Jerry V Swank
CIK 1354719 · See Remarks · last filed 2025-02-14
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$8.34M
Companies
5
Total Filings
20
Lifetime Open-Market Net
$77.3K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| NXG Cushing Midstream Energy Fund (SRVrw) Delisted | 6,529 | — | — | -$171.0K | 2 | 2025-02-14 | |
| NXG NextGen Infrastructure Income Fund (NXGrw) Delisted | See Remarks | 45,200 | — | — | $0 | 1 | 2024-08-12 |
| NXG | 33,900 | $57.51 | $1.95M | $1.30M | 3 | 2023-12-07 | |
| SRV | President, CEO, Portfolio Mgr | 130,810 | $48.85 | $6.39M | $2.04M | 11 | 2020-06-03 |
| CENTRAL ENERGY PARTNERS LP (RVEP) Delisted | 10%+ Owner | 0 | — | — | -$3.09M | 1 | 2008-01-18 |
Recent Filings · Page 2 of 2
20 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2013-01-02 | — | Buy (P) | +5,000 | $93.5K | |
| 2012-12-21 | SRV | Buy (P) | +10,000 | $71.7K | EDGAR |
| 2009-09-16 | SRV | Buy (P) | +50,000 | $301.0K | EDGAR |
| 2008-07-03 | SRV | Sell (S) | −44,400 | -$758.4K | EDGAR |
| 2008-06-27 | SRV | Sell (S) | −17,100 | -$290.7K | EDGAR |
| 2008-06-25 | SRV | Sell (S) | −20,100 | -$341.5K | EDGAR |
| 2008-01-18 | CENTRAL ENERGY PARTNERS LP (RVEP) Delisted | Sell (S) | −198,992 | -$3.09M | EDGAR |
| 2007-12-28 | SRV | Buy (P) | +180,000 | $2.72M | EDGAR |
| 2007-10-25 | SRV | Buy (P) | +4,000 | $71.0K | EDGAR |
| 2007-08-29 | SRV | Buy (P) | +4,000 | $78.5K | EDGAR |
Showing 11–20 of 20
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Page 2 of 2
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.