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Insider Information:   Baumann Barbara M
Relationship:  
City:   Denver
State:   CO
   
Insider Summary:
  
   
Companies Owned :   11    
Direct Shares   157,228    

Indirect Shares

  0      
Direct Value   $7,453,782    

Indirect Value

  $0      
Total Shares   157,228      
Total Value   $7,453,782      


Sm Energy Company
 $1,977,749 Putnam High Income Bond Fund
 $669 Putnam Master Intermediate Income Trust
 $319 Putnam Municipal Opportunities Trust
 $1,014 Putnam Managed Municipal Income Trust
 $617 Putnam Premier Income Trust
 $354 CVR Energy Inc
 $312,908 Devon Energy Corp
 $4,210,280 National Fuel Gas Co
 $949,872 Sm Energy Company
 $1,977,749 Putnam High Income Bond Fund
 $669 Putnam Master Intermediate Income Trust
 $319 Putnam Municipal Opportunities Trust
 $1,014 Putnam Managed Municipal Income Trust
 $617 Putnam Premier Income Trust
 $354 CVR Energy Inc
 $312,908 Devon Energy Corp
 $4,210,280 National Fuel Gas Co
 $949,872
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Sm Energy Company SM Director 2013-08-02 39,674 2004-05-27 0    Premium*  
            UniSource Energy Corp UNS Director 2014-08-11 0 2005-09-12 0    Premium*  
            Putnam High Income Bond Fund PCF Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Master Intermediate Incom... PIM Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Municipal Opportunities T... PMO Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Managed Municipal Income ... PMM Director 2010-07-02 100 2010-07-02 0    Premium*  
            Putnam Premier Income Trust PPT Director 2010-07-02 100 2010-07-02 0    Premium*  
            CVR Energy Inc CVI Director 2011-12-30 11,715 2011-05-18 0    Premium*  
            Devon Energy Corp DVN Director 2024-06-05 88,377 2014-01-31 0    Premium*  
            Buckeye Partners LP BPL Director 2019-11-01 0 2016-02-04 0    Premium*  
            National Fuel Gas Co NFG 2024-04-01 16,962 0    Premium*  
* Premium Members only  

Records found :    71         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
UNS UniSource Energy Corp Director   –       •      –    2010-11-04 4 B $35.71 $71,422 D/D 2,000 2,000 2.39 -
DVN Devon Energy Corp Director   •       •      –    2015-07-06 4 B $56.58 $254,606 D/D 4,500 13,120 2.39 -
BPL Buckeye Partners LP Director   –       •      –    2019-11-01 4 D $41.50 $359,681 D/D (8,667) 0 0 -
SM Sm Energy Company Director   –       •      –    2008-07-01 4 GD $0.00 $0 D/D 1,930 16,538 0 -
UNS UniSource Energy Corp Director   –       •      –    2014-08-11 4 GD $0.00 $0 D/D 2,000 0 0 -
NFG National Fuel Gas Co   –       •      –    2020-03-11 3 IO $0.00 $0 D/D 0 2,200 %
SM Sm Energy Company Director   –       •      –    2008-02-28 4 OE $0.00 $0 D/D 2,355 20,804 0 -
SM Sm Energy Company Director   –       •      –    2009-02-28 4 OE $0.00 $0 D/D 784 17,322 0 -
SM Sm Energy Company Director   –       •      –    2012-03-14 4 OE $12.08 $158,006 D/D 13,080 45,228 0 -
SM Sm Energy Company Director   –       •      –    2012-06-01 4 OE $12.50 $55,775 D/D 4,462 40,486 0 -
SM Sm Energy Company Director   –       •      –    2012-10-01 4 OE $12.50 $55,775 D/D 4,462 40,486 0 -
SM Sm Energy Company Director   –       •      –    2012-12-13 4 OE $12.50 $55,775 D/D 4,462 40,486 0 -
SM Sm Energy Company Director   –       •      –    2013-08-02 4 OE $14.25 $162,849 D/D 11,428 51,102 0 -
BPL Buckeye Partners LP Director   –       •      –    2016-02-04 4 OE $0.00 $0 D/D 2,667 2,667 0 -
BPL Buckeye Partners LP Director   –       •      –    2017-02-10 4 OE $0.00 $0 D/D 2,000 4,667 0 -
BPL Buckeye Partners LP Director   –       •      –    2018-02-07 4 OE $0.00 $0 D/D 2,000 6,667 0 -
BPL Buckeye Partners LP Director   –       •      –    2019-02-06 4 OE $0.00 $0 D/D 2,000 8,667 0 -
SM Sm Energy Company Director   –       •      –    2008-06-27 4 S $61.90 $339,049 D/D (5,470) 18,468 0 -
SM Sm Energy Company Director   –       •      –    2012-03-14 4 S $80.24 $1,049,539 D/D (13,080) 32,148 0 -
SM Sm Energy Company Director   –       •      –    2012-12-13 4 S $47.05 $209,933 D/D (4,462) 36,024 0 -
SM Sm Energy Company Director   –       •      –    2013-08-02 4 S $70.12 $801,344 D/D (11,428) 39,674 0 -

  71  Records found
  1   2   3     
  Page 3 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed