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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 8 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... Member of Investment Committee   –       •      –    2016-01-06 4 B $13.94 $1,394 D/D 100 6,601 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-04-04 4 B $14.08 $1,408 D/D 100 6,701 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-07-05 4 B $18.26 $1,826 D/D 100 6,801 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2016-10-05 4 B $21.02 $2,102 D/D 100 6,901 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2017-01-05 4 B $21.96 $2,196 D/D 100 7,001 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 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2017-07-10 4 B $19.02 $1,902 D/D 100 7,201 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2018-07-06 4 B $17.14 $1,714 D/D 100 7,301 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 -
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 %
TTP Tortoise Pipeline & Energ... Director   –       •      –    2020-07-16 4 B $14.01 $1,401 D/D 100 2,075 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2021-02-11 4 B $18.96 $1,896 D/D 100 2,175 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2021-08-12 4 B $23.29 $2,329 D/D 100 2,275 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2021-10-04 4 B $24.55 $2,455 D/D 100 2,375 2.31 %
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-01-21 4 B $25.22 $2,522 D/D 100 2,475 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-01-24 4 B $24.45 $2,445 D/D 100 2,575 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 -
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 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $12,000 I/I 600 700 2.1 -
TPZ Tortoise Power & Energy Director   –       •      –    2009-07-29 4 B $20.00 $2,000 D/D 100 100 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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