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Insider Information:   Ciccotello Conrad S
Relationship:   Director
City:   Overland Park
State:   KS
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   51,286    

Indirect Shares

   9,287      
Direct Value   $288,679    

Indirect Value

   $183      
Total Shares   60,573      
Total Value   $288,862      


Tortoise Energy Infrastructure Corp $31,337 CorEnergy Infrastructure Trust $512 Tortoise Power & Energy $153,716 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,034 Tortoise Energy Independence Fund, Inc. $72,441 Tortoise Essential Assets Income Term Fund $19,639 Tortoise Energy Infrastructure Corp $31,337 CorEnergy Infrastructure Trust $512 Tortoise Power & Energy $153,716 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,034 Tortoise Energy Independence Fund, Inc. $72,441 Tortoise Essential Assets Income Term Fund $19,639
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    18   
    0    

     Stock price went up :
    8   
    0    
     Stock price went down :
    10   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -4.4%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Energy Infrastructure C... TYG 2024-01-09 6,448 2004-02-24 0    Premium*  
            Tortoise North American Energy C... TYN Director 2014-06-23 0 0    Premium*  
            CorEnergy Infrastructure Trust CORR Director 2022-12-15 25,968 2022-12-15 9,287    Premium*  
            Tortoise Power & Energy TPZ Director 2022-12-29 10,093 0    Premium*  
            Tortoise Midstream Energy Closed... NTG 2024-01-09 2,193 2010-07-30 0    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP 2024-01-09 2,711 2011-10-27 0    Premium*  
            Tortoise Energy Independence Fun... NDP 2024-01-09 2,180 2012-08-08 0    Premium*  
            Tortoise Essential Assets Income... TEAF Director 2023-02-28 1,693 2019-07-11 0    Premium*  
* Premium Members only  

Records found :    112         Free Registration Required For Full Results.    Limit: 25

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  Page 2 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 ...   •       •      –    2022-06-13 4 A $0.00 $0 D/D 4,647 8,532 0 -
CORR CorEnergy Infrastructure ...   •       •      –    2022-07-05 4 A $0.00 $0 D/D 4,961 13,493 0 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2022-10-03 4 A $0.00 $0 D/D 7,862 21,355 0 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2022-12-15 4 A $0.00 $0 D/D 4,613 25,968 0 -
NDP Tortoise Energy Independe... Director   –       •      –    2012-08-08 4 B $25.65 $12,825 D/D 500 500 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2014-12-24 4 B $19.08 $1,908 D/D 100 600 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-09-28 4 B $12.72 $1,272 D/D 100 700 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-12-04 4 B $12.58 $1,258 D/D 100 800 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-12-17 4 B $10.66 $2,132 D/D 200 1,000 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2018-11-14 4 B $9.82 $982 D/D 100 1,100 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2019-08-12 4 B $4.30 $8,600 D/D 2,000 3,100 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2020-02-27 4 B $2.77 $2,770 D/D 1,000 4,100 2.31 %
NDP Tortoise Energy Independe... Director   –       •      –    2020-04-21 4 B $1.26 $1,512 D/D 1,200 5,300 2.31 %
NDP Tortoise Energy Independe... Director   –       •      –    2022-01-21 4 B $25.69 $10,276 D/D 400 1,062 2.39 %
NDP Tortoise Energy Independe... Director   –       •      –    2022-09-26 4 B $27.36 $8,208 D/D 300 1,415 2.39 %
NDP Tortoise Energy Independe... Director   –       •      –    2023-02-28 4 B $29.46 $5,892 D/D 200 1,640 2.39 %
NDP Tortoise Energy Independe...   •       •      –    2024-01-09 4 B $29.38 $11,752 D/D 400 2,180 0.01 %
NTG Tortoise Midstream Energy... Director   –       •      –    2010-07-30 4 B $25.00 $15,000 D/D 600 600 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-28 5 A $27.46 $311 D/D 11 772 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-09-28 4 B $18.27 $1,827 D/D 100 929 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-12-04 4 B $15.75 $1,575 D/D 100 1,029 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-12-17 4 B $13.94 $2,788 D/D 200 1,229 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2017-11-29 4 B $15.17 $1,517 D/D 100 1,571 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2018-07-02 4 OE $0.00 $0 D/D 564 2,254 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2019-11-12 4 B $10.89 $2,178 D/D 200 2,805 2.31 -
  112  Records found
  1   2  3   4   5      
  Page 2 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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