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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   $311,060    

Indirect Value

   $2,823      
Total Shares   64,091      
Total Value   $313,883      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $449 Tortoise Power & Energy $63,661 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,048 Tortoise Essential Assets Income Term Fund $86,171 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $449 Tortoise Power & Energy $63,661 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,048 Tortoise Essential Assets Income Term Fund $86,171
 


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

  
3m +/-  
Form
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-01-05 4 B $31.57 $3,157 D/D 100 68,774 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 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2017-01-05 4 B $16.68 $1,668 D/D 100 6,250 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 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2017-04-12 4 B $16.64 $1,664 D/D 100 6,350 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4/A B $35.06 $3,506 D/D 100 68,874 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4 B $35.06 $3,506 D/D 100 70,108 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 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2017-04-12 4 B $20.55 $2,055 D/D 100 5,368 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2017-04-12 4 B $23.09 $2,309 D/D 100 2,450 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 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2017-07-10 4 B $18.88 $1,888 D/D 100 5,468 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2017-07-10 4 B $13.25 $1,325 D/D 100 6,450 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-07-10 4 B $29.73 $2,973 D/D 100 68,974 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   –       •      –    2018-07-24 4/A OE $0.00 $0 D/D 5,711 13,002 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2018-11-08 4 B $10.65 $1,065 D/D 100 6,650 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 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2018-11-08 4 B $15.72 $1,572 D/D 100 7,401 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   –       •      –    2019-01-11 4 B $18.18 $1,818 D/D 100 2,850 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 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2019-01-11 4 B $14.59 $1,459 D/D 100 7,501 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 -
  232  Records found
  1   2   3   4   5   6   7  8   9   10      
  Page 7 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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