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Insider Information:   Schulte David J
Relationship:   Director
City:   Overland Park
State:   KS
   
Insider Summary:
  
   
Companies Owned :   10    
Direct Shares   105,877    

Indirect Shares

   669,839      
Direct Value   $1,331,762    

Indirect Value

   $5,198,242      
Total Shares   775,716      
Total Value   $6,530,004      


Tortoise Energy Infrastructure Corp $21,160 Crestwood Equity Partners Lp $56,520 CorEnergy Infrastructure Trust $827 First Trust/Gallatin Specialty Finance & Financial Opportunities Fund $26,625 Tortoise Power & Energy $30,900 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $2,849 Tortoise Energy Independence Fund, Inc. $33,600 Western Gas Equity Partners, Lp $1,159,281 Tortoise Energy Infrastructure Corp $21,160 Crestwood Equity Partners Lp $56,520 CorEnergy Infrastructure Trust $827 First Trust/Gallatin Specialty Finance & Financial Opportunities Fund $26,625 Tortoise Power & Energy $30,900 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $2,849 Tortoise Energy Independence Fund, Inc. $33,600 Western Gas Equity Partners, Lp $1,159,281
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    6   
    1    

     Stock price went up :
    2   
    0    
     Stock price went down :
    4   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
   -23.4%
 -49.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Energy Infrastructure C... TYG Senior Vice President 2014-06-23 4,354 2014-06-23 278    Premium*  
            Crestwood Equity Partners Lp CEQP Director 2004-08-13 2,000 2004-08-13 183,636    Premium*  
            Tortoise North American Energy C... TYN Senior Vice President 2014-06-23 0 2014-06-23 0    Premium*  
            CorEnergy Infrastructure Trust CORR Chief Executive Office... 2024-02-12 54,768 2024-02-12 485,925    Premium*  
            First Trust/Gallatin Specialty F... FGB Director-Investment Su... 2011-09-01 7,025 2008-08-22 0    Premium*  
            Tortoise Power & Energy TPZ Senior Vice President 2011-12-22 2,000 2009-07-29 0    Premium*  
            Tortoise Midstream Energy Closed... NTG Senior Vice President 2011-12-22 3,000 2010-07-30 0    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Senior Vice President 2014-02-21 700 2011-10-27 0    Premium*  
            Tortoise Energy Independence Fun... NDP Senior Vice President 2012-07-31 1,000 2012-07-31 0    Premium*  
            Western Gas Equity Partners, Lp WGP Director 2024-02-27 31,030 0    Premium*  
* Premium Members only  

Records found :    119         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2008-11-19 4 B $3.02 $9,165 D/D 3,000 5,265 2.44 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2008-12-02 5 A $3.06 $500 D/D 163 5,900 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-03-02 5 A $2.47 $956 D/D 387 5,900 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-06-01 5 A $4.12 $777 D/D 189 5,900 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-09-01 5 A $5.00 $804 D/D 161 5,900 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-11-30 5 S $5.49 $1,455 D/D (265) 5,900 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2009-12-02 5 A $5.58 $825 D/D 148 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-03-01 5 A $6.11 $877 D/D 144 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-06-01 5 A $7.22 $929 D/D 129 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-09-01 5 A $6.73 $980 D/D 146 6,466 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2010-12-02 5 A $7.65 $1,003 D/D 131 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-03-01 5 A $8.04 $1,023 D/D 127 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-06-01 5 A $7.67 $1,042 D/D 136 7,025 0 -
FGB First Trust/Gallatin Spec... Director-Investment Subadviser   –       –      –    2011-09-01 5 A $6.63 $1,097 D/D 165 7,025 0 -
NDP Tortoise Energy Independe... Senior Vice President   •       –      –    2012-07-31 4 B $25.00 $25,000 D/D 1,000 1,000 2.74 -
NTG Tortoise Midstream Energy... Senior Vice President   •       –      –    2010-07-30 4 B $25.00 $25,000 D/D 1,000 1,000 2.74 -
NTG Tortoise Midstream Energy... Senior Vice President   •       –      –    2010-11-19 4 B $24.36 $48,870 D/D 2,000 3,000 2.74 -
NTG Tortoise Midstream Energy... Senior Vice President   •       –      –    2011-03-10 4 B $25.09 $12,545 D/D 500 3,515 2.74 -
NTG Tortoise Midstream Energy... Senior Vice President   •       –      –    2011-03-11 4 B $25.10 $12,550 D/D 500 4,015 2.74 -
NTG Tortoise Midstream Energy... Senior Vice President   •       –      –    2011-12-20 5 S $25.61 $15 D/D (1) 3,000 0 -
NTG Tortoise Midstream Energy... Senior Vice President   •       –      –    2011-12-22 5 GD $0.00 $0 D/D 1,083 3,000 0 -
TPZ Tortoise Power & Energy President & CEO   •       –      –    2009-07-29 4 B $20.00 $25,000 D/D 1,250 1,250 2.74 -
TPZ Tortoise Power & Energy President & CEO   •       –      –    2009-10-08 4 B $18.84 $18,860 D/D 1,000 2,250 2.74 -
TPZ Tortoise Power & Energy President & CEO   •       –      –    2011-03-10 4 B $24.53 $24,532 D/D 1,000 3,250 2.74 -
TPZ Tortoise Power & Energy Senior Vice President   •       –      –    2011-12-22 5 GD $0.00 $0 D/D 1,250 2,000 0 -
  119  Records found
  1   2   3  4   5      
  Page 3 of 5  
 
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
 
 
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