructure Corp (TYG) as of December 17, 2015, with a value of $119,813 and a weighting of 45.85%. Charles E Heath owns 2,000 shares of Tortoise North American Energy (TYN) as of September 17, 2013, with a value of $63,080 and a weighting of 24.14%. Charles E Heath also owns 4,000 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) as of July 19, 2018, with a value of $60,560 and a weighting of 23.17%. The other 3 stocks Tortoise Midstream Energy Fund, Inc. (NTG) , Tortoise Energy Independence Fund, Inc. (NDP) , CorEnergy Infrastructure Trust Inc (CORRQ) have a combined weighting of 6.84% among all his current holdings.
Latest Holdings of Charles E Heath
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
TYG | Tortoise Energy Infrastructure Corp | 2015-12-17 | 3,750 | 31.95 | 119,813 |
TYN | Tortoise North American Energy | 2013-09-17 | 2,000 | 31.54 | 63,080 |
TPZ | Tortoise Power & Energy Infra Fd Inc | 2018-07-19 | 4,000 | 15.14 | 60,560 |
NTG | Tortoise Midstream Energy Fund, Inc. | 2016-10-07 | 350 | 38.86 | 13,601 |
NDP | Tortoise Energy Independence Fund, Inc. | 2012-09-07 | 125 | 34.07 | 4,259 |
CORRQ | CorEnergy Infrastructure Trust Inc | 2014-03-20 | 1,300 | 0.01 | 17 |
Holding Weightings of Charles E Heath
Charles E Heath Form 4 Trading Tracker
According to the SEC Form 4 filings, Charles E Heath 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 50 shares on December 17, 2015, which cost Charles E Heath around $4,666.
According to the SEC Form 4 filings, Charles E Heath has made a total of 0 transactions in Tortoise North American Energy (TYN) over the past 5 years. The most-recent trade in Tortoise North American Energy is the acquisition of 200 shares on September 17, 2013, which cost Charles E Heath around $5,308.
According to the SEC Form 4 filings, Charles E Heath has made a total of 0 transactions in Tortoise Power & Energy Infra Fd Inc (TPZ) over the past 5 years. The most-recent trade in Tortoise Power & Energy Infra Fd Inc is the acquisition of 500 shares on July 19, 2018, which cost Charles E Heath around $9,540.
More details on Charles E Heath's insider transactions can be found in the Insider Trading History of Charles E Heath table.Insider Trading History of Charles E Heath
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Charles E Heath Trading Performance
GuruFocus tracks the stock performance after each of Charles E Heath's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles E Heath is 0.54%. GuruFocus also compares Charles E Heath's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles E Heath within 3 months outperforms 4 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Charles E Heath's insider trading performs compared to the benchmark.
Performance of Charles E Heath
Average Return
-1.33%
Outperforming Transactions
50%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 0.68 | 0.54 | 2.68 | -1.33 | -12.82 | -8.31 |
Relative Return to S&P 500(%) | 0.91 | -0.61 | -0.51 | -11.38 | -23.38 | -18.69 |
Charles E Heath Ownership Network
Ownership Network List of Charles E Heath
Ownership Network Relation of Charles E Heath
Charles E Heath Owned Company Details
What does Tortoise Power & Energy Infra Fd Inc do?
Who are the key executives at Tortoise Power & Energy Infra Fd Inc?
Charles E Heath is the director of Tortoise Power & Energy Infra Fd Inc. Other key executives at Tortoise Power & Energy Infra Fd Inc include director & 10 percent owner Ciccotello Conrad S , other: Affiliate of Inv Advisor H Kevin Birzer , and President Brian Alan Kessens .
Tortoise Power & Energy Infra Fd Inc () Insider Trades Summary
Over the past 18 months, Charles E Heath made no insider transaction in Tortoise Power & Energy Infra Fd Inc (). Other recent insider transactions involving Tortoise Power & Energy Infra Fd Inc () include a net purchase of 3,900 shares made by Ciccotello Conrad S ,
In summary, during the past 3 months, insiders sold 0 shares of Tortoise Power & Energy Infra Fd Inc () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Tortoise Power & Energy Infra Fd Inc () were sold and 3,900 shares were bought by its insiders, resulting in a net purchase of 3,900 shares.
Tortoise Power & Energy Infra Fd Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.
Tortoise Power & Energy Infra Fd Inc Insider Transactions
Charles E Heath Mailing Address
Above is the net worth, insider trading, and ownership report for Charles E Heath. You might contact Charles E Heath via mailing address: 180801 Mastin Blvd, Overland Park Ks 66210.