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 2024-04-24. 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 $8,236. 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
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 99.26%. David J Schulte owns 647,974 shares of CorEnergy Infrastructure Trust Inc (CORRQ) as of August 23, 2021, with a value of $8,236 and a weighting of 0.74%. 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 | 35.60 | 1,104,668 |
CORRQ | CorEnergy Infrastructure Trust Inc | 2021-08-23 | 647,974 | 0.01 | 8,236 |
TPZ | Tortoise Power & Energy Infra Fd Inc | 2011-03-10 | 0 | 15.14 | 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
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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.
Performance of David J Schulte
Average Return
-4.49%
Outperforming Transactions
50%
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
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.
Western Midstream Partners LP Insider Transactions
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.