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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   $312,141    

Indirect Value

   $2,824      
Total Shares   64,091      
Total Value   $314,965      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $387 Tortoise Power & Energy $63,618 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,783 Tortoise Essential Assets Income Term Fund $86,623 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $387 Tortoise Power & Energy $63,618 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $60,783 Tortoise Essential Assets Income Term Fund $86,623
 


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   –       •      –    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 $17,814 I/I 600 1,288 2.1 -
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 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-12-01 4 A $36.02 $3,708 D/D 103 30,752 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-03-02 4 A $36.54 $3,834 D/D 105 30,972 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-06-04 4 B $41.98 $3,926 D/D 94 31,421 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-06-12 4 B $40.74 $8,974 D/D 220 31,641 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-06-12 4 B $40.74 $736 I/I 18 1,369 2.02 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-09-05 4 B $38.73 $4,013 D/D 104 31,856 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-11-21 4 B $32.12 $3,212 D/D 100 32,199 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-12-03 4 A $32.50 $4,089 D/D 126 32,456 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2008-03-04 4 A $31.73 $4,232 D/D 133 33,016 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2008-08-14 4 B $29.27 $14,646 D/D 500 34,284 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-06-23 4 A $0.00 $0 I/I 1,255 3,087 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-06-23 4 A $0.00 $0 D/D 18,857 66,208 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-08-15 4 S $47.74 $78 I/I (2) 3,085 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-08-18 4 S $48.18 $35 D/D (1) 66,207 0 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2014-10-30 4 B $46.29 $4,629 D/D 100 66,518 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-01-27 4 B $43.49 $4,349 D/D 100 66,850 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-04-07 4 B $42.72 $4,272 D/D 100 67,197 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-07-01 4 B $36.51 $3,651 D/D 100 67,573 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-08-17 4 B $35.35 $21,210 D/D 600 68,173 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2015-09-28 4 B $29.51 $2,951 D/D 100 68,273 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 -
  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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