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Insider Information:   Adams P. Bradley
Relationship:   Chief Executive Officer
City:   Leawood
State:   KS
   
Insider Summary:
  
   
Companies Owned :   7    
Direct Shares   10,629    

Indirect Shares

   1,276      
Direct Value   $107,191    

Indirect Value

   $17,240      
Total Shares   11,905      
Total Value   $124,431      


Tortoise Midstream Energy Closed Fund $0 Tortoise Energy Infrastructure Corp $16,932 Tortoise Power & Energy $39,815 Tortoise Pipeline & Energy Fund, Inc. $1,042 Tortoise Energy Independence Fund, Inc. $10,517 Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. $0 Tortoise Essential Assets Income Term Fund $38,885 Tortoise Midstream Energy Closed Fund $0 Tortoise Energy Infrastructure Corp $16,932 Tortoise Power & Energy $39,815 Tortoise Pipeline & Energy Fund, Inc. $1,042 Tortoise Energy Independence Fund, Inc. $10,517 Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. $0 Tortoise Essential Assets Income Term Fund $38,885
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    3   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    2   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   4.1%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Midstream Energy Closed... NTG Chief Executive Officer 2022-01-21 684 2010-07-30 0    Premium*  
            Tortoise North American Energy C... TYN Chief Financial Officer 2014-06-23 0 0    Premium*  
            Tortoise Energy Infrastructure C... TYG Chief Executive Officer 2022-01-21 3,484 2017-12-01 124    Premium*  
            Tortoise Power & Energy TPZ Chief Executive Officer 2022-01-21 2,577 2016-11-01 1,050    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Chief Executive Officer 2022-01-21 256 2015-09-01 102    Premium*  
            Tortoise Energy Independence Fun... NDP Chief Executive Officer 2022-01-21 313 2012-07-27 0    Premium*  
            Tortoise Essential Assets Income... TEAF Chief Executive Officer 2022-01-21 3,315 2019-03-27 0    Premium*  
* Premium Members only  

Records found :    161         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
NDP Tortoise Energy Independe... Chief Financial Officer   •       –      –    2012-12-27 4 B $21.49 $8,596 D/D 400 625 2.74 -
NTG Tortoise Midstream Energy... Chief Executive Officer   •       –      –    2022-01-21 4 B $32.54 $3,254 D/D 100 684 2.66 -
NTG Tortoise Midstream Energy... Chief Executive Officer   •       –      –    2015-08-19 4 B $20.33 $2,033 D/D 100 693 2.66 -
NDP Tortoise Energy Independe... Chief Executive Officer   •       –      –    2015-04-20 5 S $21.86 $44 D/D (2) 758 0 -
NTG Tortoise Midstream Energy... CEO & Princ Financial Officer   •       –      –    2017-12-01 4 A $16.35 $43 D/D 3 814 0 -
NTG Tortoise Midstream Energy... CEO & Princ Financial Officer   •       –      –    2018-03-01 4 A $17.62 $44 D/D 3 832 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-07-01 5 A $19.60 $127 I/I 7 1,050 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-08-01 5 A $19.91 $128 I/I 6 1,050 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-09-01 5 A $21.60 $129 I/I 6 1,050 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-10-03 5 A $22.31 $130 I/I 6 1,050 0 -
TPZ Tortoise Power & Energy Chief Executive Officer   •       –      –    2016-11-01 5 A $20.84 $130 I/I 6 1,050 0 -
TYN Tortoise North American E... Chief Financial OfficerOfficer   •       –      –    2011-05-20 3 IO $0.00 $0 D/D 0 1,301 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2011-06-02 5 A $24.17 $269 D/D 11 1,344 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2011-09-02 5 A $22.94 $276 D/D 12 1,344 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2011-12-01 5 A $23.77 $283 D/D 12 1,430 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2012-03-02 5 A $25.95 $289 D/D 11 1,430 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2012-06-04 5 A $23.28 $295 D/D 13 1,430 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2012-09-05 5 A $25.68 $302 D/D 12 1,430 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2012-12-03 5 A $25.22 $309 D/D 12 1,514 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2013-03-04 5 A $28.09 $316 D/D 11 1,514 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2013-06-04 5 A $30.80 $197 D/D 6 1,514 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2013-09-04 5 A $28.02 $200 D/D 7 1,514 0 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2013-12-02 4 A $27.15 $204 D/D 8 1,522 0 -
NDP Tortoise Energy Independe... CEO & Princ Financial Officer   •       –      –    2019-08-16 4 B $4.15 $830 D/D 200 1,527 2.66 -
TYN Tortoise North American E... Chief Financial Officer   •       –      –    2014-03-03 4 A $28.51 $209 D/D 7 1,544 0 -
  161  Records found
  1   2  3   4   5   6   7      
  Page 2 of 7  
 
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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