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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   $312,320    

Indirect Value

   $2,833      
Total Shares   64,091      
Total Value   $315,153      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $389 Tortoise Power & Energy $64,118 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,245 Tortoise Essential Assets Income Term Fund $86,837 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $389 Tortoise Power & Energy $64,118 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,245 Tortoise Essential Assets Income Term Fund $86,837
 


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 4 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... Member of Investment Committee   –       •      –    2016-01-06 4 B $26.76 $2,676 D/D 100 68,373 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-04-04 4 B $23.75 $2,375 D/D 100 68,474 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-07-05 4 B $30.01 $3,001 D/D 100 68,574 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-10-05 4 B $29.96 $2,996 D/D 100 68,674 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-01-05 4 B $31.57 $3,157 D/D 100 68,774 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4 B $35.06 $3,506 D/D 100 70,108 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4/A B $35.06 $3,506 D/D 100 68,874 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-07-10 4 B $29.73 $2,973 D/D 100 68,974 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2018-07-06 4 B $26.51 $2,651 D/D 100 69,075 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2018-11-08 4 B $25.11 $2,511 D/D 100 69,175 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-01-11 4 B $23.21 $2,321 D/D 100 69,275 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-04-05 4 B $23.79 $2,379 D/D 100 69,375 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-08-12 4 B $21.12 $2,112 D/D 100 69,475 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2019-10-09 4 B $19.18 $1,918 D/D 100 69,576 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2020-01-03 4 B $18.30 $1,830 D/D 100 69,676 2.31 %
TYG Tortoise Energy Infrastru... Director   –       •      –    2020-07-16 4 B $16.37 $1,637 D/D 100 17,519 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-02-11 4 B $23.44 $2,344 D/D 100 17,619 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-08-12 4 B $27.57 $2,757 D/D 100 17,719 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-10-04 4 B $28.06 $2,806 D/D 100 17,819 2.31 %
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-21 4 B $29.25 $2,925 D/D 100 17,919 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-24 4 B $27.70 $2,770 D/D 100 18,019 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-25 4 B $28.75 $2,875 D/D 100 18,119 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-26 4 B $29.96 $2,996 D/D 100 18,219 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-02-02 4 B $31.05 $3,105 D/D 100 18,319 2.31 -
TEAF Tortoise Essential Assets... MEMBER, INVESTMENT COMMITTEE   –       •      –    2019-03-27 4 B $20.00 $100,000 D/D 5,000 5,000 2.39 -
  232  Records found
  1   2   3   4  5   6   7   8   9   10      
  Page 4 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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