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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
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-24 4 B $14.57 $1,457 D/D 100 7,103 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2020-01-03 4 B $4.36 $436 D/D 100 7,150 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 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-25 4 B $14.56 $1,456 D/D 100 7,203 2.31 %
NTG Tortoise Midstream Energy... Director   –       •      –    2018-07-10 4 OE $0.00 $0 D/D 1,823 7,291 0 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2018-07-06 4 B $17.14 $1,714 D/D 100 7,301 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-26 4 B $14.81 $1,481 D/D 100 7,303 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 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-02-02 4 B $15.18 $1,518 D/D 100 7,403 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 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2019-10-09 4 B $12.51 $1,251 D/D 100 7,801 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2020-01-03 4 B $13.02 $1,302 D/D 100 7,901 2.31 %
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-02-24 4 B $25.00 $100,000 D/D 4,000 10,883 2.39 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2018-07-24 4/A OE $0.00 $0 D/D 5,711 13,002 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2018-11-08 4 B $14.95 $1,495 D/D 100 13,102 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 -
NTG Tortoise Midstream Energy... Director   –       •      –    2018-07-24 4 OE $0.00 $0 D/D 6,000 13,291 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-04-05 4 B $14.26 $1,426 D/D 100 13,302 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 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2019-10-09 4 B $11.56 $1,156 D/D 100 13,502 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2020-01-03 4 B $11.09 $1,109 D/D 100 13,602 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-08-16 4 B $24.77 $90,400 D/D 3,650 13,933 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-12-02 4 B $27.30 $1,570 D/D 57 14,330 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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