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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   $312,936    

Indirect Value

   $2,843      
Total Shares   64,091      
Total Value   $315,779      


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. $60,927 Tortoise Essential Assets Income Term Fund $86,652 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. $60,927 Tortoise Essential Assets Income Term Fund $86,652
 


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   –       •      –    2017-01-05 4 B $19.37 $1,937 D/D 100 5,268 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 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-01-27 4 B $19.95 $1,995 D/D 100 4,200 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $2,000 D/D 100 100 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $12,000 I/I 600 700 2.1 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4/A B $20.00 $12,000 I/I 600 600 2.1 -
TEAF Tortoise Essential Assets... MEMBER, INVESTMENT COMMITTEE   –       •      –    2019-03-27 4 B $20.00 $100,000 D/D 5,000 5,000 2.39 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-04-05 4 B $20.12 $2,012 D/D 100 5,100 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2021-08-12 4 B $20.27 $2,027 D/D 100 1,193 2.31 %
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2017-07-10 4 B $20.54 $2,054 D/D 100 2,550 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... Director   –       •      –    2015-08-17 4 B $20.65 $20,650 D/D 1,000 4,668 2.39 -
TYN Tortoise North American E... Director   –       •      –    2008-08-20 4 B $20.73 $10,365 D/D 500 4,021 2.39 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-04-07 4 B $20.86 $2,086 D/D 100 4,300 2.31 -
TYN Tortoise North American E... Director   –       •      –    2006-11-22 4 B $20.92 $20,930 D/D 1,000 3,186 2.39 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-10-05 4 B $21.02 $2,102 D/D 100 6,901 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 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-07-01 4 B $21.24 $2,124 D/D 100 3,668 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2017-04-12 4 B $21.75 $2,175 D/D 100 7,101 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2016-10-05 4 B $21.94 $2,194 D/D 100 2,250 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2017-01-05 4 B $21.96 $2,196 D/D 100 7,001 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2017-01-05 4 B $22.33 $2,233 D/D 100 2,350 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2011-12-19 4 B $22.55 $11,275 D/D 500 4,600 2.39 -
TYN Tortoise North American E... Director   –       •      –    2007-11-21 4 B $22.72 $2,272 D/D 100 3,414 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2021-10-04 4 B $22.78 $2,278 D/D 100 1,293 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
 
 
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