Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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

 Download
  Page 5 of 10
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-04-05 4 B $20.12 $2,012 D/D 100 5,100 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-05-31 4 B $18.25 $20,130 D/D 1,103 6,203 2.39 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-08-12 4 B $15.93 $1,593 D/D 100 6,303 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-10-09 4 B $16.54 $1,654 D/D 100 6,403 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2020-01-03 4 B $16.38 $1,638 D/D 100 6,503 2.31 %
TEAF Tortoise Essential Assets... Director   –       •      –    2020-07-16 4 B $11.11 $1,111 D/D 100 6,603 2.31 %
TEAF Tortoise Essential Assets... Director   –       •      –    2021-02-11 4 B $14.05 $1,405 D/D 100 6,703 2.31 %
TEAF Tortoise Essential Assets... Director   –       •      –    2021-08-12 4 B $14.58 $1,458 D/D 100 6,803 2.31 %
TEAF Tortoise Essential Assets... Director   –       •      –    2021-10-04 4 B $13.96 $1,396 D/D 100 6,903 2.31 %
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-21 4 B $15.02 $1,502 D/D 100 7,003 2.31 %
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-24 4 B $14.57 $1,457 D/D 100 7,103 2.31 %
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-25 4 B $14.56 $1,456 D/D 100 7,203 2.31 %
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-26 4 B $14.81 $1,481 D/D 100 7,303 2.31 %
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-02-02 4 B $15.18 $1,518 D/D 100 7,403 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 -
  232  Records found
  1   2   3   4   5  6   7   8   9   10      
  Page 5 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us