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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 9 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 Director   –       •      –    2009-07-29 4/A B $20.00 $12,000 I/I 600 600 2.1 -
NTG Tortoise Midstream Energy... Director   –       •      –    2011-06-16 4 B $24.99 $12,495 D/D 500 3,031 2.39 -
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 -
NTG Tortoise Midstream Energy... Director   –       •      –    2011-02-17 4 B $25.17 $12,585 D/D 500 2,515 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   –       •      –    2008-08-14 4 B $29.27 $14,646 D/D 500 34,284 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-02-24 4 B $25.00 $15,000 I/I 600 6,883 2.1 -
TYN Tortoise North American E... Director   –       •      –    2005-10-26 4 B $25.00 $15,000 I/I 600 600 2.1 -
NTG Tortoise Midstream Energy... Director   –       •      –    2010-07-30 4 B $25.00 $15,000 I/I 600 1,600 2.1 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-08-11 4 B $29.69 $17,814 I/I 600 1,288 2.1 -
CORR CorEnergy Infrastructure ... Director   –       •      –    2007-02-02 4 B $15.00 $18,000 I/I 1,200 1,200 2.1 -
NDP Tortoise Energy Independe... Director   –       •      –    2015-08-17 4 B $15.84 $19,800 D/D 1,250 5,650 2.39 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2015-08-17 4 B $23.48 $19,958 D/D 850 6,401 2.39 -
TPZ Tortoise Power & Energy Director   –       •      –    2015-08-17 4 B $23.54 $20,009 D/D 850 1,750 2.39 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2019-05-31 4 B $18.25 $20,130 D/D 1,103 6,203 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2015-08-17 4 B $20.65 $20,650 D/D 1,000 4,668 2.39 -
TYN Tortoise North American E... Director   –       •      –    2006-11-22 4 B $20.92 $20,930 D/D 1,000 3,186 2.39 -
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   –       •      –    2006-03-08 4 B $28.24 $22,592 D/D 800 26,982 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2010-11-19 4 B $24.38 $24,380 D/D 1,000 2,000 2.39 -
NTG Tortoise Midstream Energy... Director   –       •      –    2010-07-30 4 B $25.00 $25,000 D/D 1,000 1,000 2.39 -
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   –       •      –    2006-08-11 4 B $29.69 $59,380 D/D 2,000 29,782 2.39 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2004-08-16 4 B $24.77 $90,400 D/D 3,650 13,933 2.39 -
  232  Records found
  1   2   3   4   5   6   7   8   9  10      
  Page 9 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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