David J Schulte - Net Worth and Insider Trading

David J Schulte Net Worth

The estimated net worth of David J Schulte is at least $1 Million dollars as of 2024-04-19. David J Schulte is the Director of Western Midstream Partners LP and owns about 31,030 shares of Western Midstream Partners LP (WES) stock worth over $1 Million. David J Schulte is the President & CEO & Chairman of CorEnergy Infrastructure Trust Inc and owns about 647,974 shares of CorEnergy Infrastructure Trust Inc (CORRQ) stock worth over $9,720. David J Schulte is also the President & CEO of Tortoise Power & Energy Infra Fd Inc and owns about 0 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) stock worth over $0. Details can be seen in David J Schulte's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David J Schulte has not made any transactions after 2024-02-27 and currently still holds the listed stock(s).

Transaction Summary of David J Schulte

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David J Schulte Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, David J Schulte owns 9 companies in total, including Western Midstream Partners LP (WES) , CorEnergy Infrastructure Trust Inc (CORRQ) , and Tortoise Energy Infrastructure Corp (TYG) among others .

Click here to see the complete history of David J Schulte’s form 4 insider trades.

Insider Ownership Summary of David J Schulte

Ticker Comapny Transaction Date Type of Owner
WES Western Midstream Partners LP 2024-02-27 director
CORRQ CorEnergy Infrastructure Trust Inc 2021-08-23 President and CEO
TYG Tortoise Energy Infrastructure Corp 2004-02-24 10 percent owner & President and CEO
TTP Tortoise Pipeline & Energy Fund Inc 2011-10-26 Senior Vice President
TPZ Tortoise Power & Energy Infra Fd Inc 2011-03-10 President & CEO
NTG Tortoise Midstream Energy Fund, Inc. 2010-07-30 Senior Vice President
NDP Tortoise Energy Independence Fund, Inc. 2012-07-26 Senior Vice President
FGB First Trust Specialty Fnc & Fncl Oppor 2008-08-01 other: Director-Investment Subadviser
CEQP Crestwood Equity Partners LP 2004-08-13 director

David J Schulte Latest Holdings Summary

David J Schulte currently owns a total of 3 stocks. Among these stocks, David J Schulte owns 31,030 shares of Western Midstream Partners LP (WES) as of February 27, 2024, with a value of $1 Million and a weighting of 99.1%. David J Schulte owns 647,974 shares of CorEnergy Infrastructure Trust Inc (CORRQ) as of August 23, 2021, with a value of $9,720 and a weighting of 0.9%. David J Schulte also owns 0 shares of Tortoise Power & Energy Infra Fd Inc (TPZ) as of March 10, 2011, with a value of $0 and a weighting of 0%.

Latest Holdings of David J Schulte

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
WES Western Midstream Partners LP 2024-02-27 31,030 34.65 1,075,190
CORRQ CorEnergy Infrastructure Trust Inc 2021-08-23 647,974 0.02 9,720
TPZ Tortoise Power & Energy Infra Fd Inc 2011-03-10 0 14.87 0

Holding Weightings of David J Schulte


David J Schulte Form 4 Trading Tracker

According to the SEC Form 4 filings, David J Schulte has made a total of 1 transactions in Western Midstream Partners LP (WES) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Western Midstream Partners LP is the acquisition of 800 shares on February 27, 2024, which cost David J Schulte around $27,392.

According to the SEC Form 4 filings, David J Schulte has made a total of 3 transactions in CorEnergy Infrastructure Trust Inc (CORRQ) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in CorEnergy Infrastructure Trust Inc is the acquisition of 2,000 shares on August 23, 2021, which cost David J Schulte around $8,480.

According to the SEC Form 4 filings, David J Schulte 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 1,000 shares on March 10, 2011, which cost David J Schulte around $24,530.

Insider Trading History of David J Schulte

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.

David J Schulte Trading Performance

GuruFocus tracks the stock performance after each of David J Schulte's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David J Schulte is 0.46%. GuruFocus also compares David J Schulte's trading performance to market benchmark return within the same time period. The performance of stocks bought by David J Schulte within 3 months outperforms 9 times out of 22 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how David J Schulte'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 David J Schulte

Average Return

-4.49%

Average return per transaction

Outperforming Transactions

50%

11 out of 22 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(%) 3.06 0.46 3.27 -4.49 -11.97 -19.99
Relative Return to S&P 500(%) 1.81 -3.75 -4.18 -17.84 -22.61 -31.02

David J Schulte Ownership Network

Ownership Network List of David J Schulte

No Data

Ownership Network Relation of David J Schulte


David J Schulte Owned Company Details

What does Western Midstream Partners LP do?

Who are the key executives at Western Midstream Partners LP?

David J Schulte is the director of Western Midstream Partners LP. Other key executives at Western Midstream Partners LP include director & President & CEO Michael Ure , 10 percent owner Kerr Mcgee Corp /de , and 10 percent owner Occidental Petroleum Corp /de/ .

Western Midstream Partners LP (WES) Insider Trades Summary

Over the past 18 months, David J Schulte made 1 insider transaction in Western Midstream Partners LP (WES) with a net purchase of 800. Other recent insider transactions involving Western Midstream Partners LP (WES) include a net sale of 10,200,000 shares made by Occidental Petroleum Corp /de/ , a net purchase of 5,000 shares made by Lisa A Stewart , and a net purchase of 7,000 shares made by Kenneth F. Owen .

In summary, during the past 3 months, insiders sold 0 shares of Western Midstream Partners LP (WES) in total and bought 24,800 shares, with a net purchase of 24,800 shares. During the past 18 months, 10,200,000 shares of Western Midstream Partners LP (WES) were sold and 24,800 shares were bought by its insiders, resulting in a net sale of 10,175,200 shares.

Western Midstream Partners LP (WES)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Western Midstream Partners LP Insider Transactions

No Available Data

David J Schulte Mailing Address

Above is the net worth, insider trading, and ownership report for David J Schulte. You might contact David J Schulte via mailing address: 233 West 47th St., Kansas City Mo 64112.

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