Charles E Heath - Net Worth and Insider Trading

Charles E Heath Net Worth

The estimated net worth of Charles E Heath is at least $331,480 dollars as of 2024-12-15. 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 $163,163. Charles E Heath is 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 $80,860. Charles E Heath is also the Director of Tortoise North American Energy and owns about 2,000 shares of Tortoise North American Energy (TYN) stock worth over $63,080. 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 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 Charles E Heath has not made any transactions after 2018-07-19 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 Charles E Heath

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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 (TPZ) , Tortoise Midstream Energy Fund, Inc. (NTG) , and CorEnergy Infrastructure Trust Inc (CORRQ) 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
TPZ Tortoise Power & Energy Infra Fd Inc 2018-07-19 director
NTG Tortoise Midstream Energy Fund, Inc. 2016-10-07 director
CORRQ CorEnergy Infrastructure Trust Inc 2014-03-20 director
LIMIT LIMIT 2015-12-17 director
LIMIT LIMIT 2012-09-07 director
LIMIT LIMIT 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 $163,163 and a weighting of 49.22%. Charles E Heath owns 4,000 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) as of July 19, 2018, with a value of $80,860 and a weighting of 24.39%. Charles E Heath also 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 19.03%. 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 7.35% 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 43.51 163,163
TPZ Tortoise Power & Energy Infra Fd Inc 2018-07-19 4,000 20.22 80,860
TYN Tortoise North American Energy 2013-09-17 2,000 31.54 63,080
NTG Tortoise Midstream Energy Fund, Inc. 2016-10-07 350 54.71 19,147
NDP Tortoise Energy Independence Fund, Inc. 2012-09-07 125 41.68 5,210
CORRQ CorEnergy Infrastructure Trust Inc 2014-03-20 1,300 0.02 20

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 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.

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.

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

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.

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.

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

Performance of Charles E Heath

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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5 out of 10 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(%) 0.68 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.91 LIMIT LIMIT LIMIT LIMIT LIMIT

Charles E Heath Ownership Network

Ownership Network List of Charles E Heath

No Data

Ownership Network Relation of Charles E Heath

Insider Network Chart

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 (TPZ) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) 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 (TPZ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Tortoise Power & Energy Infra Fd Inc (TPZ)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Tortoise Power & Energy Infra Fd Inc Insider Transactions

No Available Data

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.