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

  
3m +/-  
Form
TYN Tortoise North American E... Chief Executive Officer   •       –      –    2009-09-14 5 A $0.00 $0 D/D 1,059 5,912 0 -
TYN Tortoise North American E... Senior Vice President   •       –      –    2011-12-06 5 GD $0.00 $0 D/D 3,500 46 0 -
TYN Tortoise North American E... Senior Vice President   •       –      –    2011-12-08 5 GD $0.00 $0 D/D 2,692 46 0 -
TYN Tortoise North American E... Senior Vice President   •       –      –    2011-12-08 5 S $23.89 $15 D/D (1) 46 0 -
TYN Tortoise North American E... Senior Vice President   •       –      –    2014-06-23 4 D $0.00 $0 I/I (200) 0 0 -
TYN Tortoise North American E... Senior Vice President   •       –      –    2014-06-23 4 D $0.00 $0 D/D (50) 0 0 -
TTP Tortoise Pipeline & Energ... Senior Vice President   •       –      –    2011-10-27 4 B $25.00 $12,500 D/D 500 500 2.74 -
TTP Tortoise Pipeline & Energ... Senior Vice President   •       –      –    2011-12-22 5 GD $0.00 $0 D/D 500 0 0 -
TTP Tortoise Pipeline & Energ... Senior Vice President   •       –      –    2014-02-21 4 B $29.08 $20,356 D/D 700 700 2.74 -
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 -
WGP Western Gas Equity Partne... Director   –       •      –    2020-09-11 3 IO $0.00 $0 D/D 0 4,500 %
WGP Western Gas Equity Partne... Director   –       •      –    2021-02-12 4 OE $0.00 $0 D/D 7,182 11,682 0 -
WGP Western Gas Equity Partne... Director   •       •      –    2022-02-12 4 OE $0.00 $0 D/D 7,872 19,554 0 -
WGP Western Gas Equity Partne... Director   –       •      –    2023-02-12 4 OE $0.00 $0 D/D 5,588 25,142 0 -
WGP Western Gas Equity Partne... Director   –       •      –    2024-02-12 4 OE $0.00 $0 D/D 5,088 30,230 0 -
WGP Western Gas Equity Partne... Director   –       •      –    2024-02-27 4 B $34.24 $27,392 D/D 800 31,030 2.39 %
  119  Records found
  1   2   3   4   5     
  Page 5 of 5  
 
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  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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