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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   $311,338    

Indirect Value

   $2,835      
Total Shares   64,091      
Total Value   $314,173      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $508 Tortoise Power & Energy $64,118 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $59,707 Tortoise Essential Assets Income Term Fund $86,275 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $508 Tortoise Power & Energy $64,118 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $59,707 Tortoise Essential Assets Income Term Fund $86,275
 


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
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-08-12 4 B $4.29 $429 D/D 100 6,950 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-10-09 4 B $3.77 $377 D/D 100 7,050 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2020-01-03 4 B $4.36 $436 D/D 100 7,150 2.31 %
NDP Tortoise Energy Independe... Director   –       •      –    2020-07-16 4 B $11.70 $1,170 D/D 100 993 2.31 %
NDP Tortoise Energy Independe... Director   –       •      –    2021-02-11 4 B $15.78 $1,578 D/D 100 1,093 2.31 %
NDP Tortoise Energy Independe... Director   –       •      –    2021-08-12 4 B $20.27 $2,027 D/D 100 1,193 2.31 %
NDP Tortoise Energy Independe... Director   –       •      –    2021-10-04 4 B $22.78 $2,278 D/D 100 1,293 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-21 4 B $25.39 $2,539 D/D 100 1,393 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-24 4 B $24.49 $2,449 D/D 100 1,493 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-25 4 B $24.99 $2,499 D/D 100 1,593 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-26 4 B $26.07 $2,607 D/D 100 1,693 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-02-02 4 B $27.84 $2,784 D/D 100 1,793 2.31 %
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   –       •      –    2010-07-30 4 B $25.00 $25,000 D/D 1,000 1,000 2.39 -
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 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-28 4 A $27.46 $519 D/D 19 3,251 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-28 4 A $27.46 $259 I/I 9 625 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-08-15 4 S $29.13 $129 I/I (4) 630 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-08-18 4 S $29.59 $25 D/D (1) 3,268 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-10-30 4 B $28.65 $2,865 D/D 100 3,368 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-01-27 4 B $26.47 $2,647 D/D 100 3,468 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-04-07 4 B $24.65 $2,465 D/D 100 3,568 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-07-01 4 B $21.24 $2,124 D/D 100 3,668 2.31 -
  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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