Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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

 Download
  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
TTP Tortoise Pipeline & Energ... Director   –       •      –    2011-10-27 4 B $25.00 $12,500 I/I 500 500 2.1 -
NDP Tortoise Energy Independe... Director   –       •      –    2012-07-31 4 B $25.00 $12,500 I/I 500 500 2.1 -
NDP Tortoise Energy Independe... Director   –       •      –    2012-07-31 4 B $25.00 $100,000 D/D 4,000 4,000 2.39 -
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   –       •      –    2022-01-25 4 B $25.14 $2,514 D/D 100 2,675 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2011-02-17 4 B $25.17 $12,585 D/D 500 2,515 2.39 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-01-21 4 B $25.22 $2,522 D/D 100 2,475 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-21 4 B $25.39 $2,539 D/D 100 1,393 2.31 %
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-07-01 4 B $25.54 $2,554 D/D 100 5,551 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-01-27 4 B $25.72 $2,572 D/D 100 700 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-26 4 B $26.07 $2,607 D/D 100 1,693 2.31 %
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-01-26 4 B $26.16 $2,616 D/D 100 2,775 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-02-02 4 B $26.43 $2,643 D/D 100 2,875 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-01-27 4 B $26.47 $2,647 D/D 100 3,468 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2018-07-06 4 B $26.51 $2,651 D/D 100 69,075 2.31 -
TYN Tortoise North American E... Director   –       •      –    2007-06-12 4 A $26.56 $232 I/I 9 652 0 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-04-07 4 B $26.59 $2,659 D/D 100 800 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2016-01-06 4 B $26.76 $2,676 D/D 100 68,373 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-12-02 4 B $27.30 $1,570 D/D 57 14,330 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-12-22 4 B $27.35 $249,569 D/D 9,125 23,058 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-28 4 A $27.46 $259 I/I 9 625 0 -
NTG Tortoise Midstream Energy... Director   –       •      –    2014-02-28 4 A $27.46 $519 D/D 19 3,251 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-08-12 4 B $27.57 $2,757 D/D 100 17,719 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-24 4 B $27.70 $2,770 D/D 100 18,019 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2014-10-30 4 B $27.80 $2,780 D/D 100 600 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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us