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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 5 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... 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 -
TEAF Tortoise Essential Assets... MEMBER, INVESTMENT COMMITTEE   –       •      –    2019-03-27 4 B $20.00 $100,000 D/D 5,000 5,000 2.39 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2016-07-05 4 B $18.18 $1,818 D/D 100 5,068 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-04-05 4 B $20.12 $2,012 D/D 100 5,100 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-08-18 4 S $34.90 $30 D/D (1) 5,151 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2016-10-05 4 B $19.77 $1,977 D/D 100 5,168 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-10-30 4 B $33.74 $3,374 D/D 100 5,251 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 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-02-01 3 IO $0.00 $0 D/D 0 5,300 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-01-27 4 B $28.31 $2,831 D/D 100 5,351 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 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-04-07 4 B $28.89 $2,889 D/D 100 5,451 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 -
TYN Tortoise North American E... Director   –       •      –    2009-09-14 5 A $0.00 $0 D/D 1,059 5,499 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-07-01 4 B $25.54 $2,554 D/D 100 5,551 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-08-17 4 B $15.84 $19,800 D/D 1,250 5,650 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-09-28 4 B $12.55 $1,255 D/D 100 5,750 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-01-06 4 B $10.71 $1,071 D/D 100 5,850 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-04-04 4 B $10.96 $1,096 D/D 100 5,950 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-07-05 4 B $14.75 $1,475 D/D 100 6,050 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2016-10-05 4 B $15.96 $1,596 D/D 100 6,150 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 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2017-01-05 4 B $16.68 $1,668 D/D 100 6,250 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •       •   2004-02-24 3 IO $0.00 $0 D/D 0 6,282 -
  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
 
 
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