Insider · CIK 0001354719
Jerry Swank V
Files at SRV (CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND), NXG (NXG NextGen Infrastructure Income Fund). First filing Dec 7, 2023, latest Dec 7, 2023.
In brief
Jerry Swank V files SEC Form 4 as officer at NXG (NXG NextGen Infrastructure Income Fund), and also at SRV (CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND). Since Dec 7, 2023, Jerry Swank V has reported 1 open-market buy worth $300k and 0 open-market sells worth $0, the latest filed on Dec 7, 2023.
A track record needs three past buys with six months of prices behind them; Jerry Swank V has 1, so none is measured yet.
The newest scored trade: bought $300k of NXG on Dec 5, 2023, filed Dec 7, 2023, scored 28 (weak).
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
NXG: NXG NextGen Infrastructure Income Fund
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 28Weak | NXGbuy NXG NextGen Infrastructure Income Fund | $300k 8,900 shares | +36% | +11% from low-15% from high |
Transactions
Every row this insider has filed, 3 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jul 23, 2024 | NXG NXG NextGen Infrastructure Income Fund | XIn-the-money exercise common shares of beneficial interest | +11,300 | $37.25 | $421k | 45,200 | Aug 12, 2024 |
| Dec 27, 2023 | SRV CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND | XIn-the-money exercise Common Shares | +2,544 | $33.20 | $84k | 10,185 | Dec 28, 2023 |
| Dec 5, 2023 | NXG NXG NextGen Infrastructure Income Fund | POpen-market purchase Common Shares | +8,900 | $33.75 | $300k | 33,900 | Dec 7, 2023 |
Questions about Jerry Swank V
Answered from the filings on this page, as of the latest one.
Is Jerry Swank V buying or selling?
Not in the last 12 months. Jerry Swank V's latest open-market trade on SEC Form 4 was bought $300k of NXG on Dec 5, 2023.
How did Jerry Swank V's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Jerry Swank V has 1.
Where does Jerry Swank V file Form 4?
Jerry Swank V has filed Form 4 at NXG (NXG NextGen Infrastructure Income Fund) as See Remarks; SRV (CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.