| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
See Remarks | President, CEO, Portfolio Mgr | Chief Executive Officer
2 companies
Swank Jerry V serves as a See Remarks at NXG and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 7 buys and 1 sell. Those positions are worth an estimated $2.7M at current prices.
Historically, Swank Jerry V's trades have earned a middling insider score of 60/100 across 4 rated trades. Over a 12-month horizon, 100.0% of those trades were profitable, with an average 12-month return of +13.3%.
The biggest single holding is NXG (~$2.4M) as See Remarks. Net of sales, the recent Form 4 record there shows accumulation of 43,900 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 23, 2026 | NXG Nxg Nextgen Infrastructure Income Fund | See Remarks | Buy | 10,000 | $43.95 | $439,493.00 | +22.1% | - | - | |
| Feb 11, 2025 | SRV Nxg Cushing Midstream Energy Fund | See Remarks | Sell | 3,656 | $46.77 | $170,984.90 | -35.9% | -12.9% | -8.3% | |
| Dec 5, 2023 | NXG Nxg Nextgen Infrastructure Income Fund | See Remarks | Buy | 8,900 | $33.75 | $300,375.00 | +35.6% | +9.0% | +40.8% | |
| Sep 6, 2023 | NXG Nxg Nextgen Infrastructure Income Fund | See Remarks | Buy | 10,000 | $39.65 | $396,500.00 | +66.7% | -14.9% | +3.0% | |
| Sep 5, 2023 | NXG Nxg Nextgen Infrastructure Income Fund | See Remarks | Buy | 15,000 | $40.25 | $603,796.50 | New | -16.2% | +1.2% | |
| Jul 24, 2015 | SRV Nxg Cushing Midstream Energy Fund | Chief Executive Officer | Buy | 25,000 | $3.27 | $81,680.00 | +178.6% | - | - | |
| Feb 18, 2015 | SRV Nxg Cushing Midstream Energy Fund | Chief Executive Officer | Buy | 25,000 | $4.28 | $107,000.00 | +37.4% | - | - |