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

 
3m +/-  
Form
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2019-01-03 4 B $33.60 $23,520 D/D 700 23,759 0.01 -
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2019-01-04 4 B $34.25 $1,713 D/D 50 23,809 0.01 -
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2020-03-17 4 B $20.00 $8,000 D/D 400 25,000 0.01 %
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2020-07-09 4 B $7.52 $15,040 D/D 2,000 27,000 0.01 %
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2021-07-06 4 A $0.00 $0 I/I 90,929 50,822 0 -
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2021-07-06 4 A $0.00 $0 I/I 616,404 344,525 0 -
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2021-08-20 4 B $4.30 $4,305 D/D 1,000 28,000 0.01 %
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2021-08-23 4 B $4.15 $4,165 D/D 1,000 29,000 0.01 %
CORR CorEnergy Infrastructure ... President & CEO & Chairman   •       •      –    2021-11-12 4 S $24.30 $974,600 I/I (40,107) 0 0 %
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-02-24 4 B $25.00 $7,500 I/I 300 3,023 1.99 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-02-25 4 B $24.98 $2,498 D/D 100 3,123 2.66 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-03-01 4 B $26.00 $26,000 I/I 1,000 4,123 1.99 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2004-08-05 4 B $23.99 $23,990 I/I 1,000 2,300 1.99 -
TYG Tortoise Energy Infrastru... President and CEO   •       –      –    2005-10-06 4 B $29.57 $4,436 D/D 150 4,636 2.66 -
TYN Tortoise North American E... President and CEO   •       –      –    2005-10-26 4 B $25.00 $7,500 I/I 300 300 1.99 -
TYN Tortoise North American E... President and CEO   •       –      –    2006-02-21 4 B $22.75 $22,750 D/D 1,000 2,000 2.74 -
TYN Tortoise North American E... President and CEO   •       –      –    2006-04-18 4 B $21.58 $10,798 D/D 500 2,511 2.74 -
TYN Tortoise North American E... President and CEO   •       –      –    2006-11-22 4 B $20.91 $20,942 D/D 1,000 3,541 2.74 -
TYG Tortoise Energy Infrastru... President and CEOOfficer   •       –       •   2004-02-24 3 IO $0.00 $0 D/D 0 2,722 -
TYN Tortoise North American E... President and CEOOfficer   •       –      –    2005-10-26 3 IO $0.00 $0 D/D 0 1,000 -
CORR CorEnergy Infrastructure ... President and CEOOfficer   •       –      –    2007-02-01 3 IO $0.00 $0 D/D 0 4,517 -
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 -

  119  Records found
  1   2   3   4  5      
  Page 4 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