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

  
3m +/-  
Form
TTP Tortoise Pipeline & Energ... Director   –       •      –    2018-07-06 4 B $17.14 $1,714 D/D 100 7,301 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2018-07-06 4 B $12.64 $1,264 D/D 100 6,550 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2018-11-08 4 B $14.95 $1,495 D/D 100 13,102 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2018-11-08 4 B $18.20 $1,820 D/D 100 2,750 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 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2018-11-08 4 B $10.65 $1,065 D/D 100 6,650 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 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2019-01-11 4 B $18.18 $1,818 D/D 100 2,850 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 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-01-11 4 B $8.52 $852 D/D 100 6,750 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-01-11 4 B $13.72 $1,372 D/D 100 13,202 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   –       •      –    2019-04-05 4 B $14.26 $1,426 D/D 100 13,302 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 -
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... Member of Investment Committee   –       •      –    2019-04-05 4 B $15.36 $1,536 D/D 100 7,601 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2019-04-05 4 B $18.89 $1,889 D/D 100 2,950 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-04-05 4 B $8.50 $850 D/D 100 6,850 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 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2019-08-12 4 B $17.49 $1,749 D/D 100 3,050 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-08-12 4 B $12.19 $1,219 D/D 100 13,402 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2019-08-12 4 B $4.29 $429 D/D 100 6,950 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-08-12 4 B $15.93 $1,593 D/D 100 6,303 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 -
  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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