Dave Schulte

Insider profile

Currently holds a position at CorEnergy Infrastructure Trust Inc

Performance

Overall performance
3.3
Performance over holding periods
3.3
30 days 90 days 120 days
Average return 10% 8.2% 15.1%
Success rate 89% 68% 82%
Transactions
5 100% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Executive Chairman of the Board, President, Chief Executive Officer CorEnergy Infrastructure Trust Inc Jan. 1, 2019 -
President, Chief Executive Officer, Director CorEnergy Infrastructure Trust Inc June 6, 2012 - Jan. 1, 2019
Senior Vice President Tortoise Midstream Energy Fund Inc Jan. 1, 2010 - Nov. 30, 2018
Senior Vice President Tortoise Power and Energy Infrastructure Fund Inc May 1, 2011 - Nov. 30, 2015
Senior Vice President Tortoise Energy Independence Fund Inc Jan. 1, 2012 - Nov. 30, 2015
Senior Vice President Tortoise Pipeline & Energy Fund Inc None -
Chief Executive Officer, Director CorEnergy Infrastructure Trust Inc Dec. 1, 2011 - June 6, 2012
President, Chief Executive Officer Tortoise Energy Infrastructure Corp Jan. 1, 2003 - Jan. 1, 2010
Dave Schulte's trades of Western Midstream Partners LP's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-02-29 2024-02-27
B Purchase
47,273 +8.0%
128.26
US$2,803,668 		47,273 +8.0% 128.26 US$2,803,668
2021-11-16 2021-11-12
S Sale
59,392 -25.7%
278.66
US$1,208,743 		59,392 -25.7% 278.66 US$1,208,743
2020-07-10 2020-07-09
B Purchase
12,424 -36.7%
412.05
US$1,523,860 		12,424 -36.7% 412.05 US$1,523,860
2020-03-19 2020-03-17
B Purchase
400 +1.6%
20.00
US$8,000 		400 +1.6% 20.00 US$8,000
2019-01-07 2019-01-04
B Purchase
50 +0.2%
34.25
US$1,712 		50 +0.2% 34.25 US$1,712
2019-01-07 2019-01-03
B Purchase
700 +3.0%
33.60
US$23,520 		700 +3.0% 33.60 US$23,520
2021-11-16 2017-11-12
S Sale
50,822 -100.0%
24.30
US$1,234,975 		50,822 -100.0% 24.30 US$1,234,975