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

  
3m +/-  
Form
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2022-02-02 4 B $14.57 $1,457 D/D 100 4,150 2.31 %
TTP Tortoise Pipeline & Energ... Director   –       •      –    2011-10-27 4 B $25.00 $12,500 I/I 500 500 2.1 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2011-10-27 4 B $25.00 $102,500 D/D 4,100 4,100 2.39 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2011-12-19 4 B $22.55 $11,275 D/D 500 4,600 2.39 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2011-12-20 5 GD $0.00 $0 D/D 100 4,703 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-08-15 4 S $34.58 $41 I/I (1) 564 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-08-18 4 S $34.90 $30 D/D (1) 5,151 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-10-30 4 B $33.74 $3,374 D/D 100 5,251 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-01-27 4 B $28.31 $2,831 D/D 100 5,351 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-04-07 4 B $28.89 $2,889 D/D 100 5,451 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-07-01 4 B $25.54 $2,554 D/D 100 5,551 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-08-17 4 B $23.48 $19,958 D/D 850 6,401 2.39 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-09-28 4 B $18.68 $1,868 D/D 100 6,501 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-01-06 4 B $13.94 $1,394 D/D 100 6,601 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-04-04 4 B $14.08 $1,408 D/D 100 6,701 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-07-05 4 B $18.26 $1,826 D/D 100 6,801 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-10-05 4 B $21.02 $2,102 D/D 100 6,901 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 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2017-04-12 4 B $21.75 $2,175 D/D 100 7,101 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2017-07-10 4 B $19.02 $1,902 D/D 100 7,201 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2018-07-06 4 B $17.14 $1,714 D/D 100 7,301 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2018-11-08 4 B $15.72 $1,572 D/D 100 7,401 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2019-01-11 4 B $14.59 $1,459 D/D 100 7,501 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2019-04-05 4 B $15.36 $1,536 D/D 100 7,601 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2019-08-12 4 B $12.72 $1,272 D/D 100 7,701 2.31 -
  232  Records found
  1   2   3   4   5   6  7   8   9   10      
  Page 6 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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