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

  
3m +/-  
Form
NTG Tortoise Midstream Energy... Director   –       •      –    2015-08-17 4 B $20.65 $20,650 D/D 1,000 4,668 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-09-28 4 B $18.03 $1,803 D/D 100 4,768 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2016-01-06 4 B $16.37 $1,637 D/D 100 4,868 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2016-04-04 4 B $15.82 $1,582 D/D 100 4,968 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2016-07-05 4 B $18.18 $1,818 D/D 100 5,068 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2016-10-05 4 B $19.77 $1,977 D/D 100 5,168 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2017-01-05 4 B $19.37 $1,937 D/D 100 5,268 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2017-04-12 4 B $20.55 $2,055 D/D 100 5,368 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2017-07-10 4 B $18.88 $1,888 D/D 100 5,468 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2018-07-10 4 OE $0.00 $0 D/D 1,823 7,291 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2018-07-24 4/A OE $0.00 $0 D/D 5,711 13,002 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2018-07-24 4 OE $0.00 $0 D/D 6,000 13,291 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2018-11-08 4 B $14.95 $1,495 D/D 100 13,102 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-01-11 4 B $13.72 $1,372 D/D 100 13,202 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-04-05 4 B $14.26 $1,426 D/D 100 13,302 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-08-12 4 B $12.19 $1,219 D/D 100 13,402 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-10-09 4 B $11.56 $1,156 D/D 100 13,502 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2020-01-03 4 B $11.09 $1,109 D/D 100 13,602 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2020-07-16 4 B $16.84 $1,684 D/D 100 1,460 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2021-02-11 4 B $24.90 $2,490 D/D 100 1,560 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2021-08-12 4 B $28.90 $2,890 D/D 100 1,660 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2021-10-04 4 B $29.82 $2,982 D/D 100 1,760 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-21 4 B $32.34 $3,234 D/D 100 1,860 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-24 4 B $30.51 $3,051 D/D 100 1,960 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-25 4 B $31.99 $3,199 D/D 100 2,060 2.31 -
  232  Records found
  1   2   3  4   5   6   7   8   9   10      
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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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