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Insider Information:   Birzer H Kevin
Relationship:   Member of Investment C...
City:   Overland Park
State:   KS
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   62,584    

Indirect Shares

   1,507      
Direct Value   $309,900    

Indirect Value

   $2,812      
Total Shares   64,091      
Total Value   $312,712      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $508 Tortoise Power & Energy $63,205 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $59,581 Tortoise Essential Assets Income Term Fund $85,875 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $508 Tortoise Power & Energy $63,205 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $59,581 Tortoise Essential Assets Income Term Fund $85,875
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    32   
    0    

     Stock price went up :
    16   
    0    
     Stock price went down :
    16   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   0.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Energy Infrastructure C... TYG Member of Investment C... 2022-02-02 18,319 2021-10-04 154    Premium*  
            Tortoise North American Energy C... TYN Director 2014-06-23 0 2014-06-23 0    Premium*  
            CorEnergy Infrastructure Trust CORR Director 2011-07-26 25,784 2011-07-26 1,200    Premium*  
            Tortoise Power & Energy TPZ Member of Investment C... 2022-02-02 4,150 2021-10-04 100    Premium*  
            Tortoise Midstream Energy Closed... NTG Member of Investment C... 2022-02-02 2,260 2021-10-04 12    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Member of Investment C... 2022-02-02 2,875 2021-10-04 29    Premium*  
            Tortoise Energy Independence Fun... NDP Member of Investment C... 2022-02-02 1,793 2021-10-04 12    Premium*  
            Tortoise Essential Assets Income... TEAF Member of Investment C... 2022-02-02 7,403 2019-03-27 0    Premium*  
* Premium Members only  

Records found :    232         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 10
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-03-02 4 A $36.54 $3,834 D/D 105 30,972 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-06-04 4 B $41.98 $3,926 D/D 94 31,421 2.31 -
TYN Tortoise North American E... Director   –       •      –    2007-06-12 4 A $26.56 $232 I/I 9 652 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-06-12 4 B $40.74 $736 I/I 18 1,369 2.02 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-06-12 4 B $40.74 $8,974 D/D 220 31,641 2.39 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-08-20 4 B $14.01 $14,022 D/D 1,000 22,832 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-09-05 4 B $38.73 $4,013 D/D 104 31,856 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-11-21 4 B $32.12 $3,212 D/D 100 32,199 2.31 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-11-21 4 B $11.99 $6,006 D/D 500 23,376 2.39 -
TYN Tortoise North American E... Director   –       •      –    2007-11-21 4 B $22.72 $2,272 D/D 100 3,414 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-12-03 4 A $32.50 $4,089 D/D 126 32,456 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2008-03-04 4 A $31.73 $4,232 D/D 133 33,016 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2008-08-14 4 B $29.27 $14,646 D/D 500 34,284 2.39 -
TYN Tortoise North American E... Director   –       •      –    2008-08-20 4 B $20.73 $10,365 D/D 500 4,021 2.39 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4/A B $20.00 $12,000 I/I 600 600 2.1 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $12,000 I/I 600 700 2.1 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $2,000 D/D 100 100 2.31 -
TYN Tortoise North American E... Director   –       •      –    2009-09-14 5 A $0.00 $0 D/D 1,059 5,499 0 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-09-25 4 B $18.89 $3,778 D/D 200 300 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-12-04 4 B $19.30 $3,860 D/D 200 500 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2010-07-30 4 B $25.00 $25,000 D/D 1,000 1,000 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2010-07-30 4 B $25.00 $15,000 I/I 600 1,600 2.1 -
NTG Tortoise Midstream Energy... Director   –       •      –    2010-11-19 4 B $24.38 $24,380 D/D 1,000 2,000 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2011-02-17 4 B $25.17 $12,585 D/D 500 2,515 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2011-06-16 4 B $24.99 $12,495 D/D 500 3,031 2.39 -
  232  Records found
  1   2  3   4   5   6   7   8   9   10      
  Page 2 of 10  
 
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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