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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 8 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... Director   –       •      –    2020-07-16 4 B $16.37 $1,637 D/D 100 17,519 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2021-02-11 4 B $23.44 $2,344 D/D 100 17,619 2.31 -
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... Director   –       •      –    2021-10-04 4 B $28.06 $2,806 D/D 100 17,819 2.31 %
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-21 4 B $29.25 $2,925 D/D 100 17,919 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 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-25 4 B $28.75 $2,875 D/D 100 18,119 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-26 4 B $29.96 $2,996 D/D 100 18,219 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-02-02 4 B $31.05 $3,105 D/D 100 18,319 2.31 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-02-02 4 B $15.00 $247,500 D/D 16,500 21,800 2.39 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-08-20 4 B $14.01 $14,022 D/D 1,000 22,832 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-12-22 4 B $27.35 $249,569 D/D 9,125 23,058 2.39 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-11-21 4 B $11.99 $6,006 D/D 500 23,376 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-03-02 4 B $29.76 $1,631 D/D 55 23,677 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-06-02 4 B $28.45 $1,674 D/D 59 24,048 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-09-02 4 B $31.80 $1,720 D/D 54 24,423 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-10-20 4/A B $28.20 $28,200 D/D 1,000 25,634 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-10-20 4 B $28.20 $28,200,000 D/D 1,000,000 25,634 2.39 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2011-07-26 4 B $8.59 $8,590 D/D 1,000 25,784 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2005-12-01 4 B $28.76 $1,763 D/D 61 25,810 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-03-08 4 B $28.24 $22,592 D/D 800 26,982 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-03-02 4 B $29.50 $1,890 D/D 64 27,046 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-06-02 4 B $28.98 $2,400 D/D 83 27,515 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-08-11 4 B $29.69 $59,380 D/D 2,000 29,782 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-09-05 5 B $31.12 $3,510 D/D 113 30,403 0 -

  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