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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   $309,900    

Indirect Value

   $2,812      
Total Shares   64,091      
Total Value   $312,712      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $508 Tortoise Power & Energy $63,205 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $59,581 Tortoise Essential Assets Income Term Fund $85,875 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $508 Tortoise Power & Energy $63,205 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $59,581 Tortoise Essential Assets Income Term Fund $85,875
 


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 8 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   –       •      –    2020-01-03 4 B $17.00 $1,700 D/D 100 3,250 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 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2020-01-03 4 B $16.38 $1,638 D/D 100 6,503 2.31 %
NDP Tortoise Energy Independe... Director   –       •      –    2020-07-16 4 B $11.70 $1,170 D/D 100 993 2.31 %
TPZ Tortoise Power & Energy Director   –       •      –    2020-07-16 4 B $8.98 $898 D/D 100 3,350 2.31 %
TEAF Tortoise Essential Assets... Director   –       •      –    2020-07-16 4 B $11.11 $1,111 D/D 100 6,603 2.31 %
TTP Tortoise Pipeline & Energ... Director   –       •      –    2020-07-16 4 B $14.01 $1,401 D/D 100 2,075 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2020-07-16 4 B $16.37 $1,637 D/D 100 17,519 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2020-07-16 4 B $16.84 $1,684 D/D 100 1,460 2.31 -
NTG Tortoise Midstream Energy... Director   –       •      –    2021-02-11 4 B $24.90 $2,490 D/D 100 1,560 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2021-02-11 4 B $11.80 $1,180 D/D 100 3,450 2.31 %
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-02-11 4 B $23.44 $2,344 D/D 100 17,619 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2021-02-11 4 B $18.96 $1,896 D/D 100 2,175 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2021-02-11 4 B $15.78 $1,578 D/D 100 1,093 2.31 %
TEAF Tortoise Essential Assets... Director   –       •      –    2021-02-11 4 B $14.05 $1,405 D/D 100 6,703 2.31 %
NTG Tortoise Midstream Energy... Director   –       •      –    2021-08-12 4 B $28.90 $2,890 D/D 100 1,660 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2021-08-12 4 B $12.97 $1,297 D/D 100 3,550 2.31 %
TTP Tortoise Pipeline & Energ... Director   –       •      –    2021-08-12 4 B $23.29 $2,329 D/D 100 2,275 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-08-12 4 B $27.57 $2,757 D/D 100 17,719 2.31 -
NDP Tortoise Energy Independe... Director   –       •      –    2021-08-12 4 B $20.27 $2,027 D/D 100 1,193 2.31 %
TEAF Tortoise Essential Assets... Director   –       •      –    2021-08-12 4 B $14.58 $1,458 D/D 100 6,803 2.31 %
NTG Tortoise Midstream Energy... Director   –       •      –    2021-10-04 4 B $29.82 $2,982 D/D 100 1,760 2.31 -
TPZ Tortoise Power & Energy Director   –       •      –    2021-10-04 4 B $13.33 $1,333 D/D 100 3,650 2.31 %
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-10-04 4 B $28.06 $2,806 D/D 100 17,819 2.31 %
TTP Tortoise Pipeline & Energ... Director   –       •      –    2021-10-04 4 B $24.55 $2,455 D/D 100 2,375 2.31 %
  232  Records found
  1   2   3   4   5   6   7   8  9   10      
  Page 8 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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