Terry Matlack - Net Worth and Insider Trading
Terry Matlack Net Worth
The estimated net worth of Terry Matlack is at least $699,507 dollars as of 2024-04-26. Terry Matlack is the Member of Investment Committee of Tortoise Energy Infrastructure Corp and owns about 14,486 shares of Tortoise Energy Infrastructure Corp (TYG) stock worth over $461,959. Terry Matlack is the CEO of Tortoise Power & Energy Infra Fd Inc and owns about 5,162 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) stock worth over $78,256. Terry Matlack is also the Member of Investment Committee of Tortoise Midstream Energy Fund, Inc. and owns about 1,857 shares of Tortoise Midstream Energy Fund, Inc. (NTG) stock worth over $72,349. Besides these, Terry Matlack also holds Tortoise Pipeline & Energy Fund Inc (TTP) , Tortoise Energy Independence Fund, Inc. (NDP) , CorEnergy Infrastructure Trust Inc (CORRQ) . Details can be seen in Terry Matlack's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Terry Matlack has not made any transactions after 2017-12-12 and currently still holds the listed stock(s).
Transaction Summary of Terry Matlack
Terry Matlack Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Terry Matlack owns 7 companies in total, including Tortoise Pipeline & Energy Fund Inc (TTP) , Tortoise Energy Infrastructure Corp (TYG) , and Tortoise Midstream Energy Fund, Inc. (NTG) among others .
Click here to see the complete history of Terry Matlack’s form 4 insider trades.
Insider Ownership Summary of Terry Matlack
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| TTP | Tortoise Pipeline & Energy Fund Inc | 2015-05-27 | Chief Executive Officer |
| TYG | Tortoise Energy Infrastructure Corp | 2017-12-12 | director & Treasurer |
| NTG | Tortoise Midstream Energy Fund, Inc. | 2017-12-12 | Chief Executive Officer |
| TPZ | Tortoise Power & Energy Infra Fd Inc | 2014-10-14 | director & Chief Financial Officer |
| NDP | Tortoise Energy Independence Fund, Inc. | 2014-11-19 | Chief Executive Officer |
| CORRQ | CorEnergy Infrastructure Trust Inc | 2011-08-01 | director & Assistant Treasurer and CFO |
| EPIQ | Epiq Systems Inc | 2011-02-10 | director |
Terry Matlack Latest Holdings Summary
Terry Matlack currently owns a total of 6 stocks. Among these stocks, Terry Matlack owns 14,486 shares of Tortoise Energy Infrastructure Corp (TYG) as of December 12, 2017, with a value of $461,959 and a weighting of 66.04%. Terry Matlack owns 5,162 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) as of October 14, 2014, with a value of $78,256 and a weighting of 11.19%. Terry Matlack also owns 1,857 shares of Tortoise Midstream Energy Fund, Inc. (NTG) as of December 12, 2017, with a value of $72,349 and a weighting of 10.34%. The other 3 stocks Tortoise Pipeline & Energy Fund Inc (TTP) , Tortoise Energy Independence Fund, Inc. (NDP) , CorEnergy Infrastructure Trust Inc (CORRQ) have a combined weighting of 12.43% among all his current holdings.
Latest Holdings of Terry Matlack
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| TYG | Tortoise Energy Infrastructure Corp | 2017-12-12 | 14,486 | 31.89 | 461,959 |
| TPZ | Tortoise Power & Energy Infra Fd Inc | 2014-10-14 | 5,162 | 15.16 | 78,256 |
| NTG | Tortoise Midstream Energy Fund, Inc. | 2017-12-12 | 1,857 | 38.96 | 72,349 |
| TTP | Tortoise Pipeline & Energy Fund Inc | 2015-05-27 | 1,977 | 32.55 | 64,351 |
| NDP | Tortoise Energy Independence Fund, Inc. | 2014-11-19 | 661 | 34.14 | 22,567 |
| CORRQ | CorEnergy Infrastructure Trust Inc | 2011-08-01 | 2,059 | 0.01 | 26 |
Holding Weightings of Terry Matlack
Terry Matlack Form 4 Trading Tracker
According to the SEC Form 4 filings, Terry Matlack 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 250 shares on December 12, 2017, which cost Terry Matlack around $26,130.
According to the SEC Form 4 filings, Terry Matlack 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 750 shares on October 14, 2014, which cost Terry Matlack around $19,635.
According to the SEC Form 4 filings, Terry Matlack has made a total of 0 transactions in Tortoise Midstream Energy Fund, Inc. (NTG) over the past 5 years. The most-recent trade in Tortoise Midstream Energy Fund, Inc. is the acquisition of 150 shares on December 12, 2017, which cost Terry Matlack around $24,555.
More details on Terry Matlack's insider transactions can be found in the Insider Trading History of Terry Matlack table.Insider Trading History of Terry Matlack
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Terry Matlack Trading Performance
GuruFocus tracks the stock performance after each of Terry Matlack's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Terry Matlack is -7.25%. GuruFocus also compares Terry Matlack's trading performance to market benchmark return within the same time period. The performance of stocks bought by Terry Matlack within 3 months outperforms 4 times out of 15 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Terry Matlack's insider trading performs compared to the benchmark.
Performance of Terry Matlack
Average Return
-13.44%
Outperforming Transactions
33%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.2 | -7.25 | -6.8 | -13.44 | -10.02 | -14.75 |
| Relative Return to S&P 500(%) | -4.72 | -9.43 | -11.42 | -19.26 | -19.86 | -25.77 |
Terry Matlack Ownership Network
Ownership Network List of Terry Matlack
Ownership Network Relation of Terry Matlack
Terry Matlack Owned Company Details
What does Tortoise Pipeline & Energy Fund Inc do?
Who are the key executives at Tortoise Pipeline & Energy Fund Inc?
Terry Matlack is the Chief Executive Officer of Tortoise Pipeline & Energy Fund Inc. Other key executives at Tortoise Pipeline & Energy Fund Inc include other: Member of Investment Committee Matthew Sallee , Chief Financial Officer P. Bradley Adams , and President Brian Alan Kessens .
Tortoise Pipeline & Energy Fund Inc (TTP) Insider Trades Summary
Over the past 18 months, Terry Matlack made no insider transaction in Tortoise Pipeline & Energy Fund Inc (TTP). Other recent insider transactions involving Tortoise Pipeline & Energy Fund Inc (TTP) include a net purchase of 600 shares made by Ciccotello Conrad S ,
In summary, during the past 3 months, insiders sold 0 shares of Tortoise Pipeline & Energy Fund Inc (TTP) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Tortoise Pipeline & Energy Fund Inc (TTP) were sold and 600 shares were bought by its insiders, resulting in a net purchase of 600 shares.
Tortoise Pipeline & Energy Fund Inc (TTP)'s detailed insider trading history can be found in Insider Trading Tracker table.
Tortoise Pipeline & Energy Fund Inc Insider Transactions
Terry Matlack Mailing Address
Above is the net worth, insider trading, and ownership report for Terry Matlack. You might contact Terry Matlack via mailing address: 233 W 47th St, Kansas City Mo 64112.
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