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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
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   –       •      –    2016-07-05 4 B $30.01 $3,001 D/D 100 68,574 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-24 4 B $30.51 $3,051 D/D 100 1,960 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 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2006-09-05 5 B $31.12 $3,510 D/D 113 30,403 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-01-05 4 B $31.57 $3,157 D/D 100 68,774 2.31 -
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   –       •      –    2005-09-02 4 B $31.80 $1,720 D/D 54 24,423 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-25 4 B $31.99 $3,199 D/D 100 2,060 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-11-21 4 B $32.12 $3,212 D/D 100 32,199 2.31 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-21 4 B $32.34 $3,234 D/D 100 1,860 2.31 -
TYG Tortoise Energy Infrastru... Director   –       •      –    2007-12-03 4 A $32.50 $4,089 D/D 126 32,456 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-26 4 B $33.61 $3,361 D/D 100 2,160 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-10-30 4 B $33.74 $3,374 D/D 100 5,251 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-08-15 4 S $34.58 $41 I/I (1) 564 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-02-02 4 B $34.82 $3,482 D/D 100 2,260 2.31 -
TTP Tortoise Pipeline & Energ... Director   –       •      –    2014-08-18 4 S $34.90 $30 D/D (1) 5,151 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4 B $35.06 $3,506 D/D 100 70,108 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2017-04-12 4/A B $35.06 $3,506 D/D 100 68,874 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   –       •      –    2006-12-01 4 A $36.02 $3,708 D/D 103 30,752 0 -
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   –       •      –    2007-03-02 4 A $36.54 $3,834 D/D 105 30,972 0 -
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   –       •      –    2007-06-12 4 B $40.74 $736 I/I 18 1,369 2.02 -

  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